30 results found
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transactions of every single item
I would like to see every single sale that was made with an item. for example, you go to inventory, pick an item and get a list of all sales, with dates and prices. Ideal would be if you can also go from this sale to the transaction, to see the customer. Also when in orders or transactions I would love to click on the items there, to see it in inventory. hey, we're in the 21th century, that's no rocket science for a modern system and statistics is what makes a good inventory software!
21 votes -
Item Price Tracking
It would be super helpful if we would be able to track an item's price history and see who made the change.
16 votes -
Detailed Category Reporting
First, customization of reporting is very limited with Clover. Other systems I have used have had far more extensive options to customize and tailor reports to our needs so my first suggestion is to greatly increase the customization options for reporting.
I am specifically encountering an issue where my business requires separate accounting entries based on tender type and operation category. However, Clover does not allow filtering by category within tender type, nor filtering of tender type within a category so I have no way to account for category tender types other than individually tallying items. It seems to me…
10 votesUnder review to add this capability
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Combined Reporting
On Clover.com, in the Sales Activity > Transactions section, Payments, Voids, Manual Refunds, Refunds and Authorizations are all broken up into seperate sections. For reconciliation purposes, my merchant is manually exporting Payments, then Refunds, then Voids and stitching those three exports together. Hoping that these broken up sections will all be better integrated into a single section in the future. This is also a gap between Payeezy and Clover. Payeezy put all the various transaction types into a single screen, and exportable report.
9 votes -
NEW Employee Sales Report - Number of Transactions per Employee
Recently Clover released a new version of the Employee Sales Report under Reporting. The previous employees report showed the total number of transactions ran that day per employee. This was helpful for my retail merchants for a number of reasons. One in particular was so they can calculate their employees average ticket size.
Strangely enough the New Employee sales report does show the average ticket size but it is only available and viewable on the Employee Sales Report in the Dashboard. not on the devices :(
That being said a vast majority of my retail merchants noticed the change immediately…
8 votes -
Allow Date Filter for the Orders App
Many of my Merchants have requested the ability to filter the Orders tab by a certain date much like the dashboard. I realize the Orders tab on the devices only allow data for the past 30 days but being able to select and show only Orders for "Today" or "Yesterday", Or "Last Week" would be very helpful just to quickly filter the orders that show up. For restaurants that deal with managing a large number of orders each day this filter would be extremely helpful. Much like the Order Status filter which filters the orders by "Open", "Paid" "Refunded", etc.…
7 votes -
A report that will provide with a list of items and and the respective sales tax amount for each.
I am looking for a report that will provide the following in a single report by item:
1. Item name
2. item price next to it
3. sales tax amount related to the item. If item is Non Taxable it should reflect zero tax next to it.
There are not reports in in clover that shows this information. I just spent 3 hours on the phone, and went up to a supervisor level and the best that they could do is send me to this site to put a request, and maybe get a resolution in the future. Assuming it…6 votes -
Comparing Reports per weekday or specific date
When creating a report, it currently can only be compared to the same day last year or last week. It would be great to be able to compare to the same weekday or to a specific date and generate in one report. Currently, we have to pull two different reports and compare from there. In the tourism industry, sales on Jan 10 on a Tuesday vs Jan 10 on a Saturday are very different so it would help with report reading.
5 votes -
Hyper Link to Tax Removed- applicable sales
In the Tax Report, could you please Hyper-link the Tax Removed-applicable Sales amount. We would like to see the transactions where the taxes were removed,
4 votes -
failed payments
There needs to be a report for failed recurring payments. How are we supposed to know if a payment has failed without a report?
3 votes -
Reporting - Category for Existing Reports
There are many existing filters for reports, except categories. For small businesses categories are important to differentiate sales and allow posting of entries to an accounting program. Adding a category filter to existing reports would be a simple fix and help immensely to ease our operations.
2 votes -
Choose Multiple Devices in Reporting
We need the ability to choose more than one device in reporting. Currently the only options are All Devices or the individual devices. Please include an option to choose which devices to include in a report.
2 votesAdding this multi-select capability is under review
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Inventory on hand reports
Create an Inventory Valuation Report which shows item, quantity, unit cost, unit price, extended cost, extended price. The report which currently exports to Excel is very disappointing and requires substantial work in excel to obtain the info needed.
2 votes -
CAN CLOVER SEND AN AUTOMATIC EMAIL EACH TIME A TRANSACTION IS RUN?
It would be helpful- as a small business - to get an email notification of each transaction as they are entered- so any modifications or corrections are required--
2 votes -
Custom Reports
Businesses need a P&L report that shows a breakdown of the income like on the Sales Overview, but also breaks out YOUR fees between loan fees and credit card fees as it does on the deposits report and COGS like on the item sales report... I have to run those 3 reports 4 times each for a total of 12 reports to give my manager the P&L numbers!! You're already pulling all the data for the reporting, just consolidate it better..
Thanks!
Deborah Terrell, CPA
C Bucking D Vape Shops2 votes -
More Filter Choices
The recent change to the POS Sales Overview Report has information on it that we do not need. The choice between full and condensed is insufficient. Full is too much and condensed is not enough. We do not do cash posting through Clover therefore do not require those features nor do we require the Sales by Employee. It would be great to be able to select the features needed on the report rather than the catch all. We are using far more thermal paper because of the recent change to the report.
2 votes -
Surcharge clarity
Would love it if when our batch printed at the end of the day, we were able to see the days total sales separate of the surcharges. Maybe list them both separately?
2 votesThank you for your feedback, this idea is currently under review. It should be possible to publish the surcharge total for a given closeout batch. We will want to avoid creating confusion in our batch report by publishing too many details.
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make running multiple reports easier
I am considering changing my hours of operations; considering closing on Tuesdays at 5pm instead of 8pm. In order to see what sales were on Tuesdays nights vs Tuesday daily total for the past 3 or 6 months to determine if this would be a good idea, I would have to run 2 reports for each tuesday for 13 or 26 tuesdays this is 50+ reports. Each report has to have a start time, end time, report type, etc.
Can I get the system to save report settings so that once I pick a report 5pm-8pm the next report I…2 votes -
We didn't get open order print option
Subject: Request for Assistance with Clover Open Order Print Report
Hi Dev Team,
I’d like to bring to your attention an issue I encountered while trying to generate the Clover open order print report. Although the filter functionality is available, there is no option to select a printer either on the POS system or the online portal.
Could you please address this issue at your earliest convenience? It is essential to enable this option for all Clover open order print views. We need the ability to print these reports to verify details such as:
Who opened the order
The purpose…2 votes -
End of day icon for balancing registers that is not tied to REPORTING.
As it stands, DAILY SALES figures are only accessible in REPORTING. Therefore, employees that balance registers have full access to company sales figures for the entire year and beyond. Access to yearly/monthly/weekly sales figures & sales reports should be limited to owners/senior management. Clover needs an END OF DAY icon. It should have a filter for ALL REGISTERS, REGISTER #1, REGISTER #2, etc without having the ability to see weekly, monthly, yearly figures. This needs to be addressed ASAP. Thank you for this forum to offer ideas.
2 votes
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