Limit Access to Shift Report (Dynamic)

Stay is enhanced to allow only users with the Stay_Run_Cashier_Report permission to generate the Shift report (Dynamic) when the following settings are configured:

The Enhanced Cashier Activity feature setting is enabled
The Shift Tracking flag is turned on (All Settings à Administration à Cashier Setup à General Configuration à Shift Tracking).

Generate Shift Report

Users can generate the report based on the following conditions:

When the Blind Drop flag in the General Configuration section of the Cashier Setup screen is turned on and the user has the Stay_Run_Cashier_Report permission, users can generate and view the report for any cashier.
When the Blind Drop flag is turned on and the user does not have the Stay_Run_Cashier_Report permission, users cannot view the Shift report in the Front Desk section of the Reporting screen (Reports à Dynamic Reports à Front Desk).
When the Blind Drop flag is turned off and the user has the Stay_Run_Cashier_Report permission, users can generate and view the report for any cashier.
When the Blind Drop flag is turned off and the user does not have the Stay_Run_Cashier_Report permission, users can generate and view the report only for the logged in cashier.

The following existing columns will be hidden in the report when the Enhanced Cashier Activity feature setting is enabled, and the Shift Tracking flag is turned on:

GL Code
Expiration Date
Payment Amount
Refund Amount
GSA Username

The following new report generation parameters have been added to the report:

Field	Description
End Date	This is a mandatory field that allows users to select an end date up to which the report must be generated. By default, the current property date is displayed. Users cannot select future dates.
Group By	Users can select from the following options to display records in the generated report: Date: The records are grouped by date and displayed for each date in the selected date range. Cashier: The records are grouped and displayed for each cashier selected in the Cashiers field. Payment Method: The records aree grouped and displayed for each payment method selected in the Payment Methods drop-down list. By default, the records are grouped based on Date.

Field

Description

End Date

This is a mandatory field that allows users to select an end date up to which the report must be generated. By default, the current property date is displayed. Users cannot select future dates.

Group By

Users can select from the following options to display records in the generated report:

Date: The records are grouped by date and displayed for each date in the selected date range.
Cashier: The records are grouped and displayed for each cashier selected in the Cashiers field.
Payment Method: The records aree grouped and displayed for each payment method selected in the Payment Methods drop-down list.

By default, the records are grouped based on Date.

The following new columns have been added to the report:

Field	Description
Category	Based on the Group By option selected, data displayed in this column is either date, cashiers, or payment methods selected when generating the report. Users can filter records using this value.
Date	Each date in the date range selected for report generation. Users can filter records using this value. This column can be sorted.
Shift	The shifts performed by the selected cashiers for a day. The shift details and the transactions performed by the cashier are displayed in an accordion.
Drawer	The drawer’s name in which the cashiers worked during their shift. Users can search and filter records using this value. This column can be sorted.
Start Time	The start time of the cashier’s shift. This column can be sorted.
End Time	The end time of the cashier’s shift. This column can be sorted.
Starting Balance	The starting balance entered by the cashiers before starting their shift. This column displays values only for Cash payment method and other cash configurations made in the Cashier Setup screen.
Debit	The sum of the refunds made using a cashier’s username during their shift with the Cash payment method. This column can be sorted.
Credit	The sum of the payments received in a drawer using a cashier’s username during their shift with the Cash payment method. This column can be sorted.
Ending Balance	The total ending balance during the end shift process. The cashier’s ending balance for each shift will be displayed in this column. This column displays values only for Cash payment method and other cash configurations made in the Cashier Setup screen.
Expected Drop	A system generated value that reflects the expected drop value for each cashier’s shift during the end shift process. This column can be sorted.
Actual Drop	A system generated value that reflects the actual drop for each cashier’s shift during the end shift process. This column can be sorted.
Variance	The difference between the Expected Drop and Actual Drop values. This column can be sorted.
Comments	The comments provided for each transaction performed. Users can search for a record using this value.
Date & Time of Posting	The date and time when the transaction was performed. This column can be sorted.

The new columns are hidden in the generated report when the Enhanced Cashier Activity feature setting is disabled, and the Shift Tracking flag is turned off.