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Summary: Access and Sharing
Summary: Access and Sharing

How to access and share summaries.

Will Patterson avatar
Written by Will Patterson
Updated over a week ago

Overview

Boulevard offers your business robust summaries to assist with understanding and organizing income, revenue, and employee performance. For businesses with multiple locations, summaries are available at the individual location level. All summaries can be easily emailed and exported to CSV, Excel, or PDF formats.

Accessing Summaries

  1. At the location level select the Summaries tab at the top of the screen.

  2. Select the desired date range for the summary by choosing individual days or by selecting from one of the many preset options.

  3. With the date range set now select the report on the left of the screen.

IMPORTANT: The date that is underlined at the top determines the range that is selected. Choose the start date by clicking the first day at the top, then click on the calendar, then click the second day at the top, and then again on the calendar.

Downloading Summaries

  1. After selecting the desired date range click the download cloud icon.

  2. Choose between CSV, Excel, or PDF formats.

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Emailing Summaries

  1. Enter an email address in the text box next to the faded mail icon at the top right of the Summaries window.

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  2. Click the now-solid mail icon box to email the current summary.

NOTE: This was formerly a classic report. Summaries are not accessible from an iPad.

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