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
Section titled “X-report structure”Header
Section titled “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
Section titled “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
Section titled “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
Section titled “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
Section titled “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
Section titled “Signature block”Date, time of generation, and the administrator who produced the report.
How to generate
Section titled “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
Section titled “What to check first”- 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.
- 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.
- Active sessions = 0 before closing. All clients should be checked out and settled before you run the Z-report.
When to use it
Section titled “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
Section titled “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
Section titled “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.
Frequently asked questions
Does generating an X-report close the shift?
No. The X-report is a non-destructive snapshot. The shift stays open and operations continue normally after generating it.
How often should I generate an X-report?
At minimum: at every shift handover, and when counting cash mid-shift for security or reconciliation. Some clubs generate one every few hours.
Is the X-report stored in IZI?
The data is always accessible in Analytics → Shifts. The printed/exported version is a point-in-time snapshot — it doesn't update after generation.
Why does the calculated cash balance show more than what's in the drawer?
Most likely a cash refund was given to a client without being recorded in the system, or cash was moved to a safe without logging a cash-collection entry. Check the shift's operation history and record the missing entry.
Can I generate the X-report more than once per shift?
Yes. The X-report never closes the shift, so you can generate it as many times as you need. Each time it reflects the running total up to that moment.