Shift Report

Report Parameters

Field

Description

Report Name

The name of the report.

Report Date

The date for which the report must be generated.

Users

A list of all available users for report selection.

Shifts

A list of all available shifts for report selection.

Start Time

Select a start time from which all cash transactions must appear in the report.

End Time

Select an end time till which all cash transactions must appear in the report.

Report Options

Available options include the following:

  • Sub total By Group/Clerk - Select this option to show the sub-total value in the report based on the selected clerk report grouping or clerk.

  • Unblocked User only - Select this option to not display the blocked users in the report.

Opening Balance

Enter the opening balance. By default, it is 0.

Allow Post Types with Zero

  • When enabled, the post types with zero charges will be displayed under the Payments section in the report.

  • When disabled, the post types with zero charges will not be displayed under the Payments section in the report.

By default, this flag will be disabled.

Sample Report

Table

Description automatically generated

Report Fields

Field

Description

Shift Report

The report date chosen in parameters.

Start Time

The start time chosen in parameters.

End Time

The end time chosen in parameters.

Opening Balance

The cash balance that was available at the start of the shift.

Shift

The shift selected in parameters.

Operators

The users selected in parameters.

Deposits

Shows all the deposits taken by the user.

Payments

Shows all the payments taken by the user.

Foreign currency

The total amount of foreign exchange done at the property. The foreign currency amount would be displayed in negative, if the user posts foreign currency from foreign to local else it would be displayed as a positive.

Totals

Shows the split up of all deposits, payments, and/or foreign currency received via different payment methods, such as Cash, Checks, Comps, and so on.

Credit Cards

Total of all the transactions done by credit card.

Grand Total

The sum of net cash and credit card transaction amounts for a business date chosen in parameters and accounting period.

Closing Balance

Shows the closing balance amount.