Shift Z-Report
Shift Z-Report
Section titled “Shift Z-Report”The Z-report is the official closing document for a shift. It’s generated when the shift closes and summarises all financial activity from open to close — revenue, sessions, expenses, and cash reconciliation.
What the Z-report contains
Section titled “What the Z-report contains”Revenue summary
- Total revenue for the shift
- Breakdown by payment method: cash, bank card, bonus balance, mobile app
Sessions
- Total sessions started
- Sessions by tariff type
- Average session duration
Discounts
- Total discount amount given
- Number of transactions with discounts
Cash reconciliation
- Opening balance (entered at shift start)
- Cash received during shift
- Cash expenses recorded
- Expected closing cash (calculated)
- Actual closing cash (entered by admin)
- Discrepancy (expected minus actual)
Expenses
- List of all expense entries with descriptions
Staff
- Admin who opened the shift
- Admin who closed the shift
How to read the cash reconciliation section
Section titled “How to read the cash reconciliation section”Opening balance: 500+ Cash sales: 2,400− Expenses recorded: 150= Expected in drawer: 2,750 Actual count: 2,750 Discrepancy: 0 ← targetA non-zero discrepancy means the physical count didn’t match. The Z-report records both numbers — the admin should add a note explaining the reason when closing.
Generating the Z-report
Section titled “Generating the Z-report”The Z-report generates automatically when you close the shift: Shifts → Close shift → enter cash count → Close.
The report is immediately available in Analytics → Shifts and can be exported or printed.
See also
Section titled “See also”Frequently asked questions
Can I reopen a closed shift?
No. Once the Z-report is generated and the shift closes, it cannot be reopened. If you need to correct a discrepancy, add a note in the next shift's opening or contact your manager.
Is the Z-report stored permanently in IZI?
Yes. All Z-reports are accessible in Analytics → Shifts indefinitely. You can filter by date, admin, or club.
What does a zero discrepancy mean?
The physical cash count exactly matched what IZI calculated should be in the drawer. This is the target outcome for every shift.
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