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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. Have a more efficient Start/End shift for employees. “Starting day count”

    1 vote

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  2. Would be nice if it included everything when you export reports. Example the ship to address for sales tax use. At the moment we have to go back into the transaction to get the address and put it in manually.

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  3. 1 vote

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  4. We do not use the full inventory system, but we do enter a category (one of 10) for every transaction by using the "Register" app. We have removed all permissions for the "Sales" app. However, there is not reporting option that provides us with transaction totals by "category". We need this option.

    Daily batch reports do not total by category nor is there any report that filters by category. Tech support has told me there is no such option.

    Can you provide this option or is there a way for me to create a custom report with transaction totals by…

    1 vote

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  5. I was at the clover summit last week and expressed this idea to xxxxx. He said this was the best forum to get it looked at.

    1. Auto gratuity currently doesn't show up on the end of day shifts report as part of the Cash sales - CC tips = owes house equation. This causes 2 of my merchants to do it manually, is there a way we can enter into the end of shift equation?
    2. About 10 of my full service merchants have servers that will take the order and therefore put their pin number in, (no matter…

    1 vote

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  6. Hello,

    Currently, there is no ability to generate reports or search for transactions by applicable sales tax. For example, in my Finances>Taxes section, there are a number of sales that apparently have No Sales Tax (0%). We cannot identify which those are, we cannot search by sales tax, etc. It would make a lot more sense to have a Report that is broken down by sales tax.

    1 vote

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  7. Who in their right mind at Clover just made the NET greater than the TOTAL (gross total) on the reports? Net is BEFORE TAXES. In other words just the product!!! FIX the change you just made to your reports cause it WRONG!

    1 vote

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  8. Merchant has to pay a percentage of sales to the mall where she has her business and would like an easier way to figure how much she owes without showing on the receipt.

    1 vote

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  9. 1 vote

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  10. 1 vote

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  11. You should include multiple ways to view your inventory, such as a bar graph so we can quickly see how much we have of each product.

    1 vote

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  12. A recent update took away the option to view online and in-store orders on the same screen in the orders app on the device. There is an option to filter between orders, but it does not have all orders as an option, so it makes managing orders tedious

    1 vote

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  13. EXTEND THE RANGE OF TIME TO PRINT MONTHY REPORTS DON'T SEND ME TO DASHBORD TO GET THEM. I CAN PRINT ONLY 6 MONTHS.
    I am trying to get a monthly reports from my point of sales and only give me 6 months behind . I need the report from 2022 and 2023 out of my printer and it tells you that you need to go to dashbord and get them.. They want to print out reports out of the Clover Point of sales printer NOT from the dashbord.

    1 vote

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  14. Submitting a request for the Card Type to be put back on the Employee Overview report within the Reporting App on the device. This is an issue for restaurants!

    Thank you!

    1 vote

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  15. Merchant would like to remove tips from employee report. Currently they are able to remove it for cash report but not for employees report.

    1 vote

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  16. we need to be able to check in real time what the credit card fee is that we are being charged for each transaction. because your invoice system directs the payments to the bank without pausing for authorization we are now incurring fees on every invoice instantly on payment. BUT if the customer changes their mind in a few minutes or the next week we are unable to know what fees to charge them for making the return that quickly. 30 days is far too long to wait and not know what to charge the customer that is returning the…

    1 vote

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  17. Prior to last week, I could go to "Closeout" and print batch reports. The Closeout screen also gave options for printing Card Type Totals and Server Totals. As of last week, all of the print buttons automatically print all of the reports. I called customer service and found out that this is a result of a recent update. Updates should be improvements. Updates should not decrease my options.

    1 vote

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  18. For clients using TeleCheck ICA on Clover, we need to provide a decline code for failed transactions. My client McCoy's used Payeezy for TeleCheck, and they were able to see the decline codes in Payeezy. Since they converted to Clover Gateway, they can no longer view these decline codes in the Dashboard. This is a critical loss of function they really need to manage their customer service experience.

    1 vote

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  19. Currently the only option to separate device SN is by choosing "this device" on sales overview screen.

    1 vote

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  20. WE NEED TO BE ABLE TO SORT THE TRANSACTION BY PAYMENT DATE AND TIME. THEY CURRENTLY ONLY SORT BY DATE AND IT DOES NOT SORT BY TIME.

    1 vote

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