We're excited for you to participate in the beta program for our new reporting suite. Your feedback during this beta will help us refine the experience before it's available to everyone. We're especially interested in how the new dashboards, reports, and permissions fit into your day-to-day workflows.

Once the new reporting experience goes live, everyone who currently has reporting access will automatically see it on their dashboard. Admins can then fine-tune reporting permissions to control exactly what each staff member can view within each category.

Admins now have finer control over what staff can see in Reports. In addition to requiring permission to access reports on the Dashboard and Professional app, admins can now:

Reporting permissions tie directly to the reporting categories in the reporting suite. If a staff member doesn't have access to a report category, that category won't appear in their Reports List. Dashboards may show limited or no data, along with a message explaining the restriction.

For full details, see What's Changing with Reports and Reporting Permissions.

You'll always have access to the old reporting experience, including report summaries and any custom report templates you've created there.

To switch:

The Reports tab now has a persistent left sidebar, so you can move between reports and dashboards without losing your place. From the sidebar, you can:

For more details, see Navigating the Reports Tab.

When you open the Reports tab, you'll now land on the Business summary dashboard.

Use this dashboard to get a high-level view of business performance across revenue, appointments, client retention, utilization, and sales activity. Compare results against previous periods and filter by date, location, or staff member to identify trends, spot changes, and understand what is driving overall business performance at a glance.

In addition to the Business summary, there is the Sales summary dashboard.

Use this dashboard to view all sales, payment methods, and merchant credit card sales in one place. Review total collected by category, payment mix, card sales and fees by merchant account to validate financial activity and support accurate reporting.

When you filter a report or change its grouping or columns, you'll see the option to Save view or discard your changes in the top right corner. Saving a view lets you quickly return to a report with the exact filters, grouping, and columns you set up.

For more details, see Customizing and Filtering Reports.

To create a custom view:

Use the filters at the top of the report to narrow your data to a specific date range, location, staff member, or other explicit details.

You can also select Customize to manage grouping and columns.

Adjust Group by options as needed to categorize your rows for your view.

In the Columns section, you can add, remove, and reorder columns from the sidebar. To reorder, simply drag and drop the columns in the order you prefer your data to populate.
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For more details, see Customizing and Filtering Reports.

Once your custom view is set up, select Save view in the top right corner, enter a name, and select Save.

After saving, your view name will appear next to the report name with a dropdown arrow in the top left. Use that dropdown arrow to switch between saved views or return to the default version.

Every time you open a report, the default view loads automatically. Select the dropdown next to Default to switch to a saved view instead.

Save views for private use or share them with your staff. Shared views are only visible to staff who have permission to access the report where the view was created.

For more details, see Views

Saved views always live within the report they were created from. This helps keep your reporting experience organized, relevant, and easy for you and your staff to navigate.

Click the dropdown arrow and select Manage views to rename or delete any view you've created.

Saved views always live within the report they were created from, so your reporting stays organized and easy to navigate for you and your staff.

You can also easily find, filter, and delete custom views across all reports from the Views section of the reporting suite.

For more details, see Views

Export your data without creating a saved view. Make your customizations, then select the export icon in the top right of the screen. After exporting, discard your changes with no impact on your saved views.

To make the report library easier to navigate, we've combined similar reports and removed ones that are no longer needed. Some reports you used before may now have a new name or live inside another report.

At the start of this beta, you'll have access to 29 reports. The table below shows each report's new name, its original name (or "Net-new" if it didn't exist before), and its category. Click any report name for more details on the data inside.

For more details on the new reports, go to Detailed Reports.

The goal of the beta program is to identify and resolve potential gaps before the new reporting experience is released to all Boulevard businesses.

Here's what you can expect while you're in the program:

If you have questions, run into a bug, or need help while using the new reporting experience, you can contact us through any of the following channels:

If you contact us through the chatbot, you’ll be routed to a dedicated Support Specialist who is working directly with the reporting beta program. Our beta task force will review and address reported issues as quickly as possible.

You can also share product feedback through the same channels while using the new experience. In addition, we’ll send open-text feedback surveys throughout the beta to gather your input proactively.

In some cases, our team may ask to schedule a quick call to better understand your feedback or learn more about your experience.

In an effort to prevent any disruptions to your business needs, you can switch back to the old experience at any time using the toggle to the left of ‘New reporting’ in the top left of your screen.