Shift Report

This function only appears if Shift functionality is enabled.  See Define Data Fields for details on how to enable Shift Functionality.

This function creates a special report that summarizes the activities of the current shift.  If you have manager access, you can also view reports from one or more past shifts, and summarize them if desired.

Note that unlike the Transactions tab view, this report does not update dynamically.  If you need to refresh it, you can click the Refresh button.

The Shift Report consists of two main sections -- Sales and Receipts.  The Sales section is essentially the same as the Transactions tab view Quick Report for "Transactions by Category", showing the total charges for each category.  (The main difference is that both the Selection Name and Report Heading of the transaction categories pick list are shown.)

The Receipt section contains information that would normally take 5 different reports to generate.  First it reports Payments, Deposits and Refunds separately for each Payment Method you have defined.  Next it shows the change in advance deposits, which is basically new deposits less deposits applied.  (This is shown inverted so it offsets the Deposits received.)  Finally it shows the change in the A/R balance.  If all goes well, the Cash Receipt Total and the Sales Total will be the same figure.

After these sections are some additional totals:

•Deposit Amount -- this is the total amount of cash, checks, and credit card receipts (plus any other payment methods).  Basically the total receipts for the shift.

•Total Advance Deposits -- this is the total unapplied deposit balance for all reservations and customers.

•Total AR Balance - this is the total A/R balance (balance due from customers, not including unapplied deposits).