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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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414 results found

  1. The Clover Go app inability to automatically add sales tax to manual transactions needs to be changed now. For a business that can't input repetitious items and has to manually input each sale the sales tax should be automatically calculated and added to the transaction. This is also a nightmare for a business that needs the reporting to complete sales tax returns with their respective state. Extremely disappointed with this lack of features that should be default. Just spent 30 mins on the phone with your support line to find out that this isn't currently offered as a default on…

    2 votes

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  2. Program the ability to print a detailed batch report. I lose merchants and new deals because the Clover Mini and Clover Flex can''t do that

    2 votes

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  3. We need reporting to reflect lump sum totals for each of the following categories: labor, parts, service call, tip e.g.s
    labor = lump sum
    parts = lump sum
    and so forth.

    2 votes

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  4. We need to be able to look at an Item and see sales for a time period and see what invoices that item was sold on. I need to see individual receipts to view the notes on these sales and can't locate them in Clover. The transaction tab doesn't allow you to search by item - Which it really should.
    I find it hard to believe Clover doesn't offer these options but that's what tech support told me.

    2 votes

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  5. would it be possible to have a breakdown of the taxes in the closeout report the merchant prints off from the station? currently there are 3 reports they can print off from the device but the summary report does not break down the GST and the other taxes

    2 votes

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  6. Reports that currently only run on the device should be able to be run from the dashboard. Example: employee report for certain device gives breakdown of all transactions per employee for that specific device...we have to go to each device to run that report... but we should be able to run that from within the dashboard.

    2 votes

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  7. Please print the device name on reports printed from a certain device. The employee report shows each employee but if you have 12 registers you don’t know which report can from which device.

    2 votes

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  8. Phone orders are nontaxable in our city. Need a way to track these orders separately from other orders so that quarterly taxes are easier to do.

    2 votes

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  9. 2 votes

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  10. Merchant request to have full reporting for the Rewards App. Merchant states she can only view past 20 transactions and rewards reporting should be able to be filtered for viewing.

    2 votes

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  11. Merchant would like to be able to pull reports based off items. By pulling this report merchant would like to know who bought this item daily, weekly, and monthly. This helps the merchant send out promotions to specific groups.

    2 votes

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  12. Merchant wants to be able to see an report option for Virtual Terminal in the Reporting app and/ or a filter in order to see all Virtual Terminal transactions in the same page.

    2 votes

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  13. New reporting rolled out to all merchants. New locations after September is unable to revert back to old reporting. This issue poses a big issue for merchants with multiple locations. If old locations can go back to old reporting and newest locations is unable to be reverted backwards. These merchants are not new merchants and should not be forced into using newest reporting since it has 2 different styles and causes a major issue for back office reporting to do two different styles of reporting.

    2 votes

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  14. The Reporting app has a section called Payments by Card Type. This sections has 4 colums : Payments, Tips, Service Charges and Total.

    When viewing the reporting app from the Mobile Version of the Clover dashboard, the Card Type section lists these 4 colums as Payments, Refunds, Manual Refunds and Net Total.

    So merchant who are on the Mobile site think that refunds are bring issues when in reality those are the tips and service charges collected.

    Resolution: Change the lable of these to sections on the Mobile version to match the regular computer version of the Clover Web Dashboard.

    2 votes

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  15. Merchant request a setting in reporting that allows the report to print automatically upon closeout.

    1 vote

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  16. The merchant would like to withhold tips of 3-4% in the employee sales report . By law tips are 100% transferred to the employee, however now the merchant is paying full credit card processing fee's on tips on monies they do not keep, making this non-compliant, there can be a feature on the dashboard back office, to turn on "Tips witheld" only % displayed that will reduce their cc tips. This will offset the cost of processing credit card tips against the company, this will update the reporting for cc tips in employee sales report and homebase. The employee sales…

    1 vote

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  17. I am having to export a menu from one restaurant location and import into another location. The Inventory import only brings in the Item name and prices etc, but all information online is is not. Online Name, Description and pictures. Although pictures may be difficult to save, but i would like to suggest adding the Online name and description to the excel Sheet on export. I just expend 3 hours moving all online information from on restaurant to another when it should be added to the export sheet. All inventory is turned off inline including modifiers. When you have big…

    1 vote

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  18. The Sales amount on the Closeout report does not represent the sales but is the total of transactions processed through the card processor. Please change to Sales amount.

    1 vote

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  19. We have restaurant (Dine in) and a bakery section (Register). We would like to have the tips, sales and avg. bill per table (Dine-In) separate from the (Register/Bakery

    1 vote

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  20. Multiple shifts per day:

    We have 2 services ( brunch and dinner) per day with 2 different teams, therefore we need a closeout report ( sales and tips) per shift - not per day

    We also need different menus per shift.

    1 vote

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