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Reports for Multi-Location Businesses

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Vagaro Support
  • Updated

The following reports have multi-location functionality:

Sales Reports

  • Transaction List

  • Sales Summary

  • Payment Distribution

  • Product Sales

  • Product Sales by Customer

  • Services/Classes

  • Trends

Employee Reports

  • Sales

  • Customer Retention

  • Rebooking

  • Rent Collection

  • Time Card

  • Payroll

  • Payroll History

Customer Reports

  • New vs Returning

  • Packages

  • Memberships

Appointment Reports

  • Source

Note

The Combined Report, while allowing you to select from reports that do support the multi-location feature, itself can only be run for the currently selected business location.

Note

Set the Access Level Reports: Multi-Location Reports to View to enable employees other than the Business Owner to view the multi-location options in these reports:

web_acc_lev_rpts_multi_loc_2x.png

For more, see Setting Access Levels - Web Version.

Run a Report for a Multi-Location Business

Vagaro Pro App

To run a report for multiple locations at the same time:

  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

    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.

    The Business Location option only displays for Business Owners and anyone with the Access Level of Reports: Multi-Location Reports set to View. For more, see Setting Access Levels - Vagaro Pro app.

  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 Apply to save your selections and leave the Select Business screen, and then tap Run Report.

    vpro_run_rpts_2x.png

Web Version

To run a report for multiple locations at the same time:

  1. Navigate to Reports and choose the report you want to run.

    rpts_all_sales_2x.png

  2. Open the Advanced Filters section and click the drop-down list under Business Location.

    sales_summ_rpt_adv_filt_2x.png

    Note

    The Advanced Filters section will have additional options, depending on which report you are setting up.

  3. Use Select All for all locations or checkboxes to select one or more of your locations.

    bus_location_drop_down_2x.png

  4. Click Run Report.

How to Read Multi-Location Reports

Vagaro Pro App

The name of the business that sold the product or provided the service/class is shown for each entry (if the viewer has the Access Level of Reports: Multi-Location Reports set to View. This is report-dependent. The Transaction List shows the business name on the main screen and in the transaction drill-down, 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

Web Version

The Business name is displayed in a column in either the main report or a drill-down, so you know which business's sales you're viewing. Business Name is only displayed in the reports if the Access Level for Reports: Multi-Location Reports is set to View.

Transaction List - Multi Locations

trans_list_multi_loc_2x.png

Product Sales by Customer

prod_sales_by_cust_multi_loc_2x.png

Drill-down report example:

sales_summ_drill-down_2x.png

Switching Locations

Certain actions, refunding a transaction or changing the Sold By employee, require that you be IN the location where the action takes place. A warning screen will offer to switch to the other location before continuing. Accepting the switch in effect re-runs the report for the selected location, and you will have to find the transaction you wanted again to continue with the action.

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