Generating Shift Reports

The Shift Reports menu allows properties to track and manage the cash balances at the end of each shift. From this menu the clerk/shift manager can generate a shift report, which will display all cash, currency exchange, and direct deposit transactions that have been carried out by the selected clerks/groups.

At the end of each shift the clerk/shift manager must perform a shift drop. The shift report helps the users to tally their overall cash transactions and calculate the exact amount that must be dropped.

Perform the following steps to generate a shift report:

Navigate to Front Desk à Shift Report.

Refer to the following table and fill in the fields:

Field

Description

Date

The date for which the shift report must be generated, or the shift drop must be made.

Users can select a past date but cannot select future dates.

Start Time

The time starting from when all cash transactions must appear in the shift report.

End Time

The end time when which all cash transactions must appear in the shift report.

Shift

Select a shift for which the shift report must be generated. The shifts displayed in this section must be configured in the MOD Assignment (Settings à Setup à MOD Assignment) screen.

Opening Balance

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

Grouping

Select if the report must be generated for a clerk report group or for selected users in a group.

Report Group/Clerk

Displays all available report groups or operators based on the value selected in the Grouping field.

This section displays only the users who are assigned a reporting group in the PMS tab of the Create New User or Edit User screen.

Sub-total By Group/Clerk

When enabled, the sub-total value in the report is displayed based on the selected clerk report grouping or clerk.

Unblocked Users Only

When enabled, system does not display the blocked users in the Report Group/Clerk field.

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.

Click Process. The shift report is displayed on the right side of the screen.