Sales Summary by Location Report (Enterprise Report)

The Sales Summary by Location 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 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 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 Summary by Location. The Sales Summary by Location Report is displayed.

    Headings in the Sales Summary by Location Report:

    Heading Description
    LOCATION NAME The name of the location.
    REGION The region in which the location is located.
    SUBTOTAL The total amount of sales made at the location before taxes and discounts.
    TAXES The value of any taxes applied to sales made at the location.
    DISCOUNT The value of any discounts applied to sales made at the location.
    TOTAL AMOUNT The total amount of sales made at the location after taxes and discounts.

    Filters in the Sales Summary 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.
    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.
    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?
    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.
    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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