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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. Ability to generate a Report that shows sales transactions daily and/or weekly (time/date frame adjustable) by Revenue Class AND by Tender Type (cash, check, cc, etc.). Ideally, the report would show an itemized list of transactions for each Revenue Class, by Tender Type. Or, ability to make a Custom Report and select parameters and filters.

    5 votes

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  2. Need to keep Items that have been deleted from inventory on past Items Sales Reports. You MUST STOP deleting past sales details describing the item that was sold just because we told clover inventory that we are no longer carrying that item(deleted it). Just populating "Sale" as item detail is a big red flag for liquor store. We need to still be able to see item details that were sold in the past even if we deleted the item from our inventory.

    5 votes

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  3. Merchant would like the Item Sales report on dashboard to have an additional column to show the amount of taxes collected for each item.

    5 votes

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  4. The merchant would like an items report that shows the time the items was sold. Similar to daily hourly net sales widget on the dashboard

    5 votes

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  5. In the online interface, you should be able to sort what kind of order you want to see, for example. I only want to see open orders, I should be able to see only those. There would be no "time - range" requirement, because I just want to view the open orders without having to scroll through all orders to find them.

    4 votes

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  6. Reporting uses the most recent item cost, not the cost that was recorded at the time of sale. Item costs that have changed over time are reported incorrectly and as a result all reporting values derived from COGS are incorrect when reporting over any period where inventory costs changed. Example:
    (November 1st I set my crab cost at 3.99 and sell price at 5.99. I sell 1000 lbs at a gross profit of $2000. On November 15th my cost increases to 9.99 lb and I change my cost to 9.99 and sell price to 11.99 lb I sell 500 lbs…

    4 votes

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  7. Merchants should have the option to take a return or exchange and be given the option to damage out the item and then be able to run a report showing all damaged out items, OR be given the option to simply return an item to inventory.

    4 votes

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  8. Would like to have the ability to pull one report with everything we need instead of having to use an additional service or pull multiple reports and attempt to match the info.

    Merchant Name, Employee Name, Date, Time, Payment Type, Card Type, Item Name, Item Cost, Item Refund.

    4 votes

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  9. Give customers the option to Print their inventory, including item quality, from both the device and the dashboard. This is especially usual for tracking information at night. Also, it would be helpful if merchants had the option to print the inventory items by category.

    4 votes

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  10. We need a report that will pull client data connected to sales so you can see who is our top client by sales or by category etc. This is a basic CRM report that is critical for retail

    4 votes

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  11. What is the purpose of an INVENTORY application, if it cannot generate a report that includes all of these on one sheet? The fact that this is not already possible, begs the question "why have categories at all?" What is their use if not for inventory reports? I would very much appreciate a reply as I am seeking not only improvements in your products, but also the logic behind such seemingly odd omissions from the software capabilities.

    4 votes

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  12. Please add a option to print the detailed report of all the payments take during the day, Like a list, from the device

    4 votes

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  13. Add a column to Transaction Reporting page showing the last four of the card number. You would be able to avoid clicking "Detail" to identify a transaction. This is really helpful when trying to compare batches to deposit totals on the processors end.

    4 votes

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  14. Requesting the total dollar amount of open orders to reports

    4 votes

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  15. 4 votes

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  16. We need to be able to pull a report that shows CASH v. CARD sales and is broken down to the Inventory Line Item. We can see that this report is available in the web dashboard under "ORDERS" but it does not export to excel the Line Items data. Please implement this easy feature to make our accounting down to the line item easier! :)

    3 votes

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  17. Would like to see customer name, transaction amount, Reference or invoice number and last 4 of card number listed on the transaction summary report. Similar to what I had with payeezy/First Data. It was a streamlined summary of activity for a given day that was very useful.

    3 votes

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  18. A field for Vendor in the Item Information so when looking to order new item, I know who I bought it from.

    3 votes

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  19. We often want to change multiple items at once, but presently need to go in and change them one at a time. Please allow the selection of multiple inventory items and bulk updates.

    3 votes

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  20. I need the Cost $ field.
    Retail price only is not good practice for my business.
    I have to have the field shows my cost$ and Supplier

    3 votes

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