Skip to content

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.


JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

341 results found

  1. I am an ISO agent and am currently signing-up merchants for payment processing in the tourism industry which relies heavily on agent sales and commissions. Many of these merchants will purchase large volumes of Clover Flexes to accommodate their operations. One merchant alone will be purchasing 28 Clover Flexes. These merchants all have the same complaint and that is that the Flex does not support commissions reporting. This would be such a simple modification and would be useful to a wide audience of merchants who pay by commissions. Here's how it can be done in two simple steps:

    1. In the…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Add drop-down option for dates: This quarter, Last quarter, This year, Last year, etc. or Q1 2021, Q2 2021, etc. so you don't have to enter custom dates all the time. Many people report quarterly or yearly.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Quickbooks Integration. The Clover transaction reports should be synced with the quickbooks reports. It really messes with the numbers when you get into detail. If there is a way to make an easy hassle free sync option. All the transactions from Clover should be eligible for syncing with Quickbooks

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. I want to restrict permissions under Reporting for my Employees to not have access to view the Tips for the day.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. The Clover Go app inability to automatically add sales tax to manual transactions needs to be changed now. For a business that can't input repetitious items and has to manually input each sale the sales tax should be automatically calculated and added to the transaction. This is also a nightmare for a business that needs the reporting to complete sales tax returns with their respective state. Extremely disappointed with this lack of features that should be default. Just spent 30 mins on the phone with your support line to find out that this isn't currently offered as a default on…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Under Reporting / Item Sales there is no summary for the labels.
    When we want to print it prints a whole roll of paper. I really waste papers! We are very embarrass when the clients bring this up. We can't have simple minded employee access to computer for Dashbaord access to print a summary like you have on the Dashboard of food vs beverage vs liquor items viewed by labels.

    The printing of the Item Sales reports looks like this: https://photos.app.goo.gl/hKMnQREDA8BvqWe28

    This is crazy

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Program the ability to print a detailed batch report. I lose merchants and new deals because the Clover Mini and Clover Flex can''t do that

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. We need reporting to reflect lump sum totals for each of the following categories: labor, parts, service call, tip e.g.s
    labor = lump sum
    parts = lump sum
    and so forth.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. The merchant has various tax rates for bottle tax. In reporting he would like to be able to see the amount of items sold under a specific tax rate as well as the item names

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. We need to be able to look at an Item and see sales for a time period and see what invoices that item was sold on. I need to see individual receipts to view the notes on these sales and can't locate them in Clover. The transaction tab doesn't allow you to search by item - Which it really should.
    I find it hard to believe Clover doesn't offer these options but that's what tech support told me.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. would it be possible to have a breakdown of the taxes in the closeout report the merchant prints off from the station? currently there are 3 reports they can print off from the device but the summary report does not break down the GST and the other taxes

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Reports that currently only run on the device should be able to be run from the dashboard. Example: employee report for certain device gives breakdown of all transactions per employee for that specific device...we have to go to each device to run that report... but we should be able to run that from within the dashboard.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Please print the device name on reports printed from a certain device. The employee report shows each employee but if you have 12 registers you don’t know which report can from which device.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Merchant wants the item report to also include the payment transaction

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Merchant request to have full reporting for the Rewards App. Merchant states she can only view past 20 transactions and rewards reporting should be able to be filtered for viewing.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Merchant would like to be able to pull reports based off items. By pulling this report merchant would like to know who bought this item daily, weekly, and monthly. This helps the merchant send out promotions to specific groups.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Merchant wants to be able to see an report option for Virtual Terminal in the Reporting app and/ or a filter in order to see all Virtual Terminal transactions in the same page.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Merchant would like the Item Sales report on dashboard to have an additional column to show the amount of taxes collected for each item.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
1 2 9 11 13 17 18
  • Don't see your idea?