205 results found
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Add dates to reports saved as PDF
When downloading reports as a PDF (for example, the Gift Card balance report as of X date), add in the date to the report. Currently, there is no reference to the date of the report.
2 votes -
Lifetime Client Retention
RETENTION: We need to be able to look at lifetime client retention of more than just 180 days. This is important to understand how long patients are staying in the clinic, whether that be months or years!
3 votes -
Your Tag report doesnt work
The Tag report needs to populate. It doesnt work
2 votes -
Send a report via email on a recurring basis
This would include the ability to build a report in the dashboard and have that report sent daily, weekly, etc. via email to one or more recipients.
3 votes -
Allow Retention Report to Go Out Further Than 180 Days
Currently the Retention Report is limited to 180 days, I would like to see this expanded to 1-year and 2-years.
11 votes -
GCLID / Advertising click id tracking trickling down the pipeline into reports
Please allow carryover of a GCLID or other advertising click ID into the boulevard overlay for accurate ad tracking. Google tags cannot gather information from any info-boxes filled in with the overlay for enhanced conversion like email / phone tracking. Having a GCLID value that carries over and can be accessed in appointment / order sales tracking would be incredibly useful for businesses looking to narrow down their true ad performance.
2 votes -
Show bookings from blast campaigns
Show bookings from blast campaigns similar to how we can see them in automated campaigns so we can calculate our ROI
14 votes -
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 %.
20 votes -
Titles on Sales Summaries
When you have multiple locations it would be great to bring back the Title on the report page with
LOCATION NAME
DATE RANGEAlso, can you make the credit card fees amount font larger. That's pretty important for an owner and accountant.
2 votes -
Client Account Summary Report
We have a lot of clients who want to submit their expenses to HSA and FSA accounts. They keep asking us for a report for the year that has the dates they were here, a detail list of all the services provided on that visit, the cost of each individual service and upgrade to that service, and the payment method used for that visit. We need to be able to "print" or download this as a PDF that looks professional with our company logo and contact information on it.
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.
3 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.
17 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
2 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.
29 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…
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…
16 votes -
New Reporting - download name should include more details
The downloads for the new reporting do not include date ranges (I always wanted this or beta reports and never got it, but summaries did include it and it was SO useful)
They should also include the name of the custom view if it is different than the current report, some of my views end up very different than the default report and the default name isn't helpful in identifying them once they are downloaded.
2 votes -
I would love to see an option in Boulevard that allows individual providers to generate and view reports on their own performance
I would love to see an option in Boulevard that allows individual providers to generate and view reports on their own performance metrics. Having access to personal stats would help providers better understand their strengths, track progress, and set goals.
Examples of metrics that would be helpful include:
Personal sales totals (including retail and enhancements)
Enhancement sales performance
Rebooking rates
Average tip percentage and/or average tip amount
Average ticket value
Client retention metrics
Being able to filter these reports by date range (weekly, monthly, quarterly, yearly) would be especially useful. This feature would empower providers to take ownership of their…
9 votes -
CRM Dashboard
Salesforce, but within BLVD. Capabilities include:
-Assign client lead to operator
-See client journey from lead --> to sms outreach --> to email -->to booking --> rebooking --> conversion %, etc.
-Lead lists with Who needs to be contacted, who never rebooked, inquired but didnt book, etc.
-Daily Dashboard reporting for both locations and individuals for sales, rebooking, retention, lifetime patient value, utilization, lifetime patient retention, enhancement upgrades, etc.2 votes -
2 votes
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