New Reporting Experience
Learn how to use the new reporting experience, including its latest features, tools, and workflows.
By Cassi and 2 others3 authors67 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.
- New Reporting Experience: On-Demand Training Video & FAQs
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 ReportThe Voucher Activity report helps you track the full lifecycle of your vouchers, from sale through redemption, refund, or expiration.
- Voucher Balance Report
- Voucher Summary Report