X Reports and Z Reports show a summary of transactions. The difference between the two is that the X-Report can be generated from the Point of Sale and shows the current day’s activity for that register, while the Z Report shows activity across multiple days and/or multiple registers, depending on selection criteria.
To generate an X Report, simply click the X Report icon in the POS screen.
A report will generate onscreen, looking like this:
The report can be sent to the printer by clicking the Print button at the top. Note that by default, an X Report will generate when the day is closed for a given register.
To generate a Z Report, go to the Back Office, click “Reports” at the top of the screen, and select “Z Report” from the submenu.
The next screen offers you selection criteria for the report.
Note that leaving a field blank will disregard that criteria when generating the report. For example, if a report is generated with the settings listed above, the report will show all transactions from all registers in all locations between 10/1 and 10/31. If you wanted to narrow this down by a location or register, you could click the corresponding fields.
To generate the report, click “Z Report” at the bottom of the screen. The report will open in a new window.