89 results found
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Ability to filter each separate category on item reporting
At the moment, if you have an item that has two categories, you can only filter by the FIRST category that was created when trying to pull Item Sales. There is no way around this. instead you would have to redo all your categories for all of your items if you want to have specific reporting for a specific category. It would be less frustrating to be able to filter WHICHEVER category we would like and not have to edit our entire catalogue and then lose all of the previous data.
3 votes -
Custom Sales Report - Calendar pop-up
Regularly I pull a Sales Report with a Custom Date Range. Your website requires that I type in the full dates. It would be appreciated, speed things up, and increase my confidence if you had a calendar pop-up/drop-down in which I could select the dates. It feels archaic to have to type in the dates and a calendar pop-up option is a common feature elsewhere. Annoys me every time. The option to either, type in the dates or select from a calendar would be ideal.
3 votesThanks for raising this - we'll be addressing it soon.
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Add devices to Sales Overview
I have a seasonal merchant that rents 80+ Clover devices for their annual event. They need a report that lists credit/debit sales by device so that they can separate sales by revenue centers. The Cash Log report shows the device name.
3 votes -
More Detailed Reports (Customer. Item Name, Card Info)
Client inquired about more detailed reports. in terms of reports including customer's name, last 4 digits of card used for purchase, and items purchased for tracking purposes
3 votesWill be implemented but currently not on roadmap.
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Reorganize reports based on updated categories
Trying to update my reporting based on a reorganization of my categories. Please make the change that past reports can be updated on new categories
3 votes -
Save Sales Reports on Deleted Employees
Please preserve the ability for admins/managers to view complete sales reports, including dates, filtered by FORMER, deleted employees. Currently, if you delete an employee, we can only guess what the former employee's numbers were based on the company's total numbers.
3 votes -
employee usage report
Report that shows the last time that an employee logged into the dashboard and device. this will allow admins to better manage their employees list.
3 votes -
3 votes
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We need the daily batch reports or any report with totals by category
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…
3 votes -
Being able to see how many retail items were sold in cash and credit card
Not sure if this is the case for users that export data to Quickbooks through the Clover app, but as a user that introduces deposits manually in QB it would be very helpful to click on tender type and see how many retail items were sold during a specific time period that were cash transactions and that were credit card transactions. Also the daily batches should have a breakdown of retail items sold and the surcharge amount.
3 votes -
clover reporting
When adding a customized item or tax- allow the total amount to show on the reporting so that the totals match up. the transactions are not matching with the batch totals. Having a more detailed reporting system will help with itemized, detailed individualized line items showing the exact amount including taxes and additional fees
3 votes -
Be able to view recurring amount for multiple clients
I am unable to see the value of all quarterly recurring accounts. It just shows the number of accounts. Migrating from a previous merchant account where this feature was active. Certainly would help to see the total amount that will be charged to the various accounts as opposed to just the number of accounts.
3 votesPlease provide more details on the report where change is needed
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Date range for inventory added
Merchant requesting an option to pull a report to see when certain inventory is added
3 votes -
Search reports by card holder name
a client asked to be able to search all transaction and order reports by cardholder name in the search fields
3 votes -
Ability to search transactions by employee
When searching a transaction on Clover.com using Employee, it eithr doesn't check all employees, or caps it when there are too many. Need to be able to pull up a trans by employee no matter how many there are.
2 votesThank you for submitting your Idea to UserVoice.
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Fix the "Note/Service" field: Stop wasting time hunting for transaction details.
Before the latest clover update, our procedure was as follows:
To submit a payment, we would go onto our virtual dashboard (PC), New sale, and enter the amount of the service we are charging for. Then just underneath the price is a space to add a note or to describe the service that is being charged.
If we would get a question about billing, we would go to that customers profile or name, locate the transaction in question under order history, & select details to view what the payment was for.After the update: Notes under customer profile order history…
2 votesThank you for submitting your Idea to UserVoice.
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Customer Notes No Longer Visible in Transaction List
The recent change to the Clover reporting interface has made it significantly more difficult for us to use customer notes.
Previously, customer notes were visible directly from the transaction/reporting screen. With the new layout, I now have to open each individual transaction to determine whether a customer left a note.
This is a major issue for us as a charity. Our donors use the customer notes to indicate where they would like their donations to be designated. Being able to see these notes directly from the transaction list is essential for accurately processing and allocating donated funds.
Having to manually…
2 votesThank you for submitting your Idea to UserVoice.
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Client ID on Transaction screen
Recently, the Clover dashboard was updated. Previously, when accessing the Transactions page, it showed the payment date and time, payment id, and the Client ID that we enter to aid in posting payments. Since the update, the payment ID and Client ID do not show on the Transactions screen. They are in the report that can be exported, but it would be much easier if they still appeared on the Transaction screen. Any chance this feature could be reinstated? Thank you.
2 votesThank you for submitting your Idea to UserVoice.
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We need the ability to pull reports on the service growth plan pertaining to the person that performed services
There needs to be an ability to pull a report when someone is on the services growth plan that allows them to single out all of the cells that were ran on a specific person that performed the services for commission purposes. In many industries, it will do no good to only be able to track the person who made the cell because in a lot of cases, they will have a cashier upfront that does all of that stuff.
2 votesThank you for submitting your Idea to UserVoice.
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non employee’s tips show to the report and mixed to the whole total tips, but that
non employee’s tips show to the report and mixed to the whole total tips, but that Is from online DoorDash tips which is NOT for restaurant server. Please do not include it in to our r report. Because it confuses the tips total.
2 votesThank you for submitting your Idea to UserVoice.
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