See below for definitions of Boulevard’s report data measures to help guide your data analysis. For more information on new reports, see Beta Reports.

Data Definitions

Account Balance Liabilities

Outstanding Account Balance amount associated with a client

Account Balance Receivables

Negative Account Balance amount associated with a client

Account Balance Sales

Total amount of sales where Account Balance was used/purchased

Account Balances

Current account balance listed on the client profile

Adjustment Reason (Inventory Adjustment)

Why the product had its quantity adjusted, whether it was caused by a purchase order, an individual sale, or another reason designated by the user

Adjustment Unit Cost

Individual cost of the unit being adjusted. Positive value meaning the adjustment itself was a positive amount, or negative amount if the quantity was reduced

Amendments

Total after you re-assign money from one staff to another after the sale (by changing the commission)

Appointment Count

Number of appointments within a selected timeframe.

Appointment ID

The ID number associated with the appointment booking. Can be found in the URL when looking at an appointment details screen

Appointment Sales (Marketing)

Amount of sales generated from appointments booked within seven days of a client being sent an Automated Campaign

Appointment Service ID

Back-end ID number that is associated with a specific booked appointment`

Appointment State

Current state of the appointment. Indicating whether it is booked, canceled, completed (marked as final), confirmed, or arrived

Appointment Tag

Tag associated with the appointment being booked. Can be added/found on the Calendar or Front Desk timeslot

Appointments Booked (Marketing)

Amount of appointments that were booked within seven days of a client being sent an Automated Campaign

Appointments Completed (Marketing)

Amount of appointments that were completed within seven days of a client being sent an Automated Campaign

Business Charges

Total amount of business charges

Campaign

Name of the campaign that was sent out. *Note that One-time Blasts will show as 'Other' in Beta Reports

Campaign ID

The ID number associated with the Marketing Email communication outreach

Cancellation Reason

The reason that was selected at the time of the appointment cancelation

Capped Business Charges

Business charges that cap out at the amount the customer paid

Card Brand

The card brand associated with the transaction (e.g. American Express, Visa, Mastercard, etc.)

Card Last 4

Last 4 digits of the client's credit/debit card

Card Swiped

Whether or not the client had their credit card swiped. Displays true or false response based on action

Cash Deposits Paid Out

Amount expected to have been removed from the drawer due to deposit-related payouts processed in the period between this closeout and the last closeout

Cash End Amount

The amount of cash left in the drawer at the end of the closeout. This amount carries into the next closeout period as a running total

Cash Expenses Paid Out

Amount expected to have been removed from the drawer due to expense-related payouts processed in the period between this closeout and the last closeout

Cash Paid In

Amount expected to be in the drawer due to pay-ins processed in the period between this closeout and the last closeout

Cash Refunds

Amount expected to have been removed from the drawer to process refunds paid in cash in the period between this closeout and the last closeout

Cash Sales

Amount expected to be present in the drawer from orders closed between this closeout and the last closeout

Cash Shortage

After counting cash in the drawer, this is the unaccounted amount found absent from the drawer

Click %

Percentage of emails where a client clicked on a link within a marketing email

Clicks

Amount of clicks on a Marketing communication

Client Age

Current age of the client based on their Birthday noted in their client profile

Client Alternative ID

ID number that is assigned to a client (typically done during a Data Import)

Client Count

Number of unique clients

Client External ID

ID number that is assigned to a client (typically done during a Data Import)

Client ID

ID number automatically assigned to a Client when their profile is created in the software. Can be found in the URL when looking at their profile

Client Tag

Assigned Tag on the Client Profile

Converted (Marketing)

Indication of whether or not a client booked an appointment from an Automated Campaign

Cost Value (Inventory On-Hand)

What it costs a business to sell this product multiplied by the current quantity of a product

Current Quantity (Inventory On-Hand)

Current quantity of a product(s) at the time of running the report

Delivery %

Percentage of emails with a Delivery Status of 'Delivered'

Delivery Status

Status of an email for a particular client for an email campaign

Description (Register Closeout)

What a staff member added to the Description field during a Drawer Count

Discount Amount

Total amount that the discount/voucher removed from the service

Discount ID

ID number associated with the Discount being applied

Discount Name

Name of the discount being applied. This will be either the name of an Offer being used or will be the Discount Reason assigned at the time of the sale. It will also include Orders where a Voucher was redeemed for a service

Discount Total

Total amount that the discount removed off the service

Discount Type

Field indicating whether or not a Discount that was applied was a Discretionary Discount (which includes Voucher Redemptions), or if it was an Offer.

Discretionary Discounts

Total amount that the discount/voucher removed off the service or product

Emails Attempted

Number of emails that were attempted to be delivered for a particular client or campaign within a date range

Emails Sent

Number of emails that were successfully sent for a particular client or campaign within a date range

First Visit Count

Number of visits where it was a client's first visit to the business

Gift Card Balance

Current balance associated with the gift card at the time of running the report

Gift Card Code

The code associated with the gift card at the time of sale

Gift Card Count

Number of gift cards sold. Only includes instances where a gift card was sold, not where one was used as a payment method.

Gift Card ID

ID number that is assigned to a gift card at the time of sale. This will differ from the Gift Card Code, which is what a client/staff uses during the time of sale

Gift Card Refunds Count

Amount of orders where a gift card was refunded

Gift Card Sales

Net total of gift card sales

Gift Card Sales Count

Amount of orders where a gift card was sold

Gift Card Type

Indicating whether or not a gift card is a cash amount or a voucher

Gross Gift Card Sales

Total gift card sales before discounts, offers, or refunds are applied

Gross Gratuity

Total gratuity amount before refunds are applied

Gross New Membership Sales

Total new membership sales before discounts, offers, or refunds are applied

Gross Package Sales

Total package sales before discounts, offers, or refunds are applied

Gross Retail Product Sales

Total retail product sales before discounts, offers, or refunds are applied

Gross Sales

Total sales before discounts, offers or refunds are applied broken out by services, retail products, packages, new memberships, gift cards, and gratuity

Gross Service Sales

Total service sales before discounts, offers or refunds are applied

Hour of Day

The hour of day an operator completed an order

Hours Booked

Number of hours booked with a client excluding processing, finishing and transition times

Hours Clocked (Time Clock)

Total amount of hours clocked within the time period

Hours Scheduled

Number of hours a staff member was scheduled within a particular date range

In At (Time Clock)

Date/Time a particular staff member clocked in at

Inventory Adjustment Cost

Total cost of the adjustment. Positive value meaning the adjustment itself was a positive amount, or negative amount if the quantity was reduced

Lifetime Gross Sales

Total gross sales amount generated by the client

Location

Name of location

Location External ID

ID number that is assigned to a location (typically done during a Data Import)

Location ID

ID Number that is assigned to each location inside the software

Median Gift Card Value

Middle value of all gift cards with a client or location

Merchant Name

The name of the Merchant Account that an order/transaction was processed under

Minutes Clocked (Time Clock)

Total amount of minutes clocked within the time period

Net Gift Card Sales

Total Gift Card sales after adjustments, discounts, offers, voucher redemptions, and refunds are applied

Net Gratuity

Total gratuity amount after adjustments and refunds are applied

Net New Membership Sales

Total after adjustments, discounts, offers, and refunds are applied

Net Package Sales

Total package sales after adjustments, discounts, offers, and refunds are applied

Net Retail Product Sales

Total product sales after adjustments, discounts, offers, and refunds are applied

Net Sales

Total sales after adjustments, discounts, offers, voucher redemptions, and refunds are applied

Net Service Sales

Total service sales after adjustments, discounts, offers, voucher redemptions, and refunds are applied

New Client Count

Total count of clients who have not completed an appointment at a location within the business

New Client Count - Non Requested

Total count of clients who have completed an appointment at a location within the business where the client did not request a staff member. Add-ons can also be counted in the total if they did not request a specific staff member also

New Client Count - Requested

Total count of clients who have not completed an appointment at a location within the business where the client did request a staff member. Add-ons can also be counted in the total if they requested a specific staff member also

New Memberships Count

Number of new memberships that were sold

New Memberships Refunds Count

Number of new memberships that were refunded

Note (Payments & Refunds)

Manually typed-out note for 'Other' Payment Method

Open %

Percentage of emails that were opened from marketing emails

Opens

Amount of emails that were opened from marketing emails

Operator Name

The name of the staff member who completed an order

Order #

The front-facing ID number associated with an open/closed/voided order

Order Client Count

Number of unique clients with at least one order

Order Count

Number of orders excluding refunds

Order ID

The back-end facing ID number associated with an open/closed/voided order. Can be found in the URL when looking at an order's details

Order Note (Gift Card Redemption)

Shows the Order Note associated with the Gift Card redemption

Order Tag

Tag associated with a specific order

Out At (Time Clock)

Date/Time a particular staff member clocked out at

Package Count

Number of packages sold

Package Refunds Count

Amount of orders where a package was refunded

Payment Method

The payment type such as Credit Card or Cash that was used to complete a transaction

Prebooked

Number of appointments prebooked on the day of service before midnight

Prebooked %

Percentage of appointments prebooked on the day of service before midnight

Prebooked Appointment Count

Number of appointments prebooked on the day of service before midnight

Prebooked Service Client Count

Number of unique clients with prebooked appointments

Prepaid Card Client ID

Back-end ID number that is assigned to the client's prepaid product at the time of sale

Prepaid Card Product ID

Back-end ID number that is assigned to a client's prepaid product at the time of sale

Prepaid Product Name

Name of the prepaid product being sold

Prepaid Product Quantity

Amount of prepaid product that was sold

Prepaid Product Quantity Sold

Number of prepaid products that were sold

Prepaid Product Sales

Total amount of prepaid product sales

Price Value (Inventory On-Hand)

Value of the product multiplied by the current quantity of the product

Primary Client ID

ID number of client who referred another

Primary Client Name

Name of client who referred another

Product Barcode

The UPC barcode number associated with the specific product

Product Brand

The brand that the product is assigned to within it's settings. Note that brand names are manually typed in which can affect reporting if there is a misspelling

Product Category

The category that the product is assigned to within it's settings

Product Client Count

Number of unique clients that are associated with a Product Sale Type

Product Color

The color that the product is assigned to within it's settings. Note that color names are manually typed in which can affect reporting if there is a misspelling

Product ID

Back-end ID that is automatically created for a Product

Product Quantity Change (Inventory Adjustment)

Amount that was adjusted for a particular product

Product Quantity Sold

Total number of products that were sold

Product Sales

Net sales associated with a Product

Product Sales Tax

Total sales tax associated with Products within an Order

Product Size

The size that the product is assigned to within it's settings. Note that size names are manually typed in which can affect reporting if there is a misspelling

Profit Value (Inventory On-Hand)

Individual profit gained from a product multiplied by the current quantity of the product

Projected Appointment Sales (Marketing)

Amount of sales that are predicted to be gained through the booked appointments from the Automated Campaigns

Promotional Offers

Amount of total discounts from offers

Purchased Location External ID

External Location ID where the gift card or voucher was purchased

Purchased Location ID

Location ID where the gift card or voucher was purchased

Quantity Tracking Enabled (Inventory On-Hand)

Whether or not a product is set to have its inventory tracked

Reason (Time Clock)

The reason that was marked when a staff member was clocked in

Recipient Count

Number of recipients that were selected to be sent an email campaign

Redeemed Location External ID

Location External ID where a Voucher was redeemed

Redeemed Location ID

Location ID where a Voucher was redeemed

Redeemed On

Date when a Voucher was redeemed

Redeemed Order ID

Order ID(Not Order #) where a Voucher was redeemed

Redeemed Voucher Value

Value of the voucher that was redeemed on a service

Redeeming Client ID

Client ID (found in URL of client profile) of the client who redeemed the voucher

Redeeming Client Name

Name of client who redeemed the voucher

Redemption Location Name

Location name where the voucher was redeemed

Redemption Value

Gift card amount that was redeemed

Referral Count

Number of referrals from a client(s)

Referral Source

Where a referral originated from

Referred Client Name

Name of the client who was referred

Referred On

Date the client was referred

Refunded Gift Card Sales

Total refunded amount from gift card sales

Refunded Gratuity

Total refunded amount from gratuity

Refunded New Membership Sales

Total refunded amount from new membership sales

Refunded Package Sales

Total refunded amount from packages

Refunded Retail Product Sales

Total refunded amount from retail products

Refunded Service Sales

Total refunded amount from services

Refunds

Total amount of refunds

Requested Appointment %

Percentage of appointments where a staff member was requested

Requested Appointment Count

Amount of appointments where a staff member was requested

Resource Category

Resource category the resource is associated with

Resource Category Type

Category type the resource is assigned as

Resource Name

Name of the resource

Retail Price (Inventory On-Hand)

Price of the product that is listed during checkout by default

Retail Product Count

Amount of retail products

Retail Product Refunds Count

Amount of retail products that were refunded

Retail to Service %

Percentage calculated by Gross Service Sales divided by Gross Retail Product Sales

Returning Client Count

Total count of clients who have not completed an appointment at a location within the business

Returning Client Count - Non-Requested

Total count of clients who have not completed an appointment at a location within the business where the client did not request a staff member. Add-ons can also be counted in the total if they did not request a specific staff member also

Returning Client Count - Requested

Total count of clients who have not completed an appointment at a location within the business where the client did request a staff member. Add-ons can also be counted in the total if they requested a specific staff member also

Sale Date

Date when the order occurred

Sale ID

Back-end ID associated with an order. Not the same as an Order ID

Sale Quantity

Number of completed orders

Sale Type

Indicating what type of sale occurred, whether it was a Product, Service, Gift Card, etc. sale

Sales Per Order

Average net sales by order

Sales Tax

Total sales tax amount

Self-Booked %

Percentage of appointments booked by the client

Self-Booked Appointment Count

Number of appointments booked by the client

Self-Booked Sales

Total sales driven by a client's appointment that was self-booked

Sent On

When a specific email campaign was sent out

Service Category

Service Category name

Service Client Count

Number of unique clients with at least one scheduled service

Service Count

Number of completed services done by a staff member or within a specific date range

Service Discretionary Discounts

Total amount that the discount/voucher removed off the service

Service ID

Back-end ID that is assigned to a specific service at the time of creation

Service Name

Name of a service

Service Product Unit Price

The price of the individual service product unit that was used

Service Product Usage Name

Name of the service product that was used in the appointment

Service Product Usage Quantity

Amount of service product that was used in a service

Service Refunds Count

Amount of refunds tied to a service

Service Sales

Net sales associated with a service after refunds, discounts, or offers are applied

Service Sales Per Appointment

Average services sales per appointment

Service Sales Tax

Total sales tax tied to a service

Service Staff Count

Number of staff members who performed a service

Settled On

Date when a transaction settled into the merchant account's bank account

Staff Alternative ID

Alternative ID number that is assigned on a staff member's profile

Staff Change - Net Gift Card Sales

Gift Card sales where the associated staff was changed after the order was closed. It will show a negative value for the original staff and a positive value for the new staff it was changed to

Staff Change - Net Gratuity

Total amount of gratuity where the associated staff was changed after the order was closed. It will show a negative value for the original staff and a positive value for the new staff it was changed to

Staff Change - Net New Membership Sales

New membership sales where the associated staff was changed after the order was closed. It will show a negative value for the original staff and a positive value for the new staff it was changed to

Staff Change - Net Package Sales

Package sales where the associated staff was changed after the order was closed. It will show a negative value for the original staff and a positive value for the new staff it was changed to

Staff Change - Net Retail Product Sales

Retail product sales where the associated staff was changed after the order was closed. It will show a negative value for the original staff and a positive value for the new staff it was changed to

Staff Change - Net Service Sales

Service sales where the associated staff was changed after the order was closed. It will show a negative value for the original staff and a positive value for the new staff it was changed to

Staff External ID

ID number that is assigned to a staff member (typically done during a Data Import)

Staff ID

Back-end ID number that is automatically assigned to a staff member's profile upon creation

Staff Requested

Whether or not a staff member was requested on the service

Staff Role

Name of the Staff Role

Subscription ARR

Annual revenue expected from Subscriptions based on the price and interval

Subscription Interval

The length of how often a client will be billed

Subscription MRR

Monthly revenue expected from Subscriptions based on the price and interval

Subscription Status

The current status of a client's subscription. Will fall under the following statuses: Active, Past Due, and Cancelled.

Tax Rate (Inventory On-Hand)

Tax rate associated with a product

Term #

What term a specific Subscription is in. A term is defined by how many cycles of a billing cycle they have completed

Tip Sales

Total amount of tips that were generated from Orders

Transaction Amount

Total amount that was processed before transaction fees

Transaction Fees

Total amount of fees within a specific date range or on a specific transaction. Will show total amount, not a percentage

Unit Cost (Inventory On-Hand)

How much the product costs per unit for the business

Unsubscribe %

Percentage of emails where a client unsubscribed in a specific campaign or date range

Unsubscribes

Number of unsubscribes on a specific campaign or date range

Utilization %

Percentage that is calculated by dividing “hours booked” by “hours scheduled”

Voucher ID

Back-end ID number that is assigned to a client's voucher at the time of sale

Voucher Quantity

Amount of open vouchers

Voucher Redemption Value

Value of the voucher being redeemed

Voucher Value

Current outstanding value of the vouchers available for use on a client's profile

X-Day Package Upsell %

Percentage of first-time clients who were upsold a package. Will be reportable by 30, 60, and 90-day periods

X-Day Package Upsell Count

Amount of first-time clients who were upsold a package. Will be reportable by 30, 60, and 90-day periods

X-Day Revisit %

Percentage of visits that were done by first-time clients who revisited the business within a 30, 60, or 90-day time period

X-Day Revisit Count

Number of visits that were done by first-time clients who revisited the business within a 30, 60, or 90-day time period

X-Day Subscription Upsell %

Percentage of first-time clients who were upsold a subscription. Will be reportable by 30, 60, and 90-day periods

X-Day Subscription Upsell Count

Amount of first-time clients who were upsold a subscription. Will be reportable by 30, 60, and 90-day periods

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