Getting Started with Boulevard ReportingHow-to use Boulevard reports
Report IndexOutlines all available reports, definitions, and helpful callouts providing you with key information and helpful tips for each report.
ReportsOverview of Boulevard's Reports including how to create and organize folders, add reports to a folder and report terms.
Reports Data GlossaryDefinitions of Boulevard's report data included in reports.
Reports: Column GroupingDetails on the removal of report column grouping.
Reports: Commonly Used ReportsSteps on how to customize the Detailed Line Item report to identify top sellers and top brands.
Report DrilldownOverview of reports with the data drilldown feature.
Customizing ReportsOverview of customization features available for Boulevard's reports.
Staff Performance ReportOverview of metrics included in the Staff Performance report and how to customize by service and product.
Usage-Based Pricing and Prepaid Units Reporting GuideOverview of reports for usage-based pricing and prepaid units.
Membership Tracking and ReportsReports and resources used to track memberships within the dashboard.
Product Sales ReportOverview of the product sales report metrics and customization options.
Daily Summary ReportOverview of the daily summary report metrics and customization options.
Location Retention ReportOverview of the location retention report metrics and use cases.
Staff Retention ReportOverview of the staff retention report metrics and use cases.
Detailed Line Item ReportThe detailed line item report itemizes every transaction or entry over a specific period.
Voucher Liability Summary ReportThe voucher liability summary report is an overview of changes in liabilities over a period of time.
Outstanding Voucher Liability ReportThe outstanding voucher liability report provides a summary of all issued vouchers that have not yet been redeemed
Payments & Refunds ReportThe payments and refunds report tracks all transactions involving payments and refunds over a specific period.
Detailed Voucher Activity ReportThe detailed voucher activity report tracks all actions related to vouchers that change liability over a specific period.
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.
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.
Service Sales ReportOverview of the service sales report metrics and customization options.
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.
Gift Card Liabilities ReportOverview of the Gift Card Liabilities report which provides you with a detailed list of all unused gift card balances.
Voucher Liabilities Summary ReportThe voucher liability summary report is an overview of changes in liabilities over a period of time.
Voucher Redemptions ReportThe voucher redemptions report provides metrics for membership or package vouchers redeemed by clients.
Account Balances ReportThe Account Balances report is a point-in-time report that provides stored balances on clients accounts.
Register Closeout Summary ReportThe register closeout summary report provides a summary of daily register closeout activities.
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.
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 ReportThe referral sources report provides performance metrics by referral source.
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 Redemptions ReportThe gift card redemptions report provides a summary of used gift card balances.
Client Referrals ReportThe client referrals report provides a summary of client referrals by date, primary client, and gross sales.
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.