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 | The total amount of sales where Account Balance was used or purchased. |
Account Balances | The current account balance listed on the client's profile. |
Adjustment Reason (Inventory Adjustment) | The reason 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 means the adjustment itself was a positive amount, or a 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. This 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 | The current state of the appointment which indicates whether it is booked, canceled, completed (marked as final), confirmed, or arrived. |
Appointment Tag | Tag associated with the appointment being booked. Can be added or found on the Calendar or Front Desk timeslot. |
Appointments Booked (Marketing) | The number of appointments that were booked within seven days of a client being sent an Automated Campaign. |
Appointments Completed (Marketing) | The number 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: One-time Blasts 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 | The last 4 digits of the client's credit or debit card. |
Card Swiped | Whether or not the client had their credit card swiped. Displays true or false responses based on action. |
Cash Deposits Paid Out | The 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 | The 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 | The amount expected to be in the drawer due to pay-ins processed in the period between this closeout and the last closeout. |
Cash Refunds | The 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 | The 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 | The number of clicks on a Marketing communication. |
Client Age | The current age of the client based on their Birthday is 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 is automatically assigned to a Client when their profile is created in the software. This 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) | The 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 | The 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 is either the name of an Offer being used or the Discount Reason assigned at the time of the sale. It also includes Orders where a Voucher was redeemed for a service. |
Discount Total | The total amount that the discount removed from the service. |
Discount Type | A 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 | The total amount that the discount/voucher removed from 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 | The 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 differs 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 | The 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 the 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) | The 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 and time a particular staff member clocked in at. |
Inventory Adjustment Cost | Total cost of the adjustment. Positive value means the adjustment itself was a positive amount, or a 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) | The 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 are new to the business and have completed an appointment at a location within the business. |
New Client Count - Non Requested | Total count of new 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 new clients who have 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 request a specific staff member also. |
New Memberships Count | Number of new memberships that were sold. |
New Memberships Refunds Count | The 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. This 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 and Time a particular staff member clocked out. |
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 used to complete a transaction. |
Prebooked | The 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 | The 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 | The 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 the 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) | The 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 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. |
Referred Client Name | The name of the client who was referred. |
Referred On | The 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 associated with the resource. |
Resource Category Type | Category type the resource is assigned. |
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 previously completed an appointment. |
Returning Client Count - Non-Requested | Total count of returning 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. |
Returning Client Count - Requested | Total count of returning clients who have 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 request a specific staff member. |
Sale Date | Date when the order occurred |
Sale ID | Back-end ID associated with an order. This is 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. |
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 | Date of 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 performed by a staff member within a specific date range. |
Service Discretionary Discounts | The total amount that the discount/voucher removed from the service. |
Service ID | Back-end ID that is assigned to a specific service at the time of creation. |
Service Name | The 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 service sales per appointment. |
Service Sales Tax | Total sales tax tied to a service. |
Service Staff Count | The number of staff members who performed a service. |
Settled On | Date when a transaction is 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. This shows a negative value for the original staff and a positive value for the new staff it was changed to. |
Staff Change - Net Gratuity | The total amount of gratuity where the associated staff was changed after the order was closed. This shows 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. This shows 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. This shows 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. This shows 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. This shows 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 | The 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 is billed. |
Subscription MRR | Monthly revenue expected from Subscriptions based on the price and interval. |
Subscription Status | The current status of a client's subscription. This falls under the following statuses: Active, Past Due, and Cancelled. |
Tax Rate (Inventory On-Hand) | Tax rate associated with a product. |
Term # | The term a specific Subscription is currently in. A term is defined by how many cycles of a billing cycle they have completed. |
Tip Sales | The total amount of tips that were generated from Orders. |
Transaction Amount | The total amount that was processed before transaction fees. |
Transaction Fees | Total amount of fees within a specific date range or on a specific transaction. This shows total amount, not a percentage. |
Unit Cost (Inventory On-Hand) | 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 % | The 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 | The 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. This is 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. This is reportable by 30, 60, and 90-day periods. |