Long-term retail managers will usually be familiar with Ten and Z reports on a cash register and card machine, but modern, cloud-based EPOS systems often don't name them that. How do you know what they are, then? What is a Z report vs. X report?

It's useful to consider the pregnant in relation to the messages: 'X' comes earlier 'Z' in the alphabet (ignore 'Y' even though that'due south in between – there are, strangely, no "Y reports").

Definitions

10 report: A summary written report of the day'southward till activities then far, such as sales totals divided into payment methods, refunds etc. (exact details tin vary). Information technology can be run any time during a trading solar day without resetting the day's information in the POS organisation.

Z written report: Also chosen an terminate-of-day report, the Z study is run at the close of each trading twenty-four hour period. Information technology shows grand totals and a summary of relevant till actions, equally in an X report. It likewise resets all the day's activities so a new trading twenty-four hours can start with fresh numbers.

Ten reports are an anytime snapshot of sales totals and till activities at the betoken in time you are running the written report – substantially any time earlier the final report of the solar day, the Z report. Y'all tin can generate as many 10 reports as you similar without changing anything in the system.

Shop managers may utilise Ten reports to check for discrepancies in the greenbacks drawer at the end of a shift only before endmost, to cheque the status of sales halfway through a day or verify due east.g. how many money-outs/money-ins that need to be accounted for.

'Z' suitably existence the last letter of the alphabet, a Z report is the stop-of-day report run when you are closing the trading solar day.

Non only do Z reports evidence the final overview of the mean solar day'southward sales, refunds, payment methods and more than – they likewise reset these grand totals then a new trading twenty-four hours tin start from scratch.

In that location is no redoing of a Z report. Once it is generated and 1000 totals are reset, any changes you want to make in the till are moved to the post-obit trading solar day. This makes a Z study the key sales written report of the day for accounting purposes.

What information is on an X and Z study?

Different till systems can accept different levels of item on reports, but the information on an X and Z report is more than or less the same.

A cheap POS system cannot brandish things like voided sales or total tips if those functions are non at that place in the get-go place. An analogue cash register will not be able to distinguish between payment cards accepted by a carte du jour machine unless it has buttons to confirm card types used for transactions.

An avant-garde EPOS system that is fully integrated with a card terminal volition exist able to display a lot of details, sometimes with the option to customise the choice of information on the report.

Data on Ten and Z reports may, among other things, include:

  • Staff ID of person running the written report

  • Business proper noun and accost

  • Start and end of shift (Z report)

  • Sales totals divided into product categories/departments

  • Number of products/items sold

  • Sales totals divided into tenders e.g. cash, cards, cheques

  • Cash discrepancies (declared vs. cash sales in organisation)

  • Card totals divided into categories, eastward.grand. card brands similar Amex and Mastercard and/or types like debit and credit cards

  • Totals of discounts given

  • Store credits issued/redeemed

  • Coin in/money out totals

  • Gift cards issued/redeemed

  • Tips and service charge totals

Z and X reports on bill of fare machines

Another affair to highlight is reporting on card terminals. A traditional card automobile, such as Ingenico's and Verifone's models, tin can impress X and Z reports of the carte du jour machine's activities simply. This includes transactions divided into card schemes (Visa, Diners Club etc.) and other categories like card refunds.

If your POS system is non integrated with it, the Z report of the card terminal is of import to include with the till's Z report, because the menu auto totals verify the actual carte du jour payments candy versus the card transactions manually confirmed in the POS arrangement. Comparing the card machine totals with card payments confirmed on the till is an essential part of cashing upward in a not-integrated POS organisation.

If the POS system is integrated with the menu auto – thus not requiring manual confirmation that a transaction was successful on the concluding – this extra card terminal Z report may not be necessary for verifying actual menu payments processed.

How does a cloud POS organization run X and Z reports?

Now, where do you lot notice these reports on a cloud-based POS system? In many cases, POS solutions similar to talk about their "daily sales reports" and existent-fourth dimension sales analytics (sometimes advertised as "growth analytics").

"10 reports" used to exist printed from a cash register or generated from a legacy EPOS system, but today's cloud-based EPOS systems let you to view a snapshot of sales totals in real time from the back-part business relationship of the POS organization without having to "generate" it.

The level of details of these business activities depend on the complexity of the POS system. Commonly, the software allows you to specify what you desire to look at, such as the day's sales totals divided into payment methods.

Z reports, on the other hand, are harder to come by. Some cheaper POS systems don't accept something called a Z written report, but yous may be able to preset the time of 24-hour interval when your trading twenty-four hours resets.

In any example, the daily report generated in connexion with the end-of-mean solar day marking, which could be midnight, may be filed as a "Z written report".

You may non be able to generate this study manually if this an automatic process, e.thou. peradventure yous just receive an e-mail written report at the cease of each trading solar day which you can file. Yous can likewise export a daily report the following day when the previous mean solar day's grand totals are terminal. Alternatively, you lot can integrate with accounting software and so this is done automatically.

More advanced POS systems allow you to perform a Z report (often referred to as "end-of-day" written report) manually, sometimes with a helpful tick list so y'all tin verify which procedures take been completed so far at the finish of the mean solar day.