How to Run an X-Report (Shift Summary)
The X-Report is a detailed summary of all activity during your current shift. Unlike a Z-Report (which closes the shift), the X-Report is read-only and does not end your shift.
How to Generate an X-Report
- Go to the Action Menu (bottom-left of the POS status bar)
- Click X-Report (or Shift Summary)
- The report generates and displays
What the X-Report Shows
The X-Report provides a complete breakdown of your shift activity:
Sales Summary:
- Total number of transactions
- Gross sales amount
- Total discounts given
- Total taxes collected
- Net sales amount
Payment Breakdown:
- Cash received
- Credit card received
- Debit card received
- Check payments received
- Online payments received
- Bank transfers received
- Other payments received
- Total payments
Refunds:
- Cash refunds issued
- Card refunds issued
- Other refunds issued
- Total refunds
Cash Movement:
- Opening cash amount (from check-in)
- Cash sales received
- Cash refunds issued
- Safe drops performed
- Expected cash in drawer
Other Information:
- Shift start time
- Current time
- Number of void/cancelled transactions
- Number of held transactions
- User name and location
Permission Required
You need the View Shift Report permission to access the X-Report.
Tips
- Use the X-Report to do a mid-shift cash count — compare your actual cash to the "Expected Cash" amount
- Print the X-Report before checking out so you have a reference while counting
- The X-Report can be generated multiple times without affecting your shift
- For historical shift reports, use the Reports → POS Shifts area in the main application