Schedule Detail 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
Schedule Detail Report	https://dashboard.boulevard.io/reports/schedule_detail

Overview

The Schedule Detail report helps you pull a detailed view of your staff's scheduled and completed activities by service, location, and date. It shows one row per slot on the calendar — services with clients and time blocks alike — so you can recreate a staff member's day exactly as it appears on the schedule.

Use this report to print or share daily run sheets for the team, review how an individual staff member's time breaks down across services and gaps, and spot double-bookings or tight turnarounds by scanning slots in time order. It's especially useful for tracking multi-staff appointments, since you can check which appointments list additional providers to confirm coordination and avoid scheduling conflicts.

Note: This report includes both past and upcoming slots exactly as they appear on the calendar — it doesn't mark whether an appointment was completed, cancelled, or a no-show.

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
Daily run sheets for the team	Print or share each staff member's day, slot by slot, with clients, services, and times, so the team knows exactly what is ahead.	What does everyone's day look like tomorrow? Can I print today's schedule for the front desk?
Reviewing how a staff member's day is structured	See how an individual's booked time breaks down across services and time blocks and where the open gaps sit.	How is Staff A's Thursday laid out? How much of their day is blocked vs. scheduled with client services?
Spotting double-bookings and tight turnarounds	Scan a staff member's slots in time order to catch overlapping bookings or back-to-back services with no turnover time.	Is anyone double-booked tomorrow? Does Staff A have any breathing room between appointments?
Multi-Staff Appointment Tracking	Review appointments that involve multiple providers to ensure coordination and avoid scheduling conflicts.	Which services require multiple staff? Who are the additional providers for shared appointments?

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 > Schedule & Attendance - 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, shift hours must be published, along with time blocks and appointments scheduled for each 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?
Location Name	Name of the business location where the schedule activity occurred.	McKinney TX	Yes
Staff Name	Full name of the staff member.	Ashley Austin	Yes
Schedule Date	The date associated with the staff schedule activity.	Feb 02, 2026	Yes
Schedule Activity ID	Unique identifier for the schedule activity entry.	9f23e158-616d-44aa-aa6f-75cad43b613d	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Start Time	The local time when the service or time block began.	9:45 AM	Yes
End Time	The local time when the service or time block ended.	11:00 AM	Yes
Schedule Activity Type	Indicates whether the entry is a service or a time block.	Service	Yes
Activity description	Name of the service performed, or time block reason.	Women's Haircut	No
Client Name	The full name of the clients for service entries; empty for time blocks.	Alexa Smith	No
Duration Hours	Scheduled length of the entry measured in hours (numeric).	1.25	No
Duration Minutes	Scheduled length of the entry measured in minutes (numeric).	75	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 where the schedule activity occurred.	McKinney TX	Yes
Schedule Date	The date associated with the staff schedule activity.	Feb 02, 2026	Yes
Staff Name	Full name of the staff member.	Ashley Austin	Yes
Schedule Activity ID	Unique identifier for the schedule activity entry.	9f23e158-616d-44aa-aa6f-75cad43b613d	No
Schedule Activity Type	Indicates whether the entry is a service or a time block.	Service	Yes
Activity description	Name of the service performed, or time block reason.	Women's Haircut	No
Client Name	The full name of the clients for service entries; empty for time blocks.	Alexa Smith	No
Start Time	The local time when the service or time block began.	9:45 AM	Yes
End Time	The local time when the service or time block ended.	11:00 AM	Yes
Location Group	The location group the business location is associated with, if applicable.	West Coast	Yes
Location ID	Unique identifier for the business location.	2c91d997-4184-4e06-a534-ac96a27dceff	No
Location External ID	Identifier for the location from an external system, if provided by the business.	Loc-3828ad	No
Staff ID	Unique identifier for the staff member.	5cf76479-d8d7-4369-9810-1de745205a9e	No
Staff Role Name	Name of the role assigned to the staff member	Service Provider	Yes
Staff First Name	First name of the staff member.	Ashley	No
Staff Last Name	Last name of the staff member.	Austin	No
Staff Nickname	Informal name used by the staff member in the system.	Ashley	No
Is Staff Active	Flag indicating if the staff member is active (true = active).	TRUE	Yes
Staff Employee ID	Identifier for the staff member from an external system if provided by the business.	staff11-ap78-xd	No
Staff Alternate ID	Alternate Identifier for the staff member if provided by the business.	aee772-hsgwb3-edd	No
Staff Mobile Number	Mobile phone number of the staff member.	2125550001	No
Staff Email	Email address of the staff member.	email@email.com	No
Client First Name	The first name of the clients for service entries; empty for time blocks.	Alexa	No
Time Block Type	Entity who created or applied the time block.(Possible values include Business and Personal)	Personal	No
Duration Hours	Scheduled length of the entry measured in hours (numeric).	1.25	No
Duration Minutes	Scheduled length of the entry measured in minutes (numeric).	75	No
Location Tags	Location tags associated with the business location, if available.	Southwest	Yes
Other providers	Names of additional staff on the same appointment, comma-separated.	Alana Porter	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
Each row is one slot on the calendar	Every row is a single booked entry: a service with a client, or a time block like lunch or admin time. Reading a staff member's rows top to bottom with Start time and End time recreates their day exactly as it appears on the calendar.
Time block rows have no client	A blank Client name means the row is a time block, not a service. The Activity description shows the reason, such as lunch.
Includes past and upcoming slots	The report shows whatever is on the calendar for the filtered dates, whether the appointment already happened or is still ahead. It does not mark completions, cancellations, or no-shows.
Cancelled entries are not included	Cancelled appointments and cancelled time blocks do not appear in this report. Every row reflects a slot that is, or was, actively on the schedule.

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
Daily run sheets for the team	Print or share each staff member's day, slot by slot, with clients, services, and times, so the team knows exactly what is ahead.	Use default configuration. Filters: Schedule Date = the day; Location Name = the location. Sort by: Staff Name then Start time, then export or print.
Reviewing how a staff member's day is structured	See how an individual's booked time breaks down across services and time blocks and where the open gaps sit.	Use default configuration. Filters: Staff Name = the staff member; Schedule Date = the day or week. Read slots in Start time order; gaps between End time and the next Start time are open time.
Spotting double-bookings and tight turnarounds	Scan a staff member's slots in chronological order to catch overlapping bookings or back-to-back services with no turnover time.	Use default configuration. Filters: Schedule Date = the day; Location Name = the location. Sort by: Staff Name then Start time; overlapping time windows or zero-gap transitions under one staff member are the flags. (Overlaps are visible, by reviewing the start times not flagged automatically.)
Multi-Staff Appointment Tracking	Review appointments that involve multiple providers to ensure coordination and avoid scheduling conflicts.	Use default configuration. Columns: add Other providers. Filters: Schedule Date = the day. Rows with a populated Other providers list are the shared appointments.