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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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387 results found

  1. Hello there,
    my name is Claudio and i am the new general manager of a Restaurant in Fort Lauderdale, Florida.

    As the new manager, I'm looking into costs and expenses and i'm having some issue with the Clover reporting system.

    The location has been open since 2015 and, since now we're expanding and opening 2 more stores, I'd like to see if make sense for us as a business, to keep opening in the morning here or not.

    But when I go into the report system and i try to see a specific date and time it won't let me.

    1 vote

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  2. We have multiple clients want to add a custom field on the sales report, e.g. each sales needs to split tip income with kitchen staff, so they need add a custom field "Kitchen Tips" to the report.

    The formula for this field is (net food sales + net unclassified sales) * 5%, "food" is a revenue class the merchant defined. They used to use the Squirrel POS system, which allowed them to add such a field.

    1 vote

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  3. When I view deposits and click on a specific deposit, it shows me the deposit and then a list of fees. This particular one showed a deposit of $239 and $64.11 in fees. My jaw hit the floor when I saw this. I called my account manager who had to call Clover and figure out that this was the amount for the whole month and not that one transaction. It shows the amount transferred was $174.89.
    There is no transaction on my account for that amount. Listing that amount only confuses people. I understand this has something to do with…

    1 vote

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  4. There is a problem with the line items being synced from Clover payment receipts to Quickbooks invoices. Instead of creating 1 line item per sku/item, it ungroups identical SKUs and creates 1 line item for each qty count.

    For example, if a customer orders QTY 10 of SKU 0001, the synced invoice sent to Quickbooks will look like this:

    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 -…

    1 vote

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  5. Modifiers having Printer Label options allowing Modifiers to be routed to different printers.

    1 vote

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  6. 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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  7. As of Aug 1, 2023 item sales report, the display order for gross sales and net sales is incorrect.

    Currently gross sales $ and net sales $ are displayed before item sold.

    After sku and product code, the display order should be item sold, refunded, exchanges, net sold, and then gross sales $. Net sales $ should be displayed after exchanges $.

    I have entered case # MI001119531 to request the display change back to the correct way it was displayed on the items sales report since June 2021 when we first started using Clover.

    Thanks.

    1 vote

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  8. We implement location tracking in QuickBooks and are starting to use Clover's Accounting Sync feature. The journal entries this feature creates do not populate the "Name" and "Location" fields in QuickBooks. As we operate multiple locations this means I have to go back into Clover to figure out which journal entry corresponds to which location, and then manually enter the correct location field FOR EACH LINE ITEM on the journal entry. Please add the ability to put a "location" and "name" against each line in the journal entry, which I believe corresponds to your "Tender Types".

    1 vote

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  9. Let me pick which fields I need or want and set the sequence I want.

    1 vote

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  10. 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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  11. The update to the clover system changed the background colors through the display screen and the payment machine screen. With the current selections, my color blind employee cannot see or use the system. Accessibility options to change the background colors would solve this issue.

    1 vote

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  12. Report with Bar Code/SKU of items sold for a given time period. A line for the report would have item name, quantity sold, date, price of item, SKU and bar code of item.This will greatly help in a separate POS system for reordering. One can use an external scanner to re-order, or manually input the SKU into the other POS system.

    1 vote

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  13. Comps, deletes, refunds etc. should be reflected on individual checkouts and sells reports.

    1 vote

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  14. Itemized reporting of different tax categories, for example liquor, beer, food , merchandise/retail to reflect on checkout and sells report

    1 vote

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  15. An import of Menu Inventory should NOT Deselect the "ONLINE" checkbox for the Entire Menu!
    Additionally the only way to Select ONLINE is to Select Each & Every Menu Item, Select "Online", Save, move on to the next & Rinse & Repeat. The Import (and Export) Inventory Template should have Online as a Column for each item. The Import Template should have a way to save the ALL the Existing info on an item, including Pictures, and Descriptions.

    1 vote

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  16. Hello, I need to have a custom report to run on Deleted Order report with date/time stamped Item Order detail for investigation into theft so that we may tie in date and time stamp for each item ordered so that we can have coordinated evidence with video surveillance system date/time stamp. Could also be a custom report that we pay for and coordinate with a database engineer so we get exact information needed.

    1 vote

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  17. Is it possible to add a 'Sales Date' column. there is on the 'deposit date' column when reporting deposits.

    1 vote

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  18. 1 vote

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  19. Is there a short summary report that they can print out after they are done counting that shows if they are short or over? In our old POS, my employees attached such a report to their end-of-shift deposit envelopes twice a day.

    1 vote

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  20. We would like to see the exported Transactions report include a column for Funded Date. We used to rely on Clientline for a weekly batch report that included every transaction from the batch, the date it was funded (not submitted for processing), last four of card, and cardholder name to reconcile with Quickbooks but Clientline is impossible to navigate after updates

    1 vote

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