Old Reporting Experience
Find guidance for the previous reporting experience, including legacy features, tools, and workflows.
By Operations and 3 others4 authors85 articles
Getting Started with Legacy Reports
Resources to help get you started with Boulevard's old reporting experience.
- Getting Started with Boulevard's Old Reporting ExperienceHow-to use Boulevard's legacy reports
- ReportsOverview of Boulevard's Reports including how to create and organize folders, add reports to a folder and report terms.
- Report IndexOutlines all available reports, definitions, and helpful callouts providing you with key information and helpful tips for each report.
- Reports Data GlossaryDefinitions of Boulevard's report data included in reports.
- Reports: Column GroupingDetails on the removal of report column grouping.
- Report DrilldownOverview of reports with the data drilldown feature.
- Customizing ReportsOverview of customization features available for Boulevard's reports.
- Managing Your Reports: Search, Organize, and DeleteEverything you need to know about keeping your reports clean and organized.
- Reports: Commonly Used ReportsSteps on how to customize the Detailed Line Item report to identify top sellers and top brands.
- Reporting: Best Practices (All Verticals)A guide to the most common report customizations for beauty and wellness businesses.
- Medspa Reporting: Best PracticesA guide to the most common Medspa report customizations
- Usage-Based Pricing and Prepaid Units Reporting GuideOverview of reports for usage-based pricing and prepaid units.
- Understanding Reporting DiscrepanciesLearn more about why Boulevard reports may not always match, when that’s expected, and how to review and resolve discrepancies.
Legacy Reports
Descriptions of each legacy report
- Daily Summary ReportOverview of the daily summary report metrics and customization options.
- Product Sales ReportOverview of the product sales report metrics and customization options.
- Service Sales ReportOverview of the service sales report metrics and customization options.
- Detailed Line Item ReportThe detailed line item report itemizes every transaction or entry over a specific period.
- Sales by Supplier ReportDetailed breakdown of sales by supplier which provides product supplier metrics including sales, sales tax, and average sales per order.
- Discounts & Offers ReportOverview of discounts & offers report metrics and customization options including by discount ID.
- Discount Sales ReportBreakdown of the discount sales report which provides a summary of discount sales grouped by staff.
- Time Clock Summary ReportDefault metrics and customization options including how to track by staff name & date or staff name & reason.
- Register Closeout Summary ReportThe register closeout summary report provides a summary of daily register closeout activities.
- Payments & Refunds ReportThe payments and refunds report tracks all transactions involving payments and refunds over a specific period.
- Staff Performance ReportOverview of metrics included in the Staff Performance report and how to customize by service and product.
- Staff Performance by Day of Week ReportThe staff performance by day of week report provides detailed performance metrics by staff member by day of week.
- Sales Breakdown ReportThe Sales Breakdown report provides sales performance by staff member and role giving you valuable insights into individual performance.
- Service Sales by Staff ReportBreakdown of service sales by staff report metrics and customization options.
- Product Sales by Staff ReportThe product sales by staff report provides detailed product sales by staff member.
- Operator Activity ReportThe operator activity report provides detailed performance metrics by operator.
- Client Sales ReportThe client sales report provides detailed metrics of client sales by products and services.
- Referral Sources ReportDetailed breakdown of Referral Sources report
- Referral Sources by Client ReportThe referral sources by client report provides performance metrics by referral source and client name.
- Subscriptions ReportThe subscriptions report provides a view of all membership subscriptions and their status.
- Gift Card Liabilities ReportOverview of the Gift Card Liabilities report which provides you with a detailed list of all unused gift card balances.
- Gift Card Redemptions ReportThe gift card redemptions report provides a summary of used gift card balances.
- Voucher Redemptions ReportThe voucher redemptions report provides metrics for membership, package, or reward vouchers redeemed by clients.
- Account Balances ReportThe Account Balances report is a point-in-time report that provides stored balances on clients accounts.
- Location Retention ReportOverview of the location retention report metrics and use cases.
- Staff Retention ReportOverview of the staff retention report metrics and use cases.
- Client Referrals ReportThe client referrals report provides a summary of client referrals by date, primary client, and gross sales.
- Referral Program Leaderboard ReportMonitor your client referral program
- Outstanding Voucher Liability ReportThe outstanding voucher liability report provides a summary of all issued vouchers that have not yet been redeemed
- Detailed Voucher Activity ReportThe detailed voucher activity report tracks all actions related to vouchers that change liability over a specific period.
- Voucher Liability Summary ReportThe voucher liability summary report is an overview of changes in liabilities over a period of time.
- Inventory On-Hand ReportThe Inventory On-Hand report provides a current catalog of products at each location.
- Inventory Adjustments ReportThe inventory adjustments report provides metrics detailing changes in product quantities and shrinkage.
- Marketing Campaign Performance ReportThe marketing campaign performance report provides performance metrics of marketing campaigns by location.
- Marketing Generated Appointments ReportThis report provides a summary of clients that booked appointments after receiving a marketing communication.
- Membership Scheduled Cancellation ReportFocused report that only shows memberships in the scheduled cancellation status.
- Past Due Memberships ReportThe Past Due Memberships Report helps you keep track of memberships with overdue or failed payments
- Account Credit Activity ReportThis report expands on the credit activity shown in an individual client’s Wallet by surfacing the same information across your entire business.
Legacy Summaries
Descriptions of each legacy summary (formerly classic reports)
- Summaries: Master ListMaster list of available summaries
- Summary: Access and SharingHow to access and share summaries.
- Daily SummaryOverview of Boulevard's daily summary.
- Sales SummaryOverview of Boulevard's Sales Summary.
- Detailed Line Item SummaryOverview of Boulevard's Detailed Line Item summary.
- Product Sales SummaryThe Product Sales summary details by specific product name the sales of each product over a specific time frame.
- Payments & Refunds SummaryOverview of Boulevard's Payments & Refunds summary.
- Sales Breakdown SummaryOverview of Boulevard's Sales Breakdown summary.
- Register Closeout SummaryOverview of Boulevard's Register Closeout Summary which includes cash register activity at the time of closeout.
- Net Revenue by Day SummaryOverview of the Net Revenue by Day Summary which provides sales and revenue totals.
- Net Revenue by Staff SummaryDetails on Boulevard's Net Revenue by Staff summary which includes sales and revenue totals by staff member.
- Operator Activity SummaryDetails on the Operator Activity Summary which lists anyone who opened or closed an order during a selected timeframe.
- Service Sales by Staff SummaryDetails on the Service Sales by Staff Summary which includes hours scheduled, service count, service revenue, and more!
- Service Sales by Category SummaryDetails on the Service Sales by Category Summary which includes a breakdown by service category for a date range.
- Product Sales by Staff SummaryOverview of the Product Sales by Staff Summary.
- Product Sales by Category SummaryDetails of the Product Sales by Category Summary which lists product sales grouped by product category.
- Product Sales by Brand SummaryOverview of the Product Sales by Brand Summary which lists product sales grouped by brand.
- Commission SummaryThe Commission Summary lists by the individual service provider the take-home pay or 'Commission' across a designated time range.
- Staff Performance SummaryOverview of Boulevard's Staff Performance Summary.
- Service Commission SummaryThe Service Commission Summary lists by individual service provider the take-home pay or 'Commission' across a designated time range.
- Product Commission SummaryThe Product Commission Summary lists by individual service provider the take-home pay or 'Commission' across a designated time range.
- Tip Commission SummaryThe Tip Commission Summary lists by individual service provider the take-home pay or 'Commission' across a designated time range.
- Product Quantity Adjustments SummaryDetails on the Product Quantity Adjustments Summary which includes a detailed log of product quantity changes within a date range.
- Inventory On-Hand SummaryOverview of the Inventory On-Hand Summary which shows product, brand, quantity, and more!
- Voucher Redemptions SummaryDetails on the Voucher Redemptions Summary which shows all redeemed voucher dates organized by client.
- Time Clock SummaryOverview of the Time Clock Summary which lists by service provider the total hours worked across a date range.
- Staff Schedule SummaryOverview of the Staff Schedule Summary which lists appointments grouped by the service provider within a date range.
- Booked Forecast by Day SummaryDetails on the Booked Forecast by Day Summary which includes all current and future appointments by date.
- Booked Forecast by Staff SummaryDetails on the Booked Forecast by Staff Summary which shows current and future appointments by staff member.
- Appointment Metrics SummaryOverview of the Appointment Metrics Summary which includes hours scheduled, hours booked, and more!
- Business Service ChargesOverview of how to add business service charges to services.
- Client Accounts Liability SummaryOverview of the Client Accounts Liability Summary which shows all outstanding credits organized by client.
- Client Visit Frequency SummaryDetails on the Client Visit Frequency Summary which details the unique appointments per client within a date range.
- Summary DeprecationWe’ve outlined what summaries (classic reports) are moving and how you can recreate the same (beta) report using our customizable templates.