Shift Reports

Modified on Thu, 28 Dec, 2023 at 3:02 PM

Click on ‘Shift Reports’ button from the shortcut buttons on the right side of your dashboard.

Date Range:

From- midnight of date applied

To- 11:59pm of date applied

If pulling a one day report for 01/31/2023 set that date as from date and 02/01/2023 as the to date. This will only pull information for the entire day of 1/31/2023.

Hit ‘Apply Dates’ to show the report

The totals will show at the top of the report.

Every transaction will show on the shift report.

Select the button with the 3 lines in the upper right corner to filter the report.

The report can be filtered to show specific items:

Offering Types: such as resource, pass, program, event, session, or activity

Added By: the person who added the registration. If online the parent or if done in house it will show the logged in admins name.

Payment Method: Cash, card, none

Refund Type: Card, Cash, Check, Account Credit

Online: Online” or not online which means by a user or in house.

Select the printer icon in the upper right hand corner to print the shift report.

*To show all columns change the layout from portrait to landscape