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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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45 results found

  1. 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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  2. I hate the monthly statements. They are 11 pages and show less info then other companies do in 4 pages. I would like someone from Fiserv to look at my other statements in order to make fiserv a much better product.

    2 votes

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  3. This is so that the accountant can label these sales properly in the accounting system. Whether the sale was for fees, wholesales, etc.

    2 votes

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  4. 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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  5. There needs to be a report for failed recurring payments. How are we supposed to know if a payment has failed without a report?

    1 vote

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  6. I had an exprience with clover printer. It was automatically printing when payment fails as a void receipt. However, in the last two weeks that functionality disappeared.

    Can you please explain why it disappeared and how to reset that settings.

    It was very important for stores as it reminds customer and cashier something is wrong.

    Thanks

    1 vote

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  7. Report that shows the last time that an employee logged into the dashboard and device. this will allow admins to better manage their employees list.

    1 vote

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  8. 1 vote

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  9. We do not use the full inventory system, but we do enter a category (one of 10) for every transaction by using the "Register" app. We have removed all permissions for the "Sales" app. However, there is not reporting option that provides us with transaction totals by "category". We need this option.

    Daily batch reports do not total by category nor is there any report that filters by category. Tech support has told me there is no such option.

    Can you provide this option or is there a way for me to create a custom report with transaction totals by…

    1 vote

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  10. Prior to last week, I could go to "Closeout" and print batch reports. The Closeout screen also gave options for printing Card Type Totals and Server Totals. As of last week, all of the print buttons automatically print all of the reports. I called customer service and found out that this is a result of a recent update. Updates should be improvements. Updates should not decrease my options.

    1 vote

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  11. Allow resellers or admin users to make changes to the device name that shows up on the reporting. Currently only the owner is able to make this change.

    1 vote

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  12. In the daily Sales Overview report gift card sales have recently been added to “Sales by Card Type” making a consolidation with deposits to bank account impossible.

    1 vote

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  13. In PayEezy we could print a list of customers in each recurring plan. Is there a funtion to print these lists?

    1 vote

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  14. Merchant is requesting table numbers and section name on the "orders' in the ios app, when selecting the button "Orders" it doesn't show, whether its paid or open the description of clover dining isn't synced. The order ID is not useful for them they would rather have the table number and section.

    1 vote

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  15. When using clover dining it would be nice to look back through the transactions and know which tables were associated with what transactions in case you need to void / refund.

    1 vote

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  16. Closeout App: when the batch report is printed on the device, it does not include the date & merchants must write this down manually on the printed report. Please print the date.

    1 vote

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  17. When viewing reports from the device with filters set to categories / all categories the client would like to see the category name and the totals only, not a breakdown of the items within that category. It would also help save more receipt paper

    1 vote

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  18. Line item cash total in reporting on the stations. Just like credit cards and tip totals.

    1 vote

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  19. The feature to download monthly transactional data was available to us until November last year (2022), but with some of the updates that happened, we are no longer able to pull the full month report. I believe there is a 30 second time lapse, that after that, no further lines are included in the report. Can you please revert back to the process of how it was before? It is very important to be able to pull full reports for all Taxi companies, we are a group of 12 Taxi companies with over 5,000 cabs and we need this reporting…

    1 vote

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  20. Ability to print to a wifi printer instead of using the Clover Printer paper.

    1 vote

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