> ## Documentation Index
> Fetch the complete documentation index at: https://vexioncards.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Filtering by Location & Time

> The two filters that scope everything you see: the time period and the location selector. How they work, where they apply, and what an unassigned record means.

Almost every screen that shows numbers, the Home dashboard, the Customers page, and each card's Activity, Customers, and Analytics tabs, is scoped by **two filters that work together**:

1. **The time period**, the date range you pick at the top of the screen.
2. **The location**, chosen in the location selector.

Set them once and every tile, chart, table, and export on that screen reflects exactly that period and that location. This page explains the **location** filter in depth; the time period is covered on each screen (see [The Dashboard Explained](https://vexioncards.mintlify.site/knowledge-base/dashboard.md#choosing-the-time-period)).

## The location selector

If you have more than one location, a **location selector** scopes what you are looking at.

* On **desktop** it sits at the **top left of the sidebar**. It shows your current scope, **All Locations** by default, and opens under **Filter by location**.
* On **mobile** the same control lives in the navigation menu.

It is a **multi-select**: pick one location, several, or leave it on **All Locations** to see everything combined. Your choice is remembered as you move between screens, and it is the **same selection on desktop and mobile**, there is only ever one active scope.

![The sidebar Filter by location control open, showing All Locations, the physical locations (Brew Haven Nivy, Brew Haven Bratislava), and Manage Locations. Merchants with online sales also see an Online entry with a globe icon.](https://mintcdn.com/vexioncards/jyoFo5IjMFdGfJql/images/location-selector.png?fit=max\&auto=format\&n=jyoFo5IjMFdGfJql\&q=85\&s=e1231c455925e1500da3de8c15d86140)

The location selector in the sidebar

> [!NOTE]
>
> This selector is **not** where you create or edit stores. It only filters what you are viewing. To add, rename, or configure a location, use **Settings → Locations** (see [Locations](https://vexioncards.mintlify.site/knowledge-base/locations.md)).

### The Online entry

If you make sales that are not tied to a physical store (for example online gift-card purchases or e-commerce orders), a virtual **Online** entry appears at the bottom of the list, marked with a **globe icon**. It groups those online sales, so you can see your online activity on its own or fold it into the total.

The entry shows up **once you have online activity**, so if you only sell in store you will not see it yet. When it does appear, **Online** shows **only** in this filter. It is not a real store: you will not find it in Settings → Locations, and staff cannot scan against it.

## Knowing what you are looking at: the location chip

Whenever a location filter is active, a **blue chip** appears next to the page title so it is always clear which store's data you are reading:

* **One location selected**: the chip shows that location's **name**.
* **Two or more**: the chip shows a count such as **2 locations**; hover it to see the full list, one name per line.
* **All Locations**: no chip, because nothing is being narrowed.

![A page title with the blue location chip beside it, showing which location the page is currently scoped to.](https://mintcdn.com/vexioncards/jyoFo5IjMFdGfJql/images/location-scope-chip.png?fit=max\&auto=format\&n=jyoFo5IjMFdGfJql\&q=85\&s=bd9b14f204e758704ccc1c246bd117ef)

The location scope chip next to a page title

## "Records with no assigned location"

When you filter to a specific location, you may see a small note like **"12 records in this period have no assigned location"** on the dashboard or a card's Activity tab.

These are transactions that are **not tied to any store**. That usually means:

* They were recorded **before** location tracking was in place (older, historic transactions).
* They came through a channel that is not linked to a store.

They are counted honestly rather than silently dropped or forced onto the wrong store. Two things to know:

* The note only shows **when a location filter is active**, because with **All Locations** everything is already included.
* Every **new** transaction is automatically attributed to the right location (see [How transactions get their location](#how-transactions-get-their-location)). Older transactions without a location stay unassigned.

> [!NOTE]
>
> An unassigned record is a data-completeness detail, not an error.

## Where the location filter applies

Once set, the location scope follows you across the app:

| Screen | What the filter scopes |
| - | - |
| **Home dashboard** | Every KPI tile and chart, New customers, transactions, revenue, trends, cards comparison, heatmap, top customers, event breakdown, and sources. |
| **Customers page** | The customer list and its totals, to customers who belong to the selected location. |
| **A card's Activity tab** | The transaction history for that card. |
| **A card's Customers tab** | Who holds that card at the selected location. |
| **A card's Analytics tab** | Every performance panel for that card type. |
| **Passes grid** | Which cards are shown, scoped to the location. |
| **Every export (CSV / report)** | The downloaded file matches exactly what is on screen, same period, same location. |

> [!NOTE]
>
> The first dashboard tile, **New customers**, counts first-time enrollments **in the selected period and location**. With a location filter active it answers "how many new customers did this store gain in this period", not an all-time total.

## Who sees which locations

The selector respects each team member's access (see [Team & Roles](https://vexioncards.mintlify.site/knowledge-base/team-and-roles.md)):

* **Admins / owners** see **all locations** and can switch freely.
* **Managers** see **only the locations assigned to them**.
* **Scanner** staff are tied to their own location; the Scanner records against that store automatically.

## How transactions get their location

Going forward, attribution is automatic, so your per-location numbers stay correct without any manual work:

* **Sign-up links and QR codes are per location.** A customer who joins through a store's link is attributed to that store (see the Registration Link section in [Locations](https://vexioncards.mintlify.site/knowledge-base/locations.md)).
* **POS transactions carry their branch.** When a sale comes from a connected POS (such as Dotykačka), the branch it happened at maps to the matching VEXiON location.
* **The Scanner uses its active location.** A transaction entered through the Scanner is recorded against the location the device is set to.
* **Online sales** are grouped under the **Online** entry, unless they came through a specific store's online link, in which case they are credited to that store.

> [!TIP]
>
> If you run more than one store, give each one its own printed QR and in-store sign-up link from **Settings → Locations**. That is what makes the location filter meaningful, every new customer and transaction lands on the right store from day one.


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