Configuring Jobs: Reports Tab in NX Restaurant Portal

The Reports tab in the Job configuration area controls access to the Shift Summary Report—a key end-of-shift report used by employees to review sales, payments, and tips. For roles responsible for handling cash or closing duties, this report is essential for reconciliation and accountability.

What Is the Shift Summary?

The Shift Summary Report provides a breakdown of shift activity for an employee, including:

Total sales and payments Discounts and voids Tips (declared and received) Drawer activity (if applicable) Other key metrics depending on the job’s permissions

The Reports tab lets you control whether and how employees can view, print, or interact with this report.

Report Options

Control the settings for the shift summary for employees clocked in as the Job you are configuring.

View own Shift Summary report

Allows the employee to access and view their own Shift Summary from the POS manually, outside of the clock-out process.

Print Shift Summary

Enables the employee to print their Shift Summary manually on demand.

✅ Useful for employees who reconcile cash drawers at the end of a shift.

Print Shift Summary report at clock out

Automatically prints the employee’s Shift Summary when they clock out.

Ideal for operations where printed summaries are required for tip declaration or manager review.

View others Shift Summary report

Allows the employee to view Shift Summaries for other employees.

🔒 This setting should be limited to roles like managers or leads.

Shift Summary sections

Controls which sections of the Shift Summary are visible to the employee. You can customize this list to match job responsibilities and information access requirements.

Sections include:

• Overall summary
• Category summary
• Non-sale revenue
• Accountability summary
• Tax summary
• Tender summary
• Cash reconciliation
• Cash over/short
• Discount summary
• Void summary
• Open check summary
• Credit payments list
• Cash payments list
• Other payments list

Saving Changes

After making any updates, select Save in the lower right corner to apply the changes. Use Cancel to discard edits and return to the job list.

If you encounter any issues or have further questions, please contact your NX Support Partner for assistance.