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Sales Reports for Multi-Location Businesses - Vagaro Pro app

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Donna J
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The following sales reports allow you to select one or more of your multi-location businesses to view:

  • Transaction List

  • Sales Summary

  • Payment Distribution

  • Product Sales

  • Product Sales by Customer

  • Services/Classes

  • Trends

Run a Report for a Multi-Location Business

  1. Navigate to More → Reports and select the report you want to run.

    1_more2_2x.png
    more_reports.png

  2. Open the Filters section, tap Business Location , and select locations.

    filters_icon_2x.png
    VPro_trans_list_filter_2x.png

    Note

    The Filters section will have additional options, depending on which report you are setting up. The Business Location filter defaults to the location you are currently logged into.

  3. Tap Select All to include all locations, or tap to select one or more of your locations.

    vpro_sel_loc_others_2x.png

  4. Tap the back arrow to leave the Select Business screen, and then tap Run Report.

    vpro_run_rpts_2x.png

    Note

    The Transaction List report filter options look different from the other Sales reports.

    VPro_trans_list_filter_2x.png
    vpro_trans_rpt_multi_loc_sel_2x.png
    vpro_other_multi_loc_sel_2x.png

    With the Transaction List report, tap Apply Filter to run the report with your selected filters.

How to Read Multi-Location Reports

The name of the business that sold the product or provided the service/class is shown for each entry. This is report-dependent. The Transaction List shows the business name on the main screen, but the Sales Summary report only shows the business name when you drill down on a sales category.

vpro_trans_rpt_after_multi_sel_2x.png
vpro_sales_summ_rpt_det2_2x.png

Switching Locations

Some actions, changing the Sold By employee or refunding a transaction, require that you be IN the location where the action occurs. A warning screen tells you to switch to the other location before continuing.

vpro_change_loc_warning1_2x.png
vpro_change_loc_warning2_2x.png

To issue a refund or change the Sold By employee from the Transaction List report:

  1. Tap More.

  2. Scroll down and tap Change Business.

    vpro_more_chg_loc_2x.png

  3. Switch to the location that made the sale you're refunding.

    vpro_sel_location_2x.png

  4. Start over to get to More → Reports → Transaction List and rerun the report for the business that will make the refund or change the Sold By employee.

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