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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. Provide a report drilling down the details of each transaction for reconciliation. There should be a column with the category each transaction was coded too. Right now, you have to many steps to access information that could be provided in report.

    3 votes

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  2. It would be great to have the service charge when charged as a gratuity to calculate in the Shifts report for each employee on total cash owed. Just like the Tips on the report where it will adjust the total cash owed from cash to cc tip.

    3 votes

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  3. Would like to see customer name, transaction amount, Reference or invoice number and last 4 of card number listed on the transaction summary report. Similar to what I had with payeezy/First Data. It was a streamlined summary of activity for a given day that was very useful.

    3 votes

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  4. Daily sales report that at the end of the day is generated and automatically send an email on file with summary information, including Gross Sales, Net Sales, Tax, Credit Card and cash (amount collected) So far, the only option is closeout report but it does not have the whole picture of the company daily sales activity.

    3 votes

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  5. My organization is currently using 2 Clover Flex and will be purchaing 24 more devices. I have created 27 categories for the menus at our 10 service locations. Currently the ITEMS sold by CATEGORY report lists all items sold in each category on every device in use. I have multiple devices selling from the same category. We would like to be able to print ITEMS sold by CATEGORY by THIS DEVICE, directly from the Clover Flex. This will save time and paper and not require me to grant employee access to the Clover Dashboard online.

    3 votes

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  6. 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…

    3 votes

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  7. 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.

    3 votes

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  8. 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.

    3 votes

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

    3 votes

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  10. I need the Cost $ field.
    Retail price only is not good practice for my business.
    I have to have the field shows my cost$ and Supplier

    3 votes

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  11. merchant would like different report for each manually closeout for the entre day

    3 votes

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  12. Merchant would like a detailed summary of all the guests the employees/servers added to the clover dining app. Merchant wants a count of guests per server. How many guests was reported by clover dining app for the whole restaurant for the end of day customizable with timeframe option. And average sales per server/employee in one page and organize them by the best perform to least performance in sales or guests added to the clover dining app.

    3 votes

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  13. I would like to have a report that shows the busiest hours over the requested time frame. I used another platform that had a "Labor Optimization" report, that allowed us to see the volume of visitors per hour over a selected time period in order to better schedule employees. Currently, we're only able to see the hourly volume per day, unless we export that data to compile a report of our own.

    3 votes

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  14. We would like to have labor cost to show under the Reporting app without the need to use a third party app like HomeBase.

    3 votes

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  15. The merchant would like to be able to see who sold a specific item when viewing items report via the device instead of having to access the dashboard and filter each employee individually.

    3 votes

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  16. 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.

    3 votes

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  17. Make it to where an employee will only see their individual report and not the report for every employee. I do not want Employee A to see Employee B's report. They should not see the tips for that employee. I thought this was how the system was setup a few months ago but it appears that is no longer an option

    3 votes

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  18. Merchants need to be able to pull historical reports that reflect the COGS/liability report reflecting the cost/count AT THE TIME OF THE REPORT, not the current item cost/count.

    3 votes

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  19. The existing exported report includes the Items and Categories on separate tabs, and that doesn't allow a merchant to sort by Category, getting all information on each item. Please add a column to the Items tab with the Category of each item (every other detail about each item is there in a column already) so that we can sort the items by Category and take inventory count much more easily. As it is, we'll have to go back and compare counted figures with each and every item, when if it's already on the report, we only have to indicate the…

    3 votes

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  20. The shifts app does not calculate total hours unless an excel report is ran. Huge inconvenience in comparison to squares interface. it also does not breakdown overtime hours. a lot of manual calculations for a pos that is supposed to make my life easier. on the shifts tab, it should have a breakdown by employee with total hours and a breakdown of normal hours and overtime. Homebase is garbage and if everything has to be a 3rd party app, your customers will drown in fees. considering the premium I'm paying for this system, I feel like I bought an obsolete…

    3 votes

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