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
Order Line Items Report	https://dashboard.boulevard.io/reports/order_line_items

Overview

The Order Line Items report helps you see every sale, refund, and amendment at the most granular level available: one row per line item. It's the canonical sales dataset other reports (Daily Summary, Service Sales, Staff Performance, Client Sales) are built from, so you can trace exactly what happened on any order and reconcile totals back to their source.

Use this report to investigate specific transactions, reconstruct or customize any sales-related report using additional attributes, and confirm staff attribution and clawback logic on amendments. It's especially useful as a reconciliation baseline, since you can sum Net Amount here and compare it directly against any rollup report's totals for the same period and location.

Note: Sales, refunds, amendments, and adjustments each appear as their own row, classified by Sale Type — totals only net out correctly when all sale types are included, so filtering to Sale Type = Sale will exclude refund and amendment effects. Refund rows also behave differently by measure: Sale Amount shows $0 on a refund row while Net Amount goes negative, so use Net Amount or the standalone Refund Amount field to see refund activity, not Sale Amount. See the Report Caveats section below for how Net Amount excludes fees and gratuity.

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 case	Description	Example questions this report helps answer
Detailed transaction extraction	Pull full line-item data for any duration to investigate transactions or operational details as needed.	Can I export all line items for last quarter to review transaction accuracy and adjustments?
Ad-hoc summaries and filtered insights	Generate roll-ups by any dimension — staff, client, product, service, or location — and aggregate selected measures.	Can I quickly see Net amount and Line item count by staff or product category for last month?
Custom report reconstruction	Use this dataset to rebuild or customize any sales-related report such as service sales, product performance, or staff performance.	Can I recreate the Staff Performance or Client Sales report using a few additional attributes not available on those reports?
Reconciliation baseline	Canonical line-item source to reconcile totals with any rollup report.	Do line-item sums match Staff Performance, Service Sales, and Daily Summary totals for the same period?
Audit trail by sale	Trace each sale, refund, discount, tax, voucher, and amendment.	What exactly happened on order 12345 and who performed each action?
Business performance modeling	Use line-item data to power external analytics, forecasting, or dashboard integrations.	Can we model trends by staff or location using raw sales data?
Commission and clawback review	Confirm staff attribution, amendments, and clawback logic.	Were any sales reassigned after closeout, and are clawbacks reflected correctly?
Refund quality signals	Identify refund spikes by staff, service, or product.	Which services show the highest refund count and refunded dollars this month?

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: Financials Reporting > Sales – 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: No additional setup is required beyond standard sales activity.

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	Name of the business location associated with the sale line item.	CO: Cherry Creek	Yes
Line item ID	Unique identifier for the sale line item associated with the sale line item. (Hidden by default — kept in Group By so each line item renders as its own row, but not shown as a visible column.)	815017e9-044b-5d6d-8d7f-78c115139d3e	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Order date	Local calendar date on which the order containing this sale line item was closed.	Mar 27, 2026	Yes
Order number	Human-readable order number associated with this sales line item.	2117710	Yes
Client name	The client's full name associated with the sale line item.	Shauni Cowan	Yes
Staff name	Full name of the staff member associated with the sale line item.	Alyssa Dye	Yes
Sale type	The transaction classification for this sale line item. Possible values: Sale, Refund, Amendment (increase), Amendment (decrease), Adjustment.	sale	Yes
Item type	The high-level classification of the sale line item based on what was sold (Service, Retail Product, Membership (New), Membership (Recurring), Package, Prepaid Product, Gift Card, Account Credit, Fee, Gratuity).	Service	Yes
Item name	Display name of the item associated with this sale line item, consolidated from service/product/membership/package/prepaid names. Null for gratuity and fee rows.	Lifetime - Underarms	Yes
Item quantity	Quantity of items on this sale line item.	6	No
Sale amount	Total price in dollars of this sale line item before discounts or refunds, excluding tax, aggregated by the current grouping. Populated across all item types including gratuity and fee rows. $0 on refund rows.	$25.25	Yes
Discount amount	Total discount amount in dollars applied to this sale line item, excluding sales tax.	$12.25	Yes
Voucher adjustment	The total voucher-related adjustment applied to the sale amount, in dollars. Negative values reduce the sale amount to the voucher value; positive values increase it. Used in calculating the commissionable amount.	$788.25	No
Net amount	Total sales in dollars for this sale line item after discounts and refunds, excluding sales tax, fees, and gratuity, aggregated by the current grouping. Negative on refund rows.	$35.25	No
Sales tax	Total sales tax in dollars aggregated by the current grouping across all taxable line items.	$15.50	No
Total Collected	The total dollar amount paid by the client for the sale after discounts, including sales tax and fees. Represents the final amount charged to the client.	$25.25	No

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?
Location name	Name of the business location associated with the sale line item.	CO: Cherry Creek	Yes
Line item ID	Unique identifier for the sale line item associated with the sale line item. (Hidden by default — kept in Group By so each line item renders as its own row, but not shown as a visible column.)	815017e9-044b-5d6d-8d7f-78c115139d3e	Yes
Order date	Local calendar date on which the order containing this sale line item was closed.	Mar 27, 2026	Yes
Order number	Human-readable order number associated with this sales line item.	2117710	Yes
Client name	The client's full name associated with the sale line item.	Shauni Cowan	Yes
Staff name	Full name of the staff member associated with the sale line item.	Alyssa Dye	Yes
Sale type	The transaction classification for this sale line item. Possible values: Sale, Refund, Amendment (increase), Amendment (decrease), Adjustment.	sale	Yes
Item type	The high-level classification of the sale line item based on what was sold (Service, Retail Product, Membership (New), Membership (Recurring), Package, Prepaid Product, Gift Card, Account Credit, Fee, Gratuity).	Service	Yes
Item name	Display name of the item associated with this sale line item, consolidated from service/product/membership/package/prepaid names. Null for gratuity and fee rows.	Lifetime - Underarms	Yes
Item quantity	Quantity of items on this sale line item.	6	No
Sale amount	Total price in dollars of this sale line item before discounts or refunds, excluding tax, aggregated by the current grouping. Populated across all item types including gratuity and fee rows. $0 on refund rows.	$25.25	Yes
Discount amount	Total discount amount in dollars applied to this sale line item, excluding sales tax.	$12.25	Yes
Voucher adjustment	The total voucher-related adjustment applied to the sale amount, in dollars. Negative values reduce the sale amount to the voucher value; positive values increase it. Used in calculating the commissionable amount.	$788.25	No
Net amount	Total sales in dollars for this sale line item after discounts and refunds, excluding sales tax, fees, and gratuity, aggregated by the current grouping. Negative on refund rows.	$35.25	No
Sales tax	Total sales tax in dollars aggregated by the current grouping across all taxable line items.	$15.50	No
Total Collected	The total dollar amount paid by the client for the sale after discounts, including sales tax and fees. Represents the final amount charged to the client.	$25.25	No
Appointment ID	Unique identifier of the appointment associated with this sale line item, if applicable.	fe946722-da96-49e7-9120-873e21cb8829	Yes
Location group	The location group the business location is associated with, if applicable.	West	Yes
Staff role name	Name of the role of the staff member.	Laser Technician	Yes
Operator name	Name of the staff user who processed the order.	Natalia Nieves	Yes
Merchant name	Name of the merchant account used on the order.	Garden City Center	Yes
Client First Name	First name of the client.	Shauni	Yes
Client Type	New or returning.	Returning	Yes
Client referral source	Referral source recorded on the client profile.	Referral (Another Client)	Yes
Item category	Category of the item, consolidated across item types. Null for gratuity/fee rows.	Small Areas	Yes
Sales channel	Purchase channel — in-store or online.	in store	Yes
Service product usage name	Name of the service product consumed during the appointment.	Botox	Yes
Clawback type	Strategy applied to staff earnings on amendment: Clawback (returned to business) or Business Covered (business absorbs cost).	Clawback	Yes
Discount name	Name of the discount applied (offer name or discount reason).	Unlimited Brazilian	Yes
Retail product brand	Product brand associated with the product.	Seven candles	Yes
Fee name	Name of the fee applied, if any.	$10.50	Yes
Resource Name	Specific resource used to perform the service, if applicable.	High Frequency LG	Yes
Order ID	Unique identifier of the order.	2f7b5adf-1d70-41ce-8a67-ce8c5e53ebf5	No
Appointment service ID	Unique identifier of the appointment service, if applicable.	d8ae9d9a-a8f8-43d0-b537-382fa36e9b13	Yes
Location ID	Unique identifier for the business location.	8fef9662-3354-4d72-a3a1-77304d466272	No
Location external ID	External-system identifier for the business location, if applicable.	040F	No
Is pre-booked	True if the appointment was pre-booked at a prior checkout.	TRUE	Yes
Is self-booked	True if the client booked the appointment themselves via online booking.	TRUE	Yes
Is staff requested	True if the client specifically requested the staff member.	TRUE	Yes
Is add-on service	True if the appointment was an add-on service.	TRUE	Yes
Staff ID	Unique identifier for the staff member.	7abea832-f8ad-51cb-be88-e046d0361e34	No
Staff first name	Given name of the staff member.	Alyssa	No
Staff last name	Family or surname of the staff member.	Dye	No
Is staff active	True if the staff member is active.	TRUE	Yes
Staff external ID	External identifier for the staff member, if provided.	100000257	No
Staff alternate ID	Alternate identifier for the staff member, if provided.	462161	No
Staff email	Email address of the staff member.	email@email.com	No
Staff nickname	Informal/display name of the staff member.	Martha	No
Staff mobile number	Mobile phone number of the staff member.	9292156187	No
Operator ID	Unique identifier of the staff user who processed the order.	5b5b8f4c-2526-4346-a529-75bf7df9f72e	No
Client ID	Unique identifier for the client record.	ab8a72e2-45a8-4189-ac9f-cfb93f1eada6	No
Client external ID	External-system identifier for the client, if applicable.	100070565	No
Client Last Name	Last name of the client.	Cowan	No
Client email	Primary email address of the client.	gneves@email.com	Yes
Client mobile	Mobile phone number of the client.	4079633853	Yes
Is client active	True if the client record is active.	TRUE	Yes
Client age	Client's age in years, if recorded.	29	Yes
Client address zip	Postal/ZIP code for the client address.	77082	Yes
Client city	City for the client address.	MONTGOMERY	Yes
Client state	State or province for the client address.	Texas	Yes
Is client on active membership	True if the client had an active membership at time of sale.	TRUE	Yes
Item ID	Unique identifier for the item, consolidated across item types. Null for gratuity/fee rows.	8c011899-395e-4590-b32d-9ec53d99e930	No
Item list price	Default price of the item at the time the order closed. Null for gratuity/fee rows.	$13.25	No
Is voucher used	True if a voucher was applied as a payment method on the order.	TRUE	Yes
Voucher Redemption Type	Redemption or Exchange.	Redemption	Yes
Offset fee percentage	Percentage rate of the offset fee applied to the order.	8.76	No
Retail product supplier	Supplier/vendor associated with the product, if provided.	Genesi Skincare	Yes
Retail product unit cost	Business's unit cost for the product at the moment the order closed.	$56.50	No
Prepaid client ID	Client associated with the prepaid product on this line item.	Botox Unit 1ml	No
Prepaid product ID	Unique identifier of the prepaid product.	e86354eb-1f6e-45b6-a641-8c6381601200	No
Retail product size	Size attribute of the product, if recorded.	Any Small Area	No
Retail product color	Color attribute of the product, if recorded.	Blue	No
Is retail product active	True if the product is active.	TRUE	Yes
Resource Category Name	Category of the resource used to perform the service, if applicable.	Sculptra appointment	Yes
Product SKU	SKU of the retail product, if applicable.	819444010120	No
Net amount (less vouchers)	Net sales after discounts/refunds, excluding tax and voucher redemptions.	$22.75	No
Redeemed voucher value	Dollar value of vouchers redeemed on this line item.	$444	No
Voucher exchange value	Business-set cash exchange value for a voucher exchange transaction. Only populated when Is Voucher Exchange is true.	$1,225.50	No
Service product usage quantity	Units of service product consumed for the associated service.	5	No
Service product usage cost	Total cost of consumed service products (unit cost × quantity).	$76.50	No
Service product usage price	Total price of consumed service products (unit price × quantity).	$88.00	No
Clawback amount	Gross dollar amount of refunds designated as clawback.	$40.00	No
Business charges	Per-service, per-location recoverable cost subtracted before commission.	$75.50	No
Capped business charges	Lesser of Net Sales and Business Charges for the line item (or 0 if negative).	$125.50	No
Line item count	Count of distinct sale line items.	5	No
Order count	Count of orders.	10	No
Appointment count	Count of appointments.	15	No
Order client count	Count of distinct clients on orders.	20	No
Sale amount per order	Average sale amount per order (Sale Amount ÷ Order Count).	$87.50	No
Net amount per order	Average net amount per order (Net Amount ÷ Order Count).	$5,384.25	No
Promotional offers	Dollar value of promotional offers applied.	$78.50	No
Refund amount	Total dollar amount refunded. Standalone field alongside refund line items themselves.	$183.25	No
Fee amount	Total dollar amount of fees charged. Standalone field alongside fee line items themselves.	$12.25	No
Legacy: net sales	Total sales after discounts/refunds, excluding tax and gratuity (legacy definition, retained for comparison).	$29.50	No
Client active membership name	Membership name(s) associated with the client at time of sale.	Lifetime - Underarms	Yes
Client current membership state	Membership state(s) associated with the client at time of sale.	Active	Yes
Order tag	Tags associated with the order.	New Client	Yes
Appointment tag	Tags associated with the linked appointment.	First Appointment	Yes
Client tag	Tags associated with the client.	VIP	Yes
Location tag	Tag associated with the business location, if available.	Cherry Creek	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.

Caveat	Details and Impact
Every transaction event is its own row	Sales, refunds, amendments, and adjustments each appear as separate line items classified by Sale type. Totals only net out correctly when all sale types are included; filtering to Sale type = Sale excludes refund and amendment effects.
Refund rows behave differently by measure	Sale amount shows $0 on refund rows, while Net amount goes negative. Don't sum Sale amount expecting it to reflect refund activity — use Net amount or the standalone Refund amount field instead.
Net amount excludes fees and gratuity	Fees and gratuity are excluded from Net amount and appear as their own line items (Item type = Fee or Gratuity) with Item name blank.
Gift card and account credit adjustments are excluded	Manual adjustments to gift cards and account credits are not included in this report. They're removed from this and all other sales reports, so totals won't reflect adjustment activity on these liability types.

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
Detailed transaction extraction	Pull full line-item data for any duration to investigate transactions or operational details as needed.	Use default configuration. Filters: set Order date to the extraction period (defaults to Yesterday). Export to CSV or Excel.
Ad-hoc summaries and filtered insights	Generate roll-ups by any dimension—staff, client, product, service, or location—and aggregate selected measures.	Filters: set Order date to last month. Group by: Staff name, Item category. Columns: Net amount, Line item count, Order count. (Swap Group by fields for any other rollup axis; keep to 3 or fewer.)
Custom report reconstruction	Use this dataset to rebuild or customize any sales-related report such as service sales, product performance, or staff performance.	Filters: set Order date to match the target report. Group by: the target report's grain, for example Staff name and Order date. Columns: Sale amount, Discount amount, Net amount, Refund amount, plus any attributes the target report lacks.
Reconciliation baseline	Canonical line-item source to reconcile totals with any rollup report.	Use default configuration. Filters: set Order date and Location name to match the compared report exactly, with all Sale types included. Compare summed Net amount.
Audit trail by sale	Trace each sale, refund, discount, tax, voucher, and amendment.	Use default configuration Columns: add Operator name, Discount name, Clawback type, and Redeemed voucher value. Filters: Order number = the order in question; widen Order date to include the order's close date.
Business performance modeling	Use line-item data to power external analytics, forecasting, or dashboard integrations.	Use default configuration. Filters: set Order date to the modeling window and export.
Commission and clawback review	Confirm staff attribution, amendments, and clawback logic.	Use default configuration. Columns: add Clawback type, Clawback amount, and Business charges. Filters: Sale type = Refund, Amendment (increase), or Amendment (decrease); set Order date to the review period.
Refund quality signals	Identify refund spikes by staff, service, or product.	Filters: Sale type = Refund; set Order date to the month. Group by: Staff name, Item name. Columns: Refund amount, Order count. Sort by: Refund amount descending. (No refund count measure exists; row counts at the default grain serve as counts.)

Product Sales Report

Order Line Items Report