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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.


Reporting Functions

Categories

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How can Clover help merchants view and analyze reports? What features should be added to Clover’s software to improve analytics?

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10 results found

  1. Hour by hour sales reporting

    43 votes

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    Planned  ·  8 comments  ·  Reporting Functionality  ·  Admin →
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  2. Waiter Net Sales Reports

    Net sales reports for individual waiters - not gross, not with tax and tip.

    32 votes

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    Planned  ·  2 comments  ·  Inventory/Orders/Customer/Sales Reporting  ·  Admin →
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  3. Cash Log Report

    Merchant wants to be able to see how much did he start the day and how much was left at the end of day to be able to take that money and deposit into the bank.

    22 votes

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    2 comments  ·  Inventory/Orders/Customer/Sales Reporting  ·  Admin →
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  4. Offer the same export view as what appears on the Dashboard view

    The view offered on the Dashboard is not the same once the report is exported to a .csv file. Merchant feedback is to offer the same info in the same general format for ease of reference.

    12 votes

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    Planned  ·  0 comments  ·  Reporting Functionality  ·  Admin →
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  5. would like reporting to show morning shift total sales and night shift total sales

    Merchant is looking to be able to pull a report with all sales in the morning shift and another report for the night report without having to everyday to change the time range or custom date range just to pull a morning and night shift with total sales .

    7 votes

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    Planned  ·  2 comments  ·  Inventory/Orders/Customer/Sales Reporting  ·  Admin →
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  6. Total gift card liability balance at a customizable date.

    We need to be able to reconcile gift card liability at year-end without downloading the whole database exactly at cob on 12/31.

    6 votes

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    Planned  ·  3 comments  ·  Other Reporting Function Suggestions  ·  Admin →
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  7. Don't delete Items if an Order is combined with another Order

    When an order is combined with another order it has the Items coming up under Deleted Items in Reporting.

    6 votes

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    Planned  ·  1 comment  ·  Inventory/Orders/Customer/Sales Reporting  ·  Admin →
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  8. Better Batch Options

    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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    Planned  ·  1 comment  ·  Other Reporting Function Suggestions  ·  Admin →
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  9. Add a CRM function for reporting top clients and client purchases

    We need a report that will pull client data connected to sales so you can see who is our top client by sales or by category etc. This is a basic CRM report that is critical for retail

    4 votes

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    Planned  ·  0 comments  ·  Inventory/Orders/Customer/Sales Reporting  ·  Admin →
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  10. Separation of the additional charges vs. Surcharges on device

    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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    Planned  ·  1 comment  ·  Reporting Tips, Taxes, and Service Charges  ·  Admin →
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