How to Generate X and Z Reports for Verifone Cloud Android PEDs in Gladstone360
Problem
Users need to generate X and Z reports for Verifone Cloud Android PEDs within Gladstone360, either as a day-to-date snapshot (X Report) or at the end of the day (Z Report). There may also be issues related to incorrect configuration or hardware availability when generating these reports.
Resolution
Prerequisites
- POS Hardware Service must be installed and up to date.
- Transactions and refunds must be successfully processed via the PED from Gladstone360 POS.
- You need a Gladstone360 account with permissions to process X and Z Reports.
How to Generate an X Report
An X Report provides a snapshot of transaction totals at any time during the day. It does not reset the totals and can be generated multiple times in a day.
Log in and check configuration:
- Log in to Gladstone360.
- Navigate to POS.
- Click the Settings cog.
- Select PC Settings.
- In the Hardware Service section, ensure the correct site is selected.
- In the Chip & Pin section, verify that the PED Type is set to "Verifone Cloud" and the Verifone PED ID is populated.
Generate the X Report:
- In the Chip & Pin section, click Reports.
- Click X Read.
- The X Report will be displayed on screen for review.
- To print the report, click Print.
Note: The X Report is printed on the point-of-sale receipt printer, not on the PED.
X Report content includes:
- Totals for each card type (e.g., Mastercard, Visa), showing:
- Sale quantity and amount
- Refund quantity and amount
- Credit total
- Debit total
- Net total
- Combined totals for total sales, total refunds, and net total.
How to Generate a Z Report
A Z Report is intended for end-of-day use. It displays and then resets the transaction totals for the PED.
Log in and check configuration:
- Log in to Gladstone360.
- Navigate to POS.
- Click the Settings cog.
- Select PC Settings.
- In the Hardware Service section, ensure the correct site is selected.
- In the Chip & Pin section, verify that the PED Type is set to "Verifone Cloud" and the Verifone PED ID is populated.
Generate the Z Report:
- In the Chip & Pin section, click Reports.
- Click Z Read.
- Read the on-screen confirmation message.
- Click YES to confirm and continue the process, or No to cancel.
- If YES is selected, the Z Report will be displayed on screen for review.
- To print the report, click Print.
Note: The Z Report is printed on the point-of-sale receipt printer, not on the PED.
Z Report content includes:
- Totals for each card type (e.g., Mastercard, Visa), showing:
- Sale quantity and amount
- Refund quantity and amount
- Credit total
- Debit total
- Net total
- Combined totals for total sales, total refunds, and net total.
Notes
Troubleshooting
Invalid Verifone PED ID:
If the PED ID is incorrect, you may receive an error such as "Device does not exist."PED Powered Off:
If the PED is unavailable, you may see an error such as "POI is unavailable."PED Already Assigned to Another Site:
If the PED is assigned to another site, saving the configuration will fail with an error message.No totals on X Report despite activity:
Check if a Z Report has already been generated, as this resets the totals for the shift or day.
Additional Information
- The X Report can be run multiple times during a day and does not reset figures.
- The Z Report is typically run once daily at the end of a trading day and resets the figures after generation.
- Make sure the Hardware Service is properly installed or updated before using Verifone functionality. See the Hardware Service install guide if unsure.
Related Articles
- How to Configure Verifone Android PEDs in G360
- How to Configure Verifone Settings in G360
- How to Process Customer Present Payments Using Verifone Android PED
- How to Process Customer Not Present Payments Using Verifone Android PED
- How to Process Refunds Using Verifone Android PED in G360
- How to Verify a Transaction in the Verifone Portal
- How to Generate X and Z Reports for Verifone Cloud PEDs in G360