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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. It would be helpful if we had the option to sort alphabetically. I need to input the sales by device into a spreadsheet and the card types aren't always in the same order.

    2 votes

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  2. The sales report is displaying on the home screen of clover device. And our merchant don't want that. Could you please find a way to remove or hide it from the home screen.

    2 votes

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  3. Currently when a merchant inputs data into the "Note for item or service" field, this data passes to the cardholder. However, the data does NOT flow through to the merchant's reporting. I have a client who inputs the date of the event for their catering invoices in this field. When they go back later to tie the transaction to an event, they are unable to do so because the Note field in blank in the reporting.

    2 votes

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  4. The current Close Out menu under Finance currently shows us the daily transaction amount that goes to the Bank. When you click to see the details, it shows summary per card. That has not been helpful. We need this to show the customers whose transaction cleared to the Bank every day. So we will see total Closeout for the day and when we click on the total amount it gives us the customers that make up that total. Kindly help create this report.

    2 votes

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  5. Need allowable permissions to be created so a non-owner of the account can access and view the Merchant Processing Statement.

    2 votes

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  6. Tip adjusted transactions show in reporting as partially paid. This causes the printed employee report to exclude the service charges (gratuities) from those transactions.

    2 votes

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  7. Reporting for comparison of every day sold items and every day change in inventory item list to reflect only items that were only manually changed in inventory.

    This functionality will enhance daily audit ability for owners

    2 votes

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  8. They want to know if we can generate them a report that will show Customers and Item Sales together. A report showing which customers bought which items that month. The item sales report only shows the items but does not tie it to specific customer. This is going to be a report that need monthly and is possible to have that function added as to where they can pull that report themselves,

    2 votes

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  9. Bring back the export option for the new Multi-Location Dashboard per a merchant who has 30 locations. This report is used daily to show sales for each store location. The function was previously there on 10/16/22 and now it is not there.

    2 votes

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  10. For reports to show darker when you print them from the dashboard.

    2 votes

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  11. It's been an issue for our merchants who want to have the daily closeout / batch report emailed to someone at their company who is not the owner.

    Clover does not have the ability to have the automated batch report go to a controller, Cfo or someone in the accounting dept. It can only be sent to the email associated with the Owner of the Clover account.

    Seems like an easy fix. Can we get it done?

    2 votes

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  12. Quickbooks Integration. The Clover transaction reports should be synced with the quickbooks reports. It really messes with the numbers when you get into detail. If there is a way to make an easy hassle free sync option. All the transactions from Clover should be eligible for syncing with Quickbooks

    2 votes

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  13. Program the ability to print a detailed batch report. I lose merchants and new deals because the Clover Mini and Clover Flex can''t do that

    2 votes

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  14. We need reporting to reflect lump sum totals for each of the following categories: labor, parts, service call, tip e.g.s
    labor = lump sum
    parts = lump sum
    and so forth.

    2 votes

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  15. Reports that currently only run on the device should be able to be run from the dashboard. Example: employee report for certain device gives breakdown of all transactions per employee for that specific device...we have to go to each device to run that report... but we should be able to run that from within the dashboard.

    2 votes

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  16. 2 votes

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  17. Merchant wants the item report to also include the payment transaction

    2 votes

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  18. Merchant request to have full reporting for the Rewards App. Merchant states she can only view past 20 transactions and rewards reporting should be able to be filtered for viewing.

    2 votes

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  19. Merchant wants to be able to see an report option for Virtual Terminal in the Reporting app and/ or a filter in order to see all Virtual Terminal transactions in the same page.

    2 votes

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  20. New reporting rolled out to all merchants. New locations after September is unable to revert back to old reporting. This issue poses a big issue for merchants with multiple locations. If old locations can go back to old reporting and newest locations is unable to be reverted backwards. These merchants are not new merchants and should not be forced into using newest reporting since it has 2 different styles and causes a major issue for back office reporting to do two different styles of reporting.

    2 votes

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