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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. It would be helpful if we had the option to sort alphabetically. I need to input the sales by device into a spreadsheet and the card types aren't always in the same order.

    2 votes

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  2. Ability to run a comparative report of servers to be able to measure detailed sales performance of each server:

    number of guests
    selectable date range
    sold entrees (count and gross dollars)
    sold appetizers
    sold liquor
    sold desserts
    display/filter on day of week
    display/filter on order entry time

    2 votes

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  3. The terminal allows you to view open order or partially paid orders but not at the same time. You should be able to check off in the filters which items you would like to see.

    2 votes

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  4. The sales report is displaying on the home screen of clover device. And our merchant don't want that. Could you please find a way to remove or hide it from the home screen.

    2 votes

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  5. Servers should only be able to see their own report, have access to only their guest checks, only see sales for current day transactions. This is a security and privacy issue

    2 votes

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  6. Currently when a merchant inputs data into the "Note for item or service" field, this data passes to the cardholder. However, the data does NOT flow through to the merchant's reporting. I have a client who inputs the date of the event for their catering invoices in this field. When they go back later to tie the transaction to an event, they are unable to do so because the Note field in blank in the reporting.

    2 votes

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  7. Please let me run reports for multiple devices at once. Not one, not all, but let me select from the list of devices. I would have to run over 600 reports to get a month by month snap shot of our offsite sales. This would give me a ton of important data

    2 votes

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  8. The current Close Out menu under Finance currently shows us the daily transaction amount that goes to the Bank. When you click to see the details, it shows summary per card. That has not been helpful. We need this to show the customers whose transaction cleared to the Bank every day. So we will see total Closeout for the day and when we click on the total amount it gives us the customers that make up that total. Kindly help create this report.

    2 votes

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  9. We have multiple clients want to add a custom field on the sales report, e.g. each sales needs to split tip income with kitchen staff, so they need add a custom field "Kitchen Tips" to the report.

    The formula for this field is (net food sales + net unclassified sales) * 5%, "food" is a revenue class the merchant defined. They used to use the Squirrel POS system, which allowed them to add such a field.

    2 votes

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  10. a way to see your current total of inventory for the year. by vendor

    2 votes

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  11. employees have the need to buy supplies quickly on occasion and do a payout from the register there is no method to do that
    and your chat line is worthless

    2 votes

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  12. As of Aug 1, 2023 item sales report, the display order for gross sales and net sales is incorrect.

    Currently gross sales $ and net sales $ are displayed before item sold.

    After sku and product code, the display order should be item sold, refunded, exchanges, net sold, and then gross sales $. Net sales $ should be displayed after exchanges $.

    I have entered case # MI001119531 to request the display change back to the correct way it was displayed on the items sales report since June 2021 when we first started using Clover.

    Thanks.

    2 votes

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  13. When printing sales overview from the device the Additional charges section should itemize the amount for surcharge vs. gratuity. Currently we have to log into the dashboard to get that.

    2 votes

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  14. Can you please Add the Name of the Bussiness on the End of day close out report Emailed to the merchant.. Not just the MID #. I have a client who has multiple accounts but under the same email. They want the name of the business listed on top of the report so they can idenitfy which Close out report belongs to which business. . Thank you!

    2 votes

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  15. Need allowable permissions to be created so a non-owner of the account can access and view the Merchant Processing Statement.

    2 votes

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  16. For unique identifier we are not able to match back to report in Virtual Terminal as the "note" or "description" field remains blank - does not pull in the key field of info that we need to make our process more efficient and less manual.

    2 votes

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  17. To adjust font size for Uber Eats receipts

    2 votes

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  18. Unit price should print on receipts even when the item is set as having a "variable price". Currently only items with a fixed price will print the unit price on the receipt. Customers don't care what our settings are... they want to see a unit price no matter how we have our pricing set in the software. This is common sense!

    2 votes

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  19. Tip adjusted transactions show in reporting as partially paid. This causes the printed employee report to exclude the service charges (gratuities) from those transactions.

    2 votes

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  20. Merchants have discrepancies between what the Closeout App cites as the batch total versus what they receive in their Deposit. To reconcile, we need to pull a batch report that clearly cites what transactions were funded in each batch. Clientline used to provide this report, but recent changes on that portal make this an even more urgent need on the Clover platform

    2 votes

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