To access the Enterprise version of the Sales Summary by Location Report, click the App Drawer button then click View All > Reports > Enterprise Reports > Sales Summary by Location Report.
Note: This report is only available to Enterprise Cloud customers. For information about the non-Enterprise version of this report, see Sales Summary by Location Report.
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.
Viewing options for the Sales Summary By Location Report
View mode | Description |
View Mode | Use this option to determine the method by which each line item in the report is organized. The options are:
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Accounting Method | Use this option 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.
Note: Manual account debits and credits will only be displayed if Accrual or Accrual & Cash are selected and won’t affect the Net Items Sold or Total Transactions summary cards. |
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 net sales during the selected date range, 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 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 value of the transaction, including discounts and surcharges, but excluding taxes and tips. |
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 surcharge amount associated with the transaction.
This column is only displayed if you set the Surcharge setting to ON in your store settings. |
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
Note: Only revenue categories and products added by the Enterprise Headquarters will be available in the filters.
Filter | Description |
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.
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. |
Payment Method | Use this filter to determine which sales to include in the report based on the payment methods used. |
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. |
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. |