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Reporting Functions

Welcome to the feedback forum for Clover Reporting Functions. Please share your ideas for how we can update our Clover reporting software to help merchants run their business more effectively. Specifically, this forum should only include ideas surrounding built in reporting functions. We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Reporting Functionality: Ideas here should explicitly focus on the practicality and usefulness of Clover’s reporting feature. Is it easy to customize filters? Is the frequency at which reports generated sufficient?

2. Reporting Tips, Taxes, and Service Charges: This category should distinctively include all feedback regarding Clover reports producing intelligence on tips, taxes, and service charges.

3. Employee Reporting: This category should distinctively include all feedback regarding Clover reports producing intelligence on employees.

4. Inventory/Order/Customer/Sales Reporting: This category should distinctively include all feedback regarding Clover reports producing intelligence on inventory, orders and customers. This also includes reporting on sales/revenue.

5. E-Commerce Reporting: This category should distinctively include all feedback regarding Clover reports producing intelligence on online electronic transactions.

6. Other Reporting Suggestions: Place your idea here if you have feedback that does not fit in any of the other forum categories.


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411 results found

  1. It is impossible to get an accurate sales tax report or to find out where the errors are because you can't drill down on categories in the sales tax reporting, or filter by order source.

    3 votes

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  2. ADD ORDER NUMBERS TO ORDER WITH GOOGLE, FOLLOWING SUBSEQUENTLY OF ALL ORDER TYPES

    1 vote

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  3. it now takes six taps to get a daily total where we could just look in the header of the transaction list before. We used that function daily. Please put it back.

    1 vote

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  4. What is the Connection Link to Clover Transactional Data so we can use Microsoft PowerBI to build internal reports?

    1 vote

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  5. Cash Collected are being reported per device instead of by Employees. Merchant need cash collected by EMPLOYEES in Sales Overview.

    1 vote

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  6. please bring back the option to print full payment transaction detail from prior day or any day

    1 vote

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  7. Dashboard reporting for Orders should include the Source/Type field as displayed on the Clover device. This will allow absentee owners to easily see the source of orders and determine which of the online ordering services is working best for them.

    1 vote

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  8. Reporting uses the most recent item cost, not the cost that was recorded at the time of sale. Item costs that have changed over time are reported incorrectly and as a result all reporting values derived from COGS are incorrect when reporting over any period where inventory costs changed. Example:
    (November 1st I set my crab cost at 3.99 and sell price at 5.99. I sell 1000 lbs at a gross profit of $2000. On November 15th my cost increases to 9.99 lb and I change my cost to 9.99 and sell price to 11.99 lb I sell 500 lbs…

    4 votes

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  9. Clover should have a report where you can see who adjusted the inventory and which day did that user did the adjustment.

    1 vote

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  10. Reporting for comparison of every day sold items and every day change in inventory item list to reflect only items that were only manually changed in inventory.

    This functionality will enhance daily audit ability for owners

    2 votes

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  11. The latest Inventory update took away the "item cost" category and the "alternate name" category (which we use to track where we buy items from).

    Tracking what we pay for items and where they come from are crucial.

    This can still be done on the actual POS but not on Clover online. Most, if not all, retail businesses do not stand at their POS to add new inventory they do it on their computer. This update makes this impossible.

    It seems every time there is an "update" it is worse for users. :( Is this a problem for other retailers?…

    2 votes

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  12. They want to know if we can generate them a report that will show Customers and Item Sales together. A report showing which customers bought which items that month. The item sales report only shows the items but does not tie it to specific customer. This is going to be a report that need monthly and is possible to have that function added as to where they can pull that report themselves,

    2 votes

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  13. Currently you can filter by Payment Source in Transactions. It would be a welcome addition to include this function in Reporting. For instance, the By Device filter could be expanded to include all payment sources

    1 vote

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  14. We would be very pleased if the Reporting app can let you filter payments by tender (example: Cash only) instead of needing to login to the Dashboard to see that info.

    1 vote

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  15. Clover Dining, need ability at end of night on Employee Reporting for managers to see not just totals, but Cash Vs. Card Totals so Managers know how much $$ to collect from their servers. This is only available in steps on the Dashboard and there needs to be a quick way to accomplish this on the device.

    4 votes

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  16. INVENTORY More options to view item features using Items - included in tab with Item Name The necessary fields are COGS (even the ability to calculate average COGS when a retailer is adding new inventory at new prices),Revenue Class, not just Printer Label fields.

    Why not allow an image to be posted in suggestions for better explanation?

    1 vote

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  17. The new update that has been implemented where a customer's order ticket on the register automatically closes does not work for my business. We want the ticket to stay open until we hit the 'done' button as it was before. Please add the ability for us to choose to turn this feature OFF.

    1 vote

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  18. Allow merchant to
    1. Close their batch through the dashboard.
    2. Provide them information on their expected funding time based on when they batch and their time zone.
    3. Let the merchant use this information to set their OWN auto-batch time, or to switch their batching to manual.

    4 votes

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  19. Simply an additional option for the drop down in Reporting, in addition to "Today, Yesterday, Last 7 days, Last 30 days, and Custom" It would be nice to have either a "Day before last" option, or a "Saturday" button, so that we can stop running the custom range each Monday after the Sunday which is always off at our location.

    TLDR: Add to the Reporting drop down an option for "Day before Last"

    1 vote

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  20. Please create a printable detailed batch report that shows the batch total and a list of all transactions (sales and refunds). Maybe you can add that to the "Closeout" screen so I can click on the batch "details" link and print the report. Thank you,

    6 votes

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