This feature is only available for Lightspeed Retail merchants on select pricing packages.
The Shifts Summary gives a read-only overview of cash flow during each register shift run in the Retail POS (S-Series) app. This report includes opening/closing drawer amounts, drawer overages/shortages, and other related events affecting the cash drawer.
The Shifts Summary only covers activity that takes place in the Retail POS (S-Series) app. Sales closed in the Lightspeed Pay app, Lightspeed Pocket app, and via other sales channels are not included.
Table of Contents
Run the Summary
From BackOffice, run the Shifts Summary for a read-only overview of all shifts active during a selected date.
- In BackOffice, click 'Reports' and select 'Shifts Summary'.
- Click the Date icon to choose a preset or custom range, then click 'Retrieve'.
If the information on the report looks incorrect for the selected date range, visit our Analytics Troubleshooting guide for help.
Read the Summary
The Shifts Summary gives information on cash flow for each shift so you can monitor the cash drawer from anywhere. Learn how to read the Shifts Summary to get the most benefit from its details.
Register | Number of the register or its name as currently entered in BackOffice. A green dot means an open shift, red means a closed shift.
Opened | Date and time the shift was opened.
If the opening date or time is wrong, visit our troubleshooting guide for help.
Closing Manager | Name of the manager who closed the shift as it is currently entered in BackOffice.
Closed | Date and time the shift was closed.
If the closing date or time is wrong, visit our troubleshooting guide for help.
# Guests | Number of guests served during the register shift based on the combined guest count of sales tendered at that register.
This column only appears when the Guest Count feature is enabled.
Starting Cash | Opening drawer amount as entered by the manager who opened the shift.
Cash Tenders | Total cash added to the drawer due to sales run during the shift.
Cash Returned | Total cash removed from the drawer due to returns performed during the shift.
Payouts / Pay Ins / Drops / Inventory Purchases | Amount of cash added to or removed from the drawer due to pay ins and payouts.
Expected Cash | Amount of cash expected to be in the drawer at the end of the shift.
This is calculated as: Starting Cash + Cash Tenders – Cash Returns – Payouts/Drops/Inventory Purchases + Pay Ins
Actual Cash | Closing drawer amount as entered by the manager who closed the shift.
Variance | Actual Cash minus Expected Cash. A negative value means the drawer was short and a positive value means it was over. This value is always negative for open shifts.
Wondering why a shift was over/short? Visit our Analytics Troubleshooting guide for help.