Overview

Track your progress and align on goals with built-in reporting. Boulevard's customizable templates give you complete control, so you can see where you can improve and make data-driven decisions that drive your business forward. This report index outlines all available reports, definitions, and helpful callouts providing you with key information and helpful tips for each report.

Sales Reports

Report Name	Definition	Key Points
Daily Summary	Summary of daily activity by appointments, services, and products	Great all-purpose report to track sales. Recommend adding additional fields for all net sales (i.e. net retail product sales, etc.) Customization ideas: by location and date, sale date and location, staff and date, or date, staff, and location
Product Sales	Total product sales by order including count, dollar amount, and tax	Recommend adding additional fields for all net sales (i.e. net retail product sales, etc.) Memberships and packages are included in product sales data
Service Sales	Total service sales by order including count, dollar amount, and tax	Recommend adding additional fields for all net sales (i.e. net retail product sales, etc.)
Detailed Line Item	Detailed activity of all sales and refunds	Best report to find something specific (i.e. when looking for a discrepancy) If multiple offer codes were applied to an order, you cannot see how much each discount is without using the offers & discounts report, but you can see all discounts applied and total for sale Customization ideas: Usage-Based Reporting and Prepaid Units, Tracking New Membership Sales, Top Brands & Top Sellers
Sales by Supplier	Product supplier metrics including sales, sales tax and average sale per order
Discounts & Offers	Summary of discount and offer activity	Track discounts by operator & see how many times an offer or discount has been used Cannot view report by client name or ID to track which clients have redeemed which offer or discount Customization ideas: view by discount ID
Discount Sales	Discount sales grouped by staff	If multiple offer codes were applied to an order, you cannot see how much each discount is without using the offers & discounts report, but you can see all discounts applied and total for sale
Time Clock Summary	Summary of daily time clock activities	Best report to view employee clocked hours Use this report to track if someone clocked in more hours than they should have/forgot to clock out (.e. view by date) Customization ideas: view by location name and staff name, view hours clocked; staff name and reason name and hours clocked (i.e. if you have PTO, sick time, etc.), view by ID and add staff, location, add date and in/at along with minutes or hours clocked
Register Closeout Summary	Summary of daily register closeout activities	Provides a roll up of register activity to see if you were short, over, or where you ended the day from a cash perspective Customization Ideas: view by individual (group by ID)
Payments & Refunds	Client transactions	Recommend adding columns for settled on (date the payment settles i.e. day before CC deposits) and transaction fees (merchant processing fees) Tracking deposit amount: download this report as an excel document and create a formula to subtract transaction fees from transaction amount Customization Ideas: view by merchant or add merchant to columns to view payments going to merchant accounts (for example, if you have independent contractors that you need to reimburse for gift cards, this is a great option)

Staff Reports

Report Name	Definition	Key Points
Staff Performance	Detailed performance metrics by staff member	Recommend adding columns for net sales metrics All client count metrics are unique client counts (i.e. if the client has 5 appointments within a date range and they have multiple returning client visits within that range, it will count as 1 returning client)
Staff Performance by Day of Week	Detailed performance metrics by staff member by day of week	Recommend adding columns for net sales metrics All client count metrics are unique client counts (i.e. if the client has 5 appointments within a date range and they have multiple returning client visits within that range, it will count as 1 returning client)
Sales Breakdown	Sales performance by staff member and role	Report includes business charges Recommend adding columns for net sales metrics
Service Sales by Staff	Detailed service sales by staff member	Recommend adding columns for net sales metrics
Product Sales by Staff	Detailed product sales by staff member	Recommend adding columns for net sales metrics
Operator Activity	Detailed performance metrics by operator	Operator is defined as the individual who completes the order Report metrics are based on net service sales

Client Reports

Report Name	Definition	Key Points
Client Sales	Client sales by products and services	Customization Ideas: To track top clients by spend, sort the net sales column from highest to lowest Recommend adding columns for email and phone number
Referral Sources	Performance metrics by referral source	Sales metrics are based on all sales tied to all clients historically linked to each referral source, not just new sales tied to the referral source
Referral Sources by Client	Performance metrics by referral source and client name	Sales metrics are based on all sales tied to all clients historically linked to each referral source, not just new sales tied to the referral source
Subscriptions	Recurring sales metrics for subscriptions	Report includes metrics for point in time and does not track new membership sales Default metrics include active, but you can filter to view different statuses Best report to track cancelled memberships; when filtering for cancelled memberships it will include all historical cancelled memberships Details on how to track new membership sales
Gift Card Liabilities	Unused gift card balances	By default, this report includes every individual gift card from the date/time the report is accessed Cannot filter by date range to view historical gift card liability Customization Options: view by location or client
Gift Card Redemptions	Used gift card balances	By default, this report includes every gift card redemption, location the gift card was purchased at, and location of redemption (including cross-location redemption) Customization Options: view by purchased location and redeemed location to track cross-location redemption
Account Balances	Stored balances on clients profiles	By default, this report includes every account balance from the date/time the report is accessed Cannot filter by date Account credits cannot be differentiated between credits associated with deposits vs. memberships, etc.
Location Retention	Track revisit metrics for clients by location
Staff Retention	Track revisit metrics for clients by staff member
Client Referrals	Client referrals by date, primary client, and gross sales	Use this report to track how many new clients your clients are referring to your business or which clients are referring other clients This report defaults to all clients within the selected date range and does not have the ability to filter by referring client
Voucher Liabilities	Overview of changes in liabilities over a period of time.	The starting liability denotes the Location's liabilities as of the start of the reporting period. The remaining columns detail changes in liabilities over the reporting period.
Voucher Redemptions	The voucher redemptions beta report provides metrics for membership or package vouchers redeemed by clients.
Voucher Liability Summary	Overview of changes in liabilities over a period of time.	The starting liability denotes the Location's liabilities as of the start of the reporting period. The remaining columns detail changes in liabilities over the reporting period.
Detailed Voucher Activity	Tracks all actions related to vouchers that change liability over a specific period.	This report helps you monitor voucher usage, manage liabilities, and ensure accurate financial reporting.
Outstanding Voucher Liability	Provides a summary of all issued vouchers that have not yet been redeemed.	By tracking outstanding voucher liabilities, you can better manage cash flow, forecast future expenses, and ensure accurate accounting practices.

Inventory

Report Name	Definition	Key Points
Inventory On-Hand	Your catalog of products at each location	By default, this report includes every product from the date/time the report is accessed Average unit cost is default unit cost noted for product
Inventory Adjustments	Changes in product quantities and shrinkage	Best report to see movement of inventory in and out Inventory adjustment cost is the default unit cost Customization Options: view by adjustment reasons to see how many units are moving based on usage etc.

Marketing

Report Name	Definition	Key Points
Marketing Campaign Performance	Performance of marketing campaigns by location	Customization Options: view by campaign type and add an additional row grouping by action taken on to see the individual metrics per automated campaign per day
Marketing Generated Appointments	Clients that booked appointments after receiving a marketing communication	Customization Options: add a column for projected appointment sales

Exports

Exports are ID based reports intended for API report exports.

Report Name	Definition
Location Records	All location records
Appointment Service Records	All appointment service records
Client Records	All client records
Staff Records	All staff records
Service Records	All service records
Timeblock Records	All timeblock records
Product Records	All product records
Schedule Records	All schedule records