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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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12 results found

  1. Merchants would like to be able to customize the time frames and content for reports on the main Clover dashboard screen

    203 votes

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  2. I need the ability for employees to view and print how much CASH they owe to the house. Currently the sales overview is broken out by location instead of by employee. I need to be able to see how much John Smith owes to house as well as Jane Doe. This should include payouts so that the total cash owed to house per employee is easily identified. This way my employee can close out their cash at the end of their shift, regardless of the time of day. Right now, the employee closing at the end of the day shows…

    87 votes

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  3. We are able to select a custom date range in our reports, but the data is spit out as an aggregate of all days in the range. So if I select 3 days, I am shown a report of the entire 3 days, instead of each day separately. I am not able to compare data daily except by exporting and manipulating with Excel. I recommend you give us the ability to see a summary of each day that is in the date range, and then if we were to click the summary it should open up a tree to show…

    81 votes

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  4. A condensed closeout report (like the batch report but include cash refunds tips, gift cards) so my employees can close the register at the end of the night with out having to add numbers outside of the software. Or use the tender stats section in the long report and add CASH, refunds, tips so it gives the total number or sales for the day.

    59 votes

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  5. Closeout app needs an option to list transactions

    54 votes

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  6. Merchant wants a report that populates with customer names and how much they were charged. Ideally, the merchant would be able to filter the dates he wants to view this information for.

    24 votes

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  7. Merchant needs the system to pull up the NET AMOUNT of sales for
    an employee. The NET AMOUNT would be strictly the SALES amount and WOULD NOT INCLUDE TAXES. Especially for merchants who pay employees commission

    24 votes

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    1. Last Month. Instead of pulling the last 30 days, it would be ideal if, as a pre-set report not requiring choosing start and end dates, Clover could pull a preset report for the immediately prior month. It would be a more complicated yet better idea if all previous months could be chosen as options without needing to choose start and end dates.
    2. Last Week. This report would require an enhancement to allow the merchant to define their business week start day. We do something similar now in letting a merchant define what time of day to begin Clover reporting. Allowing…
    13 votes

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  8. Have the ability to change between report types you want the auto-printed/e-mails after batch is closed.

    10 votes

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  9. Merchant would like the option to remove the server totals from the closeout application. Merchant advised that they did not need that section of the report because they are a retail business.

    8 votes

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  10. I'd like to be able to export the daily batch report into an Excel file. It'd be a lot easier to keep track of daily-weekly transaction activities. Thank you!

    5 votes

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  11. 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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