How do I set up location filtering?

What is location filtering?

Location filtering allows you to control and analyse performance data for specific store locations within your business.

How do I set up location filtering?

Location filtering is a two-step process:

Step 1: Enable locations in Cost Configuration

1. Go to Cost Configuration → Locations
2. Toggle on the locations you want to include in your reporting
3. These selected locations will now be available across the platform

Step 2: Filter locations on the dashboard

1. Go to your Dashboard
2. Click the Locations filter
3. Select the specific locations you want to view
4. Click Apply

Why is this a two-step process?

This ensures you first define which locations are relevant to your business, and then dynamically filter between them in your reports.

Why am I not seeing certain locations on my dashboard?

• The location may not be enabled in Cost Configuration → Locations
• The location may not exist in your connected store
• Your current filters may be excluding it

Why is my data not changing when I select locations?

• Ensure you clicked Apply after selecting locations
• Check your date range
• Confirm your integrations support location-level data

What should I do if the issue is still not resolved?

If the issue continues after completing the steps above, please contact our support team:

Visit help.finzite.io
Or submit a ticket via our Customer Support Portal

Please include:

• Your store name
• The affected integration
• A description of the issue
• Screenshots (if possible)

Our team will assist you as quickly as possible.