Allow for custom reports
I should be able to take any of the base reports and filter, total, and add fields as necessary. The existing reports are not sufficient to my company's needs, and we're spending days each month to export the data that we need to create reports outside of Clover.
Right now we need to run the sales, tenders, and discounts reports for every employee in order to collect the information we need, and then we have to collate and transform that information. I would expect any POS system to have much more robust and flexible reports.
Melissa
shared this idea
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Jessica
commented
I'm surprised that there is no improvement to this functionality in the last 2 years. I am unable to pull the report I need with the parameters I need ( I have reached out to customer service and received a hard no) and the closest report available can not be run from the Dashboard. this means that I need to perform a very manual process to receive the data that I need. When we switched to Clover, I was told that I would have help with custom reports and I have not experienced that.
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Denee
commented
I completely agree, the fields to bring in and out of report such as (Date Sold, Revenue Class, Tax, employee who sold it, discount, tender type etc.) These are all things that should be standard and are currently data attributes their system already captures. Im very surprised they aren't options in the reporting functionality.