Sales Details by Location Report

The Sales Details by Location Report is an enterprise report that displays a detailed breakdown of sales made per franchise location during a selected date range.

This article describes how to view the Sales Details by Location Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

This report is only available to franchisor business accounts.

In this article:

    To view the Sales Details by Location report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Enterprise Reports.
    4. On the Enterprise Reports menu, click Sales Details by Location. The Sales Details by Location Report is displayed.

    Headings in the Sales Details by Location report:

    Heading Description
    DATE The date on which the sale was made.
    CLIENT NAME The client to which the sale was made.
    LOCATION The name of the franchise location. If the location has been deactivated, Location Unassigned is displayed.
    PURCHASE The item sold. If a client purchases multiple types of items, each item type will be listed as a separate entry. For example, if a client purchases a membership and two yoga mats, the membership purchase will be listed as one entry, and the yoga mats will be listed as another entry
    ITEM PRICE The price per unit of the item sold. For example, if a client purchases two yoga mats, this column will list the price for one yoga mat.
    QUANTITY The total quantity of the item sold to the client.
    SUBTOTAL The total amount of the sale for the quantity of the item sold, before taxes and discounts.
    TAXES The value of any taxes applied to the sale.
    DISCOUNT The value of any discounts applied to the sale.
    TOTAL AMOUNT The total amount of the sale after taxes and discounts.
    TOTAL PAID The total amount paid by the client. This number may differ from the amount in the TOTAL AMOUNT column if the client uses more than one payment method to make the purchase. For example, if the client pays for part of the purchase in cash and uses their credit card for the remaining amount, the sale will be listed in the report twice (once for the cash payment and once for the credit card payment). In each case, the TOTAL PAID column will reflect only the amount paid using that payment method.
    PAYMENT TYPE The payment method used by the client to make the purchase.
    REVENUE CATEGORY The revenue category the sale falls under.

    Filters in the Sales Details by Location Report:

    Filter Description
    Country Use this filter to determine which sales to include based on the country in which they occurred.
    Region Use this filter to determine which sales to include based on the region in which they occurred.
    State/Province Use this filter to determine which sales to include based on the state or province in which they occurred.
    Location Use this filter to determine which business location(s) to include in the report.
    Display sales with discounts Use this filter to determine whether to include discounted sales in the report.
    Payment Method Use this filter to determine which sales to include in the report based on the payment methods used.
    Locations Use this filter to determine which business location(s) to include in the report. You can also use this filter to view purchases clients are making online. For example, if one of your business locations is named Location A, there will be both a Location A filter and a Location A Online filter available. The Location A filter will filter for sales made by staff members who are signed into Location A and purchases made through the Achieve Client App by clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web App by clients whose home location is Location A.
    Charged Taxes Use this filter to determine which sales to include in the report based on whether the client was or was not charged taxes.
    Classes Use this filter to determine which Classes to include in the report.
    Appointments Use this filter to determine which Appointment Types to include in the report.
    Revenue Categories Use this filter to determine which sales to include in the report based on the revenue categories they are classified under.
    Others Use this filter to determine whether to include other purchases in the report.
    Franchisee Created Purchase Options Use this filter to determine which sales to include based on whether the Purchase Option sold was created by a franchisee. If you select Yes or All for this filter, selections under the Class & Event Purchase Options filter will be removed.
    Accounting Method Use this filter to determine which sales to include based on whether accrual or cash accounting methods were used. For more information, see FAQ: What is the difference between accrual and cash-based accounting?
    Products Use this filter to determine which product(s) to include in the report.
    Class & Event Purchase Options Use this filter to determine which Class & Events Purchase Options to include in the report. Class & Events Purchase Options are Purchase Options with Class/Events selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Auto-Renew Use this filter to determine whether auto-renewals of Purchase Options are included in the report.
    Deposit Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit.
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