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
Client Records Report	https://dashboard.boulevard.io/reports/client_records

Overview

The Client Records report provides a complete view of all client profiles configured in your Dashboard. It includes key details such as contact information, address, demographic attributes, primary location, active status, marketing consent preferences, and client tags.

Use this report to review and maintain accurate client data and verify contact information across your client base. It's especially useful for auditing client profile completeness, validating marketing opt-in status before running campaigns, and building targeted client segments using tags, location, and demographic attributes.

Note: This report focuses on client profile and configuration data only. It does not include appointment history, sales activity, or other client engagement 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 client profile data	View all client records configured in the system and verify key profile information.	What clients exist in the system? Are names, contact details, and addresses captured correctly?
Validate marketing consent preferences	Identify which clients have opted in to receive marketing communications and through which channels.	Which clients are opted in for marketing? Which clients can receive email, text, or both?
Support client segmentation and targeting	Use tags, location associations, and demographic attributes to segment clients for campaigns and operational analysis.	How can clients be grouped for targeted outreach or promotions? Which clients belong to specific tag groups?
Audit client contact information	Review the completeness and accuracy of client contact details used for communication.	Do client records have valid email addresses and mobile phone numbers? Are there gaps in client contact data?

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: Client Reporting > Client Insights
- 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, you must have Client profiles created with individual details per client.

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?
Client ID (hidden in table, visible in exports)	Unique identifier for the client record configured in the platform.	cd97f2d7-8f18-4b5b-9d88-44c2f4e6e077	No

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 as stored in the client profile.	Courtney Nsibambi	No
Client Email	Email address associated with the client’s profile.	email@email.com	No
Mobile Phone	Mobile phone number associated with the client’s profile.	16125589731	No
Client Age	The age of the client calculated from the client’s birth date, if available.	36	Yes
Client Birth Date	The date of birth associated with the client’s profile, if provided.	1989-12-20	Yes
Client Birth Month	The month of birth associated with the client’s profile, if provided.	January	Yes
Address City	The city associated with the client’s primary address.	Tempe	Yes
Address State	The state or province associated with the client’s primary address.	AZ	Yes
Address Zip	The postal or ZIP code associated with the client’s primary address.	10001	Yes
Primary Location Name	The name of the primary location associated with the client’s profile.	AZ Tempe \| Watermark 009	Yes
Is active	Flag indicating if the client is active. (True = active)	True	Yes

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Client ID	Unique identifier for the client record configured in the platform.	cd97f2d7-8f18-4b5b-9d88-44c2f4e6e077	No
Client Name	The full name of the client as stored in the client profile.	Courtney Nsibambi	No
Client Email	Email address associated with the client’s profile.	email@email.com	No
Mobile Phone	Mobile phone number associated with the client’s profile.	16125589731	No
Client Age	The age of the client calculated from the client’s birth date, if available.	36	Yes
Client Birth Date	The date of birth associated with the client’s profile, if provided.	1989-12-20	Yes
Client Birth Month	The month of birth associated with the client’s profile, if provided.	January	Yes
Address City	The city associated with the client’s primary address.	Tempe	Yes
Address State	The state or province associated with the client’s primary address.	AZ	Yes
Address Zip	The postal or ZIP code associated with the client’s primary address.	10001	Yes
Primary Location Name	The name of the primary location associated with the client’s profile.	AZ Tempe \| Watermark 009	Yes
Is active	Flag indicating if the client is active. (True = active)	TRUE	Yes
External ID	Identifier for the client from an external system, if provided by the business.	ffefa5a9-98cb-45e1-bd20-8ed3ec20c235	No
First Name	The given name of the client.	Courtney	No
Last Name	The family or surname of the client.	Nsibambi	No
Address Line 1	The first line of the client’s street address.	1053 Cloverly Dr	No
Address Line 2	The second line of the client’s street address, if provided.	NULL	No
Primary Location Id	Unique identifier for the primary location associated with the client’s profile.	4282582d-27bd-44d4-9f9f-2ab4a634c4df	No
Is Marketing Opted In	Flag indicating whether the client has opted in to receive marketing communications from the business (true = opted in).	TRUE	Yes
Marketing Opt-In Channel	Indicates which communication channels the client has consented to receive marketing through. Possible values include: Email Only, Text Only, or Email and Text.	Email and Text	Yes
Created at	The local timestamp when the client record was created in the platform	2026-03-01 \| 10:22am	Yes
Updated at	The local timestamp when the client record was last updated in the platform	2026-03-01 \| 10:47am	Yes
Client Tags	List of tags assigned to the client for categorization, filtering, or segmentation.	📌 New Address reminder sent	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
Primary Location Name is only populated for clients who have booked at least one appointment	A client's primary location is automatically assigned when they book their first appointment. Clients who were imported or created manually without ever booking an appointment will have no primary location — Primary Location Name and Primary Location ID will be blank for those records. For multi-location businesses, this can affect a significant number of clients, particularly those from data migrations. There is no bulk import tool to assign primary locations; this must be done via a CSR request to Client Communications.
This report includes both active and inactive clients — filter by Is Active to scope to current clients	All client records are included by default regardless of active status. Clients who have been deactivated or merged will still appear as rows. Use the Is Active filter to restrict results to clients who are currently active in the system.
Client Age and Client Birth Date are only populated if the client provided their date of birth	Client Age is calculated from the birth date stored in the client profile. If no birth date has been captured — these fields will be blank. Client Birth Month is similarly dependent on the birth date being on record. Using Client Age as a complete dataset for age-based segmentation will underrepresent clients without a birth date.

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
Review client profile data	View all client records configured in the system and verify key profile information.	Group by: Client ID + Client Name Columns: Client Email, Mobile Phone, Address City, Address State, Address Zip, Primary Location Name, Is Active Filter by: Is Active to limit to active clients; filter by Client Tags as required
Validate marketing consent preferences	Identify which clients have opted in to receive marketing communications and through which channels.	Group by: Client ID + Client Name Columns: Is Marketing Opted In, Marketing Opt-In Channel, Client Email, Mobile Phone Filter by: Is Marketing Opted In = true to show only opted-in clients; filter by Marketing Opt-In Channel to scope to a specific channel (Email Only, Text Only, or Email and Text); filter by Is Active to limit to active clients
Support client segmentation and targeting	Use tags, location associations, and demographic attributes to segment clients for campaigns and operational analysis.	Group by: Client ID + Client Name Columns: Primary Location Name, Address City, Address State, Client Birth Month, Client Age, Is Marketing Opted In, Marketing Opt-In Channel Filter by: Client Tags to narrow to a specific tag group; filter by Is Active and Is Marketing Opted In as required for campaign targeting
Audit client contact information	Review the completeness and accuracy of client contact details used for communication.	Group by: Client ID + Client Name Columns: Client Email, Mobile Phone, First Name, Last Name, Address Line 1, Address Line 2, Address City, Address State, Address Zip Filter by: Is Active = true to focus on active clients; filter by Client Tags as required

Client Records Report