Summaries
Description of each summary (formerly classic reports)
By Operations1 author34 articles
- 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.