Analytics App FAQ

  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. 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
    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. Item / Order Averages
        5. Item Categories TreeMap
        6. Item Tax Report
        7. Inventory Report
      2. Advanced Options
        1. Inventory Management
        2. Automatic Emailing
  3. Welcome Screen and its Settings
    1. General Settings
    2. Multilocation Feature
    3. Commisions
  4. Frequently Asked Questions / Troubleshooting
    1. Item / Order CSV Export
    2. When to use Overviews and when to use 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 Reports and Overviews?
    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

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.

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:

Choosing Analytics App Tier #

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

  • STARTER (free),
  • BASIC and
  • ADVANCED

Prices per market, you can find in following tables:

US MARKET:

PLAN - PRICE

Description

text

text

text

text

text

text

text

text

text

text

features 

Multi-location feature

Employee commission

Support level

Available reports

Max. period selection - Orders

Max. period selection -  Payments

Multi-Summary report

Custom report creation

Automatic emailing

Inventory management reports

STARTER - $ 0 / month 

Low

3

7

0

BASIC - $ 19.99 / month 

Medium

31

62

366

MOST POPULAR

ADVANCED - $ 39.99 / month 

High

39*

62

366

Up to 20 custom reports*

 

EU MARKET:

 

PLAN - PRICE

Description

text

text

text

text

text

text

text

text

text

text

features 

Multi-location feature

Employee commission

Support level

Available reports

Max. period selection - Orders

Max. period selection -  Payments

Multi-Summary report

Custom report creation

Automatic emailing

Inventory management reports

STARTER - £ 0 / month

Low

3

7

0

BASIC - £ 16.00 / month

Medium

31

62

366

MOST POPULAR

ADVANCED - £ 32.00 / month

High

39*

62

366

Up to 20 custom reports*

 

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 

Item / Order Averages

Item Categories TreeMap

Item Tax Report

Inventory Report

Inventory Management

STARTER 


-

-

-

-

-


-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-


-

-

-

-

-


-

-

-

-

-

-

-

-

BASIC





-

-

-

-

-

-

-

-

ADVANCED





 

FREE Tier 
Available Reports:

  1. Revenue per Category
  2. Revenue Trends

Available Dashboards:

  1. Today’s Performance

Note – maximum period selection for reports is only 7 days!

 

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

Item-based reports: (period selection up to 62 days)

  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

Time-based reports: (period selection up to 62 days)

  1. Revenue per Daypart
  2. Revenue trends
  3. Revenue per Day in a week

Diagnostics: (period selection up to 62 days)

  1. Over/Under-paid Orders
  2. FULL Orders Details

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.

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

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 BASIC or ADVANCED tier, make 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 reports and report features.

Canceling subscription after passing of the free trial period

Subscription can be canceled anytime via 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 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).

Uninstalling Analytics App #

How to: Uninstall

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

 

 

 

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

 

 

 

 

 

 

 

Analytic App Reports #

Overview Reports #

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

 

Overview reports facts:

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

The difference between Overview Reports and Detailed Reports is in speed and level of details/information.

Basically, Overview reports are very fast and can have a bigger period of time selected but are less detailed, thus detailed reports can have the maximum period of 62 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 :

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 a 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 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!

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.

You can easily find Period Comparison Overview under Overview -> Period Comparison Overview, as shown in the picture below.

 

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 you gross payment and number of transactions for all your merchant locations for the selected periods. It also shows the percentage of gross payments and 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 gross payment amount they made in both periods, as well as a number of payments they had.

Payments Overview #

To access Payments Overview simply click on it from the main menu:

 

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 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 report, default mark on the button “Fetch with extra information” is OFF.

 

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.

 

 

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 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 DETAILS table, where you are able to see more detailed information for 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)

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 red) 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.

 

Employees Overview #

To see Employees Overview select it from the main menu

 

Report facts:

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

 

Similar to 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 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.

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

 

 

Item Categories Overview #

To see Item Categories Overview select it from the main menu

 

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 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 selected period:

 

 

 

 

Detailed reports based on Orders #

 

In next sections, we will show you our detailed Order based reports which are little slower considering loading speed and the reason for that is the amount of data being processed to give you more information than Overview reports did.

Report facts:

  • Reports are based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed reports

Orders Overview and Order Types #

To see Orders Overview and Orders Types report select it from the main menu

 

Report facts:

  • Report is based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed reports

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

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

Summary and first chart:

 

Second chart:

 

All charts have 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

 

Profit Overview #

Today we want to present all the features of the Profit Overview Report in our Analytics for Clover App.
This report is available from the BASIC/ADVANCED App Tier.

You can open it via the Reports menu:

 

 

You can select custom date filter range on period start/end fields, and press Refresh to get the data:

Analytics for Clover Profit Overview custom date range

The maximum allowed period range for BASIC Tier is 62 days, while for FREE Tier it is 7 days.

Alternatively, you can click on one of our predefined date range filters:

Analytics for Clover Profit Overview predefined date range

Your profit is calculated as

PROFIT = TOTAL PAYMENT – TAXES – COSTS

Analytics for Clover Profit Overview profit structure v2

 

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


Revenue per Employee #

Revenuer per Employee report you can open it via the Reports menu:

Report facts:

  • Reports are based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed reports

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.

 

Revenue per Payment Types #

Report facts:

  • Reports is based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed reports

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 selected time period with more details.

It has Summary, three charts and detailed table in the end with a possibility to extract information to Excel.

Summary with the first chart:

Second and third chart:

 

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

 

Revenue per Device #

Report facts:

  • Reports is based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed reports

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.

Report has 3 charts which are visualizing  your Net per Device, number of orders per Device and Avg Net per Device followed by detailed table which offers you possibility to export information to Excel and rearranging table as you like with simple drag&drop of columns

Revenue per Customers #

The  Customers Report can be found on the menu:

 

Report facts:

  • Report is based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed reports

 

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:

 

Revenue per Merchant location #

Report facts:

  • Report is based on Orders
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed reports

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 detailed table showing you information for selected period concerning selected locations.

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:

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. Example:

In above picture, There is a merchant with 3 locations in the multilocation feature. you can see that table is grouped by merchant name. Location, Location2, Location3. You have a summary in parentheses for each location telling you how many orders there were in the selected period (Count), the sum of rewards earned and spent by customers. You can expand location to see all orders that were made by that location and see additional information. Also, by clicking on orderID in the table you will be able to see all information on it.

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

Item Reports #

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

Report facts:

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

 

To access those reports see picture below:

 

Revenue per Item #

Revenue per Item report can be found in the Reports section.

Report facts:

  • Report is based on Items
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed report

Revenue per Item is a very valuable report which gives you insight to 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 selected period:

 

 

After charts, detailed table is available with the possibility to rearrange and sort it as you wish by simply drag&droping table columns where you want.Plus export of your table to Excel if needed.

 

Revenue per Category #

Report facts:

  • Report is based on Items
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed report

 

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

In the 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. Report has 3 charts visualizing net Payment per Category, Number of Items in Category and Avg Net per Items in specific categories for selected period.

 

 

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

Revenue per Item Label/Tag #

Report facts:

  • Report is based on Items
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed report

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.

 

It has 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.

Revenue per SKU #

If you’ve defined SKU codes on your Clover Items, you will love this new report. Check business performance, including Profitability per SKU!

 

Report facts:

  • Report is based on Items
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed report

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.

 

 

Modifiers report #

In this section, we will present you Modifiers Report

You can open it via Reports / Items menu:

Report facts:

  • Report is based on Items
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed report

 

You can select custom date filter range on period start/end fields. In case Merchant has more than one location,  he can choose one or more locations to get data for. To get data, press Refresh button:

Maximum allowed period range for BASIC Tier is 62 days, while for FREE Tier it is 7 days.

Alternatively, you can click on one of our predefined date range filters:

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

 

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 table:

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.

In the following picture below you can see our demo test merchant that has 4 locations in a multilocation feature.

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.

Next two charts are showing visualization for the MODIFIERS COMBINATION table, where you can see top 20 combinations from all locations, with a left chart showing you their Amount SUM and the right chart showing you how many times a particular modifier combination was sold.

Just like every chart in Analytics you can mouse over a BAR in the chart to see which location and what modifier combination is in question.

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 right chart will show you all modifiers on items but with information on how many times that modifier was sold.

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

Orders with Items Details #

Report facts:

  • Report is based on Items
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed report
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 scroller on the bottom of the table to move left-right or simply clicking the first mouse button on a table and dragging 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 selected period, you can group them to see 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 and then order id:
Grouped data can be expanded/collapsed by clicking on little horizontal/vertical arrows on a table

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.
You can find Discounts Report under Reports -> Items -> Discounts Report:

DISCOUNTS REPORT

Discounts Report is showing you all Discount types per different business dimensions.
This way you can track Discounts 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 in 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 certain time period.

Time Reports #

To access Time Reports which are based on orders look at the picture below:

 

Report facts:

  • Reports are based on time and/or date periods
  • Slower load of a Report (provides more details)
  • Period selection up to 62 days
  • Very detailed reports

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

Revenue per Day Part #

To see report Revenue per Day Part, go to Reports -> Revenue per Day Part.

 

Report facts:

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

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.

Day part report will show data how you have defined your day parts. 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 charts, there is also a details table that shows day parts in more detail.

In my example, a chart with average net pay per daypart and details table looks like this:

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:

 

 

 

Revenue per Day in a Week #

Report facts:

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

 

The report shows business info for Orders created on 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 following information:

Detailed table with possibility of export to Excel

 

 

 

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:

 

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

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.

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:

Full Orders Details #

Our Full Orders report is 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 column chooser icon   and there you can drag columns in or out of the table.

After you have customized table 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 ):

This is an example of how a table can look like and be ready every time I open Full Orders Details Report:

I wanted to show only orders which ID’s start with the letter ‘A’, ordered by the Time ascending where Order Amount is greater than $2. You can customize table any way you want, possibilities are limitless.

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

 

Today’s Performance #

Today’s Performance can be accessed through:
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.

Day vs Day Performance #

Day vs Day Dashboard can be accessed through:

 

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.

Revenue by hour #

You can open it via the Dashboards menu:

 

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:

Analytics for Clover Profit Overview custom date range

Maximum allowed period range for BASIC/ADVANCED Tier is 62 days

Alternatively, you can click on one of our predefined date range filters:

Analytics for Clover Profit Overview predefined date range

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 selected period, with the graphical distribution of Net Payment and Number of orders by the hour, for Selected date period:

Analytics Clover Revenue by Hour summary

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

Analytics Clover Revenue by Hour by order type

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

Analytics Clover Revenue by Hour by item tag

 

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

As well with the table which shows you Items sold in specific hours.

 

 

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

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.

Monthly Dash Rev comparison

In the above picture, we can see that so far this month (4.95k) we are on 21% of Revenue from the last Month (23.13k). Moreover, we can see that is we keep up at the same pace, we will earn 29.72k in Revenue by the end of this month (FORECAST, presented with the black dot ).
The same metrics you can see about the Number of orders, too.

Monthly Dash Rev trend this month
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?

Monthly Dash Rev average

On Average Revenue graph track on which days you have the biggest orders:

Monthly Dash Rev hours

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.

Monthly Dash Rev employee

Check how much Revenue does every your employee brings to you:

Monthly Dash Rev payment

… 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 important aspects of your business on a monthly scale.

Category/Items/Tags Analysis #

You can open it via Dashboards menu:

 

 

 

 

 

 

 

Using quick period time buttons you can quickly select the time period you are interested in.  The period you selected will be highlighted in 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 or without information on unsold items. Extra information will give you info on the type of payments made. When you start with report, 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 Refresh button.

 

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

Cat-Item top 10

 

 

When defining Items in Clover, you have a 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 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 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 on all important business aspects of your items, categories and labels/tags.

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 new Stock Value Dashboard can be found in the Analytics app, under Dashboards -> Stock Value as shown in the picture below.

 

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.

We hope you will find this feature useful.

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

Advanced Reports #

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!

All relevant information are 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 new, Advanced section of the Analytics App:

 

When you first open Master Summary report, it will show you 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 this 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 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 troubles 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

At the top right corner of the Master Summary report, you will find Print page icon:

 

From there you can either print this report on the paper or you can save this report in the PDF form.

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 selected time period.

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 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 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 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

At the top right corner of the Pivot Order Level Data report 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:

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.

 

Item / Order Averages #

This report is available to our Advanced Analytics users and it can be found on the menu like shown in the picture below:

Once you open the report and select for example last 62 days you will see following:
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 9 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 item, later we will show you how to group table by items or categories)
You can go further and expand 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 also find out particular Categories item average sales by typing category name, in this example, the category name is ‘desserts’:
You can group 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 hours column and then just expand the item to see its average values.
Same can be achieved with category column.
Each table can be exported with one click export to Excel. Same goes for charts as well, one-click export to picture type you chose.

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 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 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 item 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. 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 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).

 

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 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 category and one rectangle for the item.If you are thinking of using this report and you have multilocation feature, beware that all item names/categories are the same on all locations.

 

We hope you will find this report useful,

Happy Analyzing!

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 look with a possibility to export it to excel.

In Clover, you can customize Taxes. Add them, remove them, change their names, rates etc. For this example, we created few 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 above 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 above picture, the table is ‘grouped’ by column ‘Tax Names’. You can expand ‘Tax Names’ column by pressing 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 above example that 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.
In the example of tax name STANDARD, you can see that sum of all tax is 7691.98$ and that there were 17.328 items sold which have this tax applied to them.
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.

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

Inventory Report – High, Healthy, Low & out of stock items

You will see High Stock table.It 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 maximal desired quantity for these items to 10. But currently, we have more than that.

 

You can see that item ‘Jana’ has a stock difference of 88. Meaning we have 88 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.
Next table will show you Healthy Stock.
That table represents items whose stock is between your assigned minimal and maximal quantities.
 
You can see on the picture below that in this example we have assigned minimal quantity for item JANA to be 44, and maximal quantity 100. And for item London Special Sauce to have minimal quantity 32 and maximal 64. And in column Stock count you can see how much you actually have.

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.

After 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.

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 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 maximal quantity from the drop-down menu, we would show you for this item that you need to re-order 16 apples to match 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 generated order table set to match maximal quantity:

 

Advanced Options #

Inventory Management #

The Inventory Report is comprised of 2 parts, the setup part and the report itself.
You can find Inventory Management in the main menu 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 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. After you are done, save your changes and run Inventory Report.

Automatic Emailing #

  • A new option has been added for ADVANCED users called Automatic Emails
  • Merchants now have the possibility to receive reports directly to their email inbox at a specific day/time
  • There are 18 default reports available to receive. All of their names and example data can be found at the end of this article
  • Merchants will get emails with a report based on their settings (fetch with customer information, date format, the start of business day hour..)
  • Multilocation is supported.

 

You can access this new feature from the main menu as shown in the picture below:

Once you enter this ‘report’, you will see a page like shown in the picture below:

By pressing [+CREATE NEW] button a popup wizard will guide you through setting up process.
By pressing [?] button quick help descriptions will be shown.

CREATE NEW automatic email wizard STEPS explained:

Creating a new automatic email is a 5 step process. With 5th step being an overview of selected values and buttons to save, save and create new, close, or send a test email. So basically, it is a 4 step process.

STEP 1 – Select the report type

Step 1 consists of (optional) naming the report and selecting the type of the report, either one of the predefined reports or by creating a custom(order/item) report.
The list of predefined default reports can be seen in the picture below.
To download example files for each report, please scroll to the end of this FAQ section.

STEP 2 – Select location(s)

Step 2 is the location(s) selection page.
Here you can select one or multiple locations of which data in CSV file will be consisted of.

STEP 3 – define data periods

Here you can set up the frequency of receiving emails.

You can select to receive email on a daily, weekly or monthly basis.

If you select a weekly frequency, you would get the option to select on which day you wish to receive the report:

If you select a monthly frequency, you would get the option to select a months day(number) at which you will receive the report.
example: monthly frequency –  day of month 15. Report would be received each 15th of the month.

 

Next option is about Data period selection.

You can select Today’s data, Yesterday’s, Last 7 days
Example: You select the daily frequency which means you will receive this report on a daily basis and you select data period to be for example yesterday which means that you will receive report every day containing yesterdays data.
CUSTOM DATA PERIOD explained – > skip this if you are not using custom period

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 amount of days 4. You would receive the last 4 days of data in your report

STEP 4- who will receive and at what time?

You select the time of receiving this report and you write email addresses on which this report will be sent.

Once you write the email address, you need to press + button to push it to the list of emails. There is no limit on email addresses.

STEP 5- Overview

As you can see on the list above, you can click on selection overview button to see all the options you have selected.
Sending test email – this might take a while, depending on the amount of data you are receiving on the email.

THAT’S IT, if you followed these instructions, you have successfully created a first automatic emailing 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 – click on the picture to start the animation

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 customer name, their phone number and number of orders they made in the last 7 days.

 

 

Custom items based report EXAMPLE 2 – click on the picture to start the animation

In the following example, we wish to receive a daily report consisted of yesterdays 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.

 

 

PREDEFINED REPORTS EXAMPLES

All reports that you receive on the email are in CSV format. (comma-separated value)
That file is smaller in size than Excel file and it can easily be imported to EXCEL by using Excels tab “DATA” and “import from file” option.

By default, if you are a merchant from US we set decimal separator as a dot (.) and if you are from EU we set it as comma (,)

If you wish to learn more about decimal separator, click here

That can be changed to suit your needs by editing the automatic emailing report in Analytics.

examples :

decimal separator – dot (.)  (US)                  decimal separator – comma (,) (EU)

Summary                                                                        Summary
Employees                                                                      Employees
Devices                                                                            Devices
Order Types                                                                   Order Types
Tenders                                                                           Tenders
Day in a Week                                                                Day in a Week
Rev by Hour                                                                   Rev by Hour
Credit Cards                                                                   Credit Cards
Day Parts                                                                        Day Parts
Multilocation                                                                 Multilocation
Categories                                                                      Categories
Labels                                                                              Labels
Items                                                                               Items
Order Lvl Details                                                          Order Lvl Details
Item Lvl Details                                                            Item Lvl Details
Max Orders                                                                    Max Orders
Max Payments                                                               Max Payments
Max Orders/items                                                        Max Orders/items

 

 

We hope you will find this feature useful.

(If you were a user of our previous version of automatic emailing, all your saved entries will be transferred to the new interface)

Happy Analyzing

 

Welcome Screen and its Settings #

The Welcome Screen is the login landing page of Analytics, it can be accessed by clicking on the Analytics logo.

In the next couple of sections, we will explain the things you can setup or adjust within the welcome screen, things like security, multilocation settings, employees commissions and category commissions.

General Settings #

You can find the General Settings within the Welcome Screen.

Clicking on the CONFIGURE button in the lower right corner of the “General settings” section, a new window will open up. Here you can see several cards, each for a particular setting.

 

GENERAL PREFERENCES

 

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

Business Day – here you can set when your Business day starts.  If you want that Analytics analyzes your data different than calendar day hours, define the start of a day as you need it. It can be any hour a day. Please note that in that case, your business day will finish in 24h. To save any changes, please open “Save changes” card and click on save.

 

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).

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

 

Fetch Customer Data – If checked and saved, you would be able to see customer name, email and customer phone number. 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.

 

 

DAY PARTS

The second card in “Adjust general settings” is Day parts.

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

Each day part you can rename as you like. To add a new day part, just click on the button “Add new“. Day parts are used in Revenue Per Day Parts report.

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

 

PERMISSIONS

Security Settings – 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 check boxes, 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

 

CACHE CLEARING

Cache clearing – at the bottom of the page in “General setting” box, you will find the clear cache button which 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 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.

Multilocation Feature #

For an overview of all locations available to you in Analytics App, go to the Welcome Screen and click on the CONFIGURE button in the bottom right corner of the “My Locations” section.

 

Here you can find the list of all Merchant IDs (all Merchant Locations) available to you at that moment.

By default, you will be able to see only Merchant/Location you Log in with.

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

  • Install at least BASIC Tier Analytics on all your Merchants from Clover App Market and make initial login to Analytics App

We will setup Multi-Location environment for you in one business day. After the multilocation feature is installed you will receive our confirmation email.

  • Please contact us on ‘clover@qualia.hr’ with multi-merchant setup request
  • Send us Merchant IDs of locations you want to have Multilocation feature.

 

What will you get with it?

On every Analytics Report you will see a new 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 new 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 setup 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.

One Merchant as Supervisor

I am sure you all know about our current option in the multi-location feature, and that is the option to choose one Merchant as a supervisor. By choosing supervising merchant, only he will be able to see all other locations/merchants data (combined or individually), and every other location/merchant can see only their own data.

Now we have gone a step further, and we can setup 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 just themselves, we can now make it happen.

 

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

Commisions #

1. Setting up Employee Commissions

If you pay (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 on the Welcome Screen in the bottom right corner.

Commission Type can be Fixed percentage or Scaling.

Please select Commission Type and details for each Employee and SAVE settings.

Employees commissions can be seen on the

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

Commissions percentages are calculated from the Gross Amount.

 

How to use this form

If you check „APPLY COMMISSIONS“ checkbox

you will be able to see a new commissions Table on Reports -> Revenue Per Employee:

 

 

 

When you check „APPLY COMMISSIONS“ checkbox you will get a list of all your employees, with commission type for every employee. There is 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:

Fixed is selected

By selecting „Fixed percentage“, the commission will always be calculated with the same percentage.

 

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.

 

TIP:

The changes that you made have no effect until you save changes by clicking on „Save“ button.

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.

 


2. Setting up Category Commissions

If you pay (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 button right below regular employee commissions.

 

First, you will see an editable table of your Employees and Item Categories:

Please enter percentage (number from 0 – 100) for each Employee,

and finally, press SAVE on „Save“ button.

Employees commissions can be seen on the

  • “Revenue per Category” report

Commissions percentages are calculated from the Gross Amount.

TIP

The changes that you made have no effect until you save changes by clicking on „Save“ button.

 

Where can I see commissions?

You will see a new commission table on

 

  • “Revenue per Category” report

in the table:

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

 

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.

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

When to use Overviews and when to use Reports? #

Overviews 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, Overview 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 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. Reports are a better choice if you need to get a lot of information.

Overview reports can show you overview of larger period than Reports (366 days range for Overviews, 62 days for other Reports)

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)

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 day in 6 equal time day parts

 

 

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 day parts, it is necessary to press SAVE button. 

For our example, I will choose day parts 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 day parts, that better information you would see in Revenue per Day Part report. Information on that report you can find here.

 

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

In STARTER (free) tier, you have following Reports: Revenue Trends, Revenue per Category (both with restriction of 7 days date range)

Buy 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.

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.

Are there any time limitations on Reports and Overviews? #

Most of our reports give you the possibility to select periods of your choosing.

Selected period can contain a maximum of 366 days (one year) on Overview reports, and on other reports maximum of 62 Days ( two months ). In FREE tier, a maximum selected period is 7 days.

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

How to easily set up Employees Commissions or Employees-Categories Commissions? #

 

You can find the Commission settings within the welcome screen in the bottom right corner.

 

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.

 

How to track Modifiers in analytics? #

 

In Clover, you can define Modifiers that modify the price of Items. If you want to track the quantity of Modifiers being sold, Modifiers Report is the perfect report for you.

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

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 net revenue trend chart, for example.

But what if you wish to see all that charts and all that info, but only for one of your device? 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.)

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.

You can check detailed explanations on this link here

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 these report you will only see stock for those items that were sold in selected period. For the full picture, you should use Stock Value Dashboard.

How to compare two time periods? #

Two Periods Comparison Overview allows you to select periods that will be compared in more levels; per merchant, per tender and per employee.

 

Details about Period Comparison Overview are available here

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.

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.

Which items contribute to 80% of my revenue? #

You can see this information in our Item Categories Overview

 

Which Items I didn’t sell in selected period? #

In Item Categories Overview

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 of unsold, “unpopular” items on stock.

 

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:

 

 

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

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 ).

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.

 

All Overviews are based on Payments:

 

All Reports are based on Orders:

 

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 brief analyzing we figured out 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 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). Tax amount for this refund was 0,15 EUR.

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

 

 

 

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.

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:

examples :

decimal separator – dot (.)  (US)                  decimal separator – comma (,) (EU)

Summary                                                                        Summary
Employees                                                                      Employees
Devices                                                                            Devices
Order Types                                                                   Order Types
Tenders                                                                           Tenders
Day in a Week                                                                Day in a Week
Rev by Hour                                                                   Rev by Hour
Credit Cards                                                                   Credit Cards
Day Parts                                                                        Day Parts
Multilocation                                                                 Multilocation
Categories                                                                      Categories
Labels                                                                              Labels
Items                                                                               Items
Order Lvl Details                                                          Order Lvl Details
Item Lvl Details                                                            Item Lvl Details
Max Orders                                                                    Max Orders
Max Payments                                                               Max Payments
Max Orders/items                                                        Max Orders/items

 

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