Whether you're exporting records for your own files or running periodic backups, Boulevard makes it easy to export the information that matters most to your business. This guide covers what you'll need and where to find data.
How to Export Reports
Note: Depending on the size of your exported file, processing may take a few minutes. Stay on the page until your file has been downloaded.
Exporting from the Old Reporting suite:
From the Reports tab, navigate to the specific summary or report you want to export.
Apply your preferred date range and export your data.
Your file export will process and download to your device once complete.
Summaries: click the Export icon (cloud icon with arrow at top right of the page.)
Reports: use the three-dot menu (top right, next to the "last updated" timestamp) and select Download as CSV or Download as Excel file.
Exporting from the New Reporting suite:
From the Reports tab, navigate to the specific dashboard or report you want to export.
Apply your preferred date range and click the Export icon (underlined arrow at top right of the page).
Name your export (if desired) and choose a file format: CSV, Excel, PDF, or PNG.
Excel and CSV exports always include every column in the report, regardless of what's visible on screen — use these for a complete export.
PDF and PNG exports only capture the columns currently visible on screen.
Click Export. Your file export will process and download to your device once complete.
Reporting Permissions
You'll need the appropriate permissions to view and export data. As a baseline for being able to export reports, your Permission Group will need the following Data & Reporting permission enabled: Reporting Management > Export Reports. Without this, you can view a report but not export it.
For individual reports, you'll need the appropriate Data & Reporting permissions for the specific category they fall under — see Reporting Permissions for details. The tables in each section below outline the additional, category-specific Data & Reporting permissions you’ll need to access each report.
If you don't have access to a report described below, check with your admin.
Exportable Boulevard Account Data
Export workflows for both experiences are covered above in How to Export Reports.
Data | Old Experience Report or Summary | New Experience Report | Data & Reporting Permissions Required |
Full client list (name, contact info, address, date of birth, tags, marketing consent) | Reports > Add Report > Client Records | Clients > Client Records | Client insights |
Appointment history | Reports > Add Report > Schedule Records (appointment-level) and Appointment Service Records (service-line detail) | Appointments > Appointments or Appointment Line Items for service-level detail | Appointments: Everyone or Appointments: Self |
Product purchase history | Reports > Detailed Line Item Report | Financials > Order Line Items (filter Item Type = Retail Product) | Sales: Everyone or Sales: Self |
Membership details (per-client status, billing, renewal) | Reports > Subscriptions Report | Clients > Client Memberships | Client subscriptions |
Membership plan configurations | Not exportable - use new reporting experience | Catalog > Membership Records | Catalog records |
Gift card balances | Reports > Gift Card Liabilities Report | Clients > Gift Card Balance | Client redemptions & balance |
Gift card transaction history | Reports > Gift Card Redemptions Report | Financials > Gift Card Activity | Liability activity |
Voucher/package balances | Reports > Outstanding Voucher Liability Report | Clients > Voucher Balance | Client redemptions & balance |
Voucher and package activity | Reports > Detailed Voucher Activity Report or Voucher Redemptions Report. | Financials > Voucher Activity (transaction-level) or Package Sales (package-level) | Liability activity (Voucher Activity) or Sales: Everyone/Self (Package Sales) |
Account credit balances | Reports > Account Balances Report (point-in-time snapshot) | Clients > Account Credit Balance | Client redemptions & balance |
Account credit activity | Reports > Account Credit Activity Report (transaction-level, separate from the point-in-time Account Balances Report) | Financials > Account Credit Activity | Liability activity |
Staff records | Reports > Add Report > Staff Records | Staff Operations > Staff Records | Schedule & attendance: Everyone or Schedule & attendance: Self |
Service catalog setup | Reports > Add Report > Service Records | Catalog > Service Records | Catalog records |
Product catalog setup | Reports > Add Report > Product Records | Catalog > Product Records | Catalog records |
Inventory on hand / inventory adjustments | Reports > Inventory On-Hand Report / Inventory Adjustments Report | Catalog > Product Inventory On Hand (current stock) or Product Inventory Activity (adjustment history) | Inventory |
Daily sales rollup (sales, refunds, discounts) | Reports > Daily Summary Report; Summaries > Daily Summary | Financials > Daily Summary | Sales: Everyone or Sales: Self |
Payment and refund transactions by method or merchant account | Reports > Payments & Refunds Report; Summaries > Payments & Refunds Summary | Financials > Order Payments | Payments & disputes |
Staff commissions and tips | Summaries > Commission Summary | Staff Operations > Commission Summary | Commissions: Everyone or Commissions: Self |
Payouts & Deposit Reporting
Deposit and payout data lives in your Payment Processing settings and works the same way regardless of which reporting experience (old or new) you’re using:
To see the full record of every payout event (scheduled, sent, returned, or failed):
Go to Manage Business OR Manage Location Settings > Payments.
Select your Merchant Account, and open the Payouts tab.
Select a payout from the list and click Export to download the transactions within it. Payouts must be downloaded individually and cannot be bulk-exported.
To download a full list of transactions (sales, refunds, tips, fees, adjustments) processed during a specific time period, open the Transactions tab, set your desired date range and click Export.
If you need a period-level view of gross processed, fees, and net amount scheduled for payout, use the Daily and Monthly Activity reports instead:
Go to Manage Business Settings > Payment Processing.
Click the three dots next to the location you want, which opens that location's Payments overview.
Under the Activity tab, choose Daily Activity or Monthly Activity.
Click Download CSV for the day or month you need.
Note: Independent contractors or staff members with their own merchant accounts can access these reports from My Settings > Merchant.
Daily & Monthly Activity reports show activity within a date range; the payout reconciliation dashboard starts from an actual payout and works backward through every transaction behind it, including some adjustments that don't surface in Activity reports until the following month.
Use Activity reports to understand a period; use the payout reconciliation dashboard when the question is "why is this deposit this amount?"
Data That Can't Be Bulk-Exported
A few data types have to be gathered manually, one record at a time, rather than through a report:
Client notes — open each client's profile individually to save notes.
Appointment notes — save individually per appointment.
Forms, charts, and photos — these must be opened and saved individually from each client’s profile; they aren't included in bulk client exports.