205 results found
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A report with: service, list price, and subtotal
also sorted in chronological order with staff name
4 votes -
Make utilization for service providers only, exclude non service providers
Utilization currently includes non service providers, which makes the stat inaccurate. Please remove non service providers from the utilization stat since they do not complete services and end up with a 0% utilization, which makes your utilization stat on the new dashboard incorrect. Why would they be included in the utilization score?
1 vote -
1 vote
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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 -
Allow individual providers to see their forecasted numbers.
Allow individual providers to see their forecasted numbers.
1 vote -
Export Service Commission Reports in Chronological order.
Export Service Commission Reports in Chronological order.
1 vote -
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 -
New Reporting - document the download button at the bottom of the view
I just noticed a download button at the bottom of the new reports. I didn't see anything about it in the documentation (I may have just missed it)
I was wondering if there were differences between this and the regular download button.
Side note - it appears to be broken on Firefox, but I know that isn't fully supported.
1 vote -
Add Discounts to Sales Summary Report or Create a Combined Report
Add Product, Service, Gift Card, Membership, and Voucher/Package Discounts to the sales summary report.
Or Create a specific "Combined Report" for bookkeepers and accountants. A singe report showing: Income (Service, Membership & Product) (Business Cost of Product Sales), Discounts (as mentioned above), Refunds, Liability Income (Voucher/Packages, Gift Cards, Client Accounts), Redeemed Liability, and Tax Totals.
Beyond the Sales Report as the added parts of the Combined Report would include, Payment Distribution, Product Sales, Service Sales Summary, Sales by Service Provider, etc.
This would be very helpful, instead of pulling 3-6 different reports, just because we need 1 piece of information…
3 votes -
Being able to track which memberships are tied to an HSA/FSA card
Being able to track which memberships are tied to an HSA/FSA card
1 vote -
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 -
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 -
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 - 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
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