The Sales Summary by Location Report is an enterprise report that displays a summary of sales made at each Enterprise Location during the 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 Enterprise Cloud customers.
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
- 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 Report. The Sales Summary by Location Report Report is displayed.
Summary cards in the Sales Summary by Location 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 cards | Description |
| Total Payments | The total number of transactions that took place during the selected date range. Transactions that were failed, voided, and refunded aren’t included in this value. |
| Total Net Sales | The total sales during the selected date range, after the deduction of refunds and voids. Any discounts applied to transactions are included in this value, but taxes, surcharges, or tips applied to the transactions aren’t included. Transactions that were failed, voided, and refunded aren’t included in this value. |
| Custom Tax/Total Taxes | The total amount of taxes applied to transactions during the selected date range. If there is only one type of tax set up in your store settings, this summary card will be named after the tax you have created. If you have two or more taxes set up in your store settings, this summary card will appear as Total Taxes. Taxes from failed, voided, and refunded transactions aren’t included in this value. |
| Account Credit | The total value credited to clients’ account balances during the selected date range. |
Headings in the Sales Summary by Location Report
| Heading | Description |
| Location | The name of the location. |
| Region | The region in which the location is located. |
| Subtotal | The total amount of revenue made from sales at the location before taxes and discounts. |
| Taxes | The value of any taxes applied to sales made at the location. |
| Discount Amount | The value of any discounts applied to sales made at the location. |
| Total Net Sales | The total amount of the transaction before taxes, surcharges, and tips but after any applied discounts. |
| Custom Tax/Total Taxes | The total amount of taxes applied to the transaction. If there is only one type of tax set up in your store settings, this column will be named after the tax you have created. If you have two or more taxes set up in your store settings, this column will appear as Total Taxes. |
| Tips | The total amount of tips associated with the transaction. |
| Surcharges | The total amount of surcharges associated with the transaction. |
| Total Amount | The total amount of revenue made from sales at the location after discounts, surcharges, taxes, and tips. |
| Account Debit | The amount charged when a client used their account as a payment method, or the amount manually charged to a client’s account balance by a staff member. Because these are charges to the client’s account, the entries in this column appear as negative amounts. |
| Account Credit | This column will be populated with different information depending on the related Item:
If notes were added with the payment, a notes icon will appear next to the payment method. Hover over the icon to view the content of the note. |
Advanced filters in the Sales Summary by Location 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. |
| Enterprise Location Created Purchase Options | Use this filter to determine which sales to include based on whether the Purchase Option sold was created by an enterprise location. If you select Yes or All for this filter, selections under the Class & Event Purchase Options filter will be removed. |
| Enterprise Location Created Products | Use this filter to determine which sales to include based on whether the product sold was created by an Enterprise Location. |
| 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. |
| Client 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 about accrual and cash accounting methods, see FAQ: Reports. NoteIf you select the Accrual & Cash option for this filter, transactions may appear more than once on this page, which will cause an inaccurate value to be displayed in the Total Net Sales summary card. |
| Appointment Purchase Options | Use this filter to determine which appointment Purchase Options to include in the report. Appointment 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. |
| 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. |
