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How to Check Daily Sales Reports (X and Z Reading)

The Daily Sales Report in your POS can be generated as either an X Reading or a Z Reading. Both reports summarize sales, payments, and adjustments for the day, but they have different purposes.

Updated over 2 weeks ago

Check the X-Reading Report (Interim Daily Report)

Step 1. Go to Reports

  • From the left-hand menu, click Reports.

  • Select POS – X Report.

Step 2. Choose Date and Shift (if available)

  • The system will display the current day by default.

  • If you want to check a specific period, adjust the date and shift filter.

Step 3. Review the Details
The X Report will show:

  • Report Date and Time

  • Cashier

  • Beginning and Ending OR numbers

  • Opening Fund

  • Payments by method (Cash, Card, Online, Invoice, Pay Later, Payin)

  • Total Payments

  • Voids, Refunds, Withdrawals

  • Transaction Summary (Total Transactions, Cash in Drawer, Short/Over if counted)

Step 4. Print or Export (optional)

  • Use Print or Export to PDF/Excel for reference.

Note: The X Report is for checking only and does not reset totals.


Check the Z-Reading Report (Final Daily Report)

Step 1. Go to Reports

  • From the left-hand menu, click Reports.

  • Select POS – Z Report.

Step 2. Choose Date and Shift (if available)

  • Select the date or cashier shift to be closed.

Step 3. Review the Details
The Z Report will show:

  • Report Date and Time

  • Cashier

  • Beginning and Ending SI/OR numbers

  • Accumulated Sales (Previous and Present)

  • Sales for the Day

  • Breakdown of Sales (Vatable, VAT Amount, VAT Exempt, Zero Rated)

  • Discounts, Returns, Voids, VAT Adjustments

  • Item Category Summary (sales per product/category)

  • Transaction Summary (Cash, Card, Online, etc.)

Step 4. Generate and Print

  • Click Generate Z Report.

  • Totals will reset for the next day/shift.

  • Print or export a copy for accounting or BIR compliance.

Note: The Z Report is final and cannot be changed once generated.


Tip:

  • Use X Report to check sales anytime during the day.

  • Use Z Report at the end of the day/shift to officially close sales.

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