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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?

Reporting Functions: Other Reporting Function Suggestions

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Combined Reporting

On Clover.com, in the Sales Activity > Transactions section, Payments, Voids, Manual Refunds, Refunds and Authorizations are all broken up into seperate sections. For reconciliation purposes, my merchant is manually exporting Payments, then Refunds, then Voids and stitching those three exports together. Hoping that these broken up sections will all be better integrated into a single section in the future. This is also a gap between Payeezy and Clover. Payeezy put all the various transaction types into a single screen, and exportable report.

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Driller, Tim shared this idea  ·   ·  Report…  ·  Admin →
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  • Jimmy Estrada commented  ·   ·  Report

    When we go to Sales Activity and Transactions, select a date, and choose Export Payments From This Page, we would like merchants to see all transactions, including voids, manual refunds, refunds, etc. Currently, the report only shows payments, and merchants cannot see manual refunds unless they click on each section (Voids, Manual Refunds, Refunds) separately. We feel that is an extra step and it would be great if all transactions for the selected day appeared when we choose Export Payments From This Page. Thank you.