To access the Sales Summary by Location Report, click the App Drawer button [img] then click View All > Reports > Sales > Sales Summary by Location.

The Sales Summary by Location Report is a sales report that displays a summary of sales during the selected date range, sorted by location. The summary cards at the top of the page provide an overview of the key information in the report.

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

Summary cards in the Sales Summary By Location Report

Summary cards	Description
Total Transactions	The total number of transactions processed during the selected date range.
Total Items	The total number of items purchased during the selected date range. Transactions that were failed, voided, and refunded aren’t included in this value.
Total Net Sales	The total net sales during the selected date range, after the deduction of refunds and voids, and including discounts and surcharges. Taxes and tips aren’t included. Additionally, voids and refunds are deducted from this value, and failed transactions aren't included.
Custom Tax/Total Taxes	The total value of taxes applied to the items sold during the selected date range. If there’s only one type of tax set up in your store settings, this summary card will be named after the tax you 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.

Headings in the Sales Summary By Location Report

Heading	Description
Location	The name of the location.
Subtotal	The total value 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 value of the transaction before taxes, surcharges, and tips but after any applied discounts.
Custom Tax/Total Taxes	The total value 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 value of tips associated with the transaction.
Surcharge	The total surcharge amount associated with the transaction. This column is only displayed if you set the Surcharge setting to ON in your store settings.
Total Net Sales	The total value of the transaction, including discounts and surcharges, but excluding taxes and tips.
Account Debit	The total amount charged to all clients’ account balances at the location during the selected date range. For a more detailed breakdown of this information, see the All Sales Report.
Account Credit	The total amount credited towards all clients’ account balances at the location during the selected date range. For a more detailed breakdown of this information, see the All Sales Report.

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: Item View – When this filter is selected, the information displayed will be pulled from the All Sales Report’s Item View. Payment View – When this filter is selected, the information displayed will be pulled from the All Sales Report’s Payment View.
Bookable Assets	Use this filter to determine which Book-a-Spot assets to include in the report.
Display sales with discounts	Use this filter to determine whether to include discounted sales in the report.
Client Groups	Use this filter to determine which clients to include in the report based on their client group. Note: This 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 Options	Use this filter to determine which gym Purchase Options to include in the report. Gym Purchase Options are Purchase Options with Gym Visits Options selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
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.
Locations	Use this filter to determine which locations to include in the report. This filter is only available if your business has multiple locations.
Account Purchase Options	Use this filter to determine which account Purchase Options to include in the report. Account Purchase Options are Purchase Options with Account Tab selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
Class & Events 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.
Asset Purchase Options	Use this filter to determine which asset Purchase Options to include in the report. Asset Purchase Options are Purchase Options with Asset selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
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.
Products	Use this filter to determine which product(s) to include in the report.
Gift Cards	Use this filter to determine which gift cards to include in the report.
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.
Discount Codes	Use this filter to determine which sales to include in the report based on which discount codes were applied to the sale.
Payment Method	Use this filter to determine which sales to include in the report based on the payment methods used.
Auto-Renew	Use this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
Appointments 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.
Package Purchase Options	Use this filter to determine which package(s) to include in the report. To learn how to create a package, see Creating or modifying a package.
Taxes	Use 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. Note: 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.