Select Shift Report from the Quick Menu;
The Shift Report shows all deposit and payment types that your property has set up, and the revenue that each deposit/payment has brought in for the day.
The bottom of the report shows what the grand totals are, and what the drawer balance should be with any Over (+) / Short (-) calculated from the opening and closing totals entered into the Shift Report screen when the report was generated.
To build and generate the Shift Report:
Or select Shift Report from the Cashier section of the Full Menu.
Click the icon on the left for the Full menu.
This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.
From the Cashier Section, select Shift Report.
This opens the Shift Report Screen:
Complete the fields described below:
Enter the Drawer Opening Balance: This is the drawer count at the start of the shift. Type this in manually into the field
Enter the Drawer Closing Balance: This is the drawer count at the end of the shift. Type this in manually into the field.
Enter the Date to Print: Select the date you want to report on. Use the drop-down menus for year, month and day or use the calendar icon to select a specific date.
Select the Shift: This is a drop-down menu of all available Shifts. Choose a specific shift (or All for all shifts).
Select the Cashier(s): This is a scrollable list. Select a specific cashier (or All for all cashiers).
Format for a Receipt Printer: This box may be checked or unchecked. By default it is unchecked.
Separate report for each Cashier selected: This box may be checked or unchecked. By default it is unchecked. If you have selected multiple cashiers to display, you may click here to have the results separated into individual reports.
Once completed, click the orange button Show the Shift Report.
The report shows the opening balance at the top, separated by the hotel, A/R and POS, then the deposits made, payments made, refunds or paid outs made, the amounts paid in cash or by credit card, totals and the closing balance at the bottom, with any Over (+) / Short (-) for the shift calculated for you.
By default, the report is generated as a PDF from which you can print or save the report (among other options). If you prefer, you can select the Generate report to Excel for exporting checkbox to print the report as an Excel spreadsheet.
NOTE: The generated report appears as a pop-up window through your browser. If your browser is set to block pop-ups, you may receive a warning banner at the top of the browser. Click this banner and select to allow pop-ups so that you can view the report.
Date Updated December 16, 2021