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

279 results found

  1. Currently the deleted items includes anything that was deleted...if a customer changes mind on an item (say from fries to onion rings) and the fry is changed to onion rings and then the ticket is saved. The fry $ is added to the report when it was never in there as a saved, open ticket. At the end of the day, deleted items is a "construed" amount!
    Even if a customer wants to know how much an item is, once it is looked up and customer doesn't want it.....it will go in to deleted items report when in fact, the…

    8 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. Give the reporting app a scheduling function ... ex: "run/print/email daily sales total report every day at 9pm" - understanding that this is not a "batch" report, which is already automated and can be set to send an email. The batch typically happens much later after business is closed. Automating the report to simply print out at a certain time would help businesses with closeout daily, and does not affect the batch or tips that may still need adjusting.

    8 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. After payment is done. Clover is not able to go to the order and edit, remove, or void from the order.
    We are not talking about the payment done and approved. Just the reporting details side

    Example:
    1 Casamigo = $10
    1 French fries = $5
    1 French fries = $5
    1 casamigo = $10

    Device flex went offline and the server kept adding the duplicate items because she couldn’t see the item in “Review Order” from flex. She charges $15 approved credit card. Clover is back online and sees more items. Then there is partial payment left balance of…

    7 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. please send daily batch summaries to email on file

    7 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. 7 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. A lot of Business Make 2 or 3 shift daily, that shift have Start with petty cash leave the last day after close the last shift. We can insert a deposit in Clover the same day of the Reporting but if we leave a deposit the last day in the new day of reporting that petty is not.

    Is a great idea how much is the petty leave in the cash log for the next day.

    In the day we can change the Crew 2 or 3 times. We don't have a close shift button with remove cash sales and…

    7 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. Merchant wants to be able to run a sales report by customer.

    7 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. The new closeout report has a cash deposit section, which is very nice, but it doesn't include checks from the day that would also be handled with the cash deposit. It would be helpful if anything that physically has to be taken in the bank deposit was included in that section.

    7 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. For reporting purposes, associate custom items-- which are entered after a Category has been selected in the register--to the respective Category as a “custom item”.

    Today, all custom items report under "Items Without a Category" even if a Category was selected prior to the entry of the custom item.

    Ex:

    Category:
    Skate Shop

    Item:
    Custom Item

    7 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. Allow multiple tax rates to be added to a partial refund so reporting shows refunded amounts for multiple tax rates

    7 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. Merchants should be able to track cost of goods (COGs) for items sold as modifiers.

    6 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. I was trying to do it and is not possible it just shows me how my business performed hourly in one day at a time if I want to see like the last 6 months, for example, to see what hours are more profitable to make decisions I cant do that.

    6 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. I've had multiple full service restaurants ask for some reporting related to daily guest count. Not order count or transaction count... but something that relates back to # of guest served... this data coming from the number of served guests at each table in the Clover Dining app. This would be very beneficial for measuring server efficiency since 10 tables with 8 guests would be far more work than 10 tables of 4 guests

    6 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. Would love to be able to see a report that can give me all of my employees cc tips and cash tips for a custom time frame to make payroll easier

    6 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. When accessing the items report via the dashboard, the merchant would like the data to show the items sold per category per employee. Upon review this is only possible if employees are filtered individually, which the merchant would like to avoid as it can be very time consuming

    6 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. Please enhance the reporting application to offer much more detail reporting, such as a breakdown of splitting service charges so they know exactly what to pay out their employees without having to calculate it themselves.
    Also many merchants really like all of the reporting capabilities other point of sales systems have that clover does not have.

    Reporting is crucial for businesses and for dine in restaurants they are used to having certain reports that Clover does not have.

    6 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. Why does clover take so much time to provide me a sales report? I have to use a third party application to do that. That is unacceptable.

    6 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. Reporting..i suggest having clients pick the ability to set defaults for items or categories they are wanting to see everyday. Right now customers have to go in a un select the items they do not want to see on their reporting each day. its a 5 min process each day they run a report by unselecting items.

    6 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. I need to run a monthly report for a government agency that shows items by tender type. Since there is currently no report, I have to manually count the hundreds of items by tender type.

    6 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. Would like tips that are in in the tips app with custom tender types In the reporting

    6 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)
  • Don't see your idea?