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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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138 results found

  1. Add the option to filter transaction and sales report by device for Clover Go gen 3 devices.

    4 votes

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  2. I would like to customize the reports more, I need specific details at the end of each day and the generic reports aren't working for me. All the info is there I just need a way to pull it instead of going into each individual transaction.

    4 votes

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  3. merchant would love to have the detailed report option added back in, along with the current batch summary report that gets printed out at the end of the day

    4 votes

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  4. It's nice to be able to compare this week to last week on reports, but my work week starts on Monday. Can we have an option to make Monday the week start instead of Sunday?

    4 votes

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  5. Reporting - Merchant requests that reporting be upgraded to include more information. Not every sale we process is taxable. We also sell to other vendors and those items are tax free. Currently i have two reports i can pull. Revenue Item Sales and Payments. When i pull the Revenue item sales it shows the items and amounts but doesn't say if the sale was taxable or not. When i pull the Payments i can see if a specific payment was taxable but it doesn't tell me what item was sold.

    4 votes

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  6. To make amount collected and deposit amount reconcilable. Deposited amount may include fees, service charges, chargebacks and reversals. This causes confusion for the merchant and they think funds are missing since all totals are not in same place.

    4 votes

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  7. Hi,

    Just wanted to pass along some feedback I’ve received from 2 larger clients just in the last week. There seem to be some restrictions as far as server closeout when they are reviewing their transactions to confirm their tips match etc.

    Both clients asked if there was a report like what you can see in the transactions app that is printable from the device so the server/front house manager can verify everything was entered correctly. Both said it’s not feasible to have them stand at the station and take up the device while they review 35+ card transactions.

    Any…

    4 votes

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  8. The merchant wants the modifiers to be tracked on the reporting

    4 votes

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  9. On the Clover Dashboard Reporting, a restaurant or retail may have multiple managers for one store or location, after an item is printed and then an item is removed from an order, we need to see a report of who approved the deleted item and who is doing the most deletion items after printing or firing items. Currently it shows the employee of the order but not who approved or overriden the printed items when managers have the permission to do so.

    3 votes

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  10. I need to be able to run a "tender types" report by date for a custom date range. Exactly the same functionality as the sales report, which allows for DAILY SUMMARY or TOTAL toggle, but in the tender type it only allows for the summary.

    3 votes

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  11. My organization is currently using 2 Clover Flex and will be purchaing 24 more devices. I have created 27 categories for the menus at our 10 service locations. Currently the ITEMS sold by CATEGORY report lists all items sold in each category on every device in use. I have multiple devices selling from the same category. We would like to be able to print ITEMS sold by CATEGORY by THIS DEVICE, directly from the Clover Flex. This will save time and paper and not require me to grant employee access to the Clover Dashboard online.

    3 votes

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  12. It would be very useful if you could export your cash log in excel.

    3 votes

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  13. Merchants need to be able to pull historical reports that reflect the COGS/liability report reflecting the cost/count AT THE TIME OF THE REPORT, not the current item cost/count.

    3 votes

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  14. Merchant wants to be able to print the items from a category without the full report. Just the category that she choose and she wants to be able to do it from the device

    3 votes

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  15. I am terribly confused why I have a device labelled "No Device" on my reporting screen. I need this to be labelled "Online Orders" so we know how to divide our tips. I spent half hour on the phone with Olsi (sic?) and she kept telling me I cannot change it's name because it isn't a device at all. Please keep Online Orders in their own category on my HUB, or label them as "Online Orders"

    3 votes

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  16. At this time when using this button, there is no way to attach a revenue class and its messing up the reporting.

    3 votes

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  17. You currently offer a sales comparison with the same date of the previous year, but not the same day of the week. Our business is heavily variable based on the day of the week; comparing Saturday, June 5, 2021 to Friday, June 5, 2020 is not very useful. But comparing Saturday, June 5, 2021 to Saturday, Jun 6, 2020 would be very useful. Our previous point-of-sale system offered this functionality.

    3 votes

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  18. New Mobile Update Version 3 WIPED out Simple Overview of Daily Totals by multiple days. Other apps allow downgrade/revision to prior versions. This is not a time to stop ability to compare Todays revenue to same day a week ago ,,,,

    3 votes

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    Started  ·  Jeff Martin responded

    Thank you for sharing your feedback. Look for an update shortly to replace some of the functionality you’ve mentioned. Once you apply the update, please let us know what you think. We have great plans for the development of the Clover Dashboard app, and will release updates regularly. In the meantime, you can access all the previous functionality by logging in to your account at clover.com/dashboard/login.

  19. I am looking for a report that will provide the following in a single report by item:
    1. Item name
    2. item price next to it
    3. sales tax amount related to the item. If item is Non Taxable it should reflect zero tax next to it.
    There are not reports in in clover that shows this information. I just spent 3 hours on the phone, and went up to a supervisor level and the best that they could do is send me to this site to put a request, and maybe get a resolution in the future. Assuming it…

    2 votes

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  20. Me and my friends have been using Clover for a couple of years now, the only thing we didn't satisfy is the service plan kept increasing over a year without notifying the user, or explaining why is there an extra fee, what the extra functionality does Clover offer to the us that the service plan just keeps increasing over a year. Because if the plan keeps increasing the end of this year or next year. I would likely cancel and just use the other POS systems with a fixed monthly service fee. Please discuss this with your team and comes…

    2 votes

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