68 results found
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Future Appointments Report Needed
We need a report that will show how many specific treatments are booked out during a specific time frame. For example, knowing how many Halo lasers are booked in the next 3-6months helps us know how many Halo tips we need to order. Many treatments use specific disposable items and knowing how many to order and have on hand is crucial.
25 votes -
new client report
to pull clients who have visit the spa for the first time
20 votes -
Reporting to see which clients do/do not have a card on file
When trying to tag profiles that still need a card on file, it's a bit tedious to go through each client profile individually. It would be very helpful to be able to create a report that pulls the clients that do/don't have a card on file.
15 votes -
Please fix reports so you can save the DATE RANGE!!!!
The fact that you can not save the date range ("month to date" or "last month") with the reports is a huge setback
It always resets when you open (re-open) the report.
16 votes -
Nightly Summary
Nightly sales report via email. Each night you receive an email with how much you made for the day/weekend. This is what will be deposited into your bank account the following day(mon-thurs). The weekend will be sent out on Sunday night(fri-sun) Includes a list of the follow: clients name, date of service including tips. This includes gift cards sold. Gloss Genius has this feature and I loved it. Bummed its not here.
7 votes -
Report with months displayed to understand growth
We need a report that shows a period of time, such as a year, but as a month-by-month comparison. We would also like to be able to compare periods from different years to more easily understand growth.
6 votes -
6 votes
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Cancelation Rate %
It would be amazing to be able to see a Cancelation Rate % of clients who cancel on service provider's schedule. The ideal statistic would show a % which would be factored by the amount of clients who cancel their appointment within the selected time frame, but do not rebook.
This helps because it shows if a certain provider is perhaps doing well in rebookings, but most of the clients then cancel their future appointments so it's not really helpful just to see a high rebooking %.
6 votes -
Sales filtering and "BACK" button option
When filtering sales transactions by date, if you go into details of transactions, you are currently unable to go back to your filtered list. Whenever a filter is applied, if the "back" button should take you back to your filtered list instead of starting over. Currently, if I want to review each transaction, I have to start over and re-apply the filter every single time.
9 votes -
Reporting for KPIs needs to be better.
I need a report that sorts out detailed line items in a summary so that I can organize my income into Quickbooks. This also needs the ability to toggle on/off payment types so that I am getting the numbers for Credit Card Purchases, Checks, Cash, Account Balance.
The Purpose is so when Boulevard pays out the credit cards sales, I can sort those payments into the respective category of sales in quickbooks.
When business owners take their data to the bank, the real data is coming from Quickbooks with all the payroll fees, expenses, and over all cash flow. Being…
7 votes -
report that includes tip and service commission for easier payroll
report that includes tip and service commission for easier payroll
4 votes -
Offer code report for future appointments
Offer code report for future appointments to show what offer codes are being applied to appointments booked.
6 votes -
report on which credit card processing has been sent to your bank account with date of post and which ones are pending.
We need to be able to go in and understand which days will be posted in the future and which ones have already posted in to business account.
3 votes -
Need reports for appointments booked day by day
I need ASAP to know the appointments being booked day by day, and I contacted the BLVD person and she is telling me that this is not available inside BLVD and that only can be selected by person performance which is not what I need. I need a report of all appointments being booked day by day to make sure that appointments have been entered appropriately, scheduled with right services. I can’t be going day by day to see who was booked and what services they did because I have new employees on training still and this is a new…
3 votes -
filter clients (in the client tab) by if and when they've purchased gift cards
So we can send targeted emails to people who've purchased gift cards in the past
2 votes -
Add "appointments scheduled" to the operator activity report
A metric to track how many appointments were scheduled (created) during the date range would be very helpful to know how productive the front desk was. It can be used to show a growth in front desk productivity in getting clients to rebook.
5 votes -
Report Analytics
Report analytics are important because they provide the data-driven insights needed to make informed decisions, improve performance, and identify new opportunities. The current reporting in Boulevard is just raw data, that we have to export and then create their own analytic reports, which, compared to Square and other POS systems is quite out of date. At a minimum, we need the ability to compare time periods and see change and % change over time.
Here are some ways we would use analytic reports:
Improved decision-making:
Analytics transform data into actionable insights, allowing managers to make strategic and operational decisions based…2 votes -
add commission to reports
Allow Service, Product, and other commissions to be added to reports and not just summary, so I can create a detailed staff report showing their sales, commissions, and other scheduel detaisl in one place.
2 votes -
Export custom reports without having to save first
currently when exporting a beta report you have to save to keep your customizations to exporting. It should export as is without having to save.
2 votes -
Comprehensive Campaign Performance Report
To better evaluate the effectiveness and ROI of our marketing efforts, we recommend the creation of a comprehensive report that consolidates key performance metrics for specific campaigns or promotions.
Currently, the available reports lack several critical data points, making it difficult to assess which initiatives are truly driving results and where adjustments may be needed. Having access to these insights is essential for making informed, data-driven decisions moving forward.
We propose a report (or a reliable combination of reports) that includes the following metrics:
Total revenue generated (attributed to the campaign or promotion)
Number of bookings tied to the campaign
…
4 votes
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