Shift X-Report

The X-report is the primary financial document for a shift in IZI. It records every money movement since the shift opened — what came in, what went out, and what remains — without closing the shift. For the owner, it’s a real-time revenue snapshot and an early-warning tool for cash discrepancies. For the admin, it’s the reference point for every handover count and mid-shift cash check.

X-report structure

Header

Field	What it means
Club	Name of the club
Shift #	Sequential shift number
Administrator	Who opened the shift
Period	Time from shift open to the moment the report was generated

Cash section

Field	What it means
Opening balance	Cash placed in the drawer at shift open
Cash received	All cash payments accepted during the shift
Card received	All card (acquiring) payments during the shift
Online received	Payments made through the IZI mobile app
Cash issued	Refunds paid out to clients in cash
Cash collection	Amount moved to the safe during the shift
Calculated cash balance	Opening balance + received − issued − collections

The calculated cash balance must match the physical contents of the drawer. Any difference is a signal to investigate before closing the shift.

Sales section

Field	What it means
Tariffs (PC / PS / Multipass / …)	Revenue broken down by each tariff category
Bar	Revenue from bar and food sales
Total sales	Sum across all categories

Balance and bonuses section

Field	What it means
Balance top-ups	Total amount added to client accounts during the shift
Bonuses awarded	Bonus points credited to clients
Bonuses spent	Bonus points redeemed by clients

Sessions section

Field	What it means
Sessions opened	Number of sessions started during the shift
Sessions closed	Number of sessions that ended during the shift
Active sessions	Sessions currently running at the moment of generation

Signature block

Date, time of generation, and the administrator who produced the report.

How to generate

In CRM: Shifts → current shift → X-report (or the X-report button in the shift toolbar).

The report generates instantly and can be printed or exported.

What to check first

1. Calculated cash balance = physical drawer contents. A discrepancy larger than a minor rounding difference means something was not recorded — find it before closing the shift.
2. Cash + card + online ≈ total sales + balance top-ups. Money doesn’t appear from nowhere. If the totals don’t add up, look for an unmatched payment or an unclosed operation.
3. Active sessions = 0 before closing. All clients should be checked out and settled before you run the Z-report.

When to use it

At shift handover — the outgoing admin generates the X-report, counts the cash against the calculated balance, and hands both over to the incoming admin.

Mid-shift cash check — if you’re doing a security cash count mid-shift, generate the X-report first to know the expected amount before opening the drawer.

Manager oversight — the manager can generate the X-report at any time to see current shift activity without interrupting operations or closing the shift.

X-report vs Z-report

	X-report	Z-report
Closes the shift	No	Yes
Available mid-shift	Yes	Only at close
Resets counters	No	Yes
Used for	Monitoring, handover, cash check	Official close, accounting

See also

• Shift discrepancy: how to investigate — if the totals don’t match.
• Close shift — the final procedure.
• Cash collection — how to correctly record a mid-shift safe transfer.