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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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32 results found

  1. The merchant would like an automated feature implemented that would calculate the cash by shifts. cash added, cash removed, sales ect. at this time the merchant is balancing the drawer by manually entering notes via the cash log application

    21 votes

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  2. Cash Log to also include cash back options at the end of a transaction (cash provided to the customer).

    17 votes

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  3. please send daily batch summaries to email on file

    10 votes

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  4. There doesn't appear to be a report that can be pulled to show total discount $$ applied to transactions -with the name of the discount listed. There are discount reports, but not one with the discount name. I think it would be great to be able to tell which discounts/promos are getting the most use so that a business owner can determine ROI for their marketing efforts.

    10 votes

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  5. Merchant would like to see bar graphs added to the web db app.

    8 votes

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  6. Merchant would like the option to remove the server totals from the closeout application. Merchant advised that they did not need that section of the report because they are a retail business.

    8 votes

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  7. It would be nice if you could automatically send certain reports via email.

    5 votes

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  8. Include an option to print the information of the actions that are processed trough the "Open Cash drawer" in the register app

    5 votes

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  9. Merchants need to be able to see the taxes collected when a customer pays with a gift card.
    As of right now the merchant will see it as a total purchase. They need visibility of what portion of the sale was taxes. Merchants use these reports for book keeping and to assist with tax filing.
    Merchants are looking to have all Gift Card reporting combined with Clover reporting so they can use one report for reconciliation and tax reporting

    4 votes

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  10. want to print the cash report individually for every action

    4 votes

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  11. Allow merchant to
    1. Close their batch through the dashboard.
    2. Provide them information on their expected funding time based on when they batch and their time zone.
    3. Let the merchant use this information to set their OWN auto-batch time, or to switch their batching to manual.

    3 votes

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  12. Need to have the ability to print detailed batch report showing each transaction from the device itself. Ideally from the Closeout app this should be an additional option but even if ability was given to Transactions app to print a list or via Reporting App to Print a list as well.

    3 votes

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  13. Merchants have discrepancies between what the Closeout App cites as the batch total versus what they receive in their Deposit. To reconcile, we need to pull a batch report that clearly cites what transactions were funded in each batch. Clientline used to provide this report, but recent changes on that portal make this an even more urgent need on the Clover platform

    2 votes

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  14. We need to be able to reconcile gift card liability at year-end without downloading the whole database exactly at cob on 12/31.

    2 votes

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  15. I would like to have a report that shows the busiest hours over the requested time frame. I used another platform that had a "Labor Optimization" report, that allowed us to see the volume of visitors per hour over a selected time period in order to better schedule employees. Currently, we're only able to see the hourly volume per day, unless we export that data to compile a report of our own.

    2 votes

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  16. We would like to have labor cost to show under the Reporting app without the need to use a third party app like HomeBase.

    2 votes

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  17. Most other POS Systems allow a display and a print of up to the minute Man /hour usage and up to the minute Labor Cost Vs Sales to give a Labor Cost %. This is critical short coming that needs to be resolved if I am to consider another Clover.

    2 votes

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  18. Phone orders are nontaxable in our city. Need a way to track these orders separately from other orders so that quarterly taxes are easier to do.

    2 votes

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  19. employees have the need to buy supplies quickly on occasion and do a payout from the register there is no method to do that
    and your chat line is worthless

    1 vote

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  20. Can you please Add the Name of the Bussiness on the End of day close out report Emailed to the merchant.. Not just the MID #. I have a client who has multiple accounts but under the same email. They want the name of the business listed on top of the report so they can idenitfy which Close out report belongs to which business. . Thank you!

    1 vote

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