172 results found
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new client retention
Would love to see clearer reporting on New Client Metrics. This is such a crucial number to track. I don't appreciate having to pull 3 other reports to do my own math on a metric that seems easy to activate. There should be clear New Client Retention, and New Client Prebooking rates. I had both on other systems.
2 votes -
Update logic on previous period for new business summary report
The new business summary report has some wonderful insights! One small change I would like to see in the logic:
When looking at "[time period] to date" reports, the previous period is based on how many days you are seeing. So a week to date report for today(Friday) is showing 6 days for the week, but the previous period data is showing 6 days prior. So I am comparing Monday to Tuesday, Tuesday to Wednesday, etc... Year to date right now shows data from 212 days prior, which becomes very meaningless.
The logic for the "previous period" in these cases…
2 votes -
A few modifications to new Commission Line Item Report
With a few modifications the (new/beta)commission line item report can become a much more powerful payroll report:
- add a "discount name" column so we can see what each discount is
- add a checkbox of some sort to choose if the discount is to be paid or not
I know that many people pay for some discounts and not for others. This change would allow all of this processing to happen within Boulevard instead of outside
Just adding the discount name would save me having to run a second report just for discounts, I could do everything with the one report…
2 votes -
Staff Reporting Access
I do not see a way to allow staff to access reporting to audit upcoming appts. Say I ask my front desk team to let me know how many tox appointments are scheduled over the next quarter, there is no way to give them schedule summary permissions. They can only run reporting for past/closed out appts. We should be able to give select access to both summaries and regular reports.
2 votes -
data
Easier ways of viewing my data, why is it so difficult to view specific sales from specific services? also graphs to see change over time.
2 votes -
Cancelations
Need a report that shows total amount of cancelations with a date range instead of just having the front desk option and counting them manually.
2 votes -
Report for upcoming double booked resources
It is still far to easy to double book resources (the pop up warning when initially booking is nice, but limited to initial booking, rescheduling will still allow a resource to be double booked unintentionally)
It would be great to have a forward looking report to let me know any resources that are double booked in the next n days or weeks. Then I can solve the problem before it becomes a crisis.
2 votes -
Forecasting/Forward Facing Reports for Inventory, Revenue,
There are a lot of back facing/Past reporting with detail that needs to exist in same format for forward facing/future. To enable forecasting for needed product by each service type, revenue, marketing etc. The current one future report that lumps all services into a number is really useless.
2 votes -
A report with: service, list price, and subtotal
also sorted in chronological order with staff name
4 votes -
Mobile App Performance Tab - Track Hours Worked
Within the performance tab of the mobile app, you can track all sorts of metrics. For those hourly employees, tracking number of hours worked would be very helpful.
3 votes -
Deposits and expenses Reconciliation report
i would like a report that list the reason or note attached to any expense or deposit. If im able to see the "notes" or "reasons" for the week or a day i can easily account for shortages removed from the register or overages/ payins and their reasons. It helps account for cash ins and outs for the day or the week of the register with out having to search through the register dates when it could all just be in one report for the date range selected
2 votes -
New Clients Report and Their Lead Source
It'd be great to have a report where you can see NEW clients within a specific time frame, the service they got done, the sales their appointments generated, and their lead source. This would help us see how much new clients are bringing in vs. what they're costing us in campaigns–e.g. costs of Google ads vs. not just how many new clients from Google but how much they're bringing in. As of right now, there's no single report that does this. We personally have had to workaround the Referral Sources by Client report by playing around with filters, pulling a…
2 votes -
give cumulative totals for hours worked. Should not have to manually add up hours
give cumulative totals for hours worked. Should not have to manually add up hours.
4 votes -
Report for referral source
It would be great if there could be a report that populates referral sources for clients. This would be a great tracking tool to see how effective SEO campaigns are.
3 votes -
refresh report
Add a button to refresh the report and pull the most recent data on demand.
2 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…
18 votes -
Fully Customizable Report Dashboard
Make the new report dashboard fully customizable. Users should be able to choose exactly which metrics and widgets appear on their dashboard, rather than being locked into a fixed layout. Specifically:
Users can select which data points are shown (e.g. gross production, net production) and at which level (practice-wide, individual provider, or both).
Users can add, remove, and reorder dashboard widgets/sections to match what matters most to them.
Selected layout and preferences persist per user, so the dashboard stays customized across sessions rather than resetting to default.Goal: let each user build a dashboard view tailored to their role, instead…
1 vote -
New reports - changing date range shouldn't trigger the "update view" "lock"
When changing the date range on a custom view, the report won't let you change to another report without clicking "update view".
As I was putting this request in I saw that someone requested the ability to save date ranges. I think the best option is to allow the update view to save a date range, but don't require the update view if you have changed a date range and want to exit the report.
1 vote -
Appointment Creation Report by Day
I’d like a report that shows how many new appointments were created each day.
This should be based on the date the appointment was created/booked, not the date the appointment is scheduled for.
This would help us understand how successful our marketing campaigns are by showing which days actually generate the most new bookings.
For example:
Monday: 25 appointments were created
Tuesday: 32 appointments were created
Wednesday: 18 appointments were createdIt would also be helpful if this could be connected to marketing sources or campaigns, so we can better track which campaigns are bringing in real appointments.
2 votes -
Service Report
i ultimately want to have the same reporting as the service commission summary but with both the closed and opened tickets.
the goal is to predict and make sure no payments are missed with both list price and subtotal columns in the report as well
1 vote
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