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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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122 results found

  1. When exporting transaction report, should include cardholders name

    65 votes

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  2. Export function that includes all transaction details (service/product sold/provided) and total paid of each customer.

    Current export function only lists customer information.

    As of right now, merchants can go into the dashboard and go into each individual Customer and see transaction history--but exporting it does not include transaction history.

    51 votes

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  3. Some merchants would like to change or adjust the format of the sales report provided by the reporting app. In some instances merchants just need the overall amount for the day broken down in cash & credit cards.

    46 votes

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  4. Merchant wanted a reporting application where it tracks the total amount of how much stock started with and how much sold on all items
    In our current version on dashboard in reporting>items> it only shows items sold, not the amount/quantities it started with
    merchant doesn't want to pay at all additionally for 3rd party apps suck as "stock"

    42 votes

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  5. Net sales reports for individual waiters - not gross, not with tax and tip.

    32 votes

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  6. Merchant wants a report that populates with customer names and how much they were charged. Ideally, the merchant would be able to filter the dates he wants to view this information for.

    30 votes

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  7. It would be helpful to be able to export inventory items by category. I would like to be able to select a category, and get a spreadsheet of all the items in that category including their quantity on hand and cost. This would make taking inventory easier.

    25 votes

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  8. Merchant wants to be able to see how much did he start the day and how much was left at the end of day to be able to take that money and deposit into the bank.

    22 votes

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  9. 19 votes

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  10. Merchants would like the option to see modifiers for items sales in the report.

    18 votes

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  11. Merchant wants a reason why an item was removed or deleted on the Removed Items Report

    17 votes

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  12. I've had multiple full service restaurants ask for some reporting related to daily guest count. Not order count or transaction count... but something that relates back to # of guest served... this data coming from the number of served guests at each table in the Clover Dining app. This would be very beneficial for measuring server efficiency since 10 tables with 8 guests would be far more work than 10 tables of 4 guests

    15 votes

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  13. The merchant would like cash payouts to be categorized within the sales report

    15 votes

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  14. The merchant would like to reporting app to be more unified and include customer reporting. merchant would like to access reporting and search for customers using the customer id or order id in order to determine the items frequently purchased per customer

    14 votes

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  15. Merchant requesting development of a report that shows how an item was approved to be deleted from the system (Employee Card, Passcode, Fingerprint) when using a Manager/admin to delete an item for a role that doesn't have permission to Delete an item from an order.

    13 votes

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  16. Merchant is requesting a daily report to show customer information as part of daily reports. They want to be able to see what customer made what purchase throughout the day

    13 votes

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  17. Merchant wants to be able to run a sales report by customer.

    13 votes

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  18. Merchants should be able to track cost of goods (COGs) for items sold as modifiers.

    10 votes

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  19. How do I get a detailed list report of all item sales? I would like to get a detailed list report showing line by line the item, item category, sale date, sale day of week, sale price, tax, tip, payment type, etc.

    This way I could slice and dice the data anyway I want in excel

    10 votes

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  20. Right now it appears there isn't a way to automatically review sales data for a specific item for longer than 3 months. So if I want to reorder a seasonal item from a year ago, I have NO idea how much I sold last year. I have had to request a report and then sit and wait to receive it, and then sometimes I can't even find the right data. Today I was in a meeting with my team trying to plan what to order for the summer season and we couldn't even have our meeting because the data isn't…

    10 votes

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