Clover's reporting tools provide real-time and historical sales data to help you manage your business effectively. This guide explains how to access and interpret key reports from both the device and the web dashboard.
Step-by-Step Instructions
- On the Clover device: open the Reporting app from the home screen. The default view shows today's sales summary: gross sales, net sales, refunds, and tips.
- Use the date picker to change the reporting period: today, yesterday, this week, this month, or a custom date range.
- The 'Items' report shows sales broken down by individual menu items — useful for identifying top performers and underperformers.
- The 'Employees' report shows transactions by staff member for performance tracking and shift reconciliation.
- The 'Payment Types' report breaks down sales by cash, credit, debit, and other tender types.
- For detailed reporting: log into dashboard.clover.com > Reports. The web dashboard offers advanced filtering, CSV export, and scheduled automated report emails.
- To export: select the report type, set the date range, and click 'Export.' Choose CSV or PDF format.
📌 Important Note: Reports on the Clover device reflect real-time data. Web dashboard reports may lag up to 15 minutes. The web dashboard is always the authoritative source for reconciliation.
Frequently Asked Questions
In the web dashboard, go to Reports > Summary Report. Set the date range to the full month. The 'Net Sales' figure represents total revenue after refunds.
Yes. In the web dashboard, navigate to Reports > Scheduled Reports. Configure the report type, frequency, and recipient email addresses.
The web dashboard is the authoritative source. Device totals can lag. Allow up to 30 minutes for data to fully sync, then compare again.
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