205 results found
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Fix the sorting by time on the appointments report
Sorting by appointment start time in the new appointments report does not give anything like a valid sort. It isn't even in numerical order. I can't figure out what it is doing. But it definitely isn't the earliest appointments first and the latest appointments last!
1 vote -
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 -
keep the old reporting
The new reporting platform is horrible. Please keep the old reporting system. It is much more user friendly, detailed and streamline.
2 votes -
location providers
Merge provider activity for multiple locations instead of separating all reports and transactions
1 vote -
loyalty report
Ability to customize report to add a column for total current loyalty points to Client Loyalty Activity report.
1 vote -
Can you please consider adding a date to the commission reporting when the data is extracted to Excel, please and thank you.
Can you please consider adding a date to the commission reporting when the data is extracted to Excel please and thank you.
1 vote -
New Reports: Permissions for Dashboards
Each new report category now has permission toggles. It would be helpful to also have a permission for dashboards, since not everyone with report access needs easy visibility into this info.
1 vote -
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 -
Reporting: Add Service to Appointment %
SERVICE COUNT ÷ APPOINTMENT COUNT
That way we can determine if a service provider/location is providing more than 1 service per ticket. Currently this has to be manually calculated.
1 vote -
Professional App Reporting- Client Request Count
Service Providers should have access to how many clients are their OWN requests. The Professional App Report is very slim.
1 vote -
Time Card entries vs Time Clock summary
In the old Time Clock summary the staff was separated by name with totals for each staff member for the time period selected. In the new Time card entries report, the totals are by day and it makes calculating payroll more complicated and provides more possibility for errors since each day needs to be added up per staff member.
The older layout for reports was more user friendly.
1 vote -
Reporting option for Accommodations
We have clients' pricing saved from years ago and need to go through each client to delete old accommodations. We'd like a report that pull which clients have accommodations.
1 vote -
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 -
Selling into the negative when product runs out
When products hit a zero count in inventory, the system should alert us or prohibit sales of product that is not in stock. Instead of selling into the negative. Bad look for patients to buy a product, we do not have it and then have to either refund them or create an IOU to ship it when the product comes in.
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 -
Audit Log Event for Client List Searches + Filters
It would be helpful if Audit Logs could show when a staff member searches, filters, or otherwise narrows the Clients list, including the criteria used.
Currently, I can see events such as “Viewed client profile” and “Exported client list,” but there isn't much visibility into what happened between those actions.
For example, if a staff member filtered the client list by a specific provider, appointment history, location, tag, or other criteria and then began viewing individual profiles, the Audit Log would only show the individual profiles being viewed. There is no way to tell whether those clients were found individually…
1 vote -
UTC Timestamps as an option instead of just Date only
Bring UTC timestamp to the new reports. Just having the date with no time in local time zone is troublesome when running analytics on ad performance. There was an option in some legacy custom reports for Created At (UTC), but that is gone in the new reporting.
1 vote
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