172 results found
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New Reporting - Sales Summary (and Daily Summary) should be latest data, not delayed
The old reporting Summaries were all completely real time. It was helpful to get a quick grasp on how the day was going, etc...
The new reporting is all delayed. I would appreciate even just a couple of the reports to be real time. It is a bit of a regression to not have somewhere in the system to show what the current total collected is.
1 vote -
Disputes
I would like to have a report for disputes that displays all important information including the reason as it is described in the dispute.
Also, it would be helpful to have a guide or process on how the disputes are decided for the customer of the company. In many cases it seems that Hello Sugar has the right to keep the charged amount and all back up documentation is provided, but it is credited back to the customer, then the way it is analyzed is total confusion and unknown to us.
1 vote -
Quickbooks Integration - Service Package Sales
Boulevard currently includes new package sales in Service Revenue when creating the daily QuickBooks journal entry. It separately debits the package liability account when a package voucher is redeemed, but the original package sale never credits that liability account.
This causes Service Revenue to be overstated and the package liability to be understated, requiring manual corrections in QuickBooks.
Please add a separate New Package Sales mapping so package sales credit a selected deferred-revenue/package-liability account. When a package voucher is redeemed, Boulevard should debit that liability and credit Service Revenue. This would allow the package liability in QuickBooks to remain aligned…
1 vote -
2 votes
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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.
1 vote -
New reporting - Downloads don't match current view
The daily Summary report (and presumably others) don't download following the date grouping rules. If I choose Group by Date - monthly and then download a csv, I get all dates with no grouping. It should default to download with the date grouping that is shown rather than the default of all dates.
1 vote -
Add a filter for "cash Expenses" and "Cash Deposits" in the new register closeout report
A filter to allow removing $0.00 entries from these columns would allow for summary reports of cash expenses and cash deposits over a time period. As it is you can sort by amount, but then lose the date sorting.
1 vote -
Better format for new Client Waitlist report
The new client Waitlist report is very nice for the ability to filter and sort in new ways.
I would like to see the option to filter by "null" and "not null" for Requested Staff name and Date Removed.
Only being able to pick specific dates or people when there is a "Null" option can make for some weird reports at times.
I am not sure how to put those options in with the standard staff and date pickers, but at least the Date removed null option is VERY useful in order to get a report of people who are…
1 vote -
Give stylists the ability to see what their commission should be without seeing any other stylists numbers
My stylists want to be able to cross reference their paychecks. They want to see what their commission is after business charges and commission overrides are. The only way that is possible now is by giving them access to commission reports, which is not ethical to give them access to other stylists numbers.
1 vote -
New reporting: keep date range for all reports until it is changed.
The old summaries would keep a date range (last month, 2 week pay period, etc..) as your selected date until you chose a new date range, no matter what summaries you looked at.
I wanted that feature for the reports, but it never made it.
Now the new reporting looks to be going either back to the old method, or it may even be keeping the range from the last time you used the report.
The more useful (at least for me) is to keep the date range I manually select and keep that for my entire reporting session, or…
1 vote -
New reporting: Group by Date options don't seem to do anything on Staff Performance report
I have a view setup grouped by Staff then grouped by Date. I chose "Month" for date grouping and it still shows each individual date. I also chose week and it shows each individual date. Grouping by date first does not change anything when choosing different periods for the date grouping, just sorts by individual days then by staff name.
I expected it to show (Group by staff name, then group by date [month]):
Staff name - Totals row
Month1 - Totals
Month2 - Totals
MonthN - TotalsIt currently shows:
Staff Name - Totals
Month1, day1, year1 - Totals…1 vote -
Report for Location-Level Service Prices
A report with current service prices by location to show the location-level price overrides in place.
1 vote -
Subject: Feature Request: Cancelled Appointments Report (by staff + date range + reason) Hi We’d love to see a dedicated report for
Subject: Feature Request: Cancelled Appointments Report (by staff + date range + reason)
Hi [Name],
We’d love to see a dedicated report for cancelled appointments that can be filtered by:
Staff member (single employee or all)
Date range (ex: 3, 6, 9, 12 months)
Cancellation reason
Right now, cancellations can only be reviewed in the Recent Cancellations list, which isn’t practical for HR tracking over time since it doesn’t support date-range filtering or exporting.
This would be really helpful for performance and retention tracking, and would save a ton of manual review.2 votes -
Goal setting in reports
This would be the ability for a business to set goals or benchmarks for certain metrics for staff. Additionally, tis would allow them to track how staff are performing against those set goals and see their progress in a report.
1 vote -
New Reporting: Add date ranges to downloads
Add date ranges to the default names for downloaded reports. The old Summaries used to do this and it is so helpful to have that information right in the file name.
It also helps when you need to run the same report for different time periods to not end up with report.csv, report(1).csv, report(2).csv and then try to remember which is which.
1 vote -
Allow freezing columns in reports
For the new reporting system (in beta) - allow freezing the first column(s) of the report when scrolling to the side on larger reports. Similar functionality exists in Excel and is super helpful.
1 vote -
Upcoming bookings
I would like to see the amount of future bookings by service. For example, we have a goal to achieve a certain amount of facials in a month. It would be nice to see how many have already been booked for the upcoming month.
7 votes -
Hours booked and future hours sold
We need a report where I can do future forecasting to know how many hours my staff is scheduled and out of those hours how many booked hours are scheduled with appointments. This helps us build their productivity/utilization.
4 votes -
Create a clawback report that does not include refunds
We are trying to pull a report for true commission clawbacks. The report that we pulled shows all clawbacks, including voids and refunds that happen on the same day as the original transaction. So these do not truly impact commission payouts since another transaction is processed in their place.
1 vote -
manually correct payroll
Would like to have the option to manually adjust payroll. For example, we don't want our employees to be paid for a discounted service but instead the full service price.
3 votes
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