The Sales Details by Location Report is an enterprise report that displays a detailed breakdown of sales made per franchise location during a selected date range.This article describes how to view the Sales Details 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.
In this article:
To view the Sales Details by Location report:
- Click the App Drawer button .
- In the App Drawer, click Reports.
- On the Reports menu, click Enterprise Reports.
- On the Enterprise Reports menu, click Sales Details by Location. The Sales Details by Location Report is displayed.
Headings in the Sales Details by Location report:
|DATE||The date on which the sale was made.|
|CLIENT NAME||The client to which the sale was made.|
|LOCATION||The name of the franchise location. If the location has been deactivated, Location Unassigned is displayed.|
|PURCHASE||The item sold. If a client purchases multiple types of items, each item type will be listed as a separate entry. For example, if a client purchases a membership and two yoga mats, the membership purchase will be listed as one entry, and the yoga mats will be listed as another entry|
|ITEM PRICE||The price per unit of the item sold. For example, if a client purchases two yoga mats, this column will list the price for one yoga mat.|
|QUANTITY||The total quantity of the item sold to the client.|
|SUBTOTAL||The total amount of the sale for the quantity of the item sold, before taxes and discounts.|
|TAXES||The value of any taxes applied to the sale.|
|DISCOUNT||The value of any discounts applied to the sale.|
|TOTAL AMOUNT||The total amount of the sale after taxes and discounts.|
|TOTAL PAID||The total amount paid by the client. This number may differ from the amount in the TOTAL AMOUNT column if the client uses more than one payment method to make the purchase. For example, if the client pays for part of the purchase in cash and uses their credit card for the remaining amount, the sale will be listed in the report twice (once for the cash payment and once for the credit card payment). In each case, the TOTAL PAID column will reflect only the amount paid using that payment method.|
|PAYMENT TYPE||The payment method used by the client to make the purchase.|
|REVENUE CATEGORY||The revenue category the sale falls under.|