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Reports Data Glossary
Reports Data Glossary

Definitions of Boulevard's report data included in reports.

Will Patterson avatar
Written by Will Patterson
Updated over 2 weeks ago

Data Definitions

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

Note: As of August 1, all sales metrics include the value of vouchers that have been redeemed for services. If you use vouchers in your business, please see Vouchers as Payments: Before and After for more info and a breakdown of voucher value.

*Metrics included in the Membership & Package builder Beta test.

A

Metric

Definition

Account Balances

Sum of all account balances

Account Balance Liabilities

Account Balances where a liability exists

Account Balance Receivables

Account Balances where the balance is owed

Account Balance Sales

Net sales for account balance line items

Active Membership Count*

The number of active memberships on the last day of the time period selected

Action Take On (marketing)

Date that the Appointment Generation action occurred

Active (gift cards)

If the gift card is active

Activity Date (voucher)

Date the voucher activity occurred

Adjustment Reason (inventory)

Reason for the adjustment

Amendments

Gross sales for amendment line items

Appointment Count

Distinct count of appointments

Appointment Count (discounts & offers)

Count of Appointments that had a Discount applied

Appointment ID

Id of the Appointment containing the Service

Appointment ID (discounts & offers)

Appointment Id where the discount was applied

Appointment Sales (marketing)

Total value of appointments that were completed from a marketing blast

Appointment Service ID

ID of the appointment service

Appointments Booked (marketing)

Total number of appointments booked

Appointments Completed (marketing)

Total number of appointments completed

Average Unit Cost (inventory)

FIFO cost of the inventory record

B

Metric

Definition

Billing Date*

The day of the month when the membership recurs

Business Charges

Sum of business charges

C

Metric

Definition

Campaign (marketing)

Name of the Marketing Campaign

Campaign ID (marketing)

ID of the Marketing Campaign

Cancel Date*

The date this membership was canceled.

Canceled Membership Count*

The number of canceled memberships on the last day of the time period selected

Capped Business Charges

Lowest value between Net Sales and Business charges for the line item, 0 if this value is negative

Card Brand

Brand of the card used for the Payment or Refund

Card Last 4

Last 4 digits of the card used

Card Swiped

If a card was Swiped during Payment or Refund

Cash Deposits Paid Out

Total value of deposits

Cash End Amount

Total value of cash after the closeout

Cash Expenses Paid Out

Total amount of Expenses Paid Out

Cash Paid In

Total value of cash paid in

Cash Sales

Total value of sales

Cash Shortage

Shortage of register as of the closeout

Cash Refunds

Total value of refunds

Category ID (inventory)

ID of the product category

Category Name (inventory)

Name of product category

# Clients Active*

The number of clients active on this membership

# Clients Canceled*

The number of clients who have canceled this membership

Client Churn %*

The % of clients who have canceled this membership who were active in the previous recurring period.

Client Retention %*

The % of clients who are active on this membership that were active in the previous recurring period.

# Clients Past Due*

The number of clients past due on this membership

# Clients Paused*

The number of clients paused on this membership

# Clients New*

The # of clients that are new in this period.

# Clients Retained*

Ending # of clients that have been retained over this period.

# Clients Churned*

Ending # of clients that have churned over this period.

Client Count

Unique number of clients

Client Count (discounts & offers)

Count of Clients that had a Discount applied

Client Email (subscriptions)

Email of the Subscription Client

Client ID (account balances)

ID of the client with the account balance

Client ID (marketing)

ID of the Client receiving Marketing communications

Client ID (subscriptions)

ID of the Subscription Client

Client Name (account balances)

Name of the client with the account balance

Client Name (payments & refunds)

Client whose Payment is being processed

Client Name (vouchers)

Client who purchased the voucher

Client Name (subscriptions)

Name of the Client associated with the Subscription

Client Name (gift cards)

Name of the Client that Purchased the GC

Client Tag (gift cards)

Tags associated to the Purchasing Client

Communication ID (marketing)

ID of the individual Marketing Communication sent to the Client

Converted (marketing)

Whether the Campaign lead to a conversion

Cost Value (inventory)

Total cost of current inventory (Average Unit Cost * Current Quantity)

Created At (UTC; payments & refunds)

When the Payment or Refund was created

Created At (UTC; gift cards)

When the gift card was created

Created On (subscriptions)

When the subscription was created

Current Quantity (inventory)

Current number of product units available

D

Metric

Definition

Date (register)

Date of the closeout

Date (time clock)

Date of the time clock entry

Delivery %

Percentage of sent emails that were delivered

Delivery Status

The email status for each communication

Description (register)

Description of the closeout event

Description (voucher)

What voucher activity occurred; Sale, redemption, void, refund, or expiration

Discount Amount

Sum of discount amount

Discounts Available*

If a discount is available as a perk on this membership

Discount ID

ID of discount

Discount Name

Name associated with discount

Discount Total

Total value of discounts

Discount Type

Type of discount

Discretionary Discounts

Discount Amount minus Promotional Discounts

E

Metric

Definition

Emails Attempted (marketing)

Total number of emails that were attempted to be sent

Enabled (inventory)

If the product-location combination is enabled

Ending Liability (vouchers)

Starting liability + Net change in voucher liability

End On (subscriptions)

When the subscription ends

Expirations (vouchers)

Sum of the value of vouchers that expired in the date range

Expires On (vouchers)

Date the voucher expires

F

Metric

Definition

Fee Name

Name of fee

First Client Count

Unique number of clients who had their first service in the date range

First Visit Count

Unique number of clients who had their first service in the date range

G

Metric

Definition

Gift Card Balance

Balance left on the gift card

Gift Card Code

Code associated with gift card

Gift Card Count

Count of gift cards

Gift Card ID

ID of the gift card

Gift Card Refunds Count

Count of line items that are Refunds of a Gift Card

Gift Card Sales

Net Sales value for Gift Card Sales

Gift Card Sales Count

Sum of gift card sales quantities

Gift Card Type

Type of gift card (cash or voucher)

Gross Gift Card Sales

Gross sales value for gift card sales

Gross Gratuity

Gross Sales value for Gratuity line items that are either Amendments or Sales

Gross New Membership Sales

Gross Sales value for New Membership sales

Gross Package Sales

Gross Sales value for line items where the sale type is Amendment or Sale and the Product is a Package

Gross Recurring Membership Sales

Gross Sales value for Recurring Membership Sales with Amendment or Sale type

Gross Retail Product Sales

Gross Sales value for Product sales that aren’t packages or subscriptions

Gross Sales

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

Gross Service Sales

Gross Sales value for Service line items

Gross Total Membership Sales

Gross Sales value for Product line items where the Product is a Membership

H

Metric

Definition

Hours Booked

Sum of hours booked for services

Hours Clocked

Number of hours in the time clock entry

Hours Scheduled

Sum of hours scheduled

Excludes Scheduled hours for:

  • Staff that can’t perform services

  • Staff that have been deactivated at a Location after the deactivation date

  • Staff that have been deactivated Business-wide

I

Metric

Definition

ID (account balances)

Account balance ID

ID (inventory)

ID of the inventory record

ID (payments & refunds)

ID of the payment or refund

ID (referrals)

ID of the referral

ID (register)

ID of the closeout

ID (subscriptions)

ID of the subscription

ID (time clock)

ID of the time clock record

In At (time clock)

When the time clock entry starts

L

Metric

Definition

Liability Adjustment

Change in Liability for the Voucher Activity (If Type = ‘Decrease’, this is -1 * Voucher Value)

Liability Type (vouchers)

Increase or decrease of voucher liability

Lifetime Gross Sales

Total gross sales; Gross sales equals total sales before discounts, offers, or refunds applied are broken out by services, retail products, packages, memberships, gift cards, offset fees, and gratuity.

Lifetime Value on Membership*

Total amount paid by the client on any products, services, memberships, and packages while this membership was active.

Line Item Type*

The type of line item. Include all values from Sale Type along with Membership and Package.

Location External ID (payments & refunds)

External ID of the location

Location ID (discounts & offers)

Location ID where the discount was applied

Location ID (gift cards)

ID of the Location that the GC was purchased at

Location ID (payments & refunds)

ID of the Location the Payment/Refund occurred at

Location ID (subscriptions)

Location Id for the membership

Location Name (gift cards)

Name of the Location that the gift card was purchased at

Location Name (inventory)

Name of the Location the Inventory record or adjustment is tied to

Location Name (marketing)

Location that the marketing communication is associated with

Location Name* (memberships & packages)

The location where the membership or package was sold.

Location Name (payments & refunds)

Name of the Location where the Payment or Refund was processed

Location Name (register)

Location where the closeout occurred

Location Name (subscriptions)

Location where the membership was purchased

Location Name (time clock)

Location of the time clock entry

M

Metric

Definition

Manual Add (vouchers)

Value of manually granted vouchers

Median Gift Card Value

Median of gift card values

# Memberships Active*

The # of memberships activated during this period.

# Memberships Canceled

The # of memberships canceled during this period.

Membership Change Reason*

The reason why the state of the membership changed

30, 60, 90, 120, 150, and 180 day periods available

# Memberships Churned*

Ending # of memberships that canceled or became past due over this period.

Membership Client Count*

Total number of clients who have paid for a membership within X-days of receiving a service from this staff member.

Membership Client LTV*

Total amount paid by the client on any products, services, memberships, and packages while this membership was active.

Membership Client Retention %*

The number of clients who are on active membership relative to the previous membership period.

30, 60, 90, 120, 150, and 180 day periods available

Membership Conversion Rate*

The % of times a client purchased a membership after receiving a service from the staff member.

Membership ID*

The ID of the membership

Membership Length*

The number of times the membership was renewed

Membership Name*

Name of the membership

# Memberships New*

The # of memberships that are new in this period

Member Package (vouchers)

Name of the product that spawned the voucher

Member Package Category (vouchers)

Category of the product that spawned the voucher

# Memberships Past Due*

The # of memberships moved to past due during this period.

# Memberships Paused*

The # of memberships paused during this period.

Membership Plan ID*

The ID of the membership plan

Membership Reason*

The reason the state of the membership for the line item

# Memberships Retained*

Ending # of membership that continue to be active or paused over this period.

Membership State*

The state of the membership for the line item

Membership Status*

The status of the membership (active, paused, past due, canceled)

Merchant Name (payments & refunds)

Name of the Merchant account used to process the Payment or Refund

Minutes Clocked

Number of minutes in the time clock entry

N

Metric

Definition

Net Change in Voucher Liability

Sum of sales, manual add, expirations, voids, and redemptions

Net Gift Card Sales

Net Sales for Gift Card line items

Net Gratuity

Net Sales for Gratuity line items

Net New Membership Sales

Net Sales for Membership purchases that are not renewals

Net Package Sales

Net Sales for Packages

Net Prepaid Value

Net Value of a Payment with Prepaid Units

Net Recurring Membership Sales

Net Sales for Memberships

Net Retail Product Sales

Net Sales for Product line items that are not Memberships or Packages

Net Sales

All sales after discounts and refunds. This includes Services, Retail, Packages, Memberships, Gift Cards, Gratuity, Account Balance, Offset Fees, and Prepaid Units. Sales do not include Sales Tax.

Net Sales (Less Vouchers)

All sales after discounts and refunds. This includes Services, Retail, Packages, Memberships, Gift Cards, Gratuity, Account Balance, Offset Fees, and Prepaid Units. Sales do not include Sales Tax. Voucher payments are noted as discounts applied to the sale amount.

Net Service Sales

Net Sales value for Service line items

Net Total Membership Sales

Net Sales for all Membership sales

New Client Count

Unique count of Clients who had their first Appointment

New Client Count - Non Requested

Unique count of Clients who had their first Appointment and did not request the Staff member

New Client Count - Requested

Distinct count of Clients who had their first Appointment and requested the Staff member

New Memberships Count

Count of new membership purchases

New Memberships Refunds Count

Count of new membership refunds

New Membership Sales*

New membership sales during this period.

Note (payments & refunds)

Notes added to the Payment or Refund

O

Metric

Definition

Offer Codes

Applicable offer codes

Operator Name

Name of operator who created the order

Order #

Number of order

Order Client Count

Number of clients who had an order

Order ID

ID of order

Order ID (discounts & offers)

Order ID where the discount was applied

Order ID (inventory)

Id of the Order associated with the Inventory Adjustment

Order ID (payments & refunds)

ID of the Order associated to the Payment or Refund

Order Note (gift cards)

Note for the redemption order

Order Tag Name

Tag associated with order

Out At (time clock)

When the time clock entry ends

P

Metric

Definition

Package Count

Count of package line items

Package ID*

The ID of the package

Package Name*

The name of the package for the line item

Package Refunds Count

Count of package refunds line items

Package Tax*

Tax collected from all package sales

Past Due Membership Count*

The number of past due memberships on the last day of the time period selected

Paused %*

The percentage of memberships paused in the time period selected

Past Due %*

The percentage of memberships who had failed payments in the time period selected.

Pause Date*

If the membership is currently paused, the date it was paused.

Paused Membership Count*

The number of paused memberships on the last day of the time period selected

Payment Method (payments & refunds)

Method used for payment

Personal Blocked Hours

Sum of hours blocked as personal

Prebooked %

Percentage of appointments that were Prebooked; Percentage of appointments prebooked on the day of service before midnight. Checkout prebooking appointments for more details on how the metric is calculated.

Prebooked Appointment Count

Count of Appointments that were Prebooked

Prebooked Client Count

Count of Clients that had a Prebooked Appointment

Prebooked Service Client Count

Count of Clients that had a Prebooked Appointment

Prepaid Product Name

Name of the Prepaid Product associated with the Payment method

Prepaid Product Quantity

Prepaid units quantity used

Prepaid Product Quantity Sold

Sum of Quantity of prepaid product units sold

Prepaid Product Sales

Sum of prepaid product unit sales

Price Value (inventory)

Total Value of current Inventory (Retail Price * Current Quantity)

Primary Client ID (referrals)

ID of the Client who Referred another Client

Product Category Name (vouchers)

Product Category of the Product that created the Voucher

Product Client Count

Count of clients who bought a product

Product ID (inventory)

ID of the product or ID of the Product whose Inventory is being Adjusted

Product ID (subscriptions)

Product Id of the Product that creates the membership

Product Name (inventory)

Name of product or name product being adjusted

Product Name (subscriptions)

Name of the Product tied to the membership

Product Name (vouchers)

Name of the Product that created the Voucher

Product Quantity Sold

Total quantity of products sold

Product Sales

Net sales value for product line items

Product Sales Tax

Total sales tax for product line items

Projected Appointment Sales (marketing)

The Projected Value of Appointments that were created but not yet completed that came from a marketing blast

Profit Value (inventory)

Price Value minus Cost Value

Purchase Client (vouchers)

Client who Purchased the Voucher

Purchase Client ID (gift cards)

ID of Client that Purchased the gift card

Purchase Client Name (gift cards)

Name of the Client that Purchased the gift card

Purchase Location ID (gift cards)

ID of the Location that the gift card was Purchased at

Purchase Location External ID (gift cards)

External ID of the Location that the gift card was Purchased at

Purchase Location Name (gift cards)

Name of the Location that the gift card was Purchased at

Purchase Order (vouchers)

Order that the Voucher was Purchased in

Purchase Location (vouchers)

Location the Voucher was Purchased at

Purchase Type (vouchers)

If the Voucher was purchased as a Membership or a Package

Q

Metric

Definition

Quantity Tracking Enabled (inventory)

If Quantity Tracking is Enabled for the Product

R

Metric

Definition

Recipient Count (marketing)

The number of Clients who received an email

Recurring Frequency*

How often the membership recurs. Eg. Monthly, weekly, etc.

Recurring Membership Count

Count of Membership renewal line items

Recurring Membership Sales*

Sales from memberships that recur on a regular basis

Recurring Memberships Refunds Count

Count of Membership renewals that were Refunded

Redemptions (vouchers)

The sum of the voucher value of vouchers that originated from this location and were redeemed in the date range

Redeemed Client (vouchers)

Client who redeemed the Voucher

Redeeming Client ID (gift cards)

ID of the Client that Redeemed the gift card

Redeeming Client Name

Name of the Client that Redeemed the gift card

Redeemed Location (vouchers)

Location that the Voucher was Redeemed at

Redeemed Location External ID (gift cards)

External ID of the Location that the gift card was Redeemed at

Redeemed Location ID (gift cards)

ID of the Location the gift card was Redeemed at

Redeemed On (gift cards)

When the gift card was redeemed

Redeemed Operator (vouchers)

Staff member associated with the Order the Voucher was redeemed in

Redeemed Order (vouchers)

Order that the Voucher was Redeemed in

Redeemed Order ID (gift cards)

ID of the Order that the gift card was Redeemed in

Redeemed at Another Location

Sum of the voucher value of vouchers that originated from this location and were redeemed at another location in the date range

Redeemed from Another Location

Sum of the voucher value of voucher that originated from another location and were redeemed at this location in the date range

Redeemed at Same Location (vouchers)

Sum of the voucher value of vouchers that originated from this location and were redeemed at this location in the date range

Redeemed Voucher Value

Value of the voucher that was redeemed on this line item

Redemption Location Name (gift cards)

Name of the Location that the GC was redeemed at

Redemption Value (gift cards)

Value of the gift card Redemption

Referral Count

Number of referrals

Referred Client Name

Name of the Client who was Referred

Refund Clawback Amount

Gross Sales value for Refunds where the strategy is clawback

Refund Business Covered Amount

Gross Sales value for Refunds where the strategy is covered

Refunded Gift Card Sales

Gross Sales value for Refunded Gift Card sales

Refunded Gratuity

Gross Sales value for Gratuity line items

Refunded New Membership Sales

Gross Sales value for New Memberships that were Refunded

Refunded Package Sales

Gross Sales value for Packages that were Refunded

Refunded Recurring Membership Sales

Gross Sales value for Recurring Membership sales

Refunded Retail Product Sales

Gross Sales value for Product sales that aren’t part of a Membership or Package

Refunded Service Sales

Gross Sales value for Service line items that were Refunded

Refunded Total Membership Sales

Gross Sales value for Refunded Membership line items

Refunds

Gross Sales value for Refund line items

Requested Appointment %

Percentage of Appointments where the Staff member was requested

Requested Appointment Count

Number of Appointments where the Staff member was requested

Retail Price (inventory)

Price of the product

Retail Product Count

Count of Product line items that aren’t Memberships or Packages

Retail Product Refunds Count

Count of Product line item refunds that aren’t Memberships or Packages

Retail to Service %

Gross Retail Product Sales divided by Gross Service Sales (0 if Gross Service Sales = 0)

Returning Client Count

Count of Clients that didn’t have their first Appointment

Returning Client Count - Non Requested

Count of Clients that didn’t have their first Appointment and didn’t request the Staff member

NOTE: This is a unique count, meaning if a client returns more than 1x in the timeframe the report is pulled they will only count as 1 returning client

Returning Client Count - Requested

Count of Clients that didn’t have their first Appointment and requested the Staff member

NOTE: This is a unique count, meaning if a client returns more than 1x in the timeframe the report is pulled they will only count as 1 returning client

S

Metric

Definition

Sales (vouchers)

Value of old vouchers

Sales Channel*

If a membership was purchased in-store or online

Sales Per Order

Net sales divided by order count

Sales Tax

Total sales tax

Self-Booked %

Percentage of Appointments where the Client booked the Appointment themselves

Self-Booked Appointment Count

Count of Appointments where the Client booked the Appointment themselves

Self-Booked Sales

Net Sales value for Appointments that were booked by the Client

Service Category (vouchers)

Service Category that the Redeemed Voucher belongs to

Service Client Count

Total services completed

Service Discretionary Discounts

Discount Amount for Service line items

Service List Price (vouchers)

Average of the Default Price of Services that the Voucher can be Redeemed on

Service Name (vouchers)

The name of the service the voucher was redeemed on

Service Product Usage Cost

Total Cost of Service Product usage

Service Product Usage Quantity

Number of Service Products used

Service Refunds Count

Count of Services that were Refunded

Service Sales

Net sales value for service line items.

Note: Services using vouchers are included using the voucher value.

Service Sales per Appointment

Service sales divided by appointment count

Service Sales Tax

Total Sales Tax for Service line items

Service Staff Count

Count of staff that performed a service

Settled On (payments & refunds)

When the Payment or Refund was Settled

SKU

SKU of the Product being Adjusted

Sold On (discounts & offers)

When the discount occurred

Staff Change - Clawback Amount

Gross Sales value for Amendments where the Refund Strategy is clawback

Staff Change - Net Gift Card Sales

Gross sales value for amendments of gift card line items

Staff Change - Net Gratuity

Gross sales value for amendments of gratuity line items

Staff Change - Net New Membership Sales

Gross sales value for amendments of membership line items that aren't recurring

Staff Change - Net Package Sales

Gross sales value of package sales

Staff Change - Net Retail Product Sales

Gross sales value for amendments or products that aren't memberships or packages

Staff Change - Net Service Sales

Gross sales value for amendments of service line items

Staff Name (time clock)

Staff of the Time Clock entry

Staff Role Name (time clock)

Staff Role of the Time Clock entry

Staff Seller*

The staff member who sold the membership to the client

Start On (subscriptions)

When the membership starts

Starting Liability (vouchers)

Liability as of the lower bound of the date selector. Takes into account all liability changes that are on balance_voucher_ledger_entries

Starting # Clients*

Starting # of clients active or paused.

Starting # Memberships*

Starting # of memberships active or paused.

Subscription ARR

Annual Recurring Revenue of the membership

Subscription Interval

How long the membership lasts before renewal

Subscription MRR

Monthly Recurring Revenue of the membership

Subscription Status

Status of the membership (Active, Cancelled, Past Due, Paused)

T

Metric

Definition

Tax Rate

Tax rate applied to a product

Term #

What term the membership is on

Tip Sales

Net Sales value for Gratuity line items

Total Lifetime Value*

Total amount paid by the client all time on any products, services, memberships, and packages.

Total Membership Count

Count of membership sales

Total Membership Refunds Count

Count of membership refunds

Total Membership Sales*

Total membership sales during this period.

Total Membership Spend*

Total amount of fees for this membership paid by the client

Transaction Fees (payments & refunds)

Total Transaction fees associated with the Payment or Refund

U

Metric

Definition

Unit Cost

Unit Cost of the Inventory record

Unsubscribes (marketing)

The number of Clients who unsubscribed after a Marketing Blast

Utilization %

Hours Booked / (Hours Scheduled - Business Blocked Hours)

Updated At (UTC; account balances)

When the Account Balance was updated

Updated At (UTC; gift cards)

When the gift card was last updated

Updated At (UTC; referrals)

When the Referral record was last updated

Updated On (subscriptions)

When the membership was last updated

V

Metric

Definition

Voids (vouchers)

Sum of the value of vouchers that were voided in the date range

Voucher Discount

Service List Price minus Voucher Value

Voucher ID

ID of voucher

Voucher Redemptions

Count of vouchers redeemed

Voucher Redemption Value

Total value of redeemed vouchers

Voucher Value

Value of the Voucher

X

Metric

Definition

X-Day Business Revisit Count

The number of clients that returned to the business within X days from their initial visit at a location in the date range

X-Day Business Revisit (%)

The percent of clients that returned to the business within X days from their initial visit at a location in the date range

X-Day Location Revisit Count

The number of clients that returned to the location within X days from their initial visit at a location in the date range

X-Day Location Revisit (%)

The percent of clients that returned to the location within X days from their initial visit at a location in the date range

X-Day Membership Sale Count

The number of clients that purchased a membership within X days from their initial visit at a location in the date range

X-Day Membership Sale (%)

The percent of clients that purchased a membership within X days from their initial visit at a location in the date range

X-Day Package Sale Count

The number of clients that purchased a package within X days from their initial visit at a location in the date range

X-Day Package Sale (%)

The percent of clients that purchased a package within X days from their initial visit at a location in the date range

X-Day Package Upsell Count

The number of clients that purchased a package within X days from their first visit to a location in the date range

X-Day Package Upsell (%)

The percent of clients that purchased a package within X days from their first visit to a location in the date range

X-Day Staff Revisit Count

The number of clients that returned to the same staff member within X days from their initial visit at a location in the date range

X-Day Staff Revisit (%)

The percent of clients that returned to the same staff member within X days from their initial visit at a location in the date range

X-Day Subscription Upsell Count

The number of clients that purchased a membership within X days from their first visit to a location in the date range

X-Day Subscription Upsell (%)

The percent of clients that purchased a membership within X days from their first visit to a location in the date range

NOTE: The X above refers to the available date window buckets: 30, 60, 90, 120, 150, or 180

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