Closing Reports (X/Z) are global summaries of POS activity including revenue, payment types, receipts and tips. Generating a Closing Report (X) allows a user to view sales totals, while running a Closing Report (Z) will reset them.
Generating a Closing Report (Z) will reset all sales data from when the last Z report was run. It is not possible to edit a finalized receipt after running a global Closing Report (Z). If you wish to run summary reports for your business without permanently resetting your sales activity, you may run Day, User, and/or Cash Drawer reports.
Closing Reports (Z) are generated automatically in the Restaurant Manager either every day at closing time or 24 hours from when the last Z report was run in the Restaurant POS. Closing Reports (X/Z) are generated manually in the Restaurant POS app by a user.
Enable Closing Reports
To enable global Closing Reports (X/Z) in the Restaurant POS, you must first enable this setting in the Restaurant Manager. The Closing Reports setting can be found in Settings > Report Settings > Closing Reports (X/Z). For detailed instructions on how to enable this setting in the Restaurant Manager, please see the article Closing Reports (Z).
In order for a user to generate Closing Reports in the Restaurant POS, Allow user to print closing reports (X/Z) must also be enabled in User Roles. See Assigning user roles.
Run a global Closing Report (X)
To generate a preview of the Closing Report (X):
- Tap the User Profile in the navigation bar at the bottom of the screen.
- Tap Reports.
- Tap Preview Closing Report (X).
- Select a printer or Save to Photos.
Run a global Closing Report (Z)
To generate the Closing Report (Z):
- Tap Profile in the navigation bar at the bottom of the screen.
- Tap End Day.
- Close out remaining tables and tap Next (See Using End of Day).
- Tap Create Closing Report (Z)
- Select a printer or Save to Photos.
Archived Reports
You can view and download Closing Reports (Z) in the Restaurant Manager by clicking Reports > Closing Reports (Z). For more information, see Closing Reports (Z).
To view and reprint Closing Reports (Z) in Restaurant POS:
- Tap Profile in the navigation bar at the bottom of the screen
- Tap Past Closing Reports (Z).
- Tap Print.
