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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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388 results found

  1. Reporting uses the most recent item cost, not the cost that was recorded at the time of sale. Item costs that have changed over time are reported incorrectly and as a result all reporting values derived from COGS are incorrect when reporting over any period where inventory costs changed. Example:
    (November 1st I set my crab cost at 3.99 and sell price at 5.99. I sell 1000 lbs at a gross profit of $2000. On November 15th my cost increases to 9.99 lb and I change my cost to 9.99 and sell price to 11.99 lb I sell 500 lbs…

    4 votes

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  2. Clover Dining, need ability at end of night on Employee Reporting for managers to see not just totals, but Cash Vs. Card Totals so Managers know how much $$ to collect from their servers. This is only available in steps on the Dashboard and there needs to be a quick way to accomplish this on the device.

    4 votes

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  3. Allow merchant to
    1. Close their batch through the dashboard.
    2. Provide them information on their expected funding time based on when they batch and their time zone.
    3. Let the merchant use this information to set their OWN auto-batch time, or to switch their batching to manual.

    4 votes

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  4. Please create a printable detailed batch report that shows the batch total and a list of all transactions (sales and refunds). Maybe you can add that to the "Closeout" screen so I can click on the batch "details" link and print the report. Thank you,

    4 votes

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  5. I would like to know all of my products that are not categorized. Please allow me to select "uncategorized" under "category" in Inventory.

    4 votes

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  6. Need to have the ability to print detailed batch report showing each transaction from the device itself. Ideally from the Closeout app this should be an additional option but even if ability was given to Transactions app to print a list or via Reporting App to Print a list as well.

    4 votes

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  7. It would be nice to have someone other than the person with the role of "Owner" could receive the batch closeout report. The owner may not be the person this needs to go to, or it may need to go to multiple people.

    4 votes

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  8. Merchants should have the option to take a return or exchange and be given the option to damage out the item and then be able to run a report showing all damaged out items, OR be given the option to simply return an item to inventory.

    4 votes

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  9. Would like to have the ability to pull one report with everything we need instead of having to use an additional service or pull multiple reports and attempt to match the info.

    Merchant Name, Employee Name, Date, Time, Payment Type, Card Type, Item Name, Item Cost, Item Refund.

    4 votes

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  10. Give customers the option to Print their inventory, including item quality, from both the device and the dashboard. This is especially usual for tracking information at night. Also, it would be helpful if merchants had the option to print the inventory items by category.

    4 votes

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  11. I would like to customize the reports more, I need specific details at the end of each day and the generic reports aren't working for me. All the info is there I just need a way to pull it instead of going into each individual transaction.

    4 votes

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  12. What happened to the ability to run an inventory items report which allowed me to verify at a glance what revenue class was assigned to the item? Prior to July 2021, we had the ability to do that! My gross sales numbers don't match gross sales by revenue class. I don't have time to go item by item to hunt down the problems!

    4 votes

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  13. It's nice to be able to compare this week to last week on reports, but my work week starts on Monday. Can we have an option to make Monday the week start instead of Sunday?

    4 votes

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  14. Out first shift ends at 9pm, tabs run over to our second shift. The first shift has to print out open tabs and leave them with the second shift. The second shift has to figure out who gets what when the tab is closed out. Can you make it that all open tabs get flagged when the first bartender clocks out, then when the second bartender closes out the tab, the system automatically breaks down the tip between 1st and second shift based on the percentage of the tip and who rand what amounts.

    4 votes

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  15. Reporting - Merchant requests that reporting be upgraded to include more information. Not every sale we process is taxable. We also sell to other vendors and those items are tax free. Currently i have two reports i can pull. Revenue Item Sales and Payments. When i pull the Revenue item sales it shows the items and amounts but doesn't say if the sale was taxable or not. When i pull the Payments i can see if a specific payment was taxable but it doesn't tell me what item was sold.

    4 votes

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  16. Include an option to print the information of the actions that are processed trough the "Open Cash drawer" in the register app

    4 votes

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  17. What is the purpose of an INVENTORY application, if it cannot generate a report that includes all of these on one sheet? The fact that this is not already possible, begs the question "why have categories at all?" What is their use if not for inventory reports? I would very much appreciate a reply as I am seeking not only improvements in your products, but also the logic behind such seemingly odd omissions from the software capabilities.

    4 votes

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  18. To make amount collected and deposit amount reconcilable. Deposited amount may include fees, service charges, chargebacks and reversals. This causes confusion for the merchant and they think funds are missing since all totals are not in same place.

    4 votes

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  19. Hi,

    Just wanted to pass along some feedback I’ve received from 2 larger clients just in the last week. There seem to be some restrictions as far as server closeout when they are reviewing their transactions to confirm their tips match etc.

    Both clients asked if there was a report like what you can see in the transactions app that is printable from the device so the server/front house manager can verify everything was entered correctly. Both said it’s not feasible to have them stand at the station and take up the device while they review 35+ card transactions.

    Any…

    4 votes

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  20. Please add a option to print the detailed report of all the payments take during the day, Like a list, from the device

    4 votes

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