Appointment Line Items Report | Boulevard Support Center

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
Appointment Line Items Report	https://dashboard.boulevard.io/reports/appointment_line_items

Overview

The Appointment Line Items report helps you see exactly which services are being booked and how often, at the individual service level within each appointment. It breaks appointments down into their component services so you can analyze demand, add-ons, staffing patterns, and cancellations service by service rather than at the whole-appointment level.

Use this report to identify your most popular services, understand how add-ons are attached to appointments, and spot cancellation patterns tied to specific services. It's especially useful for scheduling decisions, since you can filter by service, staff, or location to see where demand is growing, where it's declining, and where staff requests are concentrated.

Note: Each row in this report represents one service within one appointment, not one appointment — a single appointment with three services appears as three rows. Use Appointment Count and Service Count together to keep appointment-level and service-level totals from being conflated. See the Report Caveats section below for more on how forecasted vs. final sale amounts should be used.

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
Staff demand and request patterns	Understand staff assignment and requested staff trends without splitting into service lines.	Which staff are most frequently requested? Who is booking appointments (booked-by staff) most often?
Understand add-on behavior	Track how frequently add-on services are included within appointments and their impact on appointment composition.	How often are add-on services booked? Which services are commonly added to appointments?
Analyze service demand	Understand which individual services are being booked most frequently across appointments.	Which services are most booked? Which services are declining or growing in demand?
Track cancellation patterns at the service level	Investigate cancellations and identify patterns by service, client behavior, or booking source.	Which services have the highest cancellation rates? Are cancellations client-initiated or staff-initiated?
Compare forecasted vs final service values	Review differences between forecasted sale values at booking time and final amounts at checkout.	Do final sale amounts differ from forecasted values? How often do discounts change between booking and checkout?

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 Data & Reporting permissions enabled to see this report: Appointments Reporting > Appointments - Self or Everyone.
- 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, services must be configured in the service menu and appointments checked out for services to appear.

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?
Location Name	The name of the business location where the appointment service is scheduled.	TX Cypress \| Boardwalk 063	Yes
Appointment Date	The calendar date on which the appointment containing the service is booked	2026-03-31	Yes
Appointment Service ID (hidden in table, visible in exports)	Unique identifier for the individual service within an appointment.	8ca3213e-c738-4170-b13f-589faba0b6f2	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Client Name	The full name of the client associated with the appointment.	Kenya Jones	Yes
Appointment State	Current state of the appointment associated with the service. Possible values include: Booked, Confirmed, Arrived, Canceled, Completed.	cancelled	Yes
Appointment Service Name	The name of the appointment service.	Brazilian (V) Wax Membership	Yes
Requested Staff Name	The full name of the staff member requested by the client for the appointment service, if specified.	Talyn Jefferson	Yes
Service Start Time	The scheduled start time of the service within the appointment.	12:00	No
Service End Time	The scheduled end time of the service within the appointment.	12:30	No
Service Duration	The total scheduled duration of the service measured in minutes.	30	No
Forecasted Net Sale Amount	The expected net sale amount for the appointment service at the time of booking, prior to checkout adjustments, refunds, or final pricing changes.	114065.34	No
Final Net Sale Amount	The final net sale amount recorded for the appointment service after checkout, reflecting applied discounts, adjustments, and refunds.	74158.99	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	Filter?
Location Name	The name of the business location where the appointment service is scheduled.	TX Cypress \| Boardwalk 063	Yes
Appointment Date	The calendar date on which the appointment containing the service is booked	2026-03-31	Yes
Appointment Service ID	Unique identifier for the individual service within an appointment.	8ca3213e-c738-4170-b13f-589faba0b6f2	Yes
Client Name	The full name of the client associated with the appointment.	Kenya Jones	Yes
Appointment State	Current state of the appointment associated with the service. Possible values include: Booked, Confirmed, Arrived, Canceled, Completed.	cancelled	Yes
Appointment Service Name	The name of the appointment service.	Brazilian (V) Wax Membership	Yes
Requested Staff Name	The full name of the staff member requested by the client for the appointment service, if specified.	Talyn Jefferson	Yes
Service Start Time	The scheduled start time of the service within the appointment.	12:00	No
Service End Time	The scheduled end time of the service within the appointment.	12:30	No
Service Duration	The total scheduled duration of the service measured in minutes.	30	No
Forecasted Net Sale Amount	The expected net sale amount for the appointment service at the time of booking, prior to checkout adjustments, refunds, or final pricing changes.	114065.34	No
Final Net Sale Amount	The final net sale amount recorded for the appointment service after checkout, reflecting applied discounts, adjustments, and refunds.	74158.99	No
Is Service add on	Flag indicating whether the service was added to the appointment as an add-on service (true = add-on service).	FALSE	No
Booked by name	The name of the staff member or client who created or booked the appointment if applicable.	Jack Reacher	Yes
Service Category	The category or grouping associated with the service.	Brazilian Area	Yes
Appointment ID	Unique identifier for the appointment associated with the appointment service.	0b9e6dfa-0d40-4889-98b7-10db00f6ba66	Yes
Location Group	Logical grouping of the business location used for reporting rollups and segmentation.	West Coast	Yes
Client Type	Indicates whether the client is new to the business or returning based on their booking or purchase history. Possible values include: New Client, Existing Client.	Returning	Yes
Cancelled On	The calendar date on which the appointment was canceled, if the appointment was canceled.	2026-01-01	Yes
Cancellation Reason	The reason selected when the appointment was canceled, if provided.	client_cancel	Yes
Booking Source	The channel through which the appointment was booked (for example: Online Booking, Dashboard, API).	dashboard	Yes
Booked On	Calendar date on which the appointment was booked	2026-03-26	Yes
Service provider name	Name of the service provider that completed the service	Jack Reacher	Yes
Is Appointment Walk-In	Flag indicating whether the appointment was created as a walk-in (true = walk-in).	TRUE	Yes
Is Appointment Prebooked	Flag indicating whether the appointment was booked in advance rather than same-day (true = prebooked).	TRUE	Yes
Requested Staff ID	Unique identifier of the staff member requested by the client for the appointment service, if specified.	9de8a12a-3f89-4452-9a07-1861fa891fbc	No
Location ID	Unique identifier for the business location where the appointment service is scheduled.	1ddf3ea3-56f7-44ea-acf5-f7d93bedae78	No
Location External ID	Identifier for the business location from an external system, if provided by the business.	Reminder WE ARE CASHLESS! Click here for directions & to check in upon arrival: hsugar.co/YhrY	No
Client ID	Unique identifier of the client associated with the appointment.	83687102-44d0-4c9a-ba43-f606d6e1eb24	No
Client External ID	Identifier for the client from an external system, if provided by the business.	462133532921571	No
Cancellation Source	The origin of the cancellation event (for example: Client, Staff, System).	Dashboard	No
Cancelled By Staff ID	Unique identifier of the staff member who canceled the appointment, if applicable.	9de8a12a-3f89-4452-9a07-1861fa891fbc	No
Cancelled By Staff Name	The full name of the staff member who canceled the appointment, if applicable.	Kiana Johnson	No
Cancellation Note	Free-text note entered at the time of cancellation, if provided.	cancelled by front desk	No
Order #	Human-readable order number associated with the appointment checkout transaction, if the appointment was completed and checked out.	23657	No
Order Id	Unique identifier for the order generated when the appointment was checked out.	0866871f-3563-4de4-b1a1-35db9ee4b103	No
Booked by staff Id	The name of the staff member who created or booked the appointment if applicable.	0866871f-3563-4de4-b1a1-35db9ee4b1	No
Forecasted Discount Amount	The expected discount amount applied to the appointment service at the time the appointment was booked.	1105.98	No
Final Discount Amount	The actual discount amount applied to the appointment service at checkout after any pricing adjustments or changes.	971.98	No
Appointment Count	Count of appointments included in the current grouping (typically 1 per appointment).	2297	No
Service Count	Total number of services associated with the appointment.	3189	No
Add-On Count	Total number of add-on services associated with the appointment.	20	No
Client Tags	List of tags assigned to the client associated with the appointment.	LOYAL	No
Location Tags	Tags assigned to the business location where the appointment service occurs.	Strip Mall, Medium Volume, High Volume, test	Yes
Appointment Tags	Tags assigned to the appointment for categorization, filtering, or operational tracking.	First Appointment	Yes
Book By Name	Full name of the staff member who booked the appointment. Null when the appointment was booked online by the client.	Jack Reacher	Yes
Book By ID	Unique identifier for the staff member who booked the appointment, if booked by staff.	288-3-s929-2	Yes
Is staff requested	Flag indicating if staff was requested on the appointment	Yes	Yes

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
Use Forecasted Net Sale Amount for future appointments and Final Net Sale Amount for completed appointments	Both fields populate for all appointments, but each is meaningful in a different context. Use Forecasted Net Sale Amount when analyzing future-dated or booked appointments that have not yet been checked out — it reflects the expected sale value at the time of booking. Use Final Net Sale Amount when analyzing completed appointments — it reflects the actual net sale after discounts and adjustments were applied at checkout. For future appointments, Final Net Sale Amount will be zero. For completed appointments, Forecasted Net Sale Amount will still show a value but should not be used as it no longer reflects the actual transaction. Do not add both fields together as they represent the same service and will double-count revenue if combined.
Forecasted Net Sale Amount does not reflect all post-booking changes	Forecasted Net Sale Amount updates when services are added or removed from the appointment before checkout. However, it does not pick up all checkout-time changes such as manual price overrides, offer or discount code applications made at checkout, or certain amendment adjustments. For the most accurate revenue picture of a completed service, always rely on Final Net Sale Amount.
This report is at the service line item grain — each row is one service within one appointment	Each row represents a single service within an appointment. A single appointment with three services will appear as three separate rows. Use Appointment ID to group all services belonging to the same appointment. Use Appointment Count to count distinct appointments and Service Count to count individual service rows — these will not match for multi-service appointments.
Requested Staff Name reflects who was requested — not who performed the service	Requested Staff Name captures the staff member requested by the client at the time of booking, if a preference was made. This is not necessarily the staff member who delivered the service. To see who performed the service, use Service Provider Name. If no staff member was requested, this field will be blank.
Final Net Sale Amount excludes fees and gratuity	The Final Net Sale Amount calculation explicitly excludes line items of type Fee and Gratuity. This means tips and any additional fees charged on the order are not included in this field. If you need a total that includes gratuity and fees, reference the order-level totals in the Sales reports.
Staff with restricted report access only see services they are directly associated with	Staff with restricted client data access will only see appointment service rows where they are the assigned staff member, the requested staff member, the staff who booked the appointment, or the staff who cancelled the appointment. Services on appointments with no association to them will not appear. Operators and staff with full report access see all rows.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Staff demand and request patterns	Understand staff assignment and requested staff trends without splitting into service lines.	Group by: Appointment Service Name, Booked By Staff Name. Columns: Service Count, Appointment Count. Filters: set Appointment Date to the period you want to review; filter Is Staff Requested = true to isolate requested-staff appointments only; filter by Location Name or Location Tags as required.
Understand add-on behavior	Track how frequently add-on services are included within appointments and their impact on appointment composition.	Group by: Appointment Service Name, Is Service Add-On. Columns: Service Count, Add-On Count, Final Net Sale Amount. Filters: set Appointment Date to the period you want to analyze; filter Is Service Add-On = true to see add-on services only; filter by Location Name or Location Tags as required.
Analyze service demand	Understand which individual services are being booked most frequently across appointments.	Group by: Appointment Service Name, Appointment Date. Columns: Service Count, Final Net Sale Amount, Forecasted Net Sale Amount. Filters: set Appointment Date to the period you want to analyze; add Service Category to Group by for category-level rollup; filter by Location Name or Location Tags as required.
Track cancellation patterns at the service level	Investigate cancellations and identify patterns by service, client behavior, or booking source.	Group by: Appointment Service Name, Cancellation Reason, Appointment State. Columns: Service Count, Appointment Count. Filters: filter Appointment State = cancelled; set Appointment Date to the period you want to review; filter by Booking Source or Location Name as required.
Compare forecasted vs final service values	Review differences between forecasted sale values at booking time and final amounts at checkout.	Group by: Appointment Service Name, Appointment Date. Columns: Forecasted Net Sale Amount, Final Net Sale Amount, Forecasted Discount Amount, Final Discount Amount, Service Count.