1. Basic information
    1. What is Analytics for Clover?
    2. Installing Analytics App
    3. Choosing Analytics App Tier
    4. Upgrading Analytics App Tier & Free Trials
    5. Uninstalling Analytics App
  2. Analytics Dashboard
  3. Analytic App Reports
    1. Overview Reports
      1. Today / Yesterday At a Glance
      2. Two Periods Comparison Overview
      3. Payments Overview
      4. Employees Overview
      5. Item Categories Overview
    2. Detailed reports based on Orders
      1. Orders Overview and Order Types
      2. Profit Overview
      3. Revenue per Employee
      4. Revenue per Payment Types
      5. Revenue per Device
      6. Revenue per Customers
      7. Revenue per Merchant location
      8. My Rewards Integration
    3. Item Reports
      1. Revenue per Item
      2. Revenue per Category
      3. Revenue per Item Label/Tag
      4. Revenue per SKU
      5. Modifiers report
      6. Orders with Items Details
      7. Discounts Report
    4. Time Reports
      1. Revenue per Day Part
      2. Revenue Trends
      3. Revenue per Day in a Week
    5. Diagnostic Reports
      1. Over/Under-paid Orders
      2. Full Orders Details
      3. Open Orders
    6. Dashboards
      1. Today’s Performance
      2. Day vs Day Performance
      3. Revenue by hour
      4. Month-to-date Performance
      5. Category/Items/Tags Analysis
      6. Stock Value
    7. Advanced Tier
      1. Advanced Reports
        1. Master Summary Report
        2. Custom Order-based reports
        3. Custom Item-based reports
        4. Average Sales per Day and Hour
        5. Item Categories TreeMap
        6. Cover Trends report
        7. Dwell Times report
        8. Item Tax Report
        9. Inventory Report
      2. Advanced Options
        1. Inventory Management
        2. Automatic Emailing
  4. Welcome Screen and its Settings
    1. General Settings
    2. Multilocation Feature
    3. Commisions
  5. Frequently Asked Questions / Troubleshooting
    1. Item / Order CSV Export
    2. When to use Payment and when to use Order based reports?
    3. Multi location support
    4. Day parts in details
    5. I have the FREE Tier. Why don’t Isee some report filters?
    6. From how long ago can I see data in Analytics?
    7. Are there any time limitations on Payment and Order based reports?
    8. My browser doesn’t show new Analytics App version?
    9. How to easily set up Employees Commissions or Employees-Categories Commissions?
    10. How to track Modifiers in analytics?
    11. Additional Filters on reports
    12. Which customers buys the most?
    13. How to see your stock value?
    14. How to compare two time periods?
    15. How to make the best use of Analytics tables?
    16. Can I make a custom table and export it in that shape to the Excel?
    17. Which items contribute to 80% of my revenue?
    18. Which Items I didn’t sell in selected period?
    19. Where can i get Analytics App for my cellphone?
    20. Can i hide Analytcs app from my employees?
    21. Is it possible to export graph?
    22. Possible difference between Clover reports and Analytics reports
    23. Possible difference between Clover reports and Analytics reports 2
    24. Possible difference in Clover reports and Analytics reports 3 - Diagnose
    25. Automatic Emails Reports
    26. Custom data period in e-Reports scheduler explained

Basic information

What is Analytics for Clover?

Analytics App provides business insights for managers and business owners. Visually, it tracks how your business is doing, time trends, Key Performance Indicators, periods comparisons and more… It helps companies to see otherwise hidden patterns, to spot business problems on time as well as to identify useful opportunities in their business data.

Analytics App provides MULTI-LOCATION, detailed and visual REPORTS, DASHBOARDS, COMMISSIONS and other business insights for managers and business owners. „If You Can’t Monitor It, You Can’t Manage It“ It is a must-have reporting web app for Clover Merchant: you can access it on any device via a web browser, at any time.

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Installing Analytics App

You can get Analytics for Clover on Clover App Market here:

1. For US market:          

2. For EU market:          

 

How to: Install

To install Analytics, just go to Clover App Market, select Analytics and click on INSTALL button

Check our How to start video:

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Choosing Analytics App Tier

Analytics Application provides four Tiers (or Plans) to choose from

  • STARTER (Free),
  • ESSENTIAL,
  • BASIC and
  • ADVANCED

To check prices for the US and EU markets, please check the details available here.

 

TIER DIFFERENCES:

Depending on the tier you are using, the availability of the reports is changing. Except for available reports, there is a difference in the data period that you can analyze data.

Here is a table with all available reports per tier.

 

Report 

name

OVERVIEW SECTION

Today at a Glance

Two-period Comparison 

Payments Overview

Employees Overview

Item Categories Overview

REPORTS SECTION

Order Overview and Order T.

Profit overview

Revenue per Employee

Revenue per Payment Type

Revenue per Device

Revenue per Customer

Revenue per Merchant location

Revenue per Item

Revenue per Category

Revenue per Item/label/tag

Revenue per SKU

Modifiers Report

Orders with Items details

Discounts Report

Revenue per Daypart

Revenue Trends

Revenue per Day in a Week

Over/Under-paid Orders

Full Orders Details

Open Orders

DASHBOARD SECTION

Today’s Performance

Day vs Day performance

Revenue by Hour

Month-to-Date performance

Category / Items / Tags A.

Stock Value Report

ADVANCED SECTION

Master Summary Report

Pivot Order Level Data Report 

Pivot Item Level Data Report 

Average Sales per Day/Hour

Dwell Times Report

Cover Trends Report

Item Categories TreeMap

Item Tax Report

Inventory Report

Inventory Management

OTHER OPTIONS 

e-Reports 

ESSENTIAL


-


-

-

-

-

-

-

-

-

-

-

-

-

-

-


-

-

-

-

-

-


-

-

-

-




-

-

-


-

BASIC





-

-

-

-

-

-

-

-

-

-


-

ADVANCED






 

FREE Tier 

In free tier you have access to Daily Dashboard.

 

ESSENTIAL Tier 
Available Reports:

Payments based overview  reports: (period selection up to 365 days)

  1. Today at a Glance
  2. Payments overview
  3. Employees overview
  4. Item Categories overview

Order based reports: (period selection up to 62 days)

  1. Order overview and Order Types
  2. Revenue per Device
  3. Revenue per Item
  4. Modifiers report
  5. Revenue per Daypart
  6. Open Orders

 

BASIC Tier 
Available Reports:

Payments based overview  reports: (period selection up to 365 days)

  1. Today at a Glance
  2. Two-period comparison overview
  3. Payments overview
  4. Employees overview
  5. Item Categories overview

Order based reports: (period selection up to 62 days)

  1. Order overview and Order Types
  2. Profit overview
  3. Revenue per Employee
  4. Revenue per Payment Type
  5. Revenue per Device
  6. Revenue per Customer
  7. Revenue per Merchant location
  8. Revenue per Item
  9. Revenue per Category
  10. Revenue per Item/label/tag
  11. Revenue per SKU
  12. Modifiers report
  13. Orders with Items details
  14. Discounts report
  15. Revenue per Daypart
  16. Revenue trends
  17. Revenue per Day in a week
  18. Over/Under-paid Orders
  19. FULL Orders Details
  20. Open Orders

My Rewards App Integration*

  1. My Rewards Report

Available Dashboards:

  1. Today’s Performance
  2. Day vs Day performance
  3. Revenue by Hour
  4. Month to date performance
  5. Category / Items / Tags Analysis
  6. Stock Value

With all these Reports and Dashboards above you can also set up Employee commissions as a fixed or percentage as well as by categories by Category commissions.
And also, the Basic tier supports multi-location features which enables you to compare your locations!

ADVANCED TIER

Advanced Tier has everything that Basic Tier has with the addition of:

  1. Master summary report – in which you can choose all of your favorite reports and have them displayed on one page.
  2. Pivot order-level data report – Pivot Order Level Data report is a report that allows you to create up to 10 of your own reports in the Analytics App. This report is based on order level data, and in the pivot table, you will be able to select columns that can be found on orders created in the selected time period.
  3. Pivot item-level data report – Same as the report described above with difference that report is based on Items from Orders
  4. Item Categories TreeMap report- Visualize best selling items as well as items that bring most of the revenue in the selected period
  5. Automatic Emailing – get daily reports by email in excel format
  6. Item / Order Averages – get a detailed view of items sold and order made averages over a longer period of time
  7. Item Tax – get a view of taxes that were applied to your items within your orders
  8. Inventory Management / Report – track your stock count, set the minimal and maximal quantity you want to have for items and then analyze what needs to be restocked or cleared out of your inventory

So if you choose Advanced Tier, on top of 30+ reports and dashboards you will be able to create your own reports. In addition to this, for all orders based reports fetching period is now 4 months (124 days) at once.

All reports have a one-click export of table Data to Excel, just like all graphs/charts can be exported to different formats (jpeg, png, pdf,..).

*only shows if you have My Rewards integrated into your Clover

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Upgrading Analytics App Tier & Free Trials

If you want to upgrade or downgrade to any Analytics Tier, you can do it easily from your Clover web dashboard.

  • Login into Clover web dashboard and go to Clover App Market or press GET MORE APPS button on the right side of the dashboard
  • Once you are on App Market page, click on ‘Installed Apps‘:

 

 

 

  •  Select Analytics by Qualia app and on the right side, you would see Change subscription button:

 

 

  • Clicking on that button you would be able to change Analytics Tier:

 

 

 

Once you upgraded to ESSENTIAL, BASIC or ADVANCED tier, make an initial login to Analytics App.

Free trial and billing

The first time you download and install any tier of Analytics App you will enter a 30-days free trial on Analytics Advanced tier. During this period, you will not be charged and you will have access to all of our reports. At the end of 30-days free trial, you will be charged for the tier you originally selected (if you selected the FREE tier you won’t be charged anything). If you uninstall Analytics App before the trial expiration date, you will not be charged anything.

A free trial is available only within the first 30-days of installing Analytics. For example, if you installed Analytics five days ago and now you wish to try out Basic tier, from the moment you start Free trial, you will only have 25 days of free trial left.

Note: FREE Tier Analytics is always free, but with limited features.

Canceling subscription after passing of the free trial period

Subscription can be canceled anytime via the Clover app market. In that case, you will be refunded for the amount of time you didn’t use Analytics. Example: You installed Analytics App and the free trial is now over. You get charged for the next month. You wish to continue using it for another week. After that week you wish to cancel. You will be charged only for that week, and you will be automatically refunded the rest of what you paid for the whole month (in this case you will get ¾ of the whole month amount refunded).

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Uninstalling Analytics App

How to: Uninstall

As we are 3rd party developers for Clover and we can’t install nor uninstall the Analytics app for you. You will need to do it yourself by going to the Clover dashboard.
In Clover Dashboard go to Installed Apps. Find the Analytics app and select the following option:

 

 

After you clicked on three dots as shown in the picture above you will get to the option to Uninstall App

 

 

 

 

 

 

 

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Analytics Dashboard

The new Dashboard for Clover Merchants is available to all users regardless of the plan/tier. The dashboard page is accessed from the main menu, right under the Welcome page.

Analytics Dashboard page

The new Dashboard provides a very simple and visual view of the most important metrics for each business. Moreover, in the Dashboard, you can compare payment data received today with payments from the same day last week. Likewise, the closest date that falls on the same day last year is compared as well. This should give you a very good sense of direction your business is going to.

Some metrics that you can compare in the Dashboard are Gross payment amount, Refund amount, Credit amount, Service charge or No of orders. Data that you see in the Dashboard, are fetched at the moment you are activating Dashboard and only for the location you are currently logged in.

 

Metrics that you can compare are grouped into two groups, financial and numeric. The full list of metrics that you can compare in the Dashboard is:

Financial metrics:

  • Gross payment amount
  • Refund amount
  • Credit amount
  • Service charge
  • Tax amount
  • Net payment
  • Average net per order

Numeric metrics:

  • Number of payments
  • Number of orders

In financial metrics, you can compare all values in your currency. In addition to that, in numerics metrics, you can compare the number of payments and the number of orders.

 

Analytics BusinessQ for Clover Dashboard

 

How to compare data?

for example, for Gross Payment Amount on one example:

Looking into data, we can see that today’s gross payment was 1,014.74 €. Same day last week (2020-03-21), gross payment was 1,939.99 €. That means that today’s gross payment compared to last week’s payment went down for 47,69%. Furthermore, looking into data from last year (2019-03-28), we see that today’s gross payment is 32,5% smaller from last year.

 

In the same way, you can compare all other metrics.

 

As a conclusion, the new Dashboard is a very convenient report and analysis tool that will present you with a very good sense of direction your business is going to. This Dashboard will inform you of all important business aspects of your net and gross sales, number of orders and payments.

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Analytic App Reports

In this article, you will find several basin information about reports in Analytics like what type of reports we have, what are the most usual parts in all reports, how you can find the right report for your needs, etc. All the information that you can find here is general. Each report is explained in detail later on.

Report type based on tier

Reports in Analytics app are divided into three main groups:

  • Essential – reports that come in Essential tier
  • Basic – reports that come in Basic tier
  • Advanced – reports that only come in Advanced tier

 

More on which report belong to which tear you can find here.

Report type based on data collection

Regardless of a tier, all Analytics reports belong to one of two main groups:

  • Payment based reports
  • Orders based reports

 

Payment based reports

A baseline for payment-based reports is the date of payment, not an order creation date. Payment can be received today even order was made in the past.
Orders are usually placed on the same day, but payments don’t always have to be on the same day as an order. Clover POS reports are payment-based.
Example: We placed an order yesterday, and payment for that order will be today. Result: If we look at yesterday’s report in Clover reports, I will not see that amount. In Analytics reports for yesterday, that amount will be shown.
Payment based reports are:
  • Today / Yesterday at a glance
  • Payments overview
  • Two periods comparison overview
  • Employees overview
  • Item categories overview
  • Item categories treemap

Order based reports

For order-based reports, only the date of an order creation is important, which means that when creating a report, Analytics look only into placed orders regardless of payment date (today or someday in the future). For the order-based report, the payment date is not relevant.
Depending on the payment type, there are cases where payments could be received several days/weeks/months in the future. Due to that, it is better to make reports taking into account longer periods.
Except for 6 reports that are payment-based, all other reports in Analytics are order based reports.

The difference between Payment based reports and Order based reports is in speed and level of details/information that can be fetched. Basically, Payment based reports are very fast and can have a bigger period of time selected but are less detailed, thus Order based reports can have the maximum period of 62 days selected and are slower but provide you with much more details/information.

 

Usual parts in Analytics reports:

Most of the reports in the Analytics app have been built from several parts that are repeating in all the reports.

Report name and explanation box

Here you will see the name of a report, short explanation, tag (orders or payments). On the left, there is a star. If you mark it yellow, it means it is a favorite report.

Report period box

Second box in reports, usually it is a box where you define period you want to analyze. You can either use quick period time buttons you can quickly select the time period you are interested in. The period you selected will be highlighted in dark blue. Period box you can find in all reports where you can define a special period. Stock value report will not have this box since it always gives you value in the time of report creation.

If those quick period time buttons are not enough you can select period manually by selecting calendar icon and choosing a period start date/ end date and clicking the Refresh button.

 

Select Location(s) box

In case you have more than one location linked with a multi-location feature, reports in Analytics could be prepared for only one, few or all linked locations. By default, reports are prepared for all locations. In case you wish to generate a report only for some locations, in this box, you can choose for which you want to generate a particular report. In that case, you mark this particular location.

 

Summary box

In this box, you will find different summary data. Data depend on a box. Most of the reports in Analytics have this part.

Filter box

In the filter box, you can find some values for additional filtering in reports. Filters vary from report to report.

Options

In option box, you can find several options like printing or downloading a CSV file with all orders or items information. CSV files you can find in order based reports.

Chart section

For some, the chart section is most important. Charts are a quick and visual way you get basic information. Charts vary from report to report and more from period and data to be presented. Here are some examples.

 

 

 

Details section

In the details section in most of the reports, you can find one or more tables. The details section with tables is always on the bottom. Just scroll down in a report and you will see tables. Most of the tables in Analytics have the same possibilities like:

  • Add/remove columns in “Column chooser”
  • Export table to excel
  • Rearrange columns (move columns left, right)
  • Group by one more values

 

 

After clicking on “Columns chooser”, you will see all values that could be presented in the table. Just click those you want or unclick if you don’t need them.

 

In Reports vault there is a possibility to search for a report that suits your needs. Here you will see all reports that are available in tier you are using. In case you have Advanced tier all reports will be available to you.

Searching for the right report can be done in two ways:

  • Search by report content
  • Search by report name

Search by report report

To find a report, go to Reports vault and define several details like:

  • what kind of tier are you using: Essential, Basic or Advanced
  • baseline for reports: Payments or/and Orders
  • information available

 

To search for a report that you would like to see, in the field “That contains the following information”, simply mark all that you would like to see a report for. In our example, we marked Customers, Employees, and Loyalty. With all three options active, there was no report available.

In a new search, we wanted to find a report that contains information on customers and employees and is Order based report. After defining those values, in the report list, we can see all reports where that kind of data could be found. Since our present tier was Basic, all Advanced reports were in gray color. To check one of the reports from the list, simply click on in.

 

In the same way, by changing what you are looking for, you can find a report you need. When you open a report, if you like it, mark it as favorite and you will always be able to get to it very fast.

Search by report name

If you know which report you need, you can search for reports by name. To start the search, just type any letter from the report name. Analytics will offer you all reports that have this word in the report name.
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Overview Reports

In this section, we will explain Payment based reports (or Overview reports as we say sometimes). All reports that belong to a payment based report can be found in Reports vault. To get a list of these reports, define “payments” as reports baseline.

 

Another way to get to all those reports is by clicking “Reports list” in the top menu like shown on the picture below:

 

Payment based reports facts:

  • Reports are based on payments
  • Very Fast Reports
  • Period selection up to 1 year
  • Less details in reports

The difference between Payment based reports and Order based reports is in speed and level of details/information that can be fetched.

Basically, Payment based reports are very fast and can have a bigger period of time selected but are less detailed, thus Order based reports can have the maximum period of 124 days (Basic tier 62 days, Advanced tier 124 days) selected and are slower but provide you with much more details/information.

In the next sections, you can read more about our Fast Overview Reports.

Or check our quick video concerning these reports :

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Today / Yesterday At a Glance

Report Facts:

  • Reports are based on payments
  • Very Fast Reports
  • Period selection not available – It is always comparing today’s / yesterday’s day vs last week vs the same day last year
  • Fewer details

Report Today / Yesterday At a Glance shows revenue for a selected day with several different and important information. Now you have the possibility to choose today’s or yesterday’s data. For getting data, on the top of the page, please select which day you wish to glance at:

Once you load the report you will see a column which shows today’s / yesterday’s revenue from the start of the business day hour until the time of running the report. Additional information shows you Number of Payments and Average payment amount followed by percentage/bar chart showing you how much of NET revenue you have earned compared to the same day last week as well as compared to the same day last year.

The second column is showing you data from the same day last week, which means that we are taking the same day 7 days ago and we are comparing it with today’s / yesterday’s revenue and with the revenue from the same day last year.
And the last column will compare the same day from the last year with today’s / yesterday’s revenue and with the revenue from the same day last week.

As you can see in the picture below, you will have 3 pie charts showing you Tender types, Card types usage and top Employees for today.

And that’s not all!

You can see Payment amount per item for today’s day as well as which category is making most of the revenue followed with table which can be rearranged the way you like by simply drag and dropping columns either to column chooser to remove columns that are not relevant to you or adding columns from column chooser and arranging the table for quick one-click export to excel.

If you are using our multilocation feature you will see all of your locations in this table with today’s payments/numbers of transactions, payment taxes, refunds and more.

 

 

We hope you will find this report useful.

Happy Analyzing!

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Two Periods Comparison Overview

Reports facts:

  • Report is based on payments
  • Very Fast Report
  • Period selection up to 1 year
  • Less details

Have you ever thought about comparing two different periods, for example, last week with the current week? Or last year’s month with the current month? Well, this is now available in our Two Period Comparison Overview report!

Our new Overview gives you two short summaries for selected periods, table for period comparison per merchant, two charts and a table with period comparison per tender, and two charts with period comparison per employee. This combined gives you a complete overview of every basic segment of your business for selected periods.

Short summary for periods

Gives a quick overview of both selected periods by showing a total number of payments, gross, tax, net and more…

 

PERIOD COMPARISON PER MERCHANT

This table shows your gross payment and the number of transactions for all your merchant locations for the selected periods. It also shows the percentage of gross payments and the number of transactions of the first selected period in comparison with the second period.

PERIOD COMPARISON PER TENDER

This comparison visually shows your gross payment amount per tender per period and per card types. Among the two mentioned charts, we have put two tables which list all your tenders and also gives you a clear percentage of gross payments for the first period compared with the second period.

 

PERIOD COMPARISON PER EMPLOYEE

With our two charts, you will easily see how your employees were performing in different periods taking into account both the gross payment amount and the number of payments per period. Below charts, we also put a table which lists all your employees and shows the gross payment amount they made in both periods, as well as a number of payments they had.

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Payments Overview

Report facts:

  • Report is based on payments
  • Very Fast Report
  • Period selection up to 1 year
  • Less details

 

Payments Overview is a fast report with time period selection up to one year, that will quickly give you details of your sales.

You can see Gross amount, Net amount, Tax amount for selected period as well other information like which payment types are usually occurring, the percentage of payments per location, number of payments, the number of refunds, a sum of refunds and others, including the possibility to export data to Excel.

Using quick period time buttons you can quickly select the time period you are interested in. The period you selected will be highlighted in dark blue.

There are two options you can use for this report, with or without extra information. Fetching data with extra information will give you various info across the report, you can read about what specific information further below. When you start with a report, the default mark on the button “Fetch with extra information” is OFF.

 

1. Extra information – OFF

After you fetched data for desired period you will be able to see the following:

A SUMMARY which shows you the number of payments for a selected period, Gross amount, Tax amount, and NET amount.
Two charts showing you Gross Payment Amount per Tender and the other one Gross Payment Amount per tender Type.

And at the bottom of the page, you can find the DETAILS table, where you are able to see more detailed information for the selected period in which you have the ability to remove/add columns from the table to specify which information you want to extract.

 

 

 

Quick video showing how to remove/add columns with Column Chooser:

https://businessq-software.com/wp-content/uploads/2017/06/cchoo.gif

 

Should you need more detailed information in this report (information about card payments), please mark button “Fetch with extra information” with ON option (like marked on the picture)

2. Extra information  – ON

Pressing on ? icon, you will get more details what kind of information you will get with this option.

Looking into the same reports, you can notice new columns (marked green) where you can see details about credit cards used as well how many times they were used.

When using this option, you will get new table with a list of each transaction and payment type used.

 

 

If you need to export data to Excell, simply click on an Excell Icon which is located left of Column Chooser and all of the data from the table will be exported.

 

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Employees Overview

Like every report, to Employees Overview report for the first time, you can come either by search in “Report vault” or you can access it directly by clicking on it in the “Reports list” in the top menu bar. Afterward, you can access this report from shortcuts like favorites or recent report activity on the Welcome page.

Report facts:

  • Report based on payments
  • Very Fast Report
  • Period selection up to 1 year
  • Less details

 

Similar to the “Payments overview report” which is all about payments, this one is all about your employees, allowing you to find out everything about your employees in the selected time period.

You can find out how much each and every employee contributes to your company by seeing a number of gross payments they earned, or a number of payments made by them.

 

Two charts are followed by detailed table in which you can find more details about your employees as well as the possibility to export that data to Excel.

 

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Item Categories Overview

To Item Categories Overview report for the first time, you can come either by search in “Report vault” or you can access it directly by clicking on it in the “Reports list” in the top menu bar. Afterward, you can access this report from shortcuts like favorites or recent report activity on Welcome page.

Report facts:

  • Report is based on payments
  • Very Fast Report
  • Period selection up to 1 year
  • Less details

Similar to the last two reports, this one is all about your Items from different categories.

This report allows you to quickly see which items and from which categories are being sold most over a selected period of time.
It has two charts which are showing Payments amount per category, times sold per category followed with two other charts showing you Total Items that contribute to (percentage of) Revenue and Total Items that contribute to (percentage of) Total Number Sold.

 

After those charts, there are two detailed tables where you can see more information from items like the number of that item in stock, a number of times item has been sold, discounts, refunds, and others with the possibility to export data to Excel.

 

 

And a detailed table of unsold items in the selected period:

 

 

 

 

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Detailed reports based on Orders

In the next sections, we will explain order based reports that are all about Orders

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Essential & Basic tier
    • up to 124 days for Advanced tier

 

To access those reports you can use two main ways:

1. Direct access via “Report list” drop-down menu, placed in top menu bar

 

2. Report search in “Reports vault”

 

 

 

 

 

 

 

3. Direct access via “Quick menu” available on right mouse button (on every page in Analytics)

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Orders Overview and Order Types

Orders Overview and Orders Types report is order based report with more details from orders. The report can be accessed directly by selecting a report from the list available atReport list/Order based report/Order or via search in “Reports vault.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Essential & Basic tier
    • up to 124 days for Advanced tier

 

This report will give you a quick overview considering your Orders for a selected period of time.

You can easily see the Number of Orders, as well as the Gross amount, Net amount and Tax amount these orders produced in a selected period of time.
Followed by a chart that visualizes Gross/Net payment per Order and another chart which will visualize Gross/Net Payments per Order Type.

All charts have a mouse-over option for more details.

After charts, you have two easily customizable tables where you can simply drag&drop table column names to re-arrange or remove columns you do not need. Already explained here

 

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Profit Overview

To this report, for the first time, you can come either by search in “Report vault” or you can access it directly by clicking on it in the “Reports list” in the top menu bar. Afterward, you can access this report from shortcuts like favorites or recent report activity on the Welcome page.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

You can select custom date filter range on period start/end fields, and press Refresh to get the data. Alternatively, you can click on one of our predefined date range filters.

 

Your profit is calculated as PROFIT = TOTAL PAYMENT – TAXES – COSTS

 

We will get the Cost part from your Clover Items data. If you do not have Costs on your Clover Items, Profit will be Net Payment – Taxes.

Profit Trends chart is a great way to see which days were the most profitable ones. The green area represents Profit, the bigger the green area is, the bigger the profit is.

Analytics for Clover Profit Overview profit trends v2

 

On the last chart you can read what Profit was in absolute amount, by Date:

 

 

As a conclusion, Profit Overview Report is a powerful tool for monitor your total payments, tax amount, cost amount and profit by Date.


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Revenue per Employee

To this report, for the first time, you can come either by search in “Report vault” or you can access it directly by clicking on it in the “Reports list” in the top menu bar. Afterward, you can access this report from shortcuts like favorites or recent report activity on the Welcome page.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

This report is similar to the Payment type report ‘Employee Overview’. The difference is in processing data, in the first-mentioned report, we are associating employees with payments, and in this report, we are associating them with orders.

The report shows Employee info from Orders created on a selected time period.
In a case where one employee is under multiple different names in multi-location setup (for example Mike P., P. Mike, Peterson M., Mike Peterson) it makes a mess of the report and is hard to track. For this purpose, we added Nickname and CustomID columns to give you better control over this situation.

This report has 3 charts, first one is showing you Top 10 (or 25, 50, 100) Employees by Net amount, then the second one is showing you amount of Orders made by Employees and the last one is visualizing average Net payment per employee followed by detailed table where you can arrange different information you need as you like with possibility to export it to Excel.

 

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Revenue per Payment Types

To Revenue per Payment Types report, for the first time, you can come either by search in “Report vault” or you can access it directly by clicking on it in the “Reports list” in the top menu bar. Afterward, you can access this report from shortcuts like favorites or recent report activity on the Welcome page.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

Similar to faster Payments overview report which is associated with payments this report is associated with orders and it shows Payment Types info from Orders created on the selected time period with more details.

It has a Summary, three charts and a detailed table in the end with a possibility to extract information to Excel. Should you need it, you can use additional filters like Merchant, Device, Order types etc.

 

Followed by the detailed table you can customize with ease simply by rearranging column headers with drag&drop.

 

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Revenue per Device

To Revenue per Device report, for the first time, you can come either by search in “Report vault” or you can access it directly by clicking on it in the “Reports list” in the top menu bar. Afterward, you can access this report from shortcuts like favorites or recent report activity on the Welcome page.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Essential & Basic tier
    • up to 124 days for Advanced tier

 

Like other reports, this one has Summary as well, which is showing you a number of devices and their combined Net, Gross, Tax and Profit values.
Alternatively, you can decide to select only one device, or different combinations if you have more than 1 device installed.

 

The report has 3 charts which are visualizing your Net per Device, a number of orders per Device and Avg Net per Device followed by a detailed table which offers you a possibility to export information to Excel and rearranging the table as you like with simple mark up of values.

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Revenue per Customers

Revenue per Customer report can be accessed directly via the list of reports available by choosing the report in Report list/Order based report/Order or via search in “Reports vault.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

In the Summary section, you get the most relevant information, separately for orders with and without customer data.

In three graphs you can see with ease which customers are buying the most often (Nr of Trx), which customer spent the most ( Net ) and even the average Net amount per transaction for each customer.

 

At the bottom of the report, there is a detailed table – you can search for data and export in excel:

 

 

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Revenue per Merchant location

Revenue per Merchant location report can be accessed directly via the list of reports available by choosing the report in Report list/Order based report/Order or via search in “Reports vault.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

This report is valuable to Merchants with multiple locations and with it, they can easily compare their locations.

It has three charts which are showing you Net payments per location, a number of orders per location and Average Net Payment per location.

And after visualization, you have a detailed table showing you information for a selected period concerning selected locations.

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Reports

What is My Rewards application?

 My rewards application is state-of-the-art customer loyalty program where merchants can set up their preferred rewards for customers. You can find more about it in this video:

My Rewards report in our Analytics app

Prerequisite for having My rewards report in Analytics is that merchant has both applications installed from Clover app Market and that Analytics app is at least BASIC tier.

Note** – My Rewards app is currently available only in US Market

Once you log in to Analytics App, we check if you are My Rewards user, and if you are, we will show you additional report in the menu like shown in the picture below.

One of the ways to access to reports report is directly via Report list in the top menu bar  Report list / My Rewards Integration / My Revards or by search in Reports vault. 

Once in the report, analyze period you wish by pressing predefined time buttons or select calendar start-end dates to fetch data from My Rewards App.
After we download data from My rewards, we match that data with the one from Clover and show relevant information to you.

In the following picture, you can see that our Merchant loaded data for Last 3 days.

You will first see My Rewards Summary with information on how many orders we fetched from My Rewards application.
You will see overall customer rewards earned and overall of how much your customers spent their ‘earned’ rewards in the selected period you are analyzing.
And in the end overall customer reward balance for this last 3 days. It represents the overall balance of these customers that were making purchases in these last 3 days.

Underneath is another summary, this time with detailed information from Clover, called Matched My Rewards Orders Summary.

In Overall summary, you get information for all orders that happened in this period. You can see that there were 235 orders in these 3 days and from those 235 orders, matched my rewards orders were 183.
A pie chart is showing you an impact of My Rewards application in overall period.
From the picture below, you can see that approximately 77% of orders were made by customers who are returning and using loyalty program. My rewards users spent 5733,25$ whilst other customers spent 1609,8$.

Looks like this merchant is benefiting from this loyalty program!

After the summaries, you can see 4 charts that will show you TOP 5 customers concerning the number of orders they made, amount of their reward dollars spent, reward dollars earned and customers with biggest reward balance. Knowing the last can help you decide to send text campaign to that user and remind him to ‘spend’ his rewards and remind him to come back to the store.

After these charts, you will get to my rewards table of data. Where you can see all orders made in this period. You can click on order ID number to open it in the new window and examine it.
The table contains customer information they provided, like the first name, last name, their email address, their phone number and other information concerning the order like Gross, Refund, Tax and Net amounts and information about how many reward dollars they have earned for this order or how many they spent on it.

In column chooser, you can find additional columns you can drag and drop to the table.

Multilocation feature

This report supports a multilocation feature.
Prerequisite for that is that all of your locations using My Rewards app have the same reward type and that Analytics App is at least Basic tier.

That way you can log in to one location and compare it with other locations.

Currently, only ‘reward dollars’ report is available but soon we will introduce ‘reward items’.

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Item Reports

In the next sections, we will show you reports concerning Items which are based on orders

To access those reports you can use two main ways:

1. Direct access via “Report list” drop-down menu, placed in the top menu bar

 

2. Report search in “Reports vault”

3.  Quick reports menu accessed on right mouse click

 

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Revenue per Item

Revenue per Item report can be accessed directly by selecting a report from the list available at Report list/Order based report/Items or via search in “Reports vault.

Report facts:

  • Reports are based on Item
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Essential & Basic tier
    • up to 124 days for Advanced tier

 

Revenue per Item is a very valuable report which gives you an insight into the number of time Items have been sold and showing you profitability.

It has three charts which visualize Net payment per Item, Number of items sold and Avg Net per item for the selected period. For a better view, you can choose how many top items by net amount should be shown in the chart. In this example, we have 25.

 

After charts, a detailed table is available with the possibility to rearrange and sort it as you wish by simply drag&droping table columns where you want.

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Revenue per Category

Revenue per category report can be accessed directly by selecting a report from the list available at Report list/Order based report/Items or via search in “Reports vault.

Report facts:

  • Reports are based on Items
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

Revenue per Category is a report that will show you Profits per category.

In summary, you can see how many categories are being looked at and data is being processed for the selected time period for those categories. You are able to see Gross, Net, Tax, Refunds, and Profitability for those categories. The report has 3 charts visualizing net Payment per Category, Number of Items in Category and Avg Net per Items in specific categories for the selected period.

 

 

After visualization, there is a detailed table that offers the export of your data to Excel or rearranging data as you wish with simple drag&dropping of table columns.

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Revenue per Item Label/Tag

Revenue per Item Label / Tag report can be accessed directly by selecting a report from the list available at Report list/Order based report/Items or via search in “Reports vault.

Report facts:

  • Reports are based on items
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

Revenue per Item Label / Tag is a report that is showing you Profitability, Net, Gross, Avg Net, and other information considering your items with Label/Tags.

 

Like other reports, here you can find three charts showing Net Payments per Label/Tag, a number of items Labelled or Tagged as well as Avg Net per Label/tag followed with a detailed table in which you can find out more information and export it to Excel if needed.

 

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Revenue per SKU

If you’ve defined SKU codes on your Clover Items, you will love this report. Check business performance, including Profitability per SKU! Revenue per SKU report can be accessed directly by selecting a report from the list available at Report list/Order based report/Items or via search in “Reports vault.

Report facts:

  • Reports are based on items
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

The report shows Item SKU info from Orders created on a selected time period.
In summary, you can see how many Items have Sku defined, their overall Net, Gross, Tax, Profitability and other information considering the selected period.

It has 3 charts showing you Net Payments per SKU, Number of Items with SKU#, and Avg Net per Sku followed with a detailed table in which you can rearrange table columns as you wish and export information to Excel.

 

 

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Modifiers report

Modifiers Report can be accessed directly by selecting a report from the list available at Report list/Order based report/Items or via search in “Reports vault.

Report facts:

  • Reports are based on Items
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Essential & Basic tier
    • up to 124 days for Advanced tier

 

Like for other reports, select the period you wish to check. In case Merchant has more than one location, he can choose one or more locations to get data for. To get data, press the Refresh button. The maximum allowed period range for BASIC Tier is 62 days, while for FREE Tier it is 7 days.

In Clover, you can define Modifiers that modify the price of Items. If you want to track the number of Modifiers being sold, this is the right report for you.

Modifiers

The first two charts are for the Modifiers table. That table shows you all modifiers that were used in the selected period of time with key information such are how many times each modifier was sold and what is overall Amount sum earned from it.

 

Modifier combination

Moreover, if you want to see what Modifier combination is used the most (or the least), or simply how much do you use modifiers in different combinations, use the second report charts and table.

Both charts will show you the TOP 20 modifiers by AMOUNT SUM (left chart) and TIMES SOLD (right chart). Mouse over the bar will show you additional information like which location it is, and depending on which chart are you looking at, how many times the modifier was sold or the overall modifier amount earned.

Items – Modifiers hierarchy

And last fifth and sixth charts are showing visualization for ITEMS- MODIFIERS HIERARCHY table.

That table is grouped to show you ITEM and all of the modifiers that were ‘used’ on it in the period of time you are analyzing. So, the left chart will show you all modifiers amount sums that were used on a particular item(s) whilst the right chart will show you all modifiers on items but with information on how many times that modifier was sold.

 

In conclusion, Modifier Report is a powerful tool for monitor behavior of your Modifiers and Modifier Combinations.

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Orders with Items Details

Orders with Item Details report can be accessed directly by selecting a report from the list available at Report list/Order based report/Items or via search in Reports vault.

Report facts:

  • Reports are based on Items
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

The report shows Orders with Items Details from Orders created in the selected time period.
In this report, you get a detailed table with lots of information you can choose from. The table is automatically filled with all information, and you can use the scroller on the bottom of the table to move left-right or simply clicking the first mouse button on a table and dragging the table left or right. Alternatively, you can remove table columns you do not wish by drag&droping it to column chooser.
For all of your orders in the selected period, you can group them to see the following:
Orders by date, hour, time, type of tender, payment date, card type, category, item name, item code, SKU, Item label/tag, Tax, Gross, and others.
In the following picture, we grouped orders by Date:
Grouped data can be expanded/collapsed by clicking on little horizontal/vertical arrows on a table.
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Discounts Report

Whether you wish to attract new costumers, increase sales or free up the room for new products – discounts are helping your business.

For this reason, we decided to make a new report that will help you track your discounts in great detail – Discounts Report. Discounts report can be accessed directly by selecting a report from the list available at Report list/Order based report/Items or via search in “Reports vault.

Report facts:

  • Reports are based on Items
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

DISCOUNTS REPORT

Discounts Report is showing you all Discount types per different business dimensions. This way you can track different discount like:
  • per Hour,
  • per Location,
  • per Category,
  • per Items,
  • per Customers,
  • per Employees,
  • per Item Discount Names and
  • per Order Discount Names

 

In Discounts Report, you can find valuable information such as how many Items with Discounts were sold and by what price. Also, you can find more useful calculations such as the percentage of discount and the price.

Sometimes, you can have seasonal sales, or for example, each Monday you give 10% off for a group of products. With our Discounts Report, you will know how much exactly did you earn by putting those items on sale, and in the end, if the wholesale was successful.

Discounts Report will show you the names of the discounts you applied either on the whole Order

(example: every Tuesday from 9AM-11AM, you give 5% off for the whole order)

or on the specific Items

(example: today all apples are 15% off).

This way you will always know how much did you accomplish with each Discount you applied in a certain time period.

 

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Time Reports

In the next sections, we will explain order based reports that are connected with time ie. daypart, day in a week, etc.

To access those reports you can use two main ways:

1. Direct access via “Report list” drop-down menu, placed in top menu bar

2. Report search in “Reports vault”

3. Quick reports menu accessed by right mouse click

In the next sections, we will describe Revenue Per Day Part, Revenue Trends and Revenue Per Day in a Week reports

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Revenue per Day Part

Revenue per Day Part report can be accessed directly by selecting a report from the list available at Report list/Order based report/Time or via search in “Reports vault.

Report facts:

  • Report is based on time and/or date periods
  • Slower load of a Report (provides more details)
  • Very detailed report
  • Period selection:
    • up to 62 days for Essential & Basic tier
    • up to 124 days for Advanced tier

 

The segmentation of the day into different “dayparts” is a must-have in the restaurant industry and service-oriented businesses. Day part analysis is important because it shows operators when the busiest time of the day is. This knowledge helps you to determine which day part you need more staff and when less when to prepare things in advance, when do you need to have all the necessary ingredients, when to organize promotions or start a happy hour. The goal of this report is to explore whether or not there are opportunities to optimize your business.

Daypart report will show data on how you have defined your dayparts. More about how to define them you can find here.

The report shows you Net, Number of Orders and Average Net Pay distributed in day parts of your choosing.

There you can find three charts; a chart that shows the net per dayparts, a chart that shows a number of orders per daypart and average net pay per daypart. In addition to the charts, there is also a details table that shows dayparts in more detail.

 

A table can be easily rearranged with drag&dropping of column headers and after you finish with arranging the table to suit your needs you can export it to Excel.

Example of table view with custom day part names:

 

 

 

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Revenue per Day in a Week

Revenue per Day in a Week report can be accessed directly by selecting a report from the list available at  Report list/Order based report/Time or via search in “Reports vault.

Report facts:

  • Report is based on time and/or date periods
  • Slower load of a Report (provides more details)
  • Very detailed report
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

The report shows business info for Orders created on the selected time period with a focus on day in a week.

Just like Revenue Trends Report which is showing Profits per date, this report concentrates on days of a week so you can see the following information:

 

Detailed table with the possibility of export to Excel.

 

 

 

 

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Diagnostic Reports

Diagnostic reports will help you to determine why you might have some differences when comparing reports that are based on Orders with reports based on Orders Items. In our development, we have come across Orders that seem to be over or under paid.

Tools that will help you diagnose irregularities on your orders are Over/Under-paid Orders and Full Orders Details reports.

 

How to access diagnostics is shown on the picture below:

 

2. Search for a report in “Reports vault”

3. Quick reports menu accessed by right mouse click

 

In next sections, we will describe Over/under-paid orders and Full Orders Detail reports

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Over/Under-paid Orders

Over / Under – Paid Orders report is a great diagnostics tool, capable of telling you on which orders there are discrepancies. This report is divided into two parts, one for Overpaid orders and another one for Underpaid orders.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

OVERPAID ORDERS TABLE

This table shows all the Orders from the selected period that seems to be paid MORE than the sum of order item total.

 

UNDERPAID ORDERS TABLE

This table shows all the Orders from the selected period that seems to be paid LESS than the sum of order item total.

In both tables, in column ORDER you can directly see desired order and payments for that exact order. You can see that order by clicking on the underlined order ID as shown on the picture below:

By pressing order’s ID you will get complete order and payments information for that order:

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Full Orders Details

Our Full Orders report is a highly upgraded and improved version of Orders with Items Details report, and it totals up to 54 columns. You can choose which columns you wish to see, and which one you don’t need to see. You can do that by clicking on the column chooser icon and there you can drag columns in or out of the table.

Full orders report can be accessed directly by selecting a report from the list available at Report list/Order based report/Diagnostics or via search in “Reports vault.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

After you have customized tables in the best way that suits your needs, you can save this custom table look and every time you open this report, it will already be setup in the way you wanted it to be. If you change your mind about table appearance, you can easily save it again. You can save table configuration by clicking on the save button, positioned left of the main title ( as shown in the picture below ):

 

 

 

You can customize table any way you want, possibilities are limitless.

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Open Orders

Open Orders report is a great diagnostics tool, capable of telling you on which orders are still open or better said, not paid. An order can be listed as open for the following reasons:

  • Any order that has not been paid out will be listed as OPEN.
  • Any order created from the Clover Tables app that has yet to be paid will appear as OPEN.

Report facts:

  • Reports are based on Orders
  • Slower load of a Reports (provides more details)
  • Very detailed reports
  • Period selection:
    • up to 62 days for Basic tier
    • up to 124 days for Advanced tier

 

After defining period you want to analyze press icon “data load”. Upon fetching data, if there is any open order it will be listed in the details table. Here is one example:

As a conclusion, this is a report that can show you very useful information. If you notice some amount missing in payment reports, this is report that you could check in that situation.

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Dashboards

In this section, we will explain Dashboards which can be found by clicking Dashboards on the main menu like shown on the picture below:

 

In the next sections, you can read more about them

 

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Today’s Performance

Today’s Performance can be accessed directly by selecting a dashboard report from the list available at Report list/Dashboard or via search in “Reports vault.
The dashboard shows a complete view on business performance Today vs Yesterday.
Once you open it, you can quickly see Today vs Yesterday’s comparison in NET payments and number of orders.
After that comparison, you can see the first graph showing you Today’s NET payments per hour followed by Today’s Best Items by NET payment.
The second graph is there to visualize Today’s Orders by the hour, followed by today’s favorite items.
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Day vs Day Performance

Day vs Day Dashboard can be accessed through direct access in the Report list/Dashboards or you can access it via search in “Reports vault”.

This Dashboard is showing the same information/graphs as Dashboard Today’s Performance.

The difference is that in Day vs Day dashboard, you can choose which two days you want to compare whilst in Today’s Performance dashboard automatically selects a current day and compares it to yesterday’s.

It has the same two graphs which were introduced in the previous section.

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Revenue by hour

Revenue by Hour can be found by direct access in the Report list/Dashboards or you can access it via search in “Reports vault“.

By default, you will see your data from TODAY. You can select custom date filter range on period start/end fields, and press Refresh to get the data. Maximum allowed period range for BASIC/ADVANCED Tier is 62 days

 

Revenue by Hour Dashboard is great when you need answers to questions like

  • What is my Revenue and number of orders per Hour in a day for the custom date range?
  • What do I sell and in what part o a day?
  • Can I close my shop earlier (because I don’t do any significant revenue later in a day)?
  • When can I expect the most orders in a Day, when is the peak?
  • For every Hour I want to see Revenue by Item Tag.
  • For every Hour I want to see Revenue by Order Type
  • What order type do people buy in what part of the day?

 

In the first part of the Dashboard you can find a Summary for the selected period, with the graphical distribution of Net Payment and Number of orders by the hour, for Selected date period:

 

Following is Net payment and Nr. of Orders by Hour, but sliced for every Order Type:

 

Below you will find Net payment and Nr. of Orders by Hour, but sliced for every Item Tag:

 

Finally, all the details by Hour are presented in the table:

As well there is a table which shows you Items sold in specific hours.

As conclusion, Revenue by Hour Dashboard is a powerful tool for monitor your Net payments and Number of orders for a custom date range by Hour.

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Month-to-date Performance

You can open it via the Dashboards menu:

 

 

First of all, what is Month-to-date (MTD)? If you are looking at the dashboard on 19-Sep, then Month-to-date means a period of 19 days from the beginning of September until the 19th of September. This dashboard will compare Revenue and Number of orders from the MTD period with the Last Month Period.

What is it good for? If you are looking at performance at the end of the month and you see that you already achieved values from the last month, you can consider this month as a successful one.

 

In the above picture, we can see that so far this month (2.15k) is on 43% of Net payment from the last Month (5.04k). Moreover, we can see that is we keep up at the same pace, we will earn 3.18k in Net payment by the end of this month (FORECAST, presented with the black dot ).

The same metrics you can see about the Number of orders, too.

 

On Revenue Trend section you can track the trend of your incomes per day. See if you earn more on weekends if your revenue is constantly rising of maybe declining?

 

Number of Orders by hour distribution is great to see when is the peak of your selling activity for one day. You can see, for this month, how many orders do you have every hour. Maybe from this chart, you can decide to transfer an employee to help here for some hours, or you will decide that you can close earlier because revenue is not so big after 10 pm, for example.

 

 

… or how much you earn per payment method. By Cash, Credit Card or something else?

 

As a conclusion, Month-to-Date Performance Dashboard is a powerful tool for monitoring your business, to compare the current month with the last one, even to see a forecast for Revenue. This Dashboard will inform you of all the important aspects of your business on a monthly scale.

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Category/Items/Tags Analysis

Category / Items / Tags Analysis can be found directly in the Report list/Dashboards or you can access it via search in “Reports vault“.

Using quick period time buttons you can quickly select the time period you are interested in. The period you selected will be highlighted in dark blue. If those quick period time buttons are not enough you can select period manually by selecting calendar icon and choosing a period start date/ end date and clicking the Refresh button.

There are two options you can use in this report:

  • with information on unsold items,
  • without information on unsold items.

Extra information will give you info on the type of payments made. When you start with a report, the default mark on the button “Fetch unsold items” is OFF. In case you want to see unsold items as well, you have to change info to ON. After this change, click again on the Refresh button.

Top 10 Items charts will inform you about the most popular items (by quantity) and items that bring most of your revenue.

When defining Items in Clover, you have the possibility to put a LABEL / TAG on each one of them. You will want to do that in order to achieve some kind of additional categorization, super-categories or similar.

If you do that, you can use the following dashboard chart to read the revenues per item LABEL/TAG:

After those graphs are two detailed tables showing you information for a selected period concerning CATEGORY – ITEMS HIERARCHY and TAG/LABEL – ITEMS HIERARCHY.

 

Should you need more detailed information in this report (information about card payments), please mark button “Fetch with extra information” with ON option (like marked on the picture)

Clicking on ? icon, you will get more details on what kind of information you will get with this option.

Looking into the same reports as before, you can notice items marked blue. Those items are all items that have not been sold in period of time that you have been looking into.

 

As a conclusion, Category / Items / Tag Analysis Dashboard is a very convenient report and analysis tool to realize what item categories are the best ones, to analyze all the items in one category or overall, to realize what is your revenue per item labels/tags and more… This Dashboard will inform you of all important business aspects of your items, categories and labels/tags.

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Stock Value

Have you ever wondered how much all your stock inventory is worth? Or how much different categories on the stock are worth? Or how much your stock is worth after you deduct your items cost value? In our simple, yet powerful dashboard, we present you all that. With our quick summary, two charts and a detailed table, you will have complete reporting control over your inventory for all your locations (Merchants).

Our Stock Value Dashboard can be found in the Analytics app, under Dashboards (Report list/Dashboards) or you can access it via search in “Reports vault”.

 

CHART – Top 20 items by stock quantity in all categories

This chart shows which items you have in the largest amounts, no matter the category they are in.

CHART – Top 20 items by price value in all categories

In this chart, we present items that hold the biggest value among your inventory.

The main table shows all your inventory, their price, cost, stock count, price and cost value, and your gain after deducting the cost from price. Inventory can be grouped by the merchant, category, stock count and any other column of your choosing. This way, it is easy to see, for example, which item category will bring you the most profit, or which merchant has the lowest amounts of certain items on stock.

 

Besides the table with a list of items in the stock, there is a table with all items with 0 or the negative stock count.

 

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Advanced Tier

 

In order to be able to access these reports, your location must have ADVANCED TIER installed.

Advanced reports are the best and most detailed reports in our application, allowing you to create custom reports, save them and reuse anytime you like.
In the next sections, we will introduce to you reports from this category

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Advanced Reports

In this section, we will explain Advanced reports.  Advanced reports are available to Advance tier users. All reports that belong to a advanced section, can be found in Reports vault. To get a list of these reports, define “advanced” as reports baseline.

 

Another way to get to all those reports is by clicking “Reports list” in the top menu like shown on the picture below:

 

Third way to access to Advanced reports (or any other) is to look in a Quick menu that is available on right mouse button .

 

 

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Master Summary Report

Master Summary report summarizes all the important aspects of your business in one place. Since each business has different aspects that are crucial for decision making, we are giving you the ability to chose which aspects you wish to monitor in this report. Just select what you need from our predefined tables and your master report is ready!

Report facts:

  • Report is based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 124 days
  • Very detailed report

All relevant information is in one place, so you also have the ability to print this report on paper or save the whole report in PDF form. All of this is now available with just a few clicks.

You can find Master Summary report in the Advanced section of the Analytics App, either by direct access with Report list in the top menu or by search in Reports vault”.

When you first open Master Summary report, it will show you the following tables:

  • Summary,
  • Employees,
  • Tenders,
  • Hours,
  • Day Parts
  • and Multi-Location.

There are many tables that can be found in Master Summary report but are not visible the first time you open this report, including:

  • Devices,
  • Order Types,
  • Day in a Week,
  • Credit Cards,
  • Categories and Labels.

 

SELECTION OF TABLES FOR MASTER SUMMARY REPORT

To see the full list of summary tables and to select/deselect them, press on the ‘Arrange tables in Master Summary Report’ button:

To select which tables you wish to see in the Master Summary Report, simply click on the checkbox next to the desired table or click on the table’s name:

In my example, I will choose only Summary and Tenders tables. This is how my Master Summary report looks like after selecting these tables:

If you wish to select all tables (or deselect) you can press the ‘Select All’ button ( press again to deselect all):

REARRANGING ORDER OF TABLES

Except for the option to choose the desired tables, you also have the ability to select the order of tables that will appear on the Master Summary report. This option is available once you press the ‘Arrange tables in Master Summary Report’. To rearrange the order of tables, click and drag on the icon on the right of the table name:

Once you click on the Rearrange icon of the selected table, simply drag&drop this table anywhere in the list. In my example, I will drag Tenders to the first place in the list:

 

Immediately, I will see that the Tenders table got to the top of my Master Summary report:

SOME OTHER OPTIONS

  1. Each table can be exported to Excel by pressing on the ‘Export all data’ icon:
  2. Except for the columns that you currently see in tables, you can also choose other columns by pressing on the Column Chooser icon:

To see all the options that tables in Analytics offer, check out our Tips&Tricks section for tables.

3. If you have trouble understanding what each column in tables means, you can click on the Column Help button. By pressing on that button, you will get the list of all columns in tables with descriptions.

 

 

PRINTING MASTER SUMMARY REPORT

If you wish to print this report, you can do so by selecting the print icon that you will with under the Option box. From there you can either print this report on the paper or you can save this report in the PDF format.

 

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Custom Order-based reports

Pivot Order Level Data report is a report that allows you to create your own reports in Analytics App. This report is based on order level data, and in the pivot table, you will be able to select columns that can be found on orders created in the selected time period.

Report facts:

  • Report is based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 124 days
  • Very detailed report

 

When you first open this report, it will look like this:

To show any data in this pivot table, you need to click on one of the ‘Time buttons’ or select date periods and press the Refresh button.

 

TABS

Pivot Order Level Data report can have up to 10 tabs, and each tab will have its own pivot table. This way you can create up to 10 custom reports.

To add a new tab, press on the ‘+Add new tab’ button:

Once you pressed ‘+Add new tab’ button, you can enter the tab’s name and press ‘Enter’ button:

If you at any time wish to change tab’s name, you can do it easily by pressing on the ‘pencil’ icon next to the tab’s name:

To remove a tab, hover over tab you wish to remove, and the ‘X’ button will appear:

 

When you click on the ‘X’ button, a confirmation window will appear. Press ‘Confirm’ to remove tab completely.

 

CHOOSING COLUMNS FOR PIVOT TABLE

To be able to choose columns, you need to click on one of the ‘Time buttons’ or select date periods and press the Refresh button. When you have the data, you should click on the Column Chooser icon:

 

When Column Chooser is opened, you will find the list of all available fields in ‘All Fields’ area:

 

From there you can easily drag&drop fields into the pivot table. You can drop fields as pivot columns, rows, data fields or filter fields. For example, I will drag Hour field to Columns:

 

Almost instantly, you will see changes in Pivot table:

 

If you don’t want to see names of columns, rows, filter or data fields, you can unselect them in Field Panela area. This is how the same table as above looks like after removing names:

 

If you don’t know what each field in Column Chooser represent, you can click at the ‘Columns HELP?’ button:


 

INTEGRATION WITH CHART

All pivot data can be visualized. You can enable chart integration by clicking on the ‘Show Chart’ checkbox:

 

This is how my example chart looks like when I integrate it with my pivot table from above:

 

SAVING PIVOT TABLES

Above the tabs/custom reports section, you can find ‘Save tables’ button. This way you can preserve all 10 of your tables/reports for future usage.

 

 

We hope you like our new report and all the possibilities that can be achieved by using it.

Update:

We added a quick tutorial concerning this report and you can check it here:

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Custom Item-based reports

Just like we have Pivot Order Level data which we explained in the previous section, this Pivot Item Level Data report is offering you the same options as the previous one with the difference in a report being based on items from orders.

You will be able to create up to 10 custom reports, name them and save them for later use. For more information check the previous section to learn what can you achieve with tables and how to manipulate them.

 

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Average Sales per Day and Hour

This report is available in the Advanced reports section.

The analyzing period can be any custom-defined or predefined (last 31 and 62 days).
A chart with an average number of items sold per day and another chart showing you an average number of Orders made per day. After these charts, you will see how many specific days were in this period of time you are analyzing.
As you can see above, in this selected period there were 4 Mondays.
You will see a table with Item Averages:
If you just ‘expand’ Monday you will see in this example that average item sale(of all items) for Monday is 130.89.
You can go further and find out about Item called Soft Drink and its total Monday Average sale. From the picture below merchant can expect to sell approximately 38 soft drinks (note that this is just one way of filtering specific items, later we will show you how to group table by items or categories).
You can go further and expand a specific hour to see the average hourly sale for this specific day/hour/item:
In the picture above you can see an average sale of this item “Soft Drink” in this selected period of time for this specific hour we wanted to see the average (7 pm).
In the period we were analyzing were 9 Mondays. You can see that sales occurred only at 6 Mondays at this specific hour.
Thus Total Average for 7pm for this item is (1+2+5+2+3+4) / 9 = 1.88
In just a few clicks you can find out useful information.
You can group the table the way you want. In the following picture, we grouped it by Day-Hour-Item columns
This way you do not need to type items name, you can expand the hour’s column and then just expand the item to see its average values.
The same can be achieved with the category column.
Each table can be exported with one-click export to Excel. The same goes for charts as well, one-click export to picture type you chose.
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Item Categories TreeMap

Report Facts:

  • Report is based on payments
  • Very Fast Report
  • Period selection up to 365 days
  • Fewer details
A TreeMap chart provides a hierarchical view of your data and makes it easy to spot patterns, such as which items are a store’s best sellers.

TreeMaps are economical in a way that they can be used within a limited space and yet display a large number of items simultaneously.

When there is a correlation between color and size in the tree structure, you are able to see patterns that would be difficult to spot in other ways, for example, when a certain color is particularly relevant.

So, once you open the report you will see a familiar calendar that can be found on almost all of our reports and predefined time buttons to choose from, as well as choosing all or some of the locations if you are using our multilocation feature.

Below you can choose preferred colors for tiles of treeMap. Choose colors that are most suiting for your eyes and remember that colors are going to be represented in rectangles with ‘best’ colored items being in the upper left corner going to the other ‘weaker’ colored items to the bottom right corner.

 

Once you load data by pressing refresh you will see two TreeMap tables. The first one is showing you Top 25 sold items from categories meaning that you will see the best category (with the most sales) in the upper left corner with its items represented as rectangles with different colors depending on which color palette you choose. Hovering over item ‘rectangles’ you can see information about the item such as items name and number of times it was sold. Above treeMap Table, you can select to show top 25/10 or top 3 items from categories.
In the right corner of the table, you can easily export treeMap with one click in the picture format of your choice (PNG, JPEG, GIF, PDF, PNG).

 

The second treeMap table is showing you Top 25 items by revenue from categories meaning that you will see the best-earning category (with the most revenue) in the upper left corner with its items represented as rectangles with different colors depending on which color palette you choose. Hovering over item ‘rectangles’ you can see information about the item such as items name and items total revenue. Above treeMap Table, you can select to show top 25/10 or top 3 items from categories.
In the right corner of the table, you can easily export treeMap with one click in the picture format of your choice (PNG, JPEG, GIF, PDF, PNG).

 

 

TreeMap report works well with the multilocation feature which means that if you have more than one location and multilocation feature on, that you can select them from additional filters like shown in the picture below:

 

If you select all of the locations, the treeMap table will gather all categories from all locations and if locations category names and item names in those categories match it will add them up and show them as one rectangle for a category and one rectangle for the item. If you are thinking of using this report and you have a multilocation feature, beware that all item names/categories are the same on all locations.

 

We hope you will find this report useful,

Happy Analyzing!

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Dwell Times report

Report facts:

  • Report is based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 124 days
  • Very detailed report

Many merchants, especially restaurants, wish to know how long do customers spend in their restaurants.

The time customers spend in a store is called ‘dwell time’ and it’s a key performance indicator (KPI) for any brick-and-mortar business. Dwell time is related to several important metrics like customer satisfaction, shopping experience, and even sales. Measuring dwell time can give important insight into your restaurant’s performance. This metric can also reveal potential areas for improvement and growth. But the most significant measurement restaurant owners should be aware of is the impact of dwell time on sales volume.

Longer dwell time at your store reflects higher customer satisfaction. There are dozens of factors that may contribute to satisfaction at a restaurant, but it’s easiest to identify areas that might drive customers away faster. The longer customers spend in a location, the greater the chance of impulse purchases. But beware of measuring dwell time blindly. The longer time spent in your restaurant due to slow service will have a negative effect on sales and customer satisfaction.

Much more information on dwell time, you can find in tutorials right under the report name. 

Dwell Times report is a report that shows time in-between order creation time and order payment time. You can analyze any period in the past, with a maximum of 62 days selected. Choose the period you want to analyze and click on the “load data” icon. 

Like in most of the Analytics reports, here you will see the Summary section. Besides the usual order information in the summary section, here you will find average dwell time. Average dwell time is taken only from orders that are created and paid on the same day. 

After summary for the analyzed period you will be able to see a table that shows daily number of orders with each day avg dwell time and other order information:

Besides the summary, in this report, we offer you a section with charts for visualization and table with detailed information. In charts, you can find information about average dwell time per day hour and daypart. In the Dwell time table, you can find a list of all orders with information like order creation date & time plus payment date & time. 

We hope you will find this report useful especially if you want to know how much time are your customers spending at your store. If you have any questions about it, please post your question, we will gladly support you. 

Happy analyzing 

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Item Tax Report

In this report, we are extracting all items from orders created in the specific period you are analyzing. After the report is loaded you will see a bar chart showing you Tax rate names and their overall tax sum in the selected period you were analyzing. Followed by data-grid (table) showing you the same information in different looks with a possibility to export it to excel.

Report facts:

  • Report is based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 124 days
  • Very detailed report

 

In Clover, you can customize Taxes. Add them, remove them, change their names, rates etc. For this example, we created a w Tax Names with their rates.

Tax name ‘NO_TAX_APPLIED’  has a tax rate of 0%.
Tax name ‘ZERO’  has a tax rate of 0%.
Tax name ‘Standard VAT’  has a tax rate of 2%.
Tax name ‘STANDARD’  has a tax rate of 2%.

 

 

In the picture, you can see that most of the items sold in this selected period had STANDARD tax applied to them.

You can inspect more by looking at the detailed table below chart:

 

 

In the above pictures, the table on the first picture is grouped by column ‘Tax Names’ while on picture two we see grouping by “Tax Rates”. You can expand ‘Tax Names’ column by pressing a little arrow next to it. You can see a short summary of this tax rate in parentheses telling you what is the sum of this tax rate tax and how many items were sold that had that tax rate applied to them as well as the sum of those items Gross and NET.

You can see in the above example that the No_tax_applied tax has a sum of TAX 0. Which is normal as items that have this tax applied to them are not taxable.

If you decide to expand tax name you would see additional information such as Item Names(all items sold with this tax rate applied, Tax rates applied to the item, Tax rate sum applied to the item, how many times this item was sold in this period you are analyzing, items price, cost, TAX.gross, and NET. There are also additional columns in column chooser for you to use.

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Inventory Report

You will see 5 tables generated as per your minimal and maximal inputs. But before you can see a chart visualizing your stock data from these tables.
You can see that this merchant has 84% of items out of stock and approximately 15% of healthy items. More about high, healthy, low items in the next paragraph

 

In the details section there are 4 tables where you can see:

  • High stock
  • Heathy stock
  • Low stock
  • Out-of-stock items

High Stock Inventory

High stock table is showing you all items on the stock which have a higher amount than the maximal quantity you had set up. In this example, you can see that we have set up a maximal desired quantity for these items to 10. But currently, we have more than that.

 

You can see that one item has a stock difference of 648 peaces. Meaning we have 643 times more of that item on the stock than we assigned our desired maximal quantity. You can also see information that this item was not sold in the last 30 days.

Healthy Stock Inventory

The next table will show you Healthy Stock. That table represents items whose stock is between your assigned minimal and maximal quantities.
You can see in the picture below that in this example we have assigned minimal quantity for item 3, and maximal quantity 5. In column Stock count you can see how much you actually have.

 

Low Stock Inventory

Next table you will see is the Low Stock table. That table will show you all items whose current stock is below minimal quantity you have set up but are not out of stock. This table is a warning for merchants to see which items are running low on stock so they can re-order promptly.

 

Out-of-Stock Inventory

After the low stock table, you will see Out of Stock table, we think there is no explanation needed for this table, the title says it all. In this example, we can see that there are items with no stock, but since those items were sold in the last 3o days, it is probably important to order some.

 

Inventory Report – Generate restock quantities/Purchase orders

And at the bottom of the page is a new table/option called ‘PURCHASE ORDERS‘ which is a very cool feature. By pressing on ‘Generate restock quantities’ button, a pop up will show:

You can select to generate a table with items you need to re-order and how much of them concerning what option you have selected from the drop-down menu.
You can select ‘Minimal quantity’ and we will go through all your items whose item count is out of stock or below minimal quantity and show them to you on the table.
You can select ‘Maximal quantity’ from the drop-down menu and we would go through all items whose item count is out of stock or below maximal quantity and show them to you on the table.
For example, you have Apple as an item, in inventory management, you have set up for this item desired minimal quantity to be 10, and maximal 20. Let’s say that at the current moment you have 4 apples on hand.

After clicking on ‘generate purchase order’. Selecting the minimal quantity as the option, we’ll show you that item on the table with the order quantity of 6.

 

If you select a maximal quantity from the drop-down menu, we would show you for this item that you need to re-order 16 apples to match the maximal quantity.
If you assigned Item Cost in Clover we would tell you how much 16 of apples would cost you to re-order

An example of a generated order table set to match maximal quantity:

 

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Advanced Options

Inventory Management

The Inventory Report is comprised of 2 parts, the setup part and the report itself.
You can find Inventory Settings in the main menu, INVENTORY page as shown in the picture below:
Once you open it we will fetch data from Clover. All items you have assigned there with their stock values.
Underneath the title of the report is button which will quickly guide you step by step through the setup process.
All you have to do here is set-up minimal and maximal quantities for items.

1. Manual set up of Quantity value

If you want manually to prepare minimal and maximal quantity values, you can do so by choosing the “Manual” option from the drop-down menu. After choosing this option, define what is minimal and maximal quantity value. After you define these two values, click on the “Apply” button.
Now data are prepared and you can check it in the table on the bottom. If you wish to make some manual change on some items, you can do so by clicking on “edit”. In the example, you can see that for one item we changed values.

2. Formula based set up of Quantity value

In the formula-based definition of quantity value, you can define minimal and maximal values. The baseline for formula calculation is average daily sales in last 30 days. After choosing this option, just define the number of how you want Analytics to calculate your stock. After you define these two values, click on the “Apply” button.
After clicking on the button “Apply”, you will see changes in the Details section.
After you are done, save your changes and run the Inventory Report.
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Automatic Emailing

The e-Reports option is available only for Advanced tier users.

With e-Reports Merchants have the possibility to receive reports directly to their email inbox at a specific day/time. There are 28 default reports available with the possibility to create and receive custom made reports based on a pivot table. Merchants will get emails with a report based on their settings (fetch with customer information, date format, the start of business day hour..). The multilocation feature is supported as well.

You can access this feature from the main menu as shown in the picture below (available only in Advanced tier):

 

 

Creating a new report

There are several steps that you need to go through in defining a new email report. A setup wizard will guide you until you finish it.

Click on icon “+ CREATE NEW“. This icon you can find on the main page of a Scheduler section. This icon will always be available, regardless of how many email reports you already defined.

 

Step 1.Choosing a report you wish to receive

In step one, you need to choose a report that you wish to receive your email. Besides predefined report names, there is also an option to give your own name to each email report. If you do not define a specific name, a default one will be used.

 

Clicking on the arrow in the box under “Select report you wish to receive”, a list of all available reports will appear. From the whole list of reports, you will be able to choose reports depending on the tier you are using. Reports that are not available in your tier will be grayed out. The whole list of available reports per each tier you can see here

Step 2 – Location(s) for your report

In this section, you need to choose for which location you wish to get a report for. Your location will always default and you will see it in the box. In case you have only one location, in this step, you don’t need to do anything, just click on “Next” button.

In case you have more locations that are using Analytics App and they are already linked with the Multilocation feature, when setting up reports, you can choose for which location you want a particular report. When you open a location name box (click on the arrow on the right side), all connected locations will be listed. Please choose all the locations you want to get data for in a particular report. It could be only one, some or all of your locations.

 

 

If you have more locations, and you wish to connect all your locations with the multilocation feature, please follow the steps described in the article about multilocation that is available here.

 

Step 3 – Time, Frequency and Data period set up

In step three, you need to define several things like time, frequency and data period.

Time: time of the day when you will receive a report to your email. When opening the time box, you will see a list of all available times. Time to receive stars at midnight (0:00 am) followed by every 30 minutes choice. Chose one that suits your needs.

Frequency: in the frequency, you define how often you will receive reports. Predefined frequencies are Daily, Weekly and Monthly.

Data period: In the data period you define the period for data retrieving. This is a very important step because even a time of receiving a report can make a difference in data that you will get. The data period is connected to time you are receiving reports, but as well as how you defined your business day. Available data periods are:

  • Today
  • Yesterday
  • Last 3 days
  • Last 7 days
  • Last 30 days
  • Month-to-date
  • Last month
  • Custom data period (how to set up find here)

If you are already using our app Analytics, you will notice data periods are the same. From the name of the data period, you can conclude what data you will receive.

Example – You define to receive reports daily for data period today. Your business day starts at 8 am. Depending on the time you will receive a report, your report will contain data for a period of none, one or maybe several hours.

 

Step 4 – Recipients of reports

In step four, you need to define who shall be receiving the report that you have prepared. There is no limit on email addresses for receiving reposts. When you are in this step if the mail you wish to receive. When you added all email(s), just click on the icon “Next“.

 

 

Step 5 – Report overview

In the last step of the report setup, there are several options. Before you save this report wizard, you can check what you choose in the Wizard overview or send a test mail. If you are satisfied with the setup, you can save it.

 

 

 

THAT’S IT, if you followed these instructions, you have successfully created a first automatic emailing report!

 

Editing already prepared e-reports

If you want to make changes in reports you already defined, this is very easy.

 

In the main e-Report page, click on the report that you want to edit, clone or delete. For editing, click on the “edit” icon and basic information on the prepared report will open. If you want to change the name of the report you can do so by clicking on the icon “use custom name” and put a value on “ON“. Enter the name you wish and save changes. Except for name change, here you can do all other changes as well like frequency, time of receiving, data period, or even add or remove email addresses. Besides those changes, you can change the decimal separator in CSV files that you will receive. Decimal separator is predefined by location you are coming from, US market (dot), EU market (Comma).

 

Except for editing, any earlier prepared email reports, you can clone or delete. To do so, just click on the icon for this action.

For an easier look into possible e-Reports, we prepared all reports in excel file. Examples of those e-Reports you can find here.

 

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Welcome Screen and its Settings

The Welcome Screen is the login landing page of Analytics, it can be accessed either by clicking on the Analytics logo or Welcome icon in the main mane.

On the welcome screen, you get several pieces of information like

  • Favorite Reports
  • Recent Report Activity
  • Location Details
  • Info carousel

Favorites

In the Favourites section, you will see all the reports you have marked as favorite ones. To add a report to the favorites list, just mark it with a “Star”. Star mark you can find on the top right side on every report.

Recent Report Activity

In the Recent Report Activity section, you will see all the reports recently used. The last used report will be first from the left. In this way, you can always see what you are using the most.

 

Location details

Here you can see the main data for your location plus there are possibilities for some action clicking on icons on the bottom of this box.

  • News – news icon will lead to a page with all news regarding Analytics
  • What’s new – here you will get quick info of changes in Analytics
  • Bookmark – bookmark will give you a direct link to Analytics
  • Start tour – the first time you log in, the tour will start automatically. If you want to start it again, just click on the icon.
  • Cache clearing -The last icon in the Location details box is “Clear cache”. Clear cache button gives you the ability to delete all currently stored and cached data.

 

There is a description that says: If you updated some values in Clover such as Item SKU# or Item costs you will need to clear previously saved cache so new changes can be refreshed by Analytics app. We do this automatically every 24 hours or after your session ends (when the browser is closed). But if you want to see these changes immediately press this button to clear cache.

Note: Person logged in with a role that was unselected will not be able to access any of the reports, including settings pages.

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General Settings

GENERAL SETTINGS

You can find the General Settings within the Setup Screen. Here you can define several basic data that are connected to your business like:

  • general data (start of a business day, date format etc.)
  • dayparts
  • access to application

I) GENERAL

In the first card, you can find the General data.

In “General” some information regarding your business should be defined.

  • Business hour – here you can set an hour when your Business day starts. If you want that Analytics analyzes your data differently than calendar day hours, define the start of a day as you need it. It can be any hour in a day. Please note that in that case, your business day will finish in 24h. All changes are saved automatically.

 

  • Date format – There is a possibility to choose the preferred date format. From the drop-down menu, choose one you wish to use.

 

  • Monday as the first day of a week: Check or uncheck box depending on your preferred settings. If the box is not checked, Sunday will be the first day of a week. Analytics comes with default values for each market: Monday (EU), Sunday (US).

  • Data with customer info – If checked, you would be able to see customer name, email and customer phone number in several analytics reports. This data you could see in Analytics reports in case they exist in your clover/could be taken from Credit Card.

If you do not need customer information, we suggest leaving it unchecked as it can, depending on the number of customers, greatly increase the time of initial caching of data from Clover. Customer data you will see in the following reports:

  • full orders details report,
  • orders with items details,
  • pivot item/order level data reports.

 

 

II) DAY PARTS

The second card in “General Settings” is Day parts.

Day Parts – here you can split dayparts as per your needs. By default, Analytics divide a day into 8 dayparts. The minimum that you could have is 2. To reset your day parts into default values, just click on the icon “Set default values”. Regardless of what you had at that time, after this action, a day will be divided into 8 dayparts. Day parts are calculated from a time you defined in Business day

 

 

 

In case you don’t want 8 days, but rather 3 or 4, just delete extras and correct time per daypart. To add a new daypart, just click on the button “Add new“. Each day part you can rename as you like (instead of default name put your own).

 

Day parts are used in reports like Revenue Per Day Parts report, Master summary report and some other as well.

After adjusting Day Parts, click on “save changes” card and save changes you made.

 

III) ACCESS

The third card in “General Settings” is Access. Here we will show the list of all roles that we have found defined in the Clover for your particular merchant ID:

Every time you click on one of the offered checkboxes, you will get a small notification that is telling you that the changes are now active:

For security reasons, you will not be able to exclude your own role. Also, each person will be able to exclude only those roles that are less restrictive from the current employee’s role. For example, a person logged in with role EMPLOYEE, will not be able to deselect role ADMIN. On the other hand, a person with role ADMIN will be able to deselect role EMPLOYEE.

 

When a person logs in into Analytics app with the role that was unselected, a message will be shown:

securitySetting_accesssNotAllowed

 

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Multilocation Feature

To get more information on the multilocation features, go to the “Multilocation” page. Here you will find all the necessary information’s about the Mulitlocatoin feature. Above that, you can send an automatic request to the support team.

To see all locations linked, check listed locations in “Your linked locations”.  Here you will find the list of all Merchant IDs (all Merchant Locations) available to you at that moment.

 

If you are the owner of more Clover Merchants/Locations, and you want to see all their data in Analytics App, please:

  • Install BASIC or ADVANCED Tier on all your Merchants
  • Make initial login to Analytics App
  • Please send your request to ‘clover@qualia.hr’ with all Merchant IDs you want to link

We will set up a Multi-Location environment for you in one business day. After the multilocation feature is active, you will receive our confirmation email.

 

What will you get with it?

On every Analytics Report you will see a Merchant filter:

That means – you can filter all your reports (Customers, Items, Trends, Categories, Profit ….. ) for one or more your Merchants/Locations!

 

Multi-Location Report

 

On our Multi-Location Report you will be able to see and compare (visually and in a table) revenues, the number of orders, averages and more from all your locations.

 

 

We hope you will find this new feature very useful. It should give you a great overview of your growing business.

Ways to set up multi-location in Analytics app

 

There are several ways to set up a multi-location feature in Analytics App. Here you can find more information on all of them.

For the multi-location feature to work, all locations that need to be linked, have to be at least Basic Tier Analytics.

 

1. One/More Merchant(s) as Supervisor(s)

One of the options to choose from is one (or more) Merchants as a supervisor.  By choosing a supervising merchant, only that merchant can see data from all other locations. Other locations/merchants can only see their data.

2. One/More Employee(s) as Supervisor(s)

One of the options to choose from is one (or more) Employees as a supervisor(s).  By choosing a supervising employee, only that employee can see data from all locations. Other employees can only see data from their locations.

 

But that is not all! We have gone a step further, and we can set up a multi-location feature in a way that best suits your need, with increased flexibility. Whether you wish to give all merchants/locations data to a single employee, or you wish that four out of seven of your locations can see all locations and the remaining three can see themselves. We can now make it happen.

 

3. Custom Location Grouping

In short, multi-location access rights can be attached to both employees and locations, and we can group locations as you like.

Let’s take a look at some examples. Let’s say I have seven merchant locations with ID’s: L1, L2, L3, L4, L5, L6, and L7. I have 30 employees, but most important are CEO, admin, and manager of both location L1 and location L2; so let’s give them ID’s ceo1, adm1, and man12. We can support a lot of different setups for this example, so I will list just some of the possibilities at our hands.

Possibility one:

  • ceo1 and adm1 will be able to see all locations data
  • man12 can see data only for locations L1 and L2
  • all locations can see just themselves
  • all other employees (27 of them) can only see locations at which they are logged in

Possibility two:

  • only adm1 can see all locations data
  • ceo1 and man12 can both see data about locations L1 and L2
  • 15 of the remaining employees can see locations L3 and L4
  • remaining employees can see locations L5 and L6
  • all locations can see only themselves

Possibility three:

  • only ceo1 can see all locations data
  • all other employees can just see data about locations at which they are logged in
  • location L1 can see all locations data (this means that whoever is logged in L1 can see all locations data )
  • locations L2 and L3 can see data about L1, L2 and L3 locations (whichever employee is logged in L2 or L3 can see this data )
  • locations L4 and L5 can see data about L1, L2, L3, L4, and L5 locations
  • location L6 can only see data about itself

As you can see, possibilities are countless, and we support them all!

To set up a multi-location feature of your choosing, just sent us an email at clover@qualia.hr with a detailed description of how you would like it to be set up, altogether with all relevant ID’s (employees ID’s or merchant ID’s).

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Commisions

If you pay to at least some of your employees via commission, you can now use Analytics for Clover to adjust commission types and percentages. You can find the commissions menu under page Setup.

Commission Type can be

  • Fixed percentage or Scaling,
  • Commissions by Category

Employees commissions can be seen in several reports, like:

  • “Revenue per Employee” report,
  • “Revenue per Item Category” report and on
  • “Revenue per Item Tag” report.

Commissions percentages are calculated from the Gross Amount.

 

Fixed/scaled commissions

Fixed/scaled commissions you can find the main menu, page Setup.

How to use this form

If you check „APPLY COMMISSIONS“ checkbox

You will be able to see the commissions Table in Revenue Per Employee report.

 

When you check the „APPLY COMMISSIONS“ checkbox you will get a list of all your employees, with commission type for every employee. There are two types of commissions, fixed and scaling. By default, all commission type is set to „fixed“.

 

By clicking on each employee name you will be able to manage commissions settings for the selected employees.

First, you select commission type:

1. Fixed is selected

By selecting „Fixed “, the commission will always be calculated with the same percentage. If you wish to define the same percentage for all employees, just click on the icon “Apply to all”. In case you want to have different percentages, go through the employee list and define each commission separately.

2. Scaling is selected

Now you can set ranges. By default, there are two ranges but you can add more ranges by clicking on the „New Range“ button. The Commission will be calculated based on a range. There are two values in every range, “from” and “to”.

If you set

Range 1 : 0 – 1000 10% ,

this means that if an employee sold gross sales from $0 – $999, a 10% commission percentage will be used.

The changes that you made have no effect until you save changes by clicking on the „Save“ button on the top/bottom of the page.

Where can I see commissions?

If you check „APPLY COMMISSIONS“ checkbox, you will see some new commission tables on

  • “Revenue per Employee” report,
  • “Revenue per Item Tag” report.


 

Category Commissions

If you pay to at least some of your employees via commissions, and you want to apply commissions for different Item Categories (like ‘products’, ‘services, ”… ), you can now use Analytics for Clover to adjust commission percentages. You can find the category commissions configuration in main menu, page Setup.

 

Commissions by category set up

First, you will see an editable table of your Employees and Item Categories. For each employee listed are all categories you have.

To add commission, please enter percentage (number from 0 – 100) for each Employee (like in the picture)

and finally, press SAVE on „Save“ button.

Commissions percentages are calculated from the Gross Amount.

 

Where can I see commissions?

You will see a commission table on Revenue per Category report – in the table:

 

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Frequently Asked Questions / Troubleshooting

In the next sections, we will gather frequently asked questions we receive at our support email address.
If those questions/answers didn’t have solution to your problem, please send us an email with your question to clover@qualia.hr

 

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Item / Order CSV Export

Every order based report has the ability to export a report on an entire order-level into a CSV file. You can find the respective export buttons next to the refresh button at the top of a report.

Order based reports can be accessed either directly via Report List /Order based report link in the top menu or by search in “Reports vault”. In each of the reports, there is the Options section. Here there are several options like:

  • to print report
  • download order based row data (csv)
  • download item based row data (csv)

The downloaded file will contain data from the period that was selected in the Analyzing period.

The following information is available to order based export:

Merchant Name, Transaction Type, Device Name, Order, Order Type, Date, Original Date, Day, Hour, Day Part, Time, Employee, Payment Type, Payment Date, Payment Time, Card Type, Order Amount, Order Pay Gross Amount, Order Refund Amount, Credit Amount, Order Gross Minus Refund, Order Tax Amount Gross, Order Tax Refund Amount, Credit Tax Amount, Order Net Tax Amount, Order Net Minus Tax Amount, Order Discount Names, Order Discount Percent, Order Discount Amount, Order Tip Amount, Order Service Charge, Tax Removed, isVat, Pay Type, Manual Transaction

The following information is available to order with item details export:

Merchant Name, Transaction Type, Device Name, Order, Order Type, Date, Original Date, Day, Hour, Day Part, Time, Employee, Payment Type, Payment Date, Payment Time, Card Type, Order Amount, Order Pay Gross Amount, Order Refund Amount, Credit Amount, Order Gross Minus Refund, Order Tax Amount Gross, Order Tax Refund Amount, Credit Tax Amount, Order Net Tax Amount, Order Net Minus Tax Amount, Order Discount Names, Order Discount Percent, Order Discount Amount, Order Tip Amount, Order Service Charge, Tax Removed, isVat, Pay Type, Manual Transaction, Item ID, SKU, Item Name, Item Code, Note, Refunded, isRevenue, Exchanged, Tag, Tag1, Tag2, Tag3, Category, Category1, Category2, Category3, Modifiers, Item Price, Item Cost, Item Modifications Amount, Item Discount Names, Item Discount in Percent, Item Disc. Amount from Perc., Item Discount in Amount, Item Disc. Amount from Perc. on Order, Item NET Discount Amount, Item Tax Amount, Item Gross Amount, Item NET Amount

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When to use Payment and when to use Order based reports?

Payment based reports are very fast reports that will give you a quick look (overview) of important aspects of your business like Payments, Employees and Item Categories. In other words, Payment based reports are fast business overviews of revenues. If you quickly want to see all the payments made in some period, you should choose Payments Overview.

 

As you can see from the picture above, Overviews don’t give many details.

For this reason, we have Order based reports, that gives you a detailed analysis of Clover data. Each report shows you a small segment of your business in great detail. Due to a larger amount of details, Reports are slower than Overviews. Order based Reports are a better choice if you need to get a lot of information.

Payment based reports can show you an overview of the larger period than Reports (366 days range)

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Multi location support

I have more than one Merchant ID (location) in Clover. Does Analytics App support that?

Yes. If you have more merchant locations, they all can be integrated into our multi-location environment.

 

How to setup a Multi-location feature?

  1. Each location you want to  integrate into a multi-location environment must be BASIC or ADVANCED tier
  2. Log in at least once with each of your locations (initial login) to Analytics App
  3. Send us an e-mail at clover@qualia.hr with your merchant IDs for each location
  4. We will send you an e-mail confirmation (usually within 1-2 business days)
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Day parts in details

Day parts are defined in the “General settings” section. That information you can find here.

 

Here we will show more situations and how they can be set up.

There you will find Day parts option. By default, in Analytics there are 8 day parts, and depending on Business day start, it could look like this:

 

Example 1:

  • your business day starts at 5 am
  • you want to divide the day into 6 equal time dayparts

 

You can choose to have either three or up to eight parts. If you wish to get just three-day parts, set ‘To’ time in Part 3 to 24:00, and Part 4 will be removed and so on. If you change your mind, just select any other time in Part 3 ‘To’ time and you will once again have four-day parts.

 

After selecting dayparts, it is necessary to press the SAVE button.

For our example, I will choose dayparts like this:

 

Note that you can have custom day part names set by clicking on the name of daypart and changing it to whatever you want. How correct you define your dayparts, that better information you would see in Revenue per Day Part report. Information on that report you can find here.

 

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I have the FREE Tier. Why don’t I see some report filters?

In STARTER (free) tier, there are no reports available. The free tier offers the Dashboard with some basic daily sales information.

Buy Essential, Basic or Advanced Tier to avoid any limitations and to get additional reports and dashboards.
With Basic or Advanced Tier you will have the opportunity to have 30+ reports at your disposal.

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From how long ago can I see data in Analytics?

You can track data from the first day you started using Clover, regardless of when you installed Analytics App. For example, if you started using Clover a year ago, and you installed Analytics app last week, you will be able to analyze data from a year ago.

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Are there any time limitations on Payment and Order based reports?

Most of our reports give you the possibility to select periods of your choosing, either choosing your custom dates or by using predefined periods.

The selected period can contain a maximum of 366 days (one year) on Payment based reports, and on other reports maximum of 62 Days  for Basic tier, and 124 days for Advanced tier users. In FREE tier there are no reports, only daily Dashboard.

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My browser doesn’t show new Analytics App version?

Sometimes web browser caches “old” data and this disables you from seeing newest features or improvements.

Steps that should force the browser to get the latest update:

  • Try refreshing Analytics page few times or close your browser.
  • Clear browser cache
  • Open Analytics in a different browser
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How to easily set up Employees Commissions or Employees-Categories Commissions?

You can find the Commission settings within the Setup page in the main menu.

 

Details about what types of commissions we support, on which reports can you see Commissions and how to properly adjust them are explained on this link.

 

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How to track Modifiers in analytics?

In Clover, you can define Modifiers that modify the price of Items. If you want to track the number of Modifiers being sold, Modifiers Report is the perfect report for you. It can be accessed via direct link in top menu Report List / Order based reports / Items / Modifiers Report or by search in Reports Vault.

 

 

All details about Modifiers Report can be found at this link here

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Additional Filters on reports

Analytics reports can be multi-dimensionally filtered, and for every filter, you can select one or more values.

For example, on Revenue Trends reports you can see Additional Filters panel:

Additional filters are

  • MERCHANT
  • DEVICE
  • DAY
  • ORDER TYPE
  • EMPLOYEE
  • PAYMENT TYPE
  • CARD TYPE

For every filter, you can select one or more values.

Advanced Analysis

So, where is the beauty in this feature?

Consider Revenue Trends report. So far, it gave you all kinds of information connected to revenue per date. You can clearly see a net revenue trend chart, for example.

But what if you wish to see all those charts and all that info, but only for one of your devices? You just have to select that device in the additional filter:

All charts and tables will smoothly filter to new values!

Further, if you want to analyze all that info, for Till 2 device, for Credit Cards, and for Visa and MC card types, just select:

As you can see, only your imagination and business need is a limit on what you want to filter and analyze (just one of the ideas – try to select 1 month of data, select only Monday and Friday in DAY filter and you will see an immediate comparison between those two days.)

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Which customers buys the most?

If you want to know which customers are buying most often or which customer spent the most, then Revenue per Customer report is all that you need. One of the ways to access to Revenue per Customer report is directly via Report list in the top menu bar Report list / Order based reports / Order / Revenue per Customers.

You can check detailed explanations on this link here

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How to see your stock value?

Stock Value Dashboard will show you all Items currently in stock and what is their total value. For more information check this link here

 

You can also see stock quantities on reports: revenue per Item, per Category, per Tag/Label and per SKU. Note that in this report you will only see stock for those items that were sold in a selected period. For the full picture, you should use the Stock Value Dashboard.

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How to compare two time periods?

Two Periods Comparison Overview allows you to select periods that will be compared in more levels like per merchant, per tender and per employee. Report where you can get this data is called “Two period Comparison”. It could be accessed directly via link Report list /Payment based reports /Two period Comparison or via search in “Reports vault”

 

 

Details about Period Comparison Overview are available here

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How to make the best use of Analytics tables?

To answer this question we created a short video of tips&tricks you can check out  here.

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Can I make a custom table and export it in that shape to the Excel?

Yes, all our tables are fully customizable, and by exporting them to Excel they are preserved.

To answer this question we created a short video of tips&tricks you can check out here

 

Exporting table to Excel is shown at the end of the video but we are encouraging you to check the whole video as you might learn some features you did not know about.

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Which items contribute to 80% of my revenue?

You can see this information in our Item Categories Overview

 

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Which Items I didn’t sell in selected period?

In Item Categories Overview report we have a table called ‘Unsold Items’. This table is meant to help you identify which items weren’t so popular in the selected period, so you can take actions based on that intelligence – especially if you have many unsold, “unpopular” items on stock.

 

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Where can i get Analytics App for my cellphone?

Analytics for Clover is web application developed in the most modern web application framework. It is designed to work well on any device, including desktops, tablets, and mobile devices. For that reason, we don’t see the need for developing native mobile Analytics apps.

Supported web browsers are:

 

 

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Can i hide Analytcs app from my employees?

Yes, it is possible to hide Analytics from your Employees.
Who can access Analytics is managed through General Settings – Security Settings.
You can read how to manage access to Analytics here

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Is it possible to export graph?

Yes, you can print or export any chart in Analytics to one of the following formats: PNG, PDF, JPEG, SVG or GIF.

Export icon ( ) can be found in the upper right corner of any chart. By clicking on it, it will show you all the formats you can export the chart to:

Just one click, and you will get the desired chart in any format you chose. A simple, elegant and fast solution for getting charts saved as pictures in high quality, and in the same form as you see it on our Analytics App. That means that if you zoom on a chart, scroll up or down, in the export, the picture will be the exactly the same ( with zooms and scrolling included ).

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Possible difference between Clover reports and Analytics reports

Sometimes you can notice that amounts on Clover Payment reports are somewhat different than those in Analytics reports. This difference most likely comes from the fact that Clover reports are based on payments, and Analytics reports are based on orders.

Orders are usually placed on the same day, but payments don’t always have to be on the same day as order. Example: I placed an order yesterday, and I pay for that order today. Result: If I look at yesterday’s report in Clover reports, I will not see that amount. In Analytics reports for yesterday, that amount will be shown.

Payment based reports are:
  • Today / Yesterday at a glance
  • Payments overview
  • Two periods comparison overview
  • Employees overview
  • Item categories overview
  • Item categories treemap

 

Order based reports

Except for 6 reports that are payment-based, all other reports in Analytics are order based reports.

 

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Possible difference between Clover reports and Analytics reports 2

One customer came to us with a problem in which he stated that he is having a difference in Clovers Payments Tax Report and Analytics App Report.

He wanted to look at the whole month so he could give details to his accountant. But he couldn’t figure out why is there a TAX difference in our Analytics Report and Clover’s report.
After a brief analyzing we figured out the following:

 

This was what he saw on Clover Payment Tax report:

 

You can see that Tax Collected overall equals to 126.99 + 385.45 = 485.44.

 

After he checked Taxes on Clovers report, he went and opened our fast Payments Overview report for the same period and he got these results:

 

 

So you can see that the highlighted TAX is 485.29, which is different than 485.44 he was getting from Clover Report.
The reason for that is due to the fact that there was one refund in April ( 0,80 EUR). The tax amount for this refund was 0,15 EUR.

Since Analytics takes into account the refund, and the Clover report doesn’t, we have a difference of 0,15 EUR.

 

 

 

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Possible difference in Clover reports and Analytics reports 3 - Diagnose

Sometimes, numbers that you get in SUMMARY doesn’t match the ones you can see at the bottom of your tables as totals.

Example:

In Summary, I get these numbers:

But in report Revenue per Item, I get this numbers at the bottom totals:

I can see that my net number is different by almost $64. Next step I take is to open my Diagnostic Tools and find Over/Under Paid Orders for the same time period. There I can see that the difference in NET is also $64. This means that these three orders are responsible for the discrepancy.

I will open last order by clicking on the underlined ORDER ID. And there I can see the following:

I can see that there really is a difference between order amount and the payment amount, and the difference is exactly $30. What is the reason for this difference, we can’t tell for sure at this point. If you find similar examples and know the reason for discrepancies, please send us an email.

This is just an indication that there are possible issues with the order, and you should take a closer look at orders listed in Over/Under – Paid Orders.

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Automatic Emails Reports

The automatic emailing has several types of reports it can send each day. The complete list of reports and its example contents can be found in the list below:

Here you can find a list of all predefined e-Reports and examples in excel.

a) Summary reports

Summary report                                                          
Employees report
Devices report
Order Types report
Tenders report
Day in a Week report
Hours report
Credit Cards report
Day Parts report
Categories report
Labels report
Items

b) Comparison reports

Payment Comparison Day vs Day
Payment Comparison Year-To-Date
Payment Comparison Month-To-Date
Payment Comparison Week-To-Date
Order Comparison Day vs Day
Order Comparison Month-To-Date
Order Comparison Week-To-Date

c) Stock Value reports

Stock by Category report
Stock by Labels report
Stock by SKU report
Stock by Item Code report

d) Detailed reports

Order Level Details report
Item Level Details report
Max Orders report
Max Payments report
Max Orders/Items report

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Custom data period in e-Reports scheduler explained

CUSTOM DATA PERIOD explained

If predefined data periods are not enough you can always select CUSTOM data period where you will need to define a data period start and period end:


In the above picture, you can see that the custom period is selected.
Data period start is 1 day ago (starting position/period start) and the amount of days is 1 day, which would be equal to Yesterday’s data.
As we fetch data starting from 1 day ago and going 1 day ‘forward’
Example 2: if we select period start to be 4, and the number of days 4. You would receive the last 4 days of data in your report

Additional help:

Creation of CUSTOM ITEM or ORDER report

Custom reports are a new feature we developed as per the request of our app users.

For simplicity, we will show you two examples via animation of how you can create your custom reports.

Custom orders based report EXAMPLE 1

In the following example, we set up a report to receive it weekly on Monday for the last 7 days of data. The report will show us the customer name, their phone number and the number of orders they made in the last 7 days.

Custom items based report EXAMPLE 2

In the following example, we wish to receive a daily report consisted of yesterday’s data which will show us all categories and items that were sold from those categories with their overall Item NET value.
Also, we will select the Merchant name, just so we can distinguish categories/items from each location. If we don’t select the merchant name and you have selected multiple locations, data will be summarized from both locations.

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