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Export Sales & Markdown Reports (Clover)

Justin Villena
Justin Villena
  • Updated

To access and export sales and markdown reports from Clover, follow the steps below:


1. Log In to Clover

Start by logging in to Clover using your client credentials. You can sign in directly by clicking HERE.


2. Navigate to the Reporting Tab

Once logged in, locate the Reporting tab on the left-hand navigation menu and click on it.

Example:

image_360.png

 

3. Select “Item Sales”

In the Reporting section, select Item Sales to view itemized sales and markdown data.

Example:

 

image_360.png 

 


4. Set the Date Range

Click the Date Range dropdown menu and choose the desired time period.

  • Selecting multiple months will combine the data into a single report, rather than splitting by month.

  • After choosing your range, click Done to apply the selection.

Example:

 

image_480.png

 

image_480.png

 

5. Adjust the Data Display

To view your report at the category level, click Collapse All.

⚠️ If this step is skipped, the report will display data at the item level instead.

Example:

 

image_720.png

 

6. Export the Report

Once your data is ready, click the Export button to download the report as an Excel file.

Example:

 

✅ You’re All Set!

Following these steps will help you efficiently access and download sales and markdown reports from Clover.

If you have any questions or need additional assistance, please reach out to our support team.

 

 

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