Sales Summary by Location Beta Report (Enterprise Report)

The Sales Summary by Location Beta Report is an enterprise report that displays a summary of sales made per franchise location during a selected date range.

This article describes how to view the Sales Summary by Location Beta 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.

For information about the sales report Sales Summary by Location, see Sales Summary by Location Report.

In this article:

    To view the Sales Summary by Location Beta Report

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Enterprise Reports.
    5. On the Enterprise Reports menu, click Sales Summary by Location Beta Report. The Sales Summary by Location Beta Report Report is displayed.

    Summary cards in the Sales Summary by Location Beta Report

    In addition to the summary cards listed in the table below, summary cards for multiple currencies will also be available if a business operates in multiple countries.

    Summary cardDescription
    TotalThe total number of sales made across multiple business locations during a selected date range.
    TaxesThe total amount of taxes applied to all transactions made across multiple business locations during a selected date range.

    Headings in the Sales Summary by Location Beta Report

    HeadingDescription
    LocationThe name of the location.
    RegionThe region in which the location is located.
    SubtotalThe total amount of sales made at the location before taxes and discounts.
    TaxesThe value of any taxes applied to sales made at the location.
    DiscountThe value of any discounts applied to sales made at the location.
    Total TipsThe total amount of tips earned by the staff member who made the sale.
    Total SurchargeThe total amount of surcharges paid by the client.
    TotalThe total amount of sales made at the location after taxes and discounts.

    Advanced filters in the Sales Summary by Location Beta Report

    FilterDescription
    View ModeUse this filter to determine the method by which each line item in the report is organized. The options are:

    CountryUse this filter to determine which sales to include based on the country in which they occurred.
    RegionUse this filter to determine which sales to include based on the region in which they occurred.
    State/ProvinceUse this filter to determine which sales to include based on the state or province in which they occurred.
    LocationsUse this filter to determine which locations to include in the report.
    Franchisee Created Purchase OptionsUse 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.
    Franchisee Created ProductsUse this filter to determine which sales to include based on whether the product sold was created by a franchisee.
    Display Sales With DiscountsUse this filter to determine whether to include discounted sales in the report.
    Discount CodesUse this filter to determine which sales to include in the report based on which discount codes were applied to the sale.
    Introductory OfferUse this filter to determine whether to include introductory offers in the report.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Payment MethodUse this filter to determine which sales to include in the report based on the payment methods used.
    Accounting MethodUse 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?
    Appointment Purchase OptionsUse this filter to determine which appointments purchase options to include in the report. Appointments purchase options are purchase options with Appointment selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Class & Event Purchase OptionsUse this filter to determine which class/event purchase options to include in the report. Class/event 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.
    Daily DealsUse this filter to determine which Groupon deals to include in the report.
    OthersUse this filter to determine whether to include other purchases in the report.
    Purchase or Money OwnerUse this filter to determine which items to include in the report based on who made the purchase; the client who received the item or the client who paid for the item.
    Auto-RenewUse this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
    Point of SaleUse this filter to determine which sales to include based on their point of sale.
    Revenue CategoriesUse this filter to determine which sales to include in the report based on the revenue categories they are classified under.
    LocationsUse this filter to determine which locations 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 through the Elevate Staff App or who are signed into Location A for clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web App or the Achieve Client App by clients whose home location is Location A.
    Charged TaxesUse this filter to determine which sales to include in the report based on whether the client was or was not charged taxes.
    DepositUse 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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