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Creating a Daily Closing Report (Z-Report)

The daily closing report is an important part of proper bookkeeping. We recommend closing the daily report at the end of each business day and printing it if needed.

The daily report, also known as a Z-report, shows the total revenue, tax amount, and net revenue generated since the last daily closing. It also shows the payment methods used and their respective revenue, discounted items, and returned items.

Contents of the Daily Closing Report

The report contains the following information:

  • Daily closing number (assigned by the system)
  • Date and time the report was created
  • Name of the user who closed the daily report
  • Device name
  • Company name and address
  • Time period covered by the daily closing
  • Total revenue within that period
  • Payment methods used and their respective share of total revenue
  • Revenue broken down by employee
  • Tip report
  • Vouchers sold
  • Vouchers redeemed
  • Tax report showing each tax rate and its share of total revenue
  • Number and amount of returned items
  • Number and amount of discounted items and carts

Note: The daily closing report only lists transactions generated via the iPad checkout.

Revenue from other sales channels, such as the online shop, appears in the sales report. You can export this report from both the Shore POS app and the POS Manager.

Manually Closing and Printing the Daily Report

  • In the Shore POS app, go to Daily Closing in the main menu.
  • When you open this menu, the current, open daily report always appears on the right side of the screen, and the current week with all daily closings generated so far appears on the left side of the display.
  • You can switch to other time periods by tapping the arrows or selecting a different period (week, month).
  • Above the open daily report, you'll find the Close Report option.
  • The daily closing is completed immediately.
  • If an already-closed daily report is shown, you can switch to the open daily report via the list on the left.
  • If the iPad is connected to a receipt printer, the daily report can be printed right afterward.
  • A new daily closing opens automatically with the next transaction.

You can also print daily closing reports after the fact. To do this:

  1. Select the daily closing report you want to print.
  2. Tap Print Report in the top right.
  3. You can also send the daily closing report as a PDF by email. Enter the desired email address and confirm by tapping Done.

Note: In the POS Manager, you can export all reports, including all daily closing reports, bundled together for a given month.

Automatic Daily Closing

If you'd like an automatic daily closing, you can set this up in the POS Manager under Settings > Business.

To do this, enable the toggle (green) and choose the time at which your Z-report should close automatically each day, and the email address it should be sent to. This can be your own address or your accountant's.

Leave the toggle disabled if you don't want to receive automatic daily closing reports.