Shift Report with Sales Summary at the POS

Topics

You can view and print shift reports in the Loyverse POS app when the Shifts feature is enabled in the Back Office.

Requirements

  • The Shifts option must be enabled in Back Office → Settings → Features.
  • At least one receipt printer must be connected in the POS app and configured to print receipts and bills.

Viewing the Current Shift Report (X-Report)

To access the report for the current (open) shift:

Open the Loyverse POS app.

Tap the ☰ Menu button and select Shift.

Shift button in the main menu

The current shift report (X-report) shows:

  • Cash drawer information
  • Current sales summary for the ongoing shift

    report of the current shift

To print this report, tap the Print icon. Printing a report does not close the shift.

Closing the Shift and Printing the Final Report (Z-Report)

To view and print the closed shift report:

Open the Shift menu in the POS app.

Tap Close shift.

closed shift report

The closed shift report (Z-report) includes:

  • Cash drawer totals at the end of the shift
  • Sales summary for the entire shift
  • Expected cash amount (calculated from sales, refunds, and cash paid in/out)
  • Actual cash amount entered by the cashier
  • Difference between expected and actual cash amounts

If the employee has the required access rights, the Expected cash amount will be visible.

‘Close shift’ button

Enter the Actual cash amount counted in the cash drawer and tap Close shift to complete the process.

After the shift is closed, the Z-report will be automatically printed on the connected receipt printer.

closed shift report

This report helps ensure accurate cash control and provides a clear summary of sales activity for each shift.

 

See also:

Shift Management in Loyverse POS