Sales By Location Report

To access the Sales By Location Report in the SoftPoint dashboard:

1. Navigate to Reports: Select Reports under the "OPERATIONS" tab in the top left corner.

2. Find the Sales Section: Scroll down to the Sales section on the right and click View next to "Sales By Location."

3. Select a Location: Choose the location you want to review from the list of current locations.

4. Search Transactions: This will take you to the transactions page where you can search by date range for the type of Sales Report you need. The location will be selected automatically, but you can select one or multiple locations.

   • Advanced Search: Use advanced search options to filter by name, phone number, transaction type, payment type, tender types, employees, status, processor, or terminal.
   • Apply Filters: Set your filters and select Search.

5. View Report Details: The detailed report will show:

   • Type of sale
   • Status of payment
   • Transaction number
   • Ticket number
   • Employee on the ticket
   • Base amount
   • Total payments
   • Payment method (including last 4 digits of the credit card)
   • Date and time of sale

6. Export the Report: Click the Export button in the top right corner to export the report as an Excel, PDF, or CSV file.