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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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279 results found

  1. Provide the ability to disable printing of Batch Totals when close out occurs. This feature works as expected on Duo but all our Mini's print Batch Total each night we are open. We don't use these reports and it is a waste of paper. Additionally I don't want my employees looking at these reports.

    1 vote

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  2. We often want to change multiple items at once, but presently need to go in and change them one at a time. Please allow the selection of multiple inventory items and bulk updates.

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  3. When I am looking through inventory, I see all of my hidden and non hidden items together. This creates a lot of noise as we use hidden items to archive many products. Please create a check box or toggle to "show/hide" hidden items.

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  4. In the Clover online Dashboard we use "Reports > Payments & Tender Types" to balance transactions at close, and also for bookeeping.

    Currently (Sept. 2022) the report shows Interac refunds under the Credit Card section, which they should not be under. This only happens when the refund is done Manually on the Clover Flex terminal. We cannot always process a refund through the Transactions section on the terminal, because we have 100+ transactions per day and there is NO easy filter to find old transactions (by $ value, or last 4-digits, for example).

    Clover support was unhelpful on 3 separate…

    1 vote

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  5. 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.

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  6. WE HAVE OVER 30 LOCATIONS WITH YOU!!!! Modifier group items that have a $ value should also have an option to enter the $ value cost. This is essential as this makes it difficult to calculate full inventory costs for the business.

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  7. 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.

    1 vote

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  8. Users should be allowed to specify reporting of orders where credit card/debit card info was manually entered because the sale was done over the phone. This should be added as a filter in the default reports.

    1 vote

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  9. Make transactions sortable by last name so when we print them from excel it is easier to apply the payments to our customers

    1 vote

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  10. under setup I added 2 different type Taxes. 1) sales tax 8.25% 2) Convenience fee 4%. At the check out it do not show separately. It adds up both Taxes and shows. This was in reports also we do not know how much sales tax and how Convenience we collected.

    1 vote

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  11. Would love to be able to customize the end of day close out report/print out. Much of the information provided and dictated by clover on the print out is rather useless (I do not care about how much went through on AMEX versus VISA versus MC or debit) and the print out is rather long. I would love to be able to see a tax report (which I currently have to print out from the desktop dashboard) included rather than the tender report.

    1 vote

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  12. Please add a line button so I can separate my orders, I have a taco shop and I wanna be able yo separate an order of 5 tacos from another person's order of 3 tacos, please provide a button that says space or line that we can push when we want to separate our orders

    1 vote

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  13. Our shop needs to implement a new tax for specific items, i have said items broken down by cateogry.. it would be great if i could assign a particular tax to the category rather than going line by line. PLEASE implement this change.

    1 vote

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

    1 vote

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  15. I would like my staff to view total tip amount ONLY, without seeing overall gross sales amount. This ability is needed for salons that are not commission based, the owner should not have to make our total sales visible just for staff to verify their tips only.
    Currently, when my staff want to view their total tips for that day, they are able to also view salon total sales.

    1 vote

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  16. Would it be possible to either put in the sales report, in the summary of the sale's report per devices directly or if we can a search by name tool (search tool to type the name and not just selecting it) or to have the device names in alphabetical order or a way to filter it to make it easier to find what we are looking for per devices. With 30+ terminals some can get lost in find each information per device one by one.

    1 vote

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  17. We really need the ability to print out a z-out report at the end of a shift. That has been one of my top complaints about the system. I have had people leave me for Square because we do not have this functionality. This should be applied to all Clover devices.

    1 vote

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  18. It's been an issue for our merchants who want to have the daily closeout / batch report emailed to someone at their company who is not the owner.

    Clover does not have the ability to have the automated batch report go to a controller, Cfo or someone in the accounting dept. It can only be sent to the email associated with the Owner of the Clover account.

    Seems like an easy fix. Can we get it done?

    1 vote

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  19. Allow for hourly sales report to be filtered down to show revenue class or category sales totals by the hour. For example, how much food was sold between 10 and 11? How much alcohol between 1 and 2 am? Only total sales will show by hour and items report is too much to sort through and analyze.

    1 vote

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  20. 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.

    1 vote

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