Reporting reference
Reference material for Clover's ad-hoc reporting module. For step-by-step instructions, see Build, save, and export a report.
Datasets
A report is built on exactly one dataset.
| Dataset | What it covers |
|---|---|
| Tasks | Task assignments, statuses, and workflow activity. |
| Suppliers | Connected suppliers and their custom fields. |
| Users | User identity, company, and login activity. |
The fields available for each dataset are defined by Clover and presented in the field picker; they aren't free-form.
Builder concepts
| Concept | What it does |
|---|---|
| Fields (dimensions) | The columns to group results by. Multiple allowed. |
| Measures | Calculated values (aggregations) over a field — e.g. an average or a count — each with a name you choose. |
| Filters | Conditions (field + operator + value) that limit which rows appear. Combine with AND/OR. |
| Having | Conditions applied to measure results (filtering on the aggregated values). |
| Sort | Orders the result rows. |
| Limit | Caps the number of rows returned. |
Results run automatically as you add or change fields, measures, and filters — there is no separate "Run" button.
Organizing & sharing reports
| Area | Meaning |
|---|---|
| My reports | Reports you own, arranged in folders you create, rename, and delete. |
| Company reports | Reports shared with your whole company. |
| Visibility: Private | Only the creator can see or run the report. |
| Visibility: Anyone in my company | Everyone at the company can see and run it. |
Visibility is set when saving (Save / Save as) and can be changed later via Share.
Permissions
Access to reporting and its actions is governed by permissions (set by your company administrator):
| Permission | Grants |
|---|---|
Reporting_AdHoc |
Access to the reporting module at all. |
Reports_User_ViewDefinitions |
View report definitions. |
Reports_User_UploadDefinitions |
Create / save report definitions. |
Reports_User_DeleteDefinitions |
Delete report definitions. |
Reports_User_ViewSharedDefinitions |
View company-shared reports. |
Reports_User_CreateFolders / RenameFolders / DeleteFolders |
Manage folders in My reports. |
If you lack Reporting_AdHoc, the module is not available. Without create/delete permissions, those actions are hidden.
Data freshness
- Reports reflect your data as of the most recent refresh, which runs nightly — not real time. The query runs live, but it runs against a dedicated reporting database that is refreshed on a schedule, so recent operational changes may not yet appear.
- There is currently no "data last updated" indicator in the module. (A data-freshness indicator is planned — tracked as #15600; a shorter refresh interval is tracked as #13326.)
Export formats
| Format | Notes |
|---|---|
| CSV | Plain comma-separated download; header + rows match the builder. |
| Excel (XLSX) | Excel workbook download. |
Routes (for support/troubleshooting)
The module lives under /reports:
| Route | Screen |
|---|---|
/reports → list/my/:folderId |
My reports (a folder). |
/reports/list/company |
Company reports. |
/reports/new/:dataset |
New report builder for a dataset (tasks, suppliers, users). |
/reports/open/:folderId/:reportId |
Open an owned report. |
/reports/shared/:reportId |
Open a shared report. |
Not part of this module
- The header New button (Workflow Run / Email) is unrelated to reporting.
- Scheduled, pre-generated CSV exports (a separate nightly job) are distinct from the interactive ad-hoc builder described here.