Navigate to Reports → Summaries → Inventory On Hand

This report is a real-time snapshot — it does not support date range filtering

Sort by Product Name or Quantity On Hand to identify low-stock items quickly

Make sure each product has a unit cost entered in its product profile under Manage Business Settings so the average unit cost column populates correctly.

Use the Inventory Adjustments report alongside this summary to review recent movement in and out of inventory, including manual adjustments and shrinkage.

To export for a physical count: select the cloud/download icon → Export (CSV, PDF, Excel).

Navigate to Reports → Summaries → Commission Summary

Service Commissions — commissions tied to services performed

Product Commissions — commissions tied to retail product sales

Membership Commissions — commissions tied to new membership sales only (not recurring monthly payments)

Package Commissions — commissions tied to package sales

Tip Commission Summary — gratuities collected per staff member

Commission is reported based on the order close date, not the service date. If an order is closed late, it will appear in the period it was closed.

Tips are included in the general Commission Summary, but can be broken out using the Tip Commission Summary for payroll clarity.

The Commission Summary reflects the date range you set — this is your pay period. There are no fixed pay periods in Boulevard; filter to your payroll window.

If a staff member's commission shows $0.00 despite having sales, verify that: (1) a commission rate is configured in their staff profile, (2) there are no commission overrides set to 0%, and (3) the order was checked out under their name (not "No Provider").

Note: membership commissions apply to the first payment only — staff does not receive commission on each subsequent monthly renewal. See Commission and Compensation for more details.

Navigate to Reports → Summaries → Commission Summary

Set your date range to match your pay period

Export via the three-dot menu → Export (CSV)

Navigate to Reports → Summaries → Tip Commission Summary

Set the same date range

Export via the three-dot menu → Export (CSV)

Navigate to Reports → Time Clock Summary

Set the same date range

This report shows the total clocked hours per staff member

Export via the three-dot menu → Export (CSV)

To view all three data points in one place, use the Staff Performance report and add columns for Net Service Sales, Net Retail Product Sales, Net Gratuity, and filter by your pay period date range.

If you have staff with independent merchant accounts (e.g., booth renters), filter by Location or exclude specific staff to ensure their totals don't appear in your payroll calculations.

If an employee's commission summary email isn't arriving, check that their permission group includes access to commission summary notifications.

Navigate to Reports → + Add Report

Select Detailed Line Item as your template

Adjust the date range as needed

Click Customize Report

Change Report Data from Sale ID to Staff Name

Remove default columns: Sale Date, Location Name, Client Name, Staff Name, Service Name, Product Name, Sale Type, Gross Sales, Discount Amount, Refunds, Net Sales, and Sales Tax

Add the following columns:

Click Update to apply changes

Click Edit next to the report title

Rename it — for example: "Staff Top Sellers"

Assign it to a folder (e.g., Staff Performance)

The Staff Name in this report reflects who was assigned to the sale, not necessarily who checked out the client. To track who closed the order at the register, use Operator Name instead of Staff Name. (See Reports Data Glossary for definitions.)

Add Row Grouped By: Product Category for a breakdown of which product categories each staff member sells the most.

Sort by Net Retail Product Sales descending to see your top performers instantly.

If products aren't appearing under a staff member's name, it likely means a seller wasn't selected at checkout — the product will show under "No Staff" instead.

Navigate to Reports → + Add Report

Select Detailed Line Item as your template

Adjust the date range as needed

Click Customize Report

Change Report Data from Sale ID to Product Brand

Remove default columns (same as above)

Add:

Click Update to apply changes

Click Edit next to the report title

Rename it — for example: "Top Product Brands"

Assign it to a folder (e.g., Retail Reports)

Add Product Name as a Row Grouped By option for a more granular view within each brand.

Sort by Net Retail Product Sales descending to immediately see your best-performing brands.

Navigate to Reports → + Add Report

Select Service Sales as your template

Adjust the date range as needed

Click Add Filter

Filter by Service Category (e.g., Color, Cuts, Facials) or by specific Service Name(s)

Click Update to apply

Click Save Report in the top-right corner

Rename to reflect the filter — e.g., "Color Services – Monthly" or "Barbering Revenue Q1"

Assign it to an appropriate folder

Apply the same filter approach to the Staff Performance report to see how individual stylists or estheticians perform within a specific service category.

Combine a Staff Name filter with a Service Category filter to create shareable, staff-specific reports for 1:1 performance conversations.

Note: as of August 1, 2024, all sales metrics include the value of vouchers redeemed for services. If you sell memberships or packages, be aware that voucher redemptions will appear in service sales totals. See Vouchers as Payments: Before and After, and the Filtering Voucher Payments from Revenue section below for how to account for this.

To find your top services sold: set Report Data to Service Name and sort by Net Service Sales descending.

Navigate to Reports → Staff Performance

Add the columns Prebooked Appointment Count and Prebooked %

Formula: Prebooked Appointments ÷ Total Completed Appointments within the selected date range

Appointments booked during checkout

Appointments booked by the client online later that same day

Appointments that were already on the books before the client came in

Navigate to Reports → Staff Retention

Adjust the date range to your desired period — retention reports always look at a past date range to allow enough time for clients to have returned

Use Revisit to Staff retention windows to see if clients are returning to the same provider

Use Revisit to Business retention windows if it's more important that the client returns at all, regardless of which provider they see

Group by Client Names to see individual clients who did or did not return

Set your date range far enough in the past that clients have had a realistic window to return. For example, if you want to measure 90-day retention, your date range end should be at least 90 days ago.

Retention rates are typically higher for existing clients than new clients — add a Client Type row grouping to see the difference.

To pull prebook rate by day of week, use the Staff Performance by Day of Week report to identify which days have the highest or lowest rebooking rates.

Reference the Staff Retention and Staff Performance reports to correlate retention rates with revenue per staff member.

Open any applicable report template — Sales Summary, Service Sales, Detailed Line Item, etc.

Click Customize Report

Add the column: Net Sales (Less Vouchers)

This calculates: Net Sales − Redeemed Voucher Value = Net Sales Less Vouchers

Click Update, then Save Changes

Pair this with the Voucher Liability Summary or Outstanding Voucher Liability reports to get a full picture of your outstanding liabilities over time.

If your sales reports don't match your bank deposits, voucher redemptions appearing as revenue is one of the most common causes. See the Understanding Reporting Discrepancies article.

To see processing fees per transaction, add the Transaction Fees column to the Payments & Refunds report. Export to Excel and subtract fees from transaction amounts to calculate your net deposit.

The Payment Method section of the Sales Summary always matches the Payments & Refunds report since both use payment-date calculations (not order close date).

Use the Gift Card Redemptions and Gift Card Liabilities reports alongside this report for a complete gift card picture.

Navigate to Reports → Staff Performance

Set your date range

Click Customize Report

Add: New Client Count and Returning Client Count

Click Update

Save as "New vs. Returning Clients – [Month]" for easy monthly comparison

Client counts are unique counts. A client is counted once per row — not once per visit. If a client had 5 appointments in the date range, they still appear as 1 client in that row.

"New client" is a business-level definition, not location-level. A client is considered new only if they have never had an appointment at your business at any location. If they've visited a different location before, they are a returning client — even if it's their first time at this specific location.

Clients can appear in multiple rows when grouped by staff. If a client visited more than one provider during the date range, they will be included in each provider's row. However, at higher grouping levels (location or business), they are only counted once — so totals at the staff level will not always add up to the business-level total, and that is expected behavior.

Within a large enough date range, the same client can appear in both New and Returning rows. For example, if a client's first-ever visit falls within your date range, they count as a new client for that visit — but if they also return within the same date range, they count as a returning client for the subsequent visit.

If a duplicate client profile is merged, the client's original first-appointment date is preserved — merging does not reset them to new client status.

Navigate to Reports → Referral Sources for a summary view

Navigate to Reports → Referral Sources by Client for a line-by-line view

Sales metrics in the Referral Sources report are based on all sales tied to clients historically linked to each referral source — not just the first sale. This gives you a lifetime value picture per acquisition channel.

To pull clients by referral source for outreach, use the Client Sales report, add a Referral Source column, and filter or sort by source.

Wrong date range: Commission is reported on the order close date. If an order was closed the next day, it falls in the later period.

Commission override: A service-level override will effectively override the staff-level commission rate. Check both the service settings and the staff profile.

Order checked out under the wrong provider: If an appointment was closed under “No Provider” or the wrong staff member, the commission won’t appear under the expected person. Use the Detailed Line Item report to find the affected order.

Membership commissions: Staff only receive commission on the first membership payment — not on recurring monthly renewals.

Business service charges: If business service charges are assigned to a service, commission rates are calculated after deducting those charges.

Service Count = the total number of services performed (e.g., if one client received 3 services, that’s 3)

Service Client Count = the number of unique clients who received services (e.g., if one client received 3 services, that’s still 1)

Appointment Count = total number of completed appointments in the date range

Prebooked Appointment Count = completed appointments where the client had a future, non-canceled appointment scheduled on or before the end of that same calendar day

Voucher redemptions double-counting revenue: Voucher revenue is recorded at the time of purchase (the liability). Since August 2024, redemptions also appear as revenue in standard Net Sales reports, which can double-count that income. Use the Net Sales (Less Vouchers) column to remove redemptions if you’re recognizing revenue at the time of sale. See Vouchers as Payments: Before and After.

Gift card double-counting: Gift card sales appear as revenue when purchased. Redemptions are then applied at checkout, counting both double-counts. Use the Gift Card Liabilities and Gift Card Redemptions reports to reconcile.

Account credits double-counting: Account credit deposits are recorded as liabilities when received. If a client redeems a credit at checkout, that redemption may also appear as revenue, counting it twice. Use the Account Balances report to track outstanding credit liabilities.

Prepaid Product Units (PPU) double-counting revenue: PPU sales are recorded as revenue when the units are purchased. When a client redeems those units at checkout, the redemption may also appear as revenue, counting it twice. Use the Usage-Based Pricing and Prepaid Units Reporting Guide to reconcile PPU sales against redemptions.

Processing fees: Sales reports show gross transaction amounts. Your bank deposit is net of processing fees. Add the Transaction Fees column to the Payments & Refunds report to calculate net deposits.

Settlement timing: Card transactions typically settle 1–2 business days after the sale. Use the Settled On date column in the Payments & Refunds report to reconcile against actual deposit dates.

Date basis mismatch: The Sales Summary Sales Category section is based on order close date, while the Payment Method section is based on payment date. These may not always align. The Payment Method section will always match the Payments & Refunds report.

Use the Payments & Refunds report filtered by your desired date range

Add columns for Payment Method, Transaction Amount, Transaction Fees, and Settled On

Export from Boulevard as CSV and import to your QuickBooks

Export the Commission Summary, Tip Commission Summary, and Time Clock Summary for your pay period

These three exports contain the core data most payroll processors need: earnings, gratuity, and hours worked

Boulevard cannot advise which specific reports to use for payroll, as each business calculates compensation differently — confirm requirements with your payroll processor.

For booth renters or independent contractors with their own merchant accounts, use merchant filtering in the Payments & Refunds report to isolate each merchant’s transactions separately.