Staff Attendance Summary 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 Attendance Summary Report	https://dashboard.boulevard.io/reports/staff_attendance_summary

Overview

The Staff Attendance Summary report helps you get a full picture of your team's scheduling, hours worked, and timecard activity across locations. It brings scheduled hours, clocked hours, blocked time, and utilization together in one place, so you can see attendance and productivity side by side rather than checking each separately.

Use this report to compare scheduled versus clocked hours for adherence tracking, monitor utilization to see how effectively scheduled time converts into booked appointments, and reconcile hours for payroll and compliance purposes. It's especially useful for shift planning and performance evaluation, since you can review blocked hours, overtime, and attendance patterns together to spot scheduling imbalances or recurring reliability issues.

Note: This report only includes staff members who have a scheduled shift during the selected period — staff without scheduled hours won't appear at all, even if they worked. Hours Clocked also requires active timecard usage: staff who don't clock in and out show blank or zero clocked hours regardless of whether they actually worked, so adherence comparisons are only meaningful at locations actively using timecards. See the Report Caveats section below for how blocked hours and overlapping appointments are calculated.

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
Schedule adherence tracking	Compare scheduled hours to actual clocked hours to identify late arrivals, early departures, or missed shifts.	Which staff members are consistently clocking in late? Who left early this week?
Utilization and productivity monitoring	Measure how effectively scheduled time is used for booked appointments and service delivery.	Which staff are under 70% utilization this week? Are overbooked staff being scheduled efficiently?
Overtime management	Track overtime start/end times and total overtime hours to control additional labor costs.	Who worked overtime yesterday, and for how long? Are overtime trends increasing over time?
Availability and staffing balance	Review business and personal blocked hours to ensure adequate coverage and balanced scheduling.	Which days have excessive personal blocks? Are business blocks affecting available appointment time?
Attendance validation and compliance	Reconcile scheduled versus clocked hours to ensure accuracy for payroll and compliance purposes.	Are all scheduled hours accounted for in clock-in/clock-out data? Were any manual timecard adjustments made?
Shift planning and optimization	Use attendance and utilization data to improve scheduling strategies and shift planning.	Are staff schedules aligned with client booking trends? Which roles require shift rebalancing?
Performance and reliability evaluation	Identify attendance patterns and punctuality to inform performance reviews or incentive programs.	Which staff have perfect attendance this month? Who has recurring timecard exceptions?

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, your time tracking workflows must be set up correctly:
- Timeclock must be enabled in your Manage Location Settings
- Staff clock in and out times must be recorded (via the Professional App or Dashboard)
  - See Time Clock and Timecards for details.
- Time blocks and appointments should be scheduled for each staff member for accurate records.

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 activity occurred.	Beverly Hills	Yes
Schedule date	The date associated with the staff schedule activity.	Aug 9, 2026	Yes
Staff name	Full name of the staff member.	Alyssa Coop	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Appointment count	Total count of appointments associated with the staff member during the selected period.	5	Yes
Hours scheduled	Total hours the staff member was scheduled to work in the selected period and grouping.	162.00	No
Business blocked hours	Total hours blocked for business-related non-service activities in the selected period and grouping.	5.00	No
Personal blocked hours	Total hours blocked as personal (non-work) time in the selected period and grouping.	3.00	No
Hours clocked	Total number of hours clocked by the staff member during the selected period and grouping, calculated as Clock Out Time − Clock In Time. Expressed in hours as a decimal (e.g., 1.25 = 1 hour 15 minutes).	3.00	No
Hours booked	Total hours booked for appointments in the selected period and grouping.	2.00	No
Utilization %	The staff member's utilization, calculated as hours booked over scheduled hours minus business block hours, expressed as a 0-1 percentage.	84.02%	Yes

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 activity occurred.	Beverly Hills	Yes
Schedule date	The date associated with the staff schedule activity.	Aug 9, 2026	Yes
Staff name	Full name of the staff member.	Alyssa Coop	Yes
Appointment count	Total count of appointments associated with the staff member during the selected period.	5	Yes
Hours scheduled	Total hours the staff member was scheduled to work in the selected period and grouping.	162.00	No
Business blocked hours	Total hours blocked for business-related non-service activities in the selected period and grouping.	5.00	No
Personal blocked hours	Total hours blocked as personal (non-work) time in the selected period and grouping.	3.00	No
Hours clocked	Total number of hours clocked by the staff member during the selected period and grouping, calculated as Clock Out Time − Clock In Time. Expressed in hours as a decimal (e.g., 1.25 = 1 hour 15 minutes).	3.00	No
Hours booked	Total hours booked for appointments in the selected period and grouping.	2.00	No
Utilization %	The staff member's utilization, calculated as hours booked over scheduled hours minus business block hours, expressed as a 0-1 percentage.	84.02%	Yes
Booked to scheduled %	The staff member’s booked-to-scheduled ratio, calculated as booked hours divided by scheduled hours.	6.78%	No
Scheduled start time	The local date and time when the staff member clocked in.	9:00 AM	No
Scheduled end time	The local date and time when the staff member clocked out.	2:57 PM	No
Staff role name	Name of the role assigned to the staff member.	Service Provider	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-2394s	No
Staff ID	Unique identifier for the staff member.	9de8a12a-3f89-4452-9a07-1861fa891fbc	No
Staff first name	First name of the staff member.	Alyssa	No
Staff last name	Last name of the staff member.	Coop	No
Staff nickname	Informal name used by the staff member in the system.	Alyssa	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.	179369510	No
Staff alternate ID	Alternate Identifier for the staff member if provided by the business.	Staff-ac-888	No
Staff mobile number	Mobile phone number of the staff member.	2125551240	No
Staff email	Email address of the staff member.	email@email.com	No
Forecasted service net amount	Estimated net sales value for future booked appointments based on service prices. Any known discounts that the user has available to be automatically applied are excluded. Units: dollars.	80.00	No
Service Net Amount	Net sales in dollars for service line items after discounts and refunds, excluding sales tax, aggregated by the current grouping.	$400.00	No
Location tags	Location tags associated with the business location, if available.	California	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
Only scheduled staff appear	This report is built on the staff schedule dataset. Only staff members with a scheduled shift during the selected period will appear. Staff without scheduled hours will not be included in the report.
Blocked hours only counted when overlapping shifts	Blocked time is only considered when it overlaps with a scheduled shift. Time blocks outside of scheduled working hours are not included in calculations.
Overlapping appointments counted once	When multiple appointments overlap within the same time window, the overlapping duration is counted only once toward booked hours to avoid double counting.
Clocked hours require timecard usage	Staff who do not clock in and out show blank or zero clocked hours regardless of whether they worked. Adherence comparisons are only meaningful at locations actively using timecards.

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
Schedule adherence tracking	Compare scheduled hours to actual clocked hours to identify late arrivals, early departures, or missed shifts.	Use default configuration. Filters: set Date to the week; Location Name = the location. Compare Hours Clocked against Hours Scheduled per staff; a persistent shortfall is the adherence flag. (Per-shift lateness needs the shift-level timecard view.)
Utilization and productivity monitoring	Measure how effectively scheduled time is used for booked appointments and service delivery.	Use default configuration. Filters: set Date to the week. Sort by: Utilization % ascending for underutilized staff; values above 100% indicate booking beyond scheduled shifts.
Overtime management	Track overtime start/end times and total overtime hours to control additional labor costs.	Use default configuration. Columns: add Overtime Hours. Filters: Date = yesterday. For trends: Group by: Staff Name, Date (week). Columns: Overtime Hours, Hours Clocked.
Availability and staffing balance	Review business and personal blocked hours to ensure adequate coverage and balanced scheduling.	Filters: set Date to the period; Location Name = the location. Group by: Staff Name, Date (day). Columns: Personal Blocked Hours, Business Blocked Hours, Hours Scheduled. Sort by: Personal Blocked Hours descending.
Attendance validation and compliance	Reconcile scheduled versus clocked hours to ensure accuracy for payroll and compliance purposes.	Use default configuration. Filters: set Date to the pay period; Location Name = the location. Compare Hours Clocked against Hours Scheduled per staff and investigate gaps in the timecard detail. (Manual adjustments are not itemized in this summary.)
Shift planning and optimization	Use attendance and utilization data to improve scheduling strategies and shift planning.	Filters: set Date to 4 to 8 weeks. Group by: Location Name, Staff Role Name. Columns: Hours Scheduled, Hours Booked, Utilization %. Roles with low utilization are over-scheduled relative to demand; consistently high roles need added coverage.
Performance and reliability evaluation	Identify attendance patterns and punctuality to inform performance reviews or incentive programs.	Use default configuration. Filters: set Date to the month. Staff whose Hours Clocked consistently track Hours Scheduled are the reliable set; recurring shortfalls or zero-clock rows are the exception list. (No attendance flag exists; the comparison is manual).