Shifts
This report provides a chronological record of all register openings and closings performed on a selected date. It gives managers a quick way to verify who handled each register, when it was accessed, and the declared totals at each action. Essentially, it acts as a consolidated record of all register summary reports.
Main Screen> MENU> REPORTS> SALES> SHIFT
From the Main Screen, select MENU and go to REPORTS.
Under the SALES tab, select SHIFT.
Filters
1. Filter by a specific date: Select a specific date by tapping the date field. A calendar will appear, allowing you to choose the day, month, and year.
View
Click VIEW to generate the report.
Once generated, the report displays a table with the following information:
Time: When the register action occurred.
Type: Indicates whether the register is Open (register opened) or Close (register closed).
User: Employee responsible for the action.
Click any row in the list to open the corresponding Register Summary Report.
If you click on an OPEN Register row:
You’ll see details about the opening, including: Register used, Date and time opened, Employee who opened it, and Cash amount at opening.
If you click on a CLOSE Register row:
You’ll see all opening details plus the employee who closed it, all sales and transactions during that shift, a breakdown of items sold, payment method distribution (cash, card, etc.), and the final cash count at closing.
Below the Register Summary Report, you can:
PRINT: You can print the register summary report
EMAIL: You can send an email with the register summary report
RE-CAL: Clicking it will refresh the register summary data.
To learn how to perform a register open or close, refer to Register Open/Close.