Customizable Reporting on the Dashboard
Merchants would like to be able to customize the time frames and content for reports on the main Clover dashboard screen
We are rolling out much of the requests in this request this quarter. Please enjoy our new reporting features. If you don't see your ask by the end of the quarter please feel free to come back and add your specific need.
Scott Commer commented
The merchant needs to be able to go back more than 3 months for items sales report and should be able to filter it by items versus seeing the whole report.
If they go back more than 3 months it ends up being an excel spreadsheet emailed which is not good.
Linda Schuyleman commented
Until yesterday, 12/06/22, I could to to my dashboard, then to payments - transactions, put in the date range I needed and print the report of that date's "Successful Payment Summary" which showed each transaction. I could also print refund data, void data. Yesterday the only thing that prints is the summary page, none of the transaction detail.
What Happened? This report made it easy for me to balance the credit card detail to my general ledger. Can't do that now.
Mobile Support (Crimson) commented
Merchant called in about reporting not being able to show him hourly sales reporting for month instead of the day.
David Pustinger commented
It would be helpful to see gross margin daily, weekly, monthly, quarterly and annually. Important information to have to effectively manage a business.
Jolie Pavent commented
Merchants would like to easily compare sales to different time frames i.e. this February 2019 to February 2018 or Wednesday of this week to Wednesday of last week. This month to last month etc.
MERCHANT IS REQUESTING TO HAVE THE NEW DASHBOARD INTERFACE CHANGE.
RESOLUTION:MERCHANT IS REQUESTING TO HAVE THE DASHBOARD INTERFACE CHANGE, HE IS REQUESTING THAT THE KEY NUMBERS, REFLECT TOTAL AMOUNTS AND AVERAGE TICKET INSTEA DO F DISCOUNT AND GROSS AMOUNTS,MERCHANT ALSO WANTED HIS NET REVENUE SHOULD REFLECT THIS DAY LAST YEAR NOT LAST WEEK.
I called in yesterday asking about this as well, but my support person didn't record my request correctly at all.
It would be VERY helpful for MOST merchants to be able to see this data averaged out over specified time period to be able to seasonal trends as well.
Clover already captures this data it should be pretty simple to program this function.
I downloaded the Dashboard Business Analytics third party App and it, at least, lets me see previous data, but still will not create a graph for averaged data over a specified time period.
PLEASE create this for us!
He wanted to be able to see the chart graph for ANY time period and not just for that day.
Rich Ketterman commented
I’ve had a few merchants ask about the hourly net revenue report and it being available for previous days. Currently it will only show for current day sales on the home dashboard page. Most merchants know what their busy time is but always nice being able to see an actual report. Also if they could make it customizable to show the amount of orders/transactions done as well.
Merchant would like for the previous day net revenue info to be displayed with net revenue for today and this day last week