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Retail: Shift Reports
Retail: Shift Reports

How to view Shift Reports and how to close and edit a shift

Chris avatar
Written by Chris
Updated over a week ago

How to View a Shift Report

1. Click the Reports icon on the left of the page.

2. Select Shifts.

3. Select the shift you want to review.

4. On the right, a window will open showing you the Shift Details and Drawer Info breakdown.

How to Close a Shift

This can be useful for closing a shift for an employee that left with a shift still open.

1. Click the Reports icon on the left of the page.

2. Select Shifts.

3. Select the shift you need to close.

4. In the top right, click the Close Shift button.

5. Enter the Total Deposit Amount for the shift.

6. Enter the amount, if any, that is left in the drawer.

7. Leave any comments you need. This can be good for understanding a discrepancy when looking back at your records.

How to Edit a Shift Starting Amounts and Ending Amounts

1. Click the Reports icon on the left of the page.

2. Select Shifts.

3. Select the Shift you want to Edit.

4. On the right, select Edit in the top right.

5. You will have the option to edit the Start Shift Amount and the End Shift Amount.

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