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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. We need to be able to look at an Item and see sales for a time period and see what invoices that item was sold on. I need to see individual receipts to view the notes on these sales and can't locate them in Clover. The transaction tab doesn't allow you to search by item - Which it really should.
    I find it hard to believe Clover doesn't offer these options but that's what tech support told me.

    2 votes

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  2. would it be possible to have a breakdown of the taxes in the closeout report the merchant prints off from the station? currently there are 3 reports they can print off from the device but the summary report does not break down the GST and the other taxes

    2 votes

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  3. Reports that currently only run on the device should be able to be run from the dashboard. Example: employee report for certain device gives breakdown of all transactions per employee for that specific device...we have to go to each device to run that report... but we should be able to run that from within the dashboard.

    2 votes

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  4. Please print the device name on reports printed from a certain device. The employee report shows each employee but if you have 12 registers you don’t know which report can from which device.

    2 votes

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  5. Phone orders are nontaxable in our city. Need a way to track these orders separately from other orders so that quarterly taxes are easier to do.

    2 votes

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  6. 2 votes

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  7. Merchant wants the item report to also include the payment transaction

    2 votes

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  8. Merchant request to have full reporting for the Rewards App. Merchant states she can only view past 20 transactions and rewards reporting should be able to be filtered for viewing.

    2 votes

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  9. Merchant would like to be able to pull reports based off items. By pulling this report merchant would like to know who bought this item daily, weekly, and monthly. This helps the merchant send out promotions to specific groups.

    2 votes

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  10. Merchant wants to be able to see an report option for Virtual Terminal in the Reporting app and/ or a filter in order to see all Virtual Terminal transactions in the same page.

    2 votes

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  11. New reporting rolled out to all merchants. New locations after September is unable to revert back to old reporting. This issue poses a big issue for merchants with multiple locations. If old locations can go back to old reporting and newest locations is unable to be reverted backwards. These merchants are not new merchants and should not be forced into using newest reporting since it has 2 different styles and causes a major issue for back office reporting to do two different styles of reporting.

    2 votes

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  12. The Reporting app has a section called Payments by Card Type. This sections has 4 colums : Payments, Tips, Service Charges and Total.

    When viewing the reporting app from the Mobile Version of the Clover dashboard, the Card Type section lists these 4 colums as Payments, Refunds, Manual Refunds and Net Total.

    So merchant who are on the Mobile site think that refunds are bring issues when in reality those are the tips and service charges collected.

    Resolution: Change the lable of these to sections on the Mobile version to match the regular computer version of the Clover Web Dashboard.

    2 votes

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  13. 1 vote

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  14. I would like to access the open orders report on a monthly, or with a custom built date range in the dashboard, right now its only available in the device and as a owner of business its not possible to have a physical presence before the device to run a report.

    1 vote

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  15. Fast service is vital to a restaurant. Would like a report that tracks restaurant performance metric "Time per order". Would like to see it by hour, by day, trends over time.

    1 vote

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  16. Can you PLEASE add back the feature of being able to edit inventory from the main search page, instead of having to drill down and 3 more clicks?

    0 votes

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  17. When doing a transaction report for a specific date, the beginning date and end date must each be selected, which is fine. When switching forward or backward one day, it takes 5 clicks to change the date. xxxx has a left and right arrow that can be clicked to move forward or backward one day. That would be a very helpful feature to have.

    1 vote

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  18. I would like to see every single sale that was made with an item. for example, you go to inventory, pick an item and get a list of all sales, with dates and prices. Ideal would be if you can also go from this sale to the transaction, to see the customer. Also when in orders or transactions I would love to click on the items there, to see it in inventory. hey, we're in the 21th century, that's no rocket science for a modern system and statistics is what makes a good inventory software!

    1 vote

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  19. third party online sales and sales taxes should be excluded on the report, or reported separately because they pay the taxes, so i get the clear picture of taxes owed to state, county and city, right now its included in the total sales.

    1 vote

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  20. I would like to be able to go delete the unpaid portion of a partially paid order. I have customers that decide they do not want the unpaid item on the order. Also just finding "open" vs "paid" vs "partially paid" in the order reporting filters is not there and should be.

    1 vote

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