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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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405 results found

  1. its been a constant hassle not been able to acces daily sales from historical reports

    3 votes

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  2. I cannoted find the expected deposit on the website anywhere, but I print it on the sales summary report from the terminal every night.

    3 votes

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  3. it would be great if Clover could total the number of visits a customer makes to the business. I know it shows past orders. But it'd be nice if you could total the number of visits and the dollar spend

    3 votes

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  4. merchant wants to download the current year total sales she did to an individual customer without she having to do it manually.

    3 votes

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  5. 3 votes

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  6. had a merchant that requested for this feature to be implemented to the tip app cause that way her employees are not able to view the history from back dates

    3 votes

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  7. Merchant is requesting to have the taxes listed on the shifts report in the shifts app

    3 votes

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  8. Option to print the total dollar amount and total quantity amount REMOVED items?

    3 votes

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  9. New Mobile Update Version 3 WIPED out Simple Overview of Daily Totals by multiple days. Other apps allow downgrade/revision to prior versions. This is not a time to stop ability to compare Todays revenue to same day a week ago ,,,,

    3 votes

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    Started  ·  Jeff Martin responded

    Thank you for sharing your feedback. Look for an update shortly to replace some of the functionality you’ve mentioned. Once you apply the update, please let us know what you think. We have great plans for the development of the Clover Dashboard app, and will release updates regularly. In the meantime, you can access all the previous functionality by logging in to your account at clover.com/dashboard/login.

  10. 3 votes

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  11. On Clover.com, in the Sales Activity > Transactions section, Payments, Voids, Manual Refunds, Refunds and Authorizations are all broken up into seperate sections. For reconciliation purposes, my merchant is manually exporting Payments, then Refunds, then Voids and stitching those three exports together. Hoping that these broken up sections will all be better integrated into a single section in the future. This is also a gap between Payeezy and Clover. Payeezy put all the various transaction types into a single screen, and exportable report.

    2 votes

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  12. When the accounting sync is turned on, QBO receives a daily journal entry with sales, sales tax, tips/gratuity and the offset is cash/credit card payments. Clover needs to add a line item for Merchant Fees. The total bank deposit does not tie to the accounting sync because the merchant fees are not included. The bank deposit for the day is total credit card payments received less merchant fees. It would be great to see the merchant fees synced with QBO.

    2 votes

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  13. In the Tax Report, could you please Hyper-link the Tax Removed-applicable Sales amount. We would like to see the transactions where the taxes were removed,

    2 votes

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  14. I am looking for a report that will provide the following in a single report by item:
    1. Item name
    2. item price next to it
    3. sales tax amount related to the item. If item is Non Taxable it should reflect zero tax next to it.
    There are not reports in in clover that shows this information. I just spent 3 hours on the phone, and went up to a supervisor level and the best that they could do is send me to this site to put a request, and maybe get a resolution in the future. Assuming it…

    2 votes

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  15. Me and my friends have been using Clover for a couple of years now, the only thing we didn't satisfy is the service plan kept increasing over a year without notifying the user, or explaining why is there an extra fee, what the extra functionality does Clover offer to the us that the service plan just keeps increasing over a year. Because if the plan keeps increasing the end of this year or next year. I would likely cancel and just use the other POS systems with a fixed monthly service fee. Please discuss this with your team and comes…

    2 votes

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  16. As a bookkeeper I have a request for an additional report that shows a monthly report with daily cash sales totals. My restaurant client makes daily bank deposits of the CASH they receive. I need to check if what they deposit matches with the cash sales according to Clover. If they deposited more or less than the actual cash sales then I need to record that in the books as cash over or short. Right now no such report exists so I have to look at each day, scroll down, write down the amount on a spreadsheet. Then the next…

    2 votes

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  17. PLEASE bring back number of sales slips and net sales for each employee
    and option for individual employee's to have a single report for their own cash out.

    2 votes

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  18. I need to be able to see items sold for a given time (1 week, 1 month, 2 months) on the same report as current quantity on hand in order to accurately order new product. We order beer, wine and liquor every week and need better reporting. I am spending hours to put two reports together when someone with programming skills could easily add this category to the current report.

    2 votes

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  19. You recently discontinued the service plan we signed up for, and replaced it with a plan that removed a very important feature. Our servers would hold their cash sales and print a cash settlement report the end of their shift that automatically deducted their credit card tips from the cash they owed us. This was a very important feature we relied on, and you eliminated it right in the middle of a business day, with no warning. I recommend you reinstate this feature as soon as possible, or I'm sure many businesses will find other services.

    2 votes

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  20. Not sure if this is the case for users that export data to Quickbooks through the Clover app, but as a user that introduces deposits manually in QB it would be very helpful to click on tender type and see how many retail items were sold during a specific time period that were cash transactions and that were credit card transactions. Also the daily batches should have a breakdown of retail items sold and the surcharge amount.

    2 votes

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