Operator 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
Operator Sales Report	https://dashboard.boulevard.io/reports/operator_sales

Overview

The Operator Sales report helps you get a consolidated view of your front desk operators' activity, including bookings, checkouts, sales, discounts, and refunds. Every measure here is attributed to whoever processed the checkout — not who performed the service — so this is the report for evaluating front desk activity specifically, not provider-level performance.

Use this report to evaluate checkout performance, review discount usage at the register, and monitor refund patterns that may point to checkout accuracy issues. It's especially useful for comparing operators across locations, roles, or time periods, since you can identify top performers and coaching opportunities at the front desk level.

Note: Operator refers to the person who processed the transaction (sale or refund), not the staff member who performed the service — a front desk employee checking out another provider's appointment gets that sale attributed to them in this report. For provider-level performance, use the Staff Performance 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 operator’s checkout activity, including appointments booked and checked out, service count, Net Service Sales, Gross Service Sales, and average sales per order or appointment for the selected period.	Which operators drove the most net service sales this week? Who completed the most checkouts? What is net sales per appointment by operator?
Discount and pricing behavior	Review discount usage by operator, including discount names, reasons, and total discount amounts, and understand how discounting impacts net sales at checkout.	Which operators rely most on discounts? How much did discounts reduce net service sales by operator? Are discounts being used consistently within policy?
Refund monitoring and checkout accuracy	Monitor refunded sales and refund counts by operator to identify patterns, frequent corrections, or potential checkout issues.	Which operators issued the most refunds? How much refunded value did each operator process? Are refunds concentrated in specific shifts or locations?
Client coverage and demand handling	Analyze how many clients each operator serves and how effectively operators convert checkouts into completed sales.	How many clients did each operator check out? Are certain operators handling higher client volume?
Operator productivity comparison	Compare operators across locations, roles, or time periods to identify top performers and operators who may need coaching or support.	Who are the highest-performing checkout operators? How does performance vary by location or role?

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, you must have at least one closed order.

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?
Operator Name	Full name of the operator who processed the checkout activity.	Anna Jorgenson	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Hours Scheduled	Total hours the staff member was scheduled to work in the selected period.	30.5	No
Appointment Count	Distinct count of appointments associated with the staff member.	157	No
Net Amount	Total net amount in dollars after discounts and refunds, excluding sales tax and gratuity, aggregated by the current grouping.	$18641.69	No
Service Count	Count of services performed by the staff member.	299	No
Service Net Amount	Net amount in dollars from services after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$14963	No
Retail Product Sales Count	Count of retail products sales associated with the staff member.	112	No
Retail Net Amount	Net amount in dollars from retail products after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$2888.69	No
New Membership Sales Count	Count of new membership sales associated with the staff member.	1	No
New Membership Net Amount	Net amount in dollars from new membership purchases after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$85	No
Package Sales Count	Count of package sales line items linked to the staff member.	0	No
Package Net Amount	Net amount in dollars from packages after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$0	No
Discount Amount	Total discount amount in dollars, excluding sales tax, aggregated by the current grouping.	$-1589.8	No
Discretionary Discounts	Total dollar amount of manually applied discounts, excluding promotional offers, aggregated by the current grouping.	$-318.5	No
Promotional Offers	Dollar value of promotional offers applied aggregated by the current grouping.	$-1271.3	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?
Operator Name	Full name of the operator who processed the checkout activity.	Anna Jorgenson	Yes
Hours Scheduled	Total hours the staff member was scheduled to work in the selected period.	30.5	No
Appointment Count	Distinct count of appointments associated with the staff member.	157	No
Sale Amount	Total sale amount in dollars for all line items aggregated by the current grouping before discounts and refunds, excluding sales tax. For voucher-redeemed services, the sale amount uses the service list price per policy.	$25062.99	No
Service Count	Count of services performed by the staff member.	299	No
Service Sale Amount	Total sale amount in dollars from services aggregated by the current grouping before discounts and refunds, excluding sales tax. For voucher-redeemed services, the sale amount uses the service list price per policy.	$17890	No
Retail Product Sales Count	Count of retail products sales associated with the staff member.	112	No
Retail Product Sale Amount	Total sale amount in dollars from retail products aggregated by the current grouping before discounts and refunds, excluding sales tax.	$3170.99	No
New Membership Sales Count	Count of new membership sales associated with the staff member.	1	No
New Membership Sale Amount	Total sale amount in dollars from new membership purchases aggregated by the current grouping before discounts and refunds, excluding sales tax.	$85	No
Package Sales Count	Count of package sales line items linked to the staff member.	0	No
Package Sale Amount	Total sale amount in dollars from packages aggregated by the current grouping before discounts and refunds, excluding sales tax.	$0	No
Discount Amount	Total discount amount in dollars, excluding sales tax, aggregated by the current grouping.	$-1589.8	No
Discretionary Discounts	Total dollar amount of manually applied discounts, excluding promotional offers, aggregated by the current grouping.	$-318.5	No
Promotional Offers	Dollar value of promotional offers applied aggregated by the current grouping.	$-1271.3	No
Order Date	Date associated with the order that was checked out	July 20, 2026	Yes
Location Group	The location group the business location is associated with, if applicable.	West Coast	Yes
Operator Role Name	The role assigned to the operator	Front Desk/Receptionist	Yes
Location ID	Unique identifier for the business location where the operator checkout activity occurred.	5d15cc99-c59f-469c-a502-65827w928be1555a	No
Location External ID	Unique identifier for the business location from an external system, if applicable.	5d15cc99-c59f-469c992-114	No
Location Name	Name of the business location where the operator processed the checkout.	McKinney TX	Yes
Operator External ID	The identifier for the operator from an external system, if provided by the business.	5d15cc99-c59f-469c-a502-65827be1555a	No
Operator Alternate ID	Alternate identifier for the operator, if provided by the business.	5d15cc99-c59f-469c	No
Operator ID	Unique identifier of the operator who processed the checkout activity.	5d15cc99-c59f-469c-a502-65827be1555a	No
Operator First Name	First name of the operator.	Anna	No
Operator Last Name	Last name of the operator.	Jorgenson	No
Operator Nickname	Informal name used by the operator in the system, if available.	Anna	No
Operator Mobile Number	Mobile phone number associated with the operator profile.	2125550001	No
Operator Email	Email address associated with the operator profile.	email@email.com	No
Discount Name	The name of the discount applied, including the offer name or discount reason.	Summer Sale	No
Hours Clocked	Total hours clocked by the staff member in the selected period	31	No
New Client Count	Total number of clients whose first appointment with the business occurred within the selected date range, aggregated by the current grouping.	18	No
New Client Count %	Percentage of served clients whose first appointment with the business occurred within the selected date range.	0.12426	No
Order Client Count	Unique count of clients associated with the staff member’s orders.	169	No
Service Client Count	Unique count of clients who received a service from the staff member.	157	No
Retail Product Client Count	Count of clients who purchased a retail product through the staff member.	64	No
New Membership Client Count	Count of clients associated with membership sales handled by the staff member.	0	No
Package Client Count	Count of clients who purchased a package from the staff member.	0	No
Order Count	Count of orders associated with the staff member.	167	No
Gift Card Sales Count	Count of gift card sales associated with the staff member.	6	No
Retail quantity sold	Total number of retail product units sold, aggregated by the current grouping.	112	No
Prepaid Product Quantity Used	Total number of prepaid product units redeemed, aggregated by the current grouping.	0	No
Prepaid Product quantity sold	Total number of prepaid product units sold, aggregated by the current grouping.	0	No
Retail Refund Count	Total number of refunded retail product sales, aggregated by the current grouping.	0	No
New Memberships Refund Count	Total number of refunded new membership sales, aggregated by the current grouping.	0	No
Recurring Membership Refund Count	Total number of refunded recurring membership renewals, aggregated by the current grouping.	0	No
Total Membership Refund Count	Total number of refunded memberships sales, including new memberships and recurring renewals, aggregated by the current grouping.	0	No
Package Refund Count	Total number of refunded package sales, aggregated by the current grouping.	0	No
Gift Card Refund Count	Total number of refunded gift card sales, aggregated by the current grouping.	0	No
Account Credit Refund Count	Total number of refunded account credit transactions, aggregated by the current grouping.	0	No
Prepaid product Refund Count	Total number of refunded prepaid product sales, aggregated by the current grouping.	0	No
Recurring Membership Sale Amount	Total sale amount in dollars from recurring membership renewals aggregated by the current grouping before discounts and refunds, excluding sales tax.	$85	No
Total Membership Sale Amount	Total sale amount in dollars from all membership purchases and renewals aggregated by the current grouping before discounts and refunds, excluding sales tax.	$170	No
Gift Card Sale Amount	Total sale amount in dollars from gift cards aggregated by the current grouping before discounts and refunds.	$620	No
Account Credit Sale Amount	Total sale amount in dollars from account credit purchases aggregated by the current grouping before discounts and refunds.	$0	No
Prepaid product sale amount	Total sale amount in dollars from prepaid product purchases aggregated by the current grouping before discounts and refunds.	$0	No
Gratuity	Total gratuity amount by the current grouping before refunds.	$3212	No
Refunds	Total dollar amount of refunds aggregated by the current grouping.	$-142	No
Refunded Service Sales	Total dollar amount of refunded service sales aggregated by the current grouping.	$-142	No
Refunded Retail Sales	Total dollar amount of refunded retail product sales aggregated by the current grouping.	$0	No
Refunded New Membership Sales	Total dollar amount of refunded new membership sales aggregated by the current grouping.	$0	No
Refunded Recurring Membership Sales	Total dollar amount of refunded recurring membership sales aggregated by the current grouping.	$0	No
Refunded Total Membership Sales	Total dollar amount of refunded membership sales, including new memberships and recurring renewals, aggregated by the current grouping.	$0	No
Refunded Package Sales	Total dollar amount of refunded package sales aggregated by the current grouping.	$0	No
Refunded Gift Card Sales	Total dollar amount of refunded gift card sales aggregated by the current grouping.	$0	No
Refunded Account Balance Sales	Total dollar amount of refunded account balance transactions aggregated by the current grouping.	$0	No
Refunded Prepaid Product Sales	Total dollar amount of refunded prepaid product sales aggregated by the current grouping.	$0	No
Refunded Gratuity	Total dollar amount of refunded gratuity aggregated by the current grouping.	$0	No
Service Discretionary Discounts	Total dollar amount of discretionary discounts applied to services aggregated by the current grouping.	$1307.5	No
Net Amount	Total net amount in dollars after discounts and refunds, excluding sales tax and gratuity, aggregated by the current grouping.	$18641.69	No
Net Amount (Less Vouchers)	Total net amount in dollars after discounts and refunds, excluding sales tax and voucher redemptions, aggregated by the current grouping.	$16630.69	No
Service Net Amount	Net amount in dollars from services after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$14963	No
Service Net Amount (Less Vouchers)	Net amount in dollars from services after discounts and refunds, excluding sales tax and voucher redemptions, aggregated by the current grouping.	$9740	No
Service Net Amount Per Appointment	Average net service amount in dollars per appointment, aggregated by the current grouping.	$95.31	No
Service Net Amount Per Appointment (Less Vouchers)	Average net service amount in dollars per appointment, excluding voucher redemptions, aggregated by the current grouping.	$62.04	No
Retail Net Amount	Net amount in dollars from retail products after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$2888.69	No
Retail to Service Amount %	Percentage of retail product net amount relative to service net amount, calculated as Net Retail Product Amount divided by Net Service Amount.	0.17866746	No
Net Service & Retail per Order	Average net sales from services and retail products per order in dollars. Calculated as (service net amount + retail product net amount) divided by total order count.	$106.45	No
New Membership Net Amount	Net amount in dollars from new membership purchases after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$85	No
Recurring Membership Net Amount	Net amount in dollars from recurring membership renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$85	No
Total Membership Net Amount	Net amount in dollars from all membership purchases and renewals after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$170	No
Package Net Amount	Net amount in dollars from packages after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$0	No
Gift Card Net Amount	Net amount in dollars from gift cards after discounts and refunds, aggregated by the current grouping.	$620	No
Account Balance Net Amount	Net amount in dollars from account balance purchases after discounts and refunds, aggregated by the current grouping.	$0	No
Prepaid Product Net Amount	Net amount in dollars from prepaid product purchases after discounts and refunds, aggregated by the current grouping.	$0	No
Net Amount Per Order	Average net amount in dollars per order, calculated as Net Amount divided by Order Count, aggregated by the current grouping.	$130.30	No
Net Amount Per Order (Less Vouchers)	Average net amount in dollars per order, calculated as Net Amount (Less Vouchers) divided by Order Count, aggregated by the current grouping.	$99.28	No
Net Gratuity	Net gratuity amount in dollars after refunds, aggregated by the current grouping.	$3212	No
Fee Name	The name of the fee applied to the sale line item, if any.	Green Circle Fee	No
Fee Amount	Dollar amount of the fee applied, if any.	$0	No
Sales Tax	Total sales tax in dollars across all taxable sales, aggregated by the current grouping.	$246.24	No
Service Sales Tax	Total sales tax in dollars from services, aggregated by the current grouping.	$0	No
Retail Sales Tax	Total sales tax in dollars from retail products, aggregated by the current grouping.	$246.24	No
New Membership Sales Tax	Total sales tax in dollars from new membership purchases, aggregated by the current grouping.	$0	No
Recurring Membership Sales Tax	Total sales tax in dollars from recurring membership renewals, aggregated by the current grouping.	$0	No
Total Membership Sales Tax	Total sales tax in dollars from all membership purchases (new and recurring), aggregated by the current grouping.	$0	No
Package Sales Tax	Total sales tax in dollars from package purchases, aggregated by the current grouping.	$0	No
Total Collected	The total amount collected from clients for services in dollars. Calculated as service net amount plus service tax amount plus tips, aggregated by the current grouping.	$22099.93	No
Service Collected Amount	The total amount collected from clients for services in dollars. Calculated as service net amount plus service tax amount, aggregated by the current grouping.	$14963	No
Retail Collected Amount	The total amount collected from clients for retail products in dollars. Calculated as retail net amount plus retail tax amount, aggregated by the current grouping.	$3134.93	No
New Membership Collected Amount	The total amount collected from clients for new membership purchases in dollars. Calculated as new membership net amount plus tax amount, aggregated by the current grouping.	$85	No
Recurring Membership Collected Amount	The total amount collected from clients for recurring membership renewals in dollars. Calculated as recurring membership net amount plus tax amount, aggregated by the current grouping.	$85	No
Total Membership Collected Amount	The total amount collected from clients for all membership purchases (new and recurring) in dollars. Calculated as total membership net amount plus tax amount, aggregated by the current grouping.	$170	No
Package Collected Amount	The total amount collected from clients for package purchases in dollars. Calculated as package net amount plus package tax amount, aggregated by the current grouping.	$0	No
Refund Business Covered Amount	Total dollar amount of refunds designated as business-covered aggregated by the current grouping.	$0	No
Refund Clawback Amount	Total dollar amount of refunds designated as clawback aggregated by the current grouping.	$-142	No
Redeemed Voucher Value	Dollar value of vouchers redeemed aggregated by the current grouping.	$5223	No
Voucher Adjustment	Dollar value of voucher-related adjustments aggregated by the current grouping.	$-1477.5	No
Business Charges	Dollar amount of per-service, per-location recoverable costs set by the business and subtracted before commission, aggregated by the current grouping.	$1275.59	No
Capped Business Charges	Dollar amount equal to the lesser of Net Sales and Business Charges, or 0 if negative, aggregated by the current grouping.	$1194.51	No
Returning Client Count	Total number of returning clients served by the staff member, aggregated by the current grouping.	139	No
Hours Booked	Total hours booked with the staff member during the selected period.	0	No
Business Blocked Hours	Total hours on the staff member’s schedule blocked for business-related activities during the selected period.	0	No
Personal Blocked Hours	Total hours on the staff member’s schedule blocked for personal activities during the selected period.	0	No
Service Hours	Total hours the staff member spent providing services during the selected period.	145.833331	No
Service Refunds Count	Total number of refunded service sales, aggregated by the current grouping.	4	No
Location Tags	Location tags associated with the business location, if available.	Southwest	Yes
Order tag	Tags on orders associated with the staff if applicable	Summer Sale Discount	Yes
Appointment tag	Tags on appointments associated with the staff, if applicable.	First Appointment	Yes
Client tag	Tags on order clients associated with the staff if applicable.	New Client	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
Operator means who processed the checkout, not who performed the service	Every measure is attributed to the staff user who rang up the order. A front desk operator checking out another provider's appointment gets the sale attributed here. For provider-level performance, use the Staff performance report.
Refunds credit the operator who processed the refund	Refund measures show refunds the operator rang up, which usually reflects who handled the return at the desk, not whose sale went wrong. High refund figures indicate refund workload, not necessarily poor selling.

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 operator’s checkout activity, including appointments booked and checked out, service count, Net Service Sales, Gross Service Sales, and average sales per order or appointment for the selected period.	Use default configuration. Columns: add Service Net Amount, Order Count, and Service Net Amount Per Appointment. Sort by: Service Net Amount descending.
Discount and pricing behavior	Review discount usage by operator, including discount names, reasons, and total discount amounts, and understand how discounting impacts net sales at checkout.	Use default configuration. Columns: add Net Amount and Discount Name. Filters: set Order Date to the review period. Sort by: Discretionary Discounts descending; that column isolates manual discounting from automatic offers.
Refund monitoring and checkout accuracy	Monitor refunded sales and refund counts by operator to identify patterns, frequent corrections, or potential checkout issues.	Use default configuration. Columns: add Refunds, Refunded Service Sales, and Retail Refund Count. Filters: set Order Date to the period. Sort by: Refunds descending.
Client coverage and demand handling	Analyze how many clients each operator serves and how effectively operators convert checkouts into completed sales.	Use default configuration Columns: add Order Client Count, Net Amount, and Net Amount Per Order.
Operator productivity comparison	Compare operators across locations, roles, or time periods to identify top performers and operators who may need coaching or support.	Filters: set Order Date to the comparison period. Group by: Operator Role Name, Operator Name. Columns: Order Count, Net Amount, Discount Amount, Refunds.