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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. Merchant would like a report that lists the sales for Modifiers as they do count towards the profit/revenue.

    13 votes

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

    13 votes

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  3. 13 votes

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  4. Merchant would like taxes report to show accurate amount and not the rounded amount.

    13 votes

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  5. Be able to run a report to include custom modifiers added to a order

    13 votes

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  6. The view offered on the Dashboard is not the same once the report is exported to a .csv file. Merchant feedback is to offer the same info in the same general format for ease of reference.

    12 votes

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  7. 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.

    12 votes

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  8. There doesn't appear to be a report that can be pulled to show total discount $$ applied to transactions -with the name of the discount listed. There are discount reports, but not one with the discount name. I think it would be great to be able to tell which discounts/promos are getting the most use so that a business owner can determine ROI for their marketing efforts.

    12 votes

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  9. In order to report the information we need (sales separated by sales tax rate and tender), we have to pull two separate reports and manually combine them. We would much prefer having the option to customize reports based on the information we need. Reports need much more customization in the data that can be reported and filtered and how reports are built. Being able to combine and report information from payments, inventory, and orders would go a long way towards streamlining the Clover report process.

    11 votes

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

    10 votes

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  11. How do I get a detailed list report of all item sales? I would like to get a detailed list report showing line by line the item, item category, sale date, sale day of week, sale price, tax, tip, payment type, etc.

    This way I could slice and dice the data anyway I want in excel

    10 votes

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  12. please send daily batch summaries to email on file

    10 votes

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  13. merchant would like for the reporting app to be more detailed

    10 votes

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  14. Merchant would like to have a detailed shift report per employee that can be printed off for the week. This will provide insights on hours worked per employee without have to add the hours up.

    10 votes

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  15. Right now it appears there isn't a way to automatically review sales data for a specific item for longer than 3 months. So if I want to reorder a seasonal item from a year ago, I have NO idea how much I sold last year. I have had to request a report and then sit and wait to receive it, and then sometimes I can't even find the right data. Today I was in a meeting with my team trying to plan what to order for the summer season and we couldn't even have our meeting because the data isn't…

    10 votes

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  16. The merchant request to have reporting for customers where she can see which items was purchase per customer and date. The merchant would also like to be able to filter by date in the customer app.
    The merchant is able to export the spreadsheet however the items is not on the spreadsheet.

    10 votes

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  17. For multiple locations, it will be better when generating reporting from each device, under Reporting App the default filtered selection should be "This Device" instead of "All Devices" as sometimes employees may forget to filter it and this cause discrepancies during reconciliation.

    10 votes

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  18. 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

    9 votes

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  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.

    9 votes

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  20. 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…

    9 votes

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