Sales Reports contain organized information on the venue's Payments, Sales, Discounts, Orders, and more. Sales Reports are Dynamic Reports, which means that the calculations are based on the original date of the transaction on the device.
About Dynamic Reports
Sales Reports are Dynamic Reports, which means that the calculations are based on the original date of the transaction on the device, even if the device was offline at the time.
Imagine a $30.00 order was taken offline on 6/24/25, and doesn't sync that same day. When you pull your reports at the end of the same day, the order data will not show up on the Sales Reports.
Imagine the order then syncs the next day on 6/25/25, it will be included in the Sales Data for 6/24/25, since that was the original date of the transaction on the device. This differs from Static Reports, which will display the Order data on the day the order was synced to the server (6/25).
The same concept applies to refunds. If an Order was taken on 6/24/25, but refunded the next day on 6/25/24, you will see differences between a Dynamic Report and a Static Report.
- The Dynamic Report (such as Sales Reports) will update to display the data to reflect the order was refunded (for example, Sales data would be reduced by $30.00 if that amount was refunded).
- The Static Report (such as Finance Reports) will still show the original transaction amount from 6/24/25, and it will not reflect the refund that happened on 6/25/25.
Read more about Dynamic vs Static Reports here.
Sales Reports
- Total Reports - Summary of Payments, Sales, Discounts, and Total number of Orders
- Sales Report - Summary of tips collected and payments by terminal or order taker
- Tips Report (By Order Taker) - Summary of tips collected and payments based on order taker
- Tips Report (By Device) -Summary of tips collected and payments by terminal
- Menu Mix - Items sold and the percentage of sales that they accounted for at the venue
- Summary Report - Lists the payments received and sales for each location and terminal
- POS - Item Sales by Location -net sales, cost, profit, margin and menu mix by location
- Orders Report - List of all closed, refunded, voided, and open orders for a specified period
- Discounts Report - Discounts applied based on the discount option chosen on the device
- Location Interval Sales - Breaks down total location sales over time
- Item Sales Cost - shows the net sales, cost, profit, margin, and menu mix by item
- Item Interval Sales -Breaks down items sales over time
- House Account Orders - All orders that have a house account payment
- Remote Fulfillment Orders -List of any order that was fulfilled remotely
- Events List - All events with their start and end times and the gross and net sales for that event
- Orders Not Included In Sales - List of Open and written off orders
Totals Report
The following reports are available under the Totals Report tab:
- Payment Types: Displays the gross payments, total payments, and total tips for each payment type as well as the refunded, declined, and voided totals.
- Credit Card Types: Displays the gross payments and total payments as well as the total refunded amount and total tip amount by card type.
- Location Sales: Displays the total number of orders per Location, as well as Gross Sales, Net Sales, and Total Sales (definitions below). It separates Stored Value Tips and Credit Tips and provides Total Tips. It also displays Order Adjustment Totals and Total Donation Amount.
- Reporting Group Sales: Displays Gross Items Sales and Net Items Sales by Reporting Group as well as Sold Qty, Item Voided Qty, Item Refunded Qty, and Total Item Taxes.
- Discounts: Displays the # of discounts and the total discount in dollar amount applied by Payment Type. It also shows the total dollar amount applied to entire orders as well as the total dollar amount applied to individual items.
- Custom Tenders: Displays the Gross Payments of each Custom Tender used as well as Total Refunds.
- House Accounts: Displays the Gross Payments and Total Payments of each House Account as well as Total Refunds and Total Tip Amount.
- Problem Orders: Displays Orders that haven't been closed out, which means that payment has not yet been captured.
Sales Reports
The Sales Report displays the Gross Item Sales and Gross Modifier Sales by Menu Item and Location.
It will also show the quantity sold of every item and modifier.
If you use Clover Sport Inventory, you will see the Total Item Cost which is calculated based off the Recipe associated with the Menu Item.
If there is no recipe for the menu item, the total item cost will be $0.00 and the item profit will be equal to the gross item sales column. Profit margin will also be 100% if you don't use recipes.
Tips Report (By Order Taker)
The Tips Report By Order Taker allows you to see the individual employee's Total Payments per event as well as their Total Tip Amount.
Scroll to the far right column to see the Total Tip Amount per employee.
Menu Mix
The Menu Mix report shows items sold along with the percentage of sales that they accounted for at the venue.
Filtering by a Reporting Group will adjust the percentage of item sales to be the percentage of just that reporting group (not all item sales).
Example:
Bud Light, 16 oz Btl accounts for 97.32% of Canned Beer sales for the year, and 38.69% of all item sales.
Filtered by Canned Beer in the last year:
Not filtered by Reporting Group, but filtered by the last year:
Summary Report
As with all of the Sales Reprots, the Summary Report is a dynamic report. Dynamic reports change if actions are performed on the order. For example, imagine you create an order today, and then refund it tomorrow. On Wednesday, you check the Summary Report for the Gross Payments on today's date, that order will not be included in the total, since it was refunded.
This differs from the Finance Report - Credit Card Payment Details and Payment Collection Reports, which are Static Reports. These reports will not update to show the order was refunded.
The Summary Report contains:
POS - Item Sales by Location
POS - Item Sales by Location: This report shows the Net of Tax Item + Modifier sales which is the sum of all sales for items and modifiers less discounts, gratuities, surcharges, and tax. This report will display Total Item Cost, Item Margin, and Item Profit if you are using Clover Sport recipes.
POS - Item Addon Sales by Location (addon = modifier): This report displays the Gross Modifier Sales and Modifier Sold Quantity. It also displays the Modifier Profit and Modifier Margin
Tips Report (by Device)
The Tips Report By Device allows you to see each device's Total Payments per event as well as its Total Tip Amount.
The Tips Report by Device will display the serial number of each device, unless you have named the terminal under the Terminal Settings page.
Orders Report
The Orders Report provides a list of all closed (completed), refunded, voided, and open orders, shown by Friendly ID (the ID at the top of the receipt) and the Order ID for a specified period. It also includes details such as the order taker (employee), the location where the order was taken, the name on the credit card (or "cash" if paid with cash), and the order total. Clicking on the Order ID will navigate you to the Orders page in Manager, where you can then refund, send a receipt via text or email, or print a receipt.
Discounts Report
Location Interval Sales
The Location Interval Sales report breaks down total sales (both dollar amounts and quantities) by 1 hour or 30 minute intervals.
Note that Total Sales represents all closed order amounts, excluding refunds, voids, and gift card sales.
Item Sales Cost
The Item Sales Cost report displays the quantity sold, net sales, item cost, item profit, profit margin by menu item. To be able to utilize the Total Item Cost, Item Margin, and Item Profit column, you must purchase and utilize Clover Sport Inventory so you can upload Stock Items and Recipes with the costs associated with that menu item.
Note: If your Total Item Cost column reflects $0.00, check that stock item's cost queue to verify that the item has a purchase history. Items will not utilize the default cost for this report.
Item Interval Sales
House Account Orders
The House Account Orders report shows all orders that had a house account payment on them by the House Account name.
NOTE: If an order had multiple payments that included a House Account, it will show up in this report.
Remote Fulfillment Orders
Events List
The Events List report displays all events with their start and end times and the Total Sales, Net Sales, and Net Sales Per Cap for that Event.
Please note that Net Sales Per Cap data is only available if you edit the Event to included the number of people in attendance at the event. Read the article about Events to learn how to do this.
Orders Not Included In Sales
Orders that are Opened or Failed will not show up in your Total or Net Sales. To see any Open or Failed Orders you can navigate to the Order Not Included in Sales report. If you want an order included in the sales report, you can write off an order to close it.
To learn more about Writing Off Orders click here.