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
- Click the App Drawer button
. - In the App Drawer, click View All.
- In the list, click Reports. You can filter the list by entering Reports into the Search field.
- On the Reports menu, click Enterprise Reports.
- 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 card | Description |
| Total | The total number of sales made across multiple business locations during a selected date range. |
| Taxes | The 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
| Heading | Description |
| Location | 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 Tips | The total amount of tips earned by the staff member who made the sale. |
| Total Surcharge | The total amount of surcharges paid by the client. |
| Total | The total amount of sales made at the location after taxes and discounts. |
Advanced filters in the Sales Summary by Location Beta Report
| Filter | Description |
| View Mode | Use this filter to determine the method by which each line item in the report is organized. The options are:
|
| 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. |
| Locations | Use this filter to determine which locations to include 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. |
| Franchisee Created Products | Use this filter to determine which sales to include based on whether the product sold was created by a franchisee. |
| Display Sales With Discounts | Use this filter to determine whether to include discounted sales in the report. |
| Discount Codes | Use this filter to determine which sales to include in the report based on which discount codes were applied to the sale. |
| Introductory Offer | Use this filter to determine whether to include introductory offers in the report. |
| Groups | Use 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 Method | Use this filter to determine which sales to include in the report based on the payment methods used. |
| 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? |
| Appointment Purchase Options | Use 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 Options | Use 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 Deals | Use this filter to determine which Groupon deals to include in the report. |
| Others | Use this filter to determine whether to include other purchases in the report. |
| Purchase or Money Owner | Use 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-Renew | Use this filter to determine which Purchase Options to include based on whether auto-renew is on or off. |
| Point of Sale | Use this filter to determine which sales to include based on their point of sale. |
| Revenue Categories | Use this filter to determine which sales to include in the report based on the revenue categories they are classified under. |
| Locations | Use 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 Taxes | Use this filter to determine which sales to include in the report based on whether the client was or was not charged taxes. |
| Deposit | Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit. |