New Reporting Experience
Learn how to use the new reporting experience, including its latest features, tools, and workflows.
By Cassi and 3 others4 authors67 articles
Getting Started with Reports
Resources to help get you started with Boulevard's new reporting experience.
- New Reporting Experience: Live Training SeriesA guide to the live training series on Boulevard's new Reporting experience, including session dates, registration links, and FAQs.
- Getting Started with Boulevard ReportingGet an overview of Boulevard's reporting experience — including Dashboards, Detailed Reports, and Views — and learn where to start based on what you need to know.
- Navigating the Reports TabLearn how to use the Reports tab, from the navigation sidebar to page-level controls like exporting and accessing help.
- Detailed ReportsBrowse the full library of Boulevard's reports by category to find the data and insights relevant to your business.
- Customizing and Filtering ReportsLearn how to customize, filter, sort, and save views in Boulevard's reporting experience.
- New: What's Changing with Reports?A quick overview of the latest updates to Boulevard’s reporting experience.
- Reporting PermissionsLearn how reporting permissions control what staff can view, export, and publish across dashboards and reports.
- ViewsLearn how to find, use, and manage saved report views — including your own private views and Business views shared across your team.
- New reporting suite: Beta overviewExplore the updated reporting experience, including new dashboards, improved permissions, refreshed reports, and everything you need to know about participating in the beta.
- Reports Data GlossarySee below for definitions of the metrics and fields available in Boulevard’s reports and dashboards, organized alphabetically to help guide your data analysis
- Reporting: Best Practices & Commonly Used Reports (All Verticals)Your guide to the most commonly used reports and reporting workflows for beauty and wellness businesses, all in one place.
Reporting Dashboards
Descriptions of each reporting dashboard
Detailed Reports
Descriptions of each detailed report
- Account Credit Activity Report
- Account Credit Balance Report
- Appointments Report
- Appointment Line Items Report
- Campaign Performance Report
- Client Loyalty Activity Report
- Client Memberships Report
- Client Ratings Report
- Client Records Report
- Client Referrals Report
- Client Retention Report
- Client Sales Report
- Client Waitlist Report
- Commission Line Items Report
- Commission Summary Report
- Daily Summary ReportUse this report to validate end-of-day performance, compare sales activity across locations, and spot anomalies before they show up in your financials.
- Disputes Activity Report
- Disputes Summary Report
- Gift Card Activity Report
- Gift Card Balance Report
- Location Records Report
- Membership Cancellations Report
- Membership Event Summary Report
- Memberships Past Due Report
- Membership Records Report
- Membership Sales Report
- Operator Sales Report
- Order Line Items Report
- Order Line Item Discounts Report
- Order Payments Report
- Package Sales Report
- Product Records Report
- Product Inventory Activity Report
- Product Inventory On-Hand Report
- Referral Performance Report
- Register Closeout Entries Report
- Retail Sales Report
- Schedule Detail Report
- Schedule Entries Report
- Service Records Report
- Service Sales Report
- Staff Records Report
- Staff Attendance Summary Report
- Staff Client Retention Report
- Staff Performance Report
- Staff Retail Sales Report
- Staff Service Sales Report
- Supplier Sales Report
- Time Block Entries Report
- Time Card Entries Report
- Voucher Activity Report
- Voucher Balance Report
- Voucher Summary Report