Users can access different reports from the Profile screen in Restaurant POS depending on their permissions (See Assigning user roles). Tap the User Profile in the navigation bar at the bottom of the screen to go to the Profile screen and then tap the Reports button to access the list of available reports.
The following reports are available from the Profile screen:
| User report |
The User report contains revenue, tip, payment, and clock-in information for the user. The collected data begins and ends based on your Opening Time (see Company settings). For example, if your Opening Time is 9:00 am and you run the report for July 15, the report will include data from July 15 9:00 am to July 16 9:00 am. To learn more, see User Report in Restaurant POS. |
| User-X report |
The User-X report contains revenue, tip, payment, and clock-in information for the user from the last User-Z report generated to the current time. This type of report is typically used mid-shift as it is "read-only" and doesn't reset data To learn more, see User X-Report in Restaurant POS. |
| User-Z report |
The User-Z report contains revenue, tip, payment, and clock-in information for the user from the last Z report generated to the current time. This is generally used at the end of a shift as running a Z report resets all user data. |
| Day report |
A Day report contains revenue, tip, cash drawer/user wallet, and summarized receipt information for all users. The collected data begins and ends based on your Opening Time (see Company settings). For example, if your opening time is 9:00 am and you set the report date to July 15, the report will include data from July 15 9:00 am to July 16 9:00 am. |
| Detailed Day report |
A Detailed Day report contains revenue, tip, cash drawer/user wallet, and detailed receipt information for all users. The collected data begins and ends based on your Opening Time (see Company settings). For example, if your opening time is 9:00 am and you set the report date to July 15, the report will include data from July 15 9:00 am to July 16 9:00 am. |
| Cash Drawer and User Wallet reports |
Generate an End of Shift (X) or End of Day (Z) Cash Drawer/User Wallet report. X reports include data from the last Z report generated to the current time. They're generally used at the end of a shift as running an X report does not reset cash drawer data. Z reports include data from the last Z report generated to the current time. They're generally used at the end of the day as running a Z report resets all cash-drawer data. |
| Create Closing Report (X/Z) |
Note: To enable this setting, contact Lightspeed Support. Once enabled, the setting can be found in Settings > Report Settings > Closing Reports (X/Z) in the Restaurant Manager. Closing Reports (X/Z) are summaries of POS activity including total sales, opening/closing amount, and shift details. Previewing a Closing Report (X) allows you to view the totals, while printing a Closing Report (Z) will reset them. |