Custom reports
I need a report that shows cash and check transactions only over a period of time based on two different categories that were setup in the inventory app. In other words we take checks and cash to the bank. We need to know out of this amount, what amount came from category A and what amount came from category B.
Our reporting apps show break downs by tender in the Payments report. So as long as you are using a "cash" and "check" tender, it's already there.
You can also associate items with categories from the Inventory app. If you do that you can see the result in the Items report.
Sounds like you might be a merchant. This is technically a developer forum for folks writing applications that run on Clover devices. You might get better information if you work with Clover customer support in that case.
You can also associate items with categories from the Inventory app. If you do that you can see the result in the Items report.
Sounds like you might be a merchant. This is technically a developer forum for folks writing applications that run on Clover devices. You might get better information if you work with Clover customer support in that case.
To generate a report that shows cash and check transactions based on two different categories from the inventory app in Clover POS over a specific period of time, you can follow these steps:
Access Transaction Data: Use the Clover API to access transaction data from the Clover POS system. Specifically, you will need to retrieve transaction details that include information about the payment type (cash or check) and the categories associated with each transaction.
Filter Transactions by Time Period: Filter the transactions based on the desired time period for the report. You can use the ?filter parameter in the API request to specify the date range for which you want to retrieve transactions.
Categorize Transactions: For each transaction, identify the payment type (cash or check) and the categories associated with it. This information should be available in the transaction data returned by the API. Bitlife
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