X and Z Reports

X and Z reports are summaries of register activity that include opening/closing amounts, sales totals, and other details. Print X and Z reports from the register to a connected receipt printer.

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Table of Contents

X Report – Mid Day Reporting

The X report is a snapshot of what occurred from the beginning of the shift until that point on the register.

Print the X Report

View the X report from the Shift Report screen and print a copy to file away in business records.

1 Sign in to ShopKeep.

2 Select Shift Report from the Control Panel.

sk-shiftreport-nav

3 (optional) Managers can tap All Employees and select an employee to see their individual report.

Cashiers can only view their own report.

sk-xreport-allemployees

4 Tap Print X Report to print a copy to a receipt printer.

sk-printxreport

X Report Breakdown

Here is an explanation of information in the X report.

xreport-part1

Register # and Shift # for that iPad register.

Which manager opened the shift and when.

Total number of transactions during that shift.

xreport-part2

Opening shift cash drawer amount.

Amount of money expected to be in the drawer.

Discrepancy of actual from expected cash. 0 until the shift is closed.

xreport-part3

Total of all cash sales for that shift.

Minus cash returns for that shift.

Minus drops / payout / purchases. Plus pay ins.

xreport-part4

Total sales, before tax.

Minus total discounts.

Minus total returns.

xreport-part5

Sales total minus discounts and returns.

Liabilities issued.

Credit card gratuity total and tax.

xreport-part6

Total received, regardless of any other factors.

xreport-part7

Tenders collected, with dollar amounts.

Includes liabilities redeemed (L).

xreport-part8

Breakdown of credit tender, by card type.

xreport-part9

Date and time of X report print out.

Z Report

The Z report is an end of day summary for a register that can only be printed after closing the shift.

Print the Z Report

View the Z report after closing the shift and print a copy to file away in business records.

1 Sign in to ShopKeep as a manager.

2 Select Close Shift from the Control Panel.

sk-controlpanel-closeshiftnav

3 Enter the closing drawer amount and tap Close Shift.

sk-enteramount-closeshift

4 (optional) Managers can tap All Employees and select an employee to see their individual report.

Cashiers can only view their own report.

sk-closedshift-zselectemployee

5 Tap Print Z Report to print a copy to a receipt printer.

sk-closedshift-printz

Reprint a Z Report

Forget to print the Z report after closing the shift? Reprint a Z report for any shift opened within the past 48 hours.

Update the ShopKeep app to v2.8.8 or above to use this feature.

1 Sign into ShopKeep.

2 Select Shift Report from the Control Panel.

sk-shiftreport-reprint-nav

3 Tap the date and select a shift.

sk-zreport-previousshift

4 (optional) Managers can tap All Employees and select an employee to see their individual report.

Cashiers can only view their own report.

sk-closedshift-zselectemployee

5 Tap Print Z Report to print a copy to a receipt printer.

sk-closedshift-printz

Z Report Breakdown

Here is an explanation of information in the Z report.

zreport-part1

Register # and Shift # for that iPad register.

Which manager opened the shift and when.

Which manager closed the shift and when.

Total transactions that shift.

zreport-part2

Opening shift cash drawer amount.

Total cash counted from drawer at shift close.

Discrepancy of actual from expected cash.

zreport-part3

Total of all cash sales for that shift.

Minus cash returns for that shift.

Minus drops / payout / purchases. Plus pay ins.

zreport-part4

Total sales, before tax.

Minus Discounts and Returns.

zreport-part5

Sales total after Discounts and Returns.

Liabilities issued.

Credit card Gratuity total and Tax.

zreport-part6

Total received, regardless of any other factors.

zreport-part7

Tenders collected, with dollar amounts.

Includes liabilities redeemed (L).

zreport-part8

Breakdown of credit tender, by card type.

zreport-part9

Time and date of Z report print out.

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