Overview
Welcome to your guide on the most commonly requested reports for beauty and wellness businesses on Boulevard. We'll walk through the built-in reports businesses rely on day to day, organized by the business question they answer.
If you're new to Boulevard's reporting tools, start with Getting Started with Boulevard Reporting to learn the basics of Dashboards, Detailed Reports, and Views before diving into this guide.
Commonly Used Reports by Business Need
Payroll & Commissions
Commission summary — start here for the answer to "what do I pay each person." It rolls up commissions and tips into one total per staff member per period, so you're not hunting through individual transactions to get a payroll-ready number.
Navigate to Reports → Staff Operations → Commission Summary.
By default, it's grouped by Location Name and Staff Name, showing commission by item type (service, product, package, membership) plus Tips and a combined Total Tips and Commissions column.
Set the date range to match your exact pay period before reading the totals — commission tiers are calculated based on whatever range is selected, so a mismatched range can under- or overstate what's owed.
To match staff to an external payroll system, add Staff External ID or Staff Alternate ID as a column.
Commission line items — use this when a Commission Summary total needs explaining, not just reporting. It breaks the same numbers down to the transaction level, so you can see exactly which sale, rate, and item produced a given commission amount.
Navigate to Reports → Staff Operations → Commission Line Items.
By default, it's grouped by Location Name, Staff Name, and Item Type, with each line showing sale amount, rate, and commission earned.
To investigate a specific total, filter Commission Line Items by the same Staff Name and date range used in Commission Summary. Check the Sale Type column for that staff member — if a reassignment happened, you'll see a matched pair: one row with Sale Type = Amendment (Decrease) removing the sale from the original staff member, and one with Amendment (Increase) adding it to the new one. Seeing both is expected in that case, not a duplicate charge.
Time card entries — this covers the hours half of payroll. Since Boulevard doesn't store pay rates, this report exists so you can pair actual hours worked against the commission totals above to get the full picture.
Navigate to Reports → Staff Operations → Time Card Entries.
Set the date range to your pay period to pull hours for that period alongside the two reports above.
Important note: Boulevard cannot advise which specific reports you should use for payroll because each business calculates compensation differently. The below is a recommended starting point — confirm with your accountant or payroll processor what's required for your business.
Staff & Retail Performance
Staff retail sales — for "who's selling retail, and how well." Sales performance is already broken down by staff member, with no custom setup required
Navigate to Reports → Staff Operations → Staff Retail Sales.
By default, it's grouped by Location Name and Staff Name, with units sold, sales, discounts, refunds, and a built-in Retail To Service % ratio.
To see a staff member's sales by brand or category, filter the report by Retail Product Brand Name or Retail Product Category Name.
Only sales with a staff member attributed appear here, so totals run lower than other retail reports. Packages and memberships are also excluded — this report counts retail products only.
Staff performance — the single broadest view of a team member: hours, sales, and client behavior side by side. This is the report to pull for performance reviews, compensation conversations, or staffing decisions, since it puts everything relevant to "how is this person doing" in one place.
Navigate to Reports → Staff Operations → Staff Performance.
By default, it's grouped by Location Name and Staff Name, with hours, utilization %, sales by category, booking behavior, and Retail Conversion % included out of the box.
To focus on specific metrics, like discounts and refunds, add the relevant columns (e.g., Discretionary Discounts, Refunds) rather than reading every default column.
Client Retention & New vs. Returning
Staff performance — includes metrics on client booking behavior per staff member.
Navigate to Reports → Staff Operations → Staff Performance.
Prebooked %, Staff Requested %, and Self-booked % are included by default per staff member — useful for understanding how much of a staff member's book is repeat business versus new clients finding them for the first time.
New Client Count % and Returning Client % can also be added as additional columns.
Client retention — for "are clients coming back," measured by location and business-wide. This is the report to reach for when comparing locations on loyalty, or spotting early churn risk before it shows up in revenue.
Navigate to Reports → Clients → Client Retention.
By default, it shows 30/60/90/120-day Business Revisit % and Location Revisit % per location.
To see clients the business kept but a specific location lost, compare Business Revisit % against Location Revisit % for that location — a gap between the two is the answer.
Use an older date range (90+ days back) so the retention window has had time to mature before reading the %s.
Staff client retention — the same revisit logic, but for coaching: which staff members are bringing clients back, and which might need support building repeat business.
Navigate to Reports → Staff Operations → Staff Client Retention.
Compare Business Revisit % against Staff Revisit % to see clients a provider lost to another staff member without the business losing them entirely.
Client sales — for "how much of our business is new vs. returning," tied directly to spend rather than visit counts.
Navigate to Reports → Clients → Client Sales.
Client Type (New/Returning) is a default column — filter by it to isolate either group.
Two behaviors worth flagging: retention windows run from each client's own first visit in the period, not the period's end date. And "New" vs. "Existing" is a lifetime classification — a client only counts as new if the selected period contains their first-ever visit at the business, regardless of how long ago their other history goes.
Referral Tracking
Referral performance — for "which sources are working." Rolls up new and returning client counts, revenue by category, and gratuity per referral source.
Navigate to Reports → Clients → Referral Performance.
By default, it's grouped by Referral Source, with New Client Count, Returning Client Count, Order Count, and Net Amount per source.
To see appointment or service volume alongside revenue, add Appointment Count or Service Count as columns.
Client referrals — for "who's referring, and is the reward program working as intended." Tracks individual referrer-to-referred pairs, along with rewards issued.
Navigate to Reports → Clients → Client Referrals.
By default, it's grouped by Referred Date, with referred and referring clients, and Total Rewards shown.
To see top referrers, add Referring Client to Group By and remove Referred Date and Referral Activity ID — this rolls individual referral rows up into one row per referrer.
To validate reward spend against value generated, add Lifetime Value or Referred Client Value as columns alongside Total Rewards.
Two behaviors worth flagging: on Referral Performance, the date filter selects by referral date, not order date — so Order Count and Net Amount reflect the referred client's entire lifetime with the business, not just activity in the selected range. And on Client Referrals, clients added through a data import sometimes have no location assigned, which can undercount totals when filtering by location
Payment & Voucher Reconciliation
Order payments — for 'does this match my drawer or transaction records.' Covers every payment and refund processed through Boulevard at the transaction level, including custom payment types.
Navigate to Reports → Financials → Order Payments.
By default, it's grouped by Location Name and Transaction Date, showing Order Number, Transaction Type, Client Name, Payment Method, Transaction Amount, and Merchant Name.
To isolate a non-standard payment type, filter Payment Method and add Custom Payment Name as a column.
Refunds appear as negative amounts within this same report, not separate rows — filter Transaction Type = Refund to see them in isolation.
Voucher, account credit, and gift card payment methods reflect redemptions of an existing liability, not new cash collected — filter these out when reconciling against bank deposits, or totals will run high.
For bank deposit reconciliation, use the Daily and Monthly Activity reports, which include gateway/interchange fees and net payout amounts.
Voucher summary — for "how much voucher liability moved, and does it balance out." A location-level rollup of starting liability, everything that changed it, and ending liability — the report to use for accounting reviews and period closes.
Navigate to Reports → Financials → Voucher Summary.
By default, it's grouped by Location Name, showing Starting Liability, Liability Issued, Manual Adjustments, Liability Expirations, Liability Voids, Liability Redemptions, and Ending Liability.
To check the math: Starting Liability + Net Liability Change should equal Ending Liability, per location.
Liability follows the selling location, not the redeeming one — a voucher sold at Location A and redeemed at Location B still reduces Location A's balance. Inbound redemptions from other locations are informational only and don't affect this location's totals.
This is a summary, not a voucher list — for individual vouchers or clients, use Voucher Activity instead.
Voucher activity — for "which voucher, which client, who processed it." Event-level detail across the full voucher lifecycle: granted, redeemed, exchanged, voided, refunded, or expired.
Navigate to Reports → Financials → Voucher Activity.
By default, it's grouped by Activity Date, showing Order Number, Activity Type, Voucher Source, Voucher Value, Purchase/Redeemed Location, and Purchasing/Redeemed Client.
To audit a specific client, filter Purchasing Client and separately Redeemed Client — vouchers can be purchased by one client and then shared or redeemed by another.
Voucher Value is the deferred purchase value (package or membership price ÷ included vouchers), not the list price of the service redeemed.
Redemption-specific fields (Redeemed Client, Location, Operator, Service Name) only populate on redemption or refund rows — they're blank for granted, voided, or expired activity.
EOD & EOM Reporting Workflows
End-of-Day (EOD) Reporting
Three reports cover a standard daily close: did today's sales look right, does the physical cash drawer balance, and does the total money collected match across all tender types.
Daily summary — the report to open first. It's purpose-built to validate end-of-day performance, rolling up sales, refunds, and discounts across every sellable type for the day.
Navigate to Reports → Financials → Daily Summary.
By default, it's grouped by Location Name, expandable to show each day — set Order Date to today.
Total Collected on this report is services-only (service net + tax + tips), not a whole-business total — for the full day's revenue, look at the individual Net Amount columns across services, retail, memberships, packages, gift cards, and account credit together.
Register closeout entries — for "does the physical cash drawer balance." The direct cash-count reconciliation report, showing expected cash vs. counted cash per drawer closeout, with the variance already calculated.
Navigate to Reports → Financials → Register Closeout Entries.
Set the Closeout Activity Date to today, and compare Ending Balance against Cash Expected — the gap is Cash Variance, positive for an overage and negative for a shortage.
This report is cash-only and one row per drawer count, not per day — a location with a shift-change count and an end-of-day count will show two rows.
Add Operator Name as a column to see who performed each count, useful for spotting a recurring discrepancy tied to a specific shift.
Order payments — for "does the full day's collections match, across every tender type." Covers card, voucher, gift card, and every other payment method together.
Navigate to Reports → Financials → Order Payments.
Set the Transaction Date to today and Group by Payment Method to compare cash, card, and other tender types (remove Payment Method from Columns first, then add to Group by).
Voucher, gift card, and account credit payment methods are redemptions of an existing liability, not new cash — exclude them when checking totals against the bank deposit.
For businesses selling packages or memberships, a quick look at Voucher Activity (set Activity Date = today, filter by Activity Type = redeemed,) can catch a same-day redemption issue before it compounds.
End-of-Month (EOM) Reporting
Five reports cover a full month-end review: overall performance, what drove revenue, membership activity, outstanding voucher liability, and stock levels heading into the new month.
Business summary dashboard — for "how did the month go, overall." A single dashboard covering revenue, appointments, retention, and utilization, so the full performance picture doesn't require pulling four separate reports.
Navigate to Reports → Dashboards → Business Summary.
Set the date range to the month and Compare To the previous month to see what moved.
Sales summary dashboard — for "what drove revenue, and how did clients pay." Breaks the month's collections down by what was sold and by payment method, including card processing fees by merchant account.
Navigate to Reports → Dashboards → Sales Summary.
Use Total Collected for the full revenue picture.
This report shows what Boulevard processed, not what hit your bank account — reference the Monthly Activity report for net payout amount needed to match actual deposits.
Membership Event Summary — for "how is our membership base moving." Tracks new activations, pauses, cancellations, and past-due transitions during the month, so retention or churn issues surface before they show up in revenue.
Navigate to Reports → Clients → Membership Event Summary.
By default, it's grouped by Location Name and Membership Name, showing starting/ending active membership counts alongside activations, pauses, cancellations, past-due moves, and Client Retention %.
Memberships flagged as Scheduled Cancellation or Past Due still count as active in the Ending count — they're an early-warning signal, not a churn total, until the cancellation actually happens.
Retention % and Churn % compare against the previous period of the same length — keep the date range consistent between months if comparing rates over time.
Voucher summary — for "how much voucher liability is outstanding." A location-level rollup of what moved liability during the month.
Navigate to Reports → Financials → Voucher Summary.
Set Date Range to the month, and confirm Starting Liability + Net Liability Change = Ending Liability per location.
Product inventory on-hand — for "what's on the shelf heading into next month." Current stock levels and value across locations, useful for spotting reorder needs before the new month starts.
Navigate to Reports → Catalog → Product Inventory On-Hand.
Cost Value and Profit Value only populate when Inventory As Of Date is set to today — running this a few days into the new month still works, since it reflects current stock rather than a historical range.