How do I access shift details?
Quick Access to Comprehensive Shift Details
Introduction
The ‘Shift Details’ feature in XSite Classic and XSiteIO is an essential tool for managers to access comprehensive information about recent shifts. It offers the ability to delve into the specifics of each shift, providing a sequential and unique shift number that serves as an identifier for individual shifts and cash registers, particularly useful in environments with multiple registers.
Accessing Shift Details (XSite Classic)
- Locate and click on the ‘File’ icon situated in the top left corner of the XSite Classic interface
- Upon clicking the ‘File’ icon, you will be directed to the ‘Site Information’ page. If the navigation menu obscures your view, you can collapse it by clicking on the three-lined icon at the top left corner.
- With the ‘Sites’ section, identify and click on the specific site for which you require shift information. This action will expand the section to reveal the ‘Last Shifts’ and ‘Shift Details’ options.
- In the 'Shift Details' segment, you will find a feature to select the date range. Choose the appropriate dates to cover the period for the shifts you intend to analyze.
- To download data for a particular shift, click on the black downward-facing arrow corresponding to the shift of interest.
Accessing Shift Details (XSiteIO)
- Begin by clicking on the ‘Green File’ icon positioned in the top left corner of the XSiteIO screen.
- By selecting the ‘Green File’ icon, the ‘Site Information’ page will be displayed. This page offers a snapshot of current sites, along with a summary of the last shifts conducted.
- Look for the ‘Sites’ heading and click on the specific site for which you need to analyze shift data.
- Navigate to the ‘Shift Details’ area. Here, you will find options to define a date range. Choose the start and end dates that correspond to the shifts you wish the examine.
- To download information related to a particular shift, click on the blue downward-facing arrow associated with that shift.