New Reporting Experience
Learn how to use the new reporting experience, including its latest features, tools, and workflows.
By Marie and 1 other2 authors65 articles
Getting Started with Reports
Resources to help get you started with Boulevard's new reporting experience.
- 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.
Dashboards and Detailed Reports
Descriptions of each dashboard and detailed report
- Product Inventory Activity Report
- Location Records Report
- Disputes Summary Report
- Product Records Report
- Time Card Entries Report
- Service Records Report
- Business Summary Dashboard
- Time Block Entries Report
- Appointment Line Items Report
- Appointments Report
- Product Inventory On-Hand Report
- Client Memberships Report
- Client Records Report
- Client Sales Report
- Voucher Balance 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.
- Gift Card Activity Report
- Order Line Items Report
- Order Payments Report
- Retail Sales Report
- Service Sales Report
- Voucher Activity Report
- Campaign Performance Report
- Commission Line Items Report
- Commission Summary Report
- Staff Records Report
- Staff Performance Report
- Sales Summary Dashboard
- Account Credit Balance Report
- Gift Card Balance Report
- Client Loyalty Activity Report
- Memberships Past Due Report
- Disputes Activity Report
- Membership Records Report
- Client Ratings Report
- Membership Cancellations Report
- Register Closeout Entries Report
- Membership Sales Report
- Package Sales Report
- Client Waitlist Report
- Referral Performance Report
- Client Referrals Report
- Supplier Sales Report
- Voucher Summary Report
- Staff Retail Sales Report
- Staff Service Sales Report
- Client Retention Report
- Membership Event Summary Report
- Account Credit Activity Report
- Order Line Item Discounts Report
- Operator Sales Report
- Schedule Detail Report
- Schedule Entries Report
- Staff Attendance Summary Report
- Staff Client Retention Report