How to read Clover sales reports

The short answer

Learn how to use the Clover Sales overview report: switch between today, last week or last month, compare with an earlier period, open the full report and export it.

In this video

1. 0:00Intro
2. 0:05Open Reports
3. 0:15Set the date range
4. 0:22Compare with an earlier period
5. 0:30Trends or Full Report
6. 0:41Export for your bookkeeper
7. 0:50Get help from CleverPays

Step by step

1. Open Reports

Sales overview is the summary. The other reports break the same sales down by item, employee, tender, discount and more.

2. Set the date range

Pick today, yesterday, this week, last 7 days, this month, or a custom range.

3. Compare with an earlier period

"Compared to" puts last month next to the month before, so you can see if sales went up or down.

4. Trends or Full Report

Trends shows the chart. Full Report shows every number in a table: gross sales, discounts, refunds, taxes, tips and net sales.

5. Export for your bookkeeper

Export downloads the report so your accountant can use it.

More Clover tutorials

• Previous: Refunds vs voids vs authorizations in Clover
• Next: Find your best sellers and your card vs cash mix
• All Clover tutorials

How we made this video

We recorded this on CleverPays' own Clover web dashboard at clover.com on 6 November 2026, view only: no sales, refunds or saved settings. Customer and employee names are blurred. Your dashboard can look a little different, depending on your plan and apps.