Staff Service Sales 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
Staff Service Sales Report	https://dashboard.boulevard.io/reports/staff_service_sales

Overview

The Staff Service Sales report helps you review service revenue by individual staff member. It breaks down service sales, discounts, refunds, and voucher activity by staff, role, and service category, with sales credited to the staff member who performed the service, so the numbers here are built for commission validation.

Use this report to validate commissions, evaluate staff performance, and understand each provider's impact on your bottom line. It's especially useful for comparing discount reliance, refund patterns, and voucher impact across your team, since you can filter by location, role, or service category to isolate exactly the comparison you need.

Note: This report covers service sales only — retail, memberships, packages, and gift cards are in their own reports, so totals here won't match a staff member's overall sales. Attribution also follows the servicing staff member, not whoever checked out the order — this is the right report for commission validation, but for checkout-level activity, use the Operator Sales report instead.

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 service performance	Track each staff member’s service count, Net Service Sales, Gross Service Sales, and averages per order/appointment for the selected period.	Which staff drove the most net service sales this week? Who completed the most services? What is the net total per appointment by staff?
Discount and price impact	Audit Service Discount Amount, discount names, and Net Service Sales (Less Vouchers) to see how pricing actions affect results.	Which staff rely most on discounts? How much did discounts reduce service sales? What is net sales after vouchers by staff?
Refund monitoring	Review Service Refunds Count and Refunded Net Service Sales to identify refund hotspots and patterns.	Who issued the most service refunds? How much was refunded by each staff member?
Client coverage and demand	Use Service Client Count and Service Sales per Appointment to see reach and effectiveness with clients.	How many unique clients did each staff serve? What is sales per appointment by staff?
Voucher impact	Analyze Net Service Sales (Less Vouchers) and voucher service counts to understand the impact of redemptions on revenue.	Which staff processed the most voucher redemptions? How much net is left after vouchers by staff?

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: Staff operations reporting > Performance - 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, at least one completed service sale must be assigned to a staff member.

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?
Staff Role Name	The name of the role held by the staff member.	Stylist	Yes
Staff Name	The full name of the staff member.	Jane Doe	Yes
Service Category	The category a service is assigned to.	Facials	Yes
Service name	Display name of the service.	Hydrafacial	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Service count	The total number of completed services aggregated by the chosen grouping, duration, and filters.	43	Yes
Service net amount	Service sales in dollars, excluding tax, after discounts and refunds.	$234	Yes
Service sales tax	Total tax amount collected on service sales in dollars.	$20	No
Service discount	Discount amount on service sales in dollars.	$12	No
Service sale amount	Service sales in dollars before discounts, refunds and tax	$542.50	No
Service net amount per appointment	Average net service sales in dollars per appointment, computed as Net service amount divided by Appointment count within the selected filters.	$34	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?
Staff Role Name	The name of the role held by the staff member.	Stylist	Yes
Staff Name	The full name of the staff member.	Jane Doe	Yes
Service Category	The category a service is assigned to.	Facials	Yes
Service name	Display name of the service.	Hydrafacial	Yes
Service count	The total number of completed services aggregated by the chosen grouping, duration, and filters.	43	Yes
Service net amount	Service sales in dollars, excluding tax, after discounts and refunds.	$234	Yes
Service sales tax	Total tax amount collected on service sales in dollars.	$20	No
Service discount	Discount amount on service sales in dollars.	$12	No
Service sale amount	Service sales in dollars before discounts, refunds and tax	$542.50	No
Service net amount per appointment	Average net service sales in dollars per appointment, computed as Net service amount divided by Appointment count within the selected filters.	$34	No
Location ID	Unique identifier for the business location associated with the service sale.	893203d8-8921-4e89-a8d0-fc43dfcbfc61	No
Location External ID	Unique identifier for the business location from an external system, if applicable.	125A	Yes
Location Group	The location group the business location is associated with, if applicable.	SouthWest	Yes
Location Tags	Location tags associated with the business location, if available.	Texas	Yes
Location Name	Name of the business location associated with the service sale.	McKinney TX	Yes
Staff External ID	The identifier for the staff from an external system, if provided by the business.	da99b73a-ef56-4813-9583-6a1ba84f8f86	No
Staff Alternate ID	Alternate Identifier for the staff member if provided by the business.	38372-992	No
Staff ID	Unique identifier of the staff member.	7301fbe6-5a53-4b5f-910a-cd06d1a424b5	No
Staff First Name	The first name of the staff member.	Rebecca	No
Staff Last Name	The last name of the staff member.	Smith	No
Staff Nickname	Informal name used by the staff member in the system.	Janey	No
Is Staff Active	Flag indicating whether the staff member is active (true = active).	TRUE	Yes
Staff Mobile Number	The mobile phone number of the staff member.	2125550001	No
Staff Email	The email address of the staff member.	email@email.com	No
Service ID	Unique identifier for the service.	f6396266-b475-4273-9cc9-dcc829b8f755	No
Is Service Active	Flag indicating if the service is active (true = active).	TRUE	Yes
Current service price	The current default service price in dollars.	$175	No
At Sale Service Price	The default service price in dollars at the time the order containing this service sale was closed.	$175	No
Order Date	Local calendar date on which the order containing the service line item was closed.	2026-01-30	Yes
Voucher Service count	The total number of completed services associated with the voucher redemption aggregated by the chosen grouping, duration, and filters.	65	Yes
Service Refund Amount	Total refunded service sales in dollars, excluding tax.	-$164	No
Service Collected Amount	The total amount collected from the client for service purchases in dollars. Calculated as retail net amount plus retail tax amount.	$546	No
Service Net Amount Per Order	Average net service sales in dollars per order, computed as Net Service Sales divided by Order count within the selected filters.	$20	No
Service Net Amount Per Appointment (Less Vouchers)	Net service sales in dollars per appointment, excluding voucher redemptions. Calculated as Net service amount (Less Vouchers) divided by Appointment count within the selected filters.	$44	No
Service Net Amount (Less Vouchers)	Net service sales in dollars, excluding voucher redemptions.	$52	No
Service Client Count	Distinct count of clients who completed at least one service line item.	32	No
Service Refunds Count	Count of refunded service line items.	-$76	Yes
Staff Change - Service Net amount	Dollar amount of recoverable costs (if set by the business) applied to line items and subtracted from Net Sales before commission is calculated, aggregated by the current grouping.	$456	No
Business Charges	Dollar amount of Business Charges (if set by business) actually used in commission calculations, equal to the lesser of Net Sales and Business Charges for each line item, floored at zero.	$100	No
Capped Business Charges	Dollar amount equal to the lesser of Net Service Sales and Business Charges for each service line item (or 0 if this value is negative).	$167	No
At Sale Service Product Usage Cost	Total cost in dollars of products consumed in delivering the service, calculated as unit cost multiplied by quantity used.	$450	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
Services sales only	This report covers service line items exclusively. Retail, memberships, packages, and gift cards are in their own reports; totals here will not match a staff member's overall sales.
Attribution follows the servicing staff	Sales credit the staff member who performed the service, not who checked out the order. This is the right report for commission validation; for checkout activity, use Operator sales.

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 service performance	Track each staff member’s service count, Net Service Sales, Gross Service Sales, and averages per order/appointment for the selected period.	Use default configuration. Filters: set Order Date to the week; Service count, Service Sale Amount, Service Net Amount, and Service Net Amount Per Appointment are all included. Sort by: Service Net Amount descending.
Discount and price impact	Audit Service Discount Amount, discount names, and Net Service Sales (Less Vouchers) to see how pricing actions affect results.	Use default configuration. Columns: add Service Net Amount (Less Vouchers). Filters: set Order Date to the period. Sort by: Service Discount descending.
Refund monitoring	Review Service Refunds Count and Refunded Net Service Sales to identify refund hotspots and patterns.	Use default configuration. Columns: add Service Refunds Count. Filters: set Order Date to the review period. Sort by: Service Refund Amount descending. For hotspots by service - Group by: Staff Name, Service Name. Columns: Service Refunds Count, Service Refund Amount.
Client coverage and demand	Use Service Client Count and Service Sales per Appointment to see reach and effectiveness with clients.	Use default configuration. Columns: add Service Client Count. Filters: set Order Date to the period; Service Net Amount Per Appointment is already included.
Voucher impact	Analyze Net Service Sales (Less Vouchers) and voucher service counts to understand the impact of redemptions on revenue.	Use default configuration. Columns: add Voucher Service count, Service Net Amount (Less Vouchers), and Service Net Amount Per Appointment (Less Vouchers). Filters: set Order Date to the period; The gap between the two net measures is the voucher-covered value per staff.

Service Sales Report