The Consolidated Shifts Report summarizes your transactions throughout the sales period across all business locations. After selecting a shift, the report shows when employees started and ended their shifts, how many receipts were generated, and the total sales and payments during a selected shift or time period. Shift reports are generated once a user signs in on the POS and start a sales period.
Accessing the Consolidated Shift Report
- Log in to the Back Office with your Lightspeed credentials.
- Select Reports > Reports from the navigation menu.
- Click Consolidated Shift Reports in the Location Reports section.
- (Optional)Use the drop-down menu and calendar icon in the upper-right corner to change the report's time period.
- (Optional) Click Print selected reports to download a PDF version of the reports.
Understanding the Consolidated Shift Report
For descriptions of the various sections of the Consolidated Shift Report, refer to the table below.
| Column | Description |
| Type |
There are three types of reports.
Note: If a user takes payment on a device not linked to a cash drawer, information related to payment methods will be stored in the User report. If, however, the device is linked to a cash drawer that's set up to receive the payment method in question, the payment appears in the Drawer report. |
| Started | Date and hour when the report was created. |
| Ended | Date and hour when the report was closed. |
| Device | Active POS device that created the report. |
| Staff | POS user who created the report. |
| # Accounts | Number of accounts linked to this report. |
| # Receipts | Number of receipts linked to this report. |
| # Open | Number of accounts that remained open after the Shift report closed. |
| Total sales | Gross earnings based on your sales. |
| Total payments | Total number of takings. |
| Total tips | Total tips collected by employees linked to this report. |
Understanding the Shift report (report)
Once on the Conslidated Shift Reports page, you can click reports to reveal the fiscal Shift report. See the table below for descriptions of the information that you might find.
Note: The images found below are a mix of different Types of reports, Shift, User, and Drawer. Not all the information depicted below may appear in the report you've selected.
| Report | Description |
|
Name of the report: e.g., "Shift report." Device: The name of the iPad concerned (e.g., "Mike's"). Date and hour of opening: "2021-01-12, 2:06 PM." Report identifier: Reference for the report. This always begins with X and is followed by the iPad number. |
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StatisticsValid receipts: Number of receipts that have been successfully processed. Void receipts: Number of receipts voided. Open accounts: Number of accounts left open at the end of the sales period. Count of accounts: Total number of accounts created. This includes valid, voided, and open accounts. Draft receipt: Number of receipts printed manually before payment was taken. Duplicate receipts: Number of extra receipts printed after a sale was completed. Direct sales: Number of direct sales. Table sales: Aggregated number of sales where guests were seated at a table. Delivery sales: Number of takeaway sales completed with an order profile set to either pickup or delivery mode. Covers count: Number of covers counted. |
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SalesSales of the day: Earnings linked to this report. Sales made by others: Sales made from other POS users / Drawer than the owner of the report Voided receipts: Dollar value of voided receipts. Voided items: Dollar value of voided items. Own sales: Sales done by the owner of the report (this includes cancellations but excludes discounts). | Comps (offered): Value of items where a 100% discount was applied. | Loss: Value of items where a 100% discount was applied, and the discount has the "This discount denotes wastage" enabled in Settings > Discounts. Total before discounts: Sales done by the owner of this report after comps and loss but before discount (less than 100%). | Discounts: Dollar value of the discounts that were less than 100%. Total sales: Sales done by the owner of this report after all kinds of discount and cancellation. |
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PaymentsPayments Received: Dollar value of payments received (this does not include canceled transactions). Voided payments: Number of payments voided and dollar value of those voids. Own payments: Number of payments and related dollar value. Cash due (total): Dollar value of payments received (this includes canceled transactions). |
Takings (Cash drawer)Payment method: Type of payment that was used (e.g., Cash, Credit card, etc.). Initial cash amount: Initial amount of the cash drawer before any payments were taken. One own payment: Payments received and their dollar value. Tip total: Dollar value of tips acquired. Cash due (payment method): Amount related to payments received after cancellation. Overage: Dollar value based on the discrepancy between what should be in the cash drawer and what was counted when performing a cash count.
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What's next?
The reports linked below are additional Location reports:
The Consolidated Business Report gives you a quick overview of important business data, such as profits, losses, and taxes for all your locations.
The Consolidated Product Reports page displays an overview of sold products for the selected time period for all your locations.
The Consolidated Discounts Breakdown report summarizes the discounts given on orders at all your locations.
The Consolidated Fiscal Summary gives a high-level overview of all sales, taxes, and receipts created during the selected period for all your locations.
The Consolidated Fiscal Report gives a detailed view of all sales, taxes, and receipts created during the selected period for all your locations.