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 Reports.
3. On the Reports menu, click Enterprise Reports.
4. 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: Item View – When this filter is selected, the information displayed will be pulled from the Sales Details by Location Report’s Item View. Payment View – When this filter is selected, the information displayed will be pulled from the Sales Details by Location Report’s Payment View.
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 locations to include in the report.
Display sales with discounts	Use this filter to determine whether to include discounted sales in the report.
Franchisee Created Products	Use this filter to determine which sales to include based on whether the product 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 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.
Auto-Renew	Use this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
Deposit	Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit.
Classes	Use this filter to determine which classes to include in the report.
Events	Use this filter to determine which events 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.
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.