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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. Please implement date specific inventory reports. For taxes at the end of the year retail stores need to be able to do inventory reports from 1/1/21 to 12/31/21 and there is no such feature available on inventory reports.

    3 votes

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  2. The existing exported report includes the Items and Categories on separate tabs, and that doesn't allow a merchant to sort by Category, getting all information on each item. Please add a column to the Items tab with the Category of each item (every other detail about each item is there in a column already) so that we can sort the items by Category and take inventory count much more easily. As it is, we'll have to go back and compare counted figures with each and every item, when if it's already on the report, we only have to indicate the…

    3 votes

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  3. We are an ebike shop;. The current order report shows all orders whether or not they are paid in full We need a sales report that only reports orders that are fully paid. Currently someone may leave a $200 deposit on a $2000 electric bike. While we are waiting for the bike this order is reported as a sale....which it is not. Worse, the customer may change their mind and ask for the deposit back. After the deposit is returned Clover continues to report this as a sale even though it never was and never will be a sale. In…

    3 votes

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  4. Printable version of item sales report. Printing the item sales report requires a lot of tweaking to the printer settings to get it printed in a readable format. Printable reports is lacking in clover generally and even when placing a gift card order the invoice will no print in any sensible way despite there being a bring button.

    3 votes

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  5. its been a constant hassle not been able to acces daily sales from historical reports

    3 votes

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  6. I cannoted find the expected deposit on the website anywhere, but I print it on the sales summary report from the terminal every night.

    3 votes

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  7. it would be great if Clover could total the number of visits a customer makes to the business. I know it shows past orders. But it'd be nice if you could total the number of visits and the dollar spend

    3 votes

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  8. merchant wants to download the current year total sales she did to an individual customer without she having to do it manually.

    3 votes

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  9. 3 votes

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  10. Option to print the total dollar amount and total quantity amount REMOVED items?

    3 votes

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  11. 3 votes

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  12. I need to be able to see items sold for a given time (1 week, 1 month, 2 months) on the same report as current quantity on hand in order to accurately order new product. We order beer, wine and liquor every week and need better reporting. I am spending hours to put two reports together when someone with programming skills could easily add this category to the current report.

    2 votes

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  13. Not sure if this is the case for users that export data to Quickbooks through the Clover app, but as a user that introduces deposits manually in QB it would be very helpful to click on tender type and see how many retail items were sold during a specific time period that were cash transactions and that were credit card transactions. Also the daily batches should have a breakdown of retail items sold and the surcharge amount.

    2 votes

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  14. The terminal allows you to view open order or partially paid orders but not at the same time. You should be able to check off in the filters which items you would like to see.

    2 votes

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  15. a way to see your current total of inventory for the year. by vendor

    2 votes

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  16. As of Aug 1, 2023 item sales report, the display order for gross sales and net sales is incorrect.

    Currently gross sales $ and net sales $ are displayed before item sold.

    After sku and product code, the display order should be item sold, refunded, exchanges, net sold, and then gross sales $. Net sales $ should be displayed after exchanges $.

    I have entered case # MI001119531 to request the display change back to the correct way it was displayed on the items sales report since June 2021 when we first started using Clover.

    Thanks.

    2 votes

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  17. Unit price should print on receipts even when the item is set as having a "variable price". Currently only items with a fixed price will print the unit price on the receipt. Customers don't care what our settings are... they want to see a unit price no matter how we have our pricing set in the software. This is common sense!

    2 votes

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  18. The latest Inventory update took away the "item cost" category and the "alternate name" category (which we use to track where we buy items from).

    Tracking what we pay for items and where they come from are crucial.

    This can still be done on the actual POS but not on Clover online. Most, if not all, retail businesses do not stand at their POS to add new inventory they do it on their computer. This update makes this impossible.

    It seems every time there is an "update" it is worse for users. :( Is this a problem for other retailers?…

    2 votes

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  19. Currently we can add a note on a transaction/tab but the only person who can see it is the pos user. I'd like to be able to add customers names to tickets that are sent to the kitchen so that when not attached to a table the runner doesn't need to constantly ask foh where to deliver food

    2 votes

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  20. Inventory reports when exported should have a column including the Category on the Items sheet. That way you can sort by category when looking through your inventory. The example and issue I can give was trying to make a sheet that reported inventory so we can check said inventory. Because the items can't be organized by category and have the quantity column on the same page, you have to manually sort through each item one by one. Having to go through every item one by one and then making a new sheet with the information you need is inefficient.

    2 votes

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