Sales Summary by Location Report

The Sales Summary by Location Report is a sales report that displays an overview of your sales during the selected date range, sorted by location.

For information about the enterprise version of this report, see Sales Summary by Location Report (Enterprise Report).

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.

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 Sales.
    4. On the Sales menu, click Sales Summary by Location. The Sales Summary by Location Report is displayed.

    Headings in the Sales Summary by Location Report

    HeadingDescription
    LocationThe name of the location.
    SubtotalThe total amount of revenue made from sales 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 AmountThe total amount of revenue made from sales at the location after taxes and discounts.

    Advanced filters in the Sales Summary by Location Report

    FilterDescription
    Bookable AssetsUse this filter to determine which BOOK-A-SPOT™ assets to include 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.
    Payment MethodUse this filter to determine which sales to include in the report based on the payment methods used.
    TaxesUse this filter to determine which sales to include in the report based on which tax types were applied to them. The options available in this filter are dependent on the taxes you have set up in your store. Selecting a tax filter will display all sales to which that tax was applied. Selecting the No taxes filter will filter for sales that do not have taxes applied to them. If the tax amount of a sale is manually changed to zero when the sale is made, the sale will still be considered taxed and can be filtered for using the appropriate tax filter.
    ProductsUse this filter to determine which product(s) to include in the report.
    PackagesUse this filter to determine which package(s) to include in the report.
    ClassesUse this filter to determine which Classes to include in the report.
    EventsUse this filter to determine which Events to include in the report.
    AppointmentsUse this filter to determine which Appointment Types to include in the report.
    Appointments Purchase OptionsUse this filter to determine which Appointments Purchase Options to include in the report. Appointments Purchase Options are Purchase Options with the Appointments Purchase Option Service Category.
    Class & Events Purchase OptionsUse this filter to determine which Class & Events Purchase Options to include in the report. Class & Events Purchase Options are Purchase Options with the Class/Events Purchase Option Service Category.
    Revenue CategoriesUse this filter to determine which sales to include in the report based on the revenue categories they are classified under.
    OthersUse this filter to determine whether to include other purchases in the report.
    Display sales with discountsUse this filter to determine whether to include discounted sales 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.
    Gym Purchase OptionsUse this filter to determine which Gym Purchase Options to include in the report. Gym Purchase Options are Purchase Options with the Gym Visits Purchase Option Service Category.
    LocationsUse 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-RenewUse this filter to determine whether auto-renewals of Purchase Options are included in the report.
    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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