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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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341 results found

  1. The Reporting app has a section called Payments by Card Type. This sections has 4 colums : Payments, Tips, Service Charges and Total.

    When viewing the reporting app from the Mobile Version of the Clover dashboard, the Card Type section lists these 4 colums as Payments, Refunds, Manual Refunds and Net Total.

    So merchant who are on the Mobile site think that refunds are bring issues when in reality those are the tips and service charges collected.

    Resolution: Change the lable of these to sections on the Mobile version to match the regular computer version of the Clover Web Dashboard.

    2 votes

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  2. Currently the only option to separate device SN is by choosing "this device" on sales overview screen.

    1 vote

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  3. 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.

    1 vote

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  4. It would be helpful if we had the option to sort alphabetically. I need to input the sales by device into a spreadsheet and the card types aren't always in the same order.

    1 vote

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  5. WE NEED TO BE ABLE TO SORT THE TRANSACTION BY PAYMENT DATE AND TIME. THEY CURRENTLY ONLY SORT BY DATE AND IT DOES NOT SORT BY TIME.

    1 vote

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  6. CLOVER BATCH TOTALS SHOWING SURCHARGES FOR 2% CREDIT CARD FEES SO WE KNOW WHAT WAS A SURCHARGE AND WHAT AMOUNT WASN'T WITHOUT HAVING TO ADD ALL THE RECEIPTS.

    1 vote

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  7. Ability to run a comparative report of servers to be able to measure detailed sales performance of each server:

    number of guests
    selectable date range
    sold entrees (count and gross dollars)
    sold appetizers
    sold liquor
    sold desserts
    display/filter on day of week
    display/filter on order entry time

    1 vote

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  8. CLOVER INTEGRATION WITH UBER EATS

    Multiple selections
    Can customers select the options more than once?

    UBER EATS OFFERS THE OPTION TO CUSTOMIZE THE RULES OVER THE CHOICE OF AN EXTRA ITEM, BUT CLOVER DOES NOT.

    THIS MEANS THAT MY CLIENTS CANNOT SELECT MORE THAN 1 TIME AN EXTRA. IT ONLY WORKS IF I ENTER EVERYDAY AT EATS MERCHANT AND ACTIVATE THE OPTION OF "How many times can customers select any single option?"

    THIS HAS TO BE FIXED. TKS

    1 vote

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  9. When accounting sync is enabled in Clover to QuickBooks Online, all the day total sale is posted as Clover Sale. We would need to have each sale posted to the particular client and it also should include the item ordered

    1 vote

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  10. 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.

    1 vote

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  11. When adding a customized item or tax- allow the total amount to show on the reporting so that the totals match up. the transactions are not matching with the batch totals. Having a more detailed reporting system will help with itemized, detailed individualized line items showing the exact amount including taxes and additional fees

    1 vote

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  12. when an item is paid it can then be marked as ship to, partially paid, pick up and once that is done then they can mark it as such. Also create a report so they can see these items in this status.

    1 vote

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  13. When a customer pays for their mattress they want to know who is the vendor on the receipt. That would be the category title and that does not show on the customer or order receipt.

    1 vote

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  14. 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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  15. The sales report is displaying on the home screen of clover device. And our merchant don't want that. Could you please find a way to remove or hide it from the home screen.

    1 vote

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  16. I just spent over an hour myself and more time on with Clover help to find a transaction where a discount was made. And they couldn't help me either. I have an item that should not have been discounted at all - staff was aware - being sold for charity. I ran the report and it shows discounts were applied. Since we sold them for the month of November - I would have look at discounts and click open every one to find the transactions I'm looking for - which is ridiculous. There should be a way to pull up…

    1 vote

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  17. We review our "removed items" monthly/weekly, its good to see items that have been deleted but and order that is combined is considered a deleted order. that makes it look like there a lot of deleted items when in fact those items were just moved to a new ticket.

    1 vote

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  18. I would like to enter bottles of liquor and wine and have the measurement deducted as the bottle is used. I could enter 750ml tequila and every time a 45ml shot is taken out I would know how much is left in the bottle at the end of the day and especially at the end of the month. The tequila inventory choice should be connected to the bottle amount and the amount deducted as used.

    1 vote

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  19. Please let me run reports for multiple devices at once. Not one, not all, but let me select from the list of devices. I would have to run over 600 reports to get a month by month snap shot of our offsite sales. This would give me a ton of important data

    1 vote

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  20. The new dashboard update has deleted information/reports and or information that no longer is able to be download it such as as the line item report that was found with the orders report. Now we need to spend time at looking at many other screens when doing research by specific transaction. Clover needs to allow consumers to either go back to the old dashboard and or offer better software for different industries besides retail and restaurant. those being nail, hair and spa salons. very disappointed with new update.

    1 vote

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