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IZI

Shift Z-Report

Published: · IZI Team

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  ← target

A 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.