We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Service Records Report	https://dashboard.boulevard.io/reports/service_records

Overview

The Service Records report provides a complete view of all services configured in your Dashboard. It includes key details such as service name, category, active status, pricing, duration, processing time, transition time, and finishing time.

Use this report to review and maintain accurate service configuration data, ensure consistency across your service menu, and support operational setup workflows. It’s especially useful for auditing service configurations, validating pricing and timing details before a launch, and confirming that services are configured correctly for booking and availability.

Note: This report focuses on service setup and configuration data only. It does not include booking, sales, utilization, or other service performance metrics.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Review service menu configuration	View all services configured in the platform and verify their setup.	What services exist in the system? Which services are active or inactive?
Validate service pricing	Confirm the current price configured for each service.	What is the current price for each service? Are pricing updates reflected correctly in the system?

These use cases can be addressed using the report's default configuration, with no additional setup or customization required.

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate reporting permissions enabled to see this report: Catalog Reporting > Catalog Records
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, your service workflows must be set up correctly:
- Services added and enabled per location
- Service Categories created and assigned per product

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group by (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Service ID	Unique identifier for the service configured in the platform.	9533297d-8dd9-4427-b54d-4f1c9645167f	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Service Name	The name of the service as configured in the service menu.	Suites: $5 First-Time Membership Startup	No
Service Category	The category or grouping assigned to the service for organizational and reporting purposes.	Membership Startup	Yes
Is Service Active	Flag indicating whether the service is currently active and available for booking or sale in the system (true = active).	FALSE	Yes
Default Service Price	The current price configured for the service, in dollars.	0	No

Customizable fields

All fields you can add, remove, or use to customize the report to fit your needs. Some fields are required and cannot be removed from the report.

Field name	Definition	Example Value	Filter?
Service ID	Unique identifier for the service configured in the platform.	9533297d-8dd9-4427-b54d-4f1c9645167f	No
Service External ID	Identifier for the service from an external system, if provided by the business.	84565426582653088	No
Service Name	The name of the service as configured in the service menu.	Suites: $5 First-Time Membership Startup	No
Service Category	The category or grouping assigned to the service for organizational and reporting purposes.	Membership Startup	Yes
Is Service Active	Flag indicating whether the service is currently active and available for booking or sale in the system (true = active).	FALSE	Yes
Default Service Price	The current price configured for the service, in dollars.	0	No
Internal note	Free-form internal notes associated with the service. This field is intended for staff or administrators to record business-specific information.	Dysport, $10/ unit	No

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
This report shows business-level service configuration only	This report reflects business-level service records only — location-specific overrides or additions are not included here.
Assigned location permission does not filter this report	Because this report operates at the business level, there are no location-specific records to filter by. Users with assigned location permissions will still see all service records across all locations — location-based access restrictions do not apply here.

Service Records Report