172 results found
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Add payment method filter to detailed line item report
Add a filter for payment method to more reports including detailed line item so that we don't have to cross reference two reports to subtract account credits from income
2 votes -
Report Analytics
Report analytics are important because they provide the data-driven insights needed to make informed decisions, improve performance, and identify new opportunities. The current reporting in Boulevard is just raw data, that we have to export and then create their own analytic reports, which, compared to Square and other POS systems is quite out of date. At a minimum, we need the ability to compare time periods and see change and % change over time.
Here are some ways we would use analytic reports:
Improved decision-making:
Analytics transform data into actionable insights, allowing managers to make strategic and operational decisions based…5 votes -
add commission to reports
Allow Service, Product, and other commissions to be added to reports and not just summary, so I can create a detailed staff report showing their sales, commissions, and other scheduel detaisl in one place.
5 votes -
Payment Method Option for ALL Reports
Allow all reports, especially COMMISSION & SALE reports to be filtered by Payment Method.
2 votes -
See projected sale ammount
System adds all upcoming services and gives projected sales data. Ex: By friday all services add up to x amount.
1 vote -
Report locked down so providers can ONLY see their own commissions reports
Commission reports are wide open for everyone to see, this needs to be locked down by user account so they can only see their own reports. The App reporting is only a summary, we need detail! Provider A should not be able to see Provider B and C's commisssions.
2 votes -
Online Sales Report
SKINNEY MedSpa would like to isolate online sales, and remove them from location reporting.
2 votes -
There should be a way to see how many appointments were booked via web, versus via app, versus in store.
There should be a way to see how many appointments were booked via web, versus via app, versus in store.
1 vote -
filter out services redeemed with vouchers from sales summary
We would like the option to filter out the "Services Redeemed with Vouchers" line item from the Sales Summary so it's not factored into the total unless we want it to be.
1 vote -
admin report
Admins should be able to see business level reporting in the professional app rather than be limited to their own numbers the way other staff are.
2 votes -
Time Clock Report under the Summaries staff tab
The ability to print this report with out having to save it as a PDF. I am a pen to paper kind of person. I end up having to save all of the individual reports prior to printing. Its an unnecessary step. Then I have to go back and delete them. Another step, not needed.
1 vote -
2 votes
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Break out New vs Returning client data in more reports
Would be beneficial to able to see more New vs Returning data in reports.
Examples:
1) Referral Sources Report shows New Clients and Returning Clients, but then aggregates all the data for the rest of the report. Being able to filter the rest of the data (total sales and services, etc) for just new clients and just returning clients would show salons just how much revenue is coming in from new clients during a time period.2) Staff Performance Report shows New and Returning clients, but then aggregates sales and prebook rates. Separating prebook rates for New and Returning clients…
3 votes -
Pro App Metrics
It would be great to be able to see in the metric area of the app, a breakdown of each product sold and the price. To track income better as a commission stylist, and having a receptionist checking out guests.
1 vote -
Front Desk Reports
I suggested notifications for the desk but it would also be nice for the front desk to be able to pull reports specific to their daily needs, that don't require them to have access to all reporting. We should be able to assign the reports to the front desk that we want them to see from all reporting options. They should be able to pull reports for any time period that show cancellations, online bookings, reschedules, form status, no-shows and cancellations fees. This would enable them to quickly access the clients that need action taken. It would also enable us…
5 votes -
Add cancellation and no show rate to reports
Add cancellation and no-show rate to reports
1 vote -
Walk-In Appointment Data
Any raw data on walk-in appointments would be helpful. Ideally, anything that can help me determine the likelihood of a walk-in occurring. I basically just want to figure out the peak days of the week and times that they are likely to happen.
1 vote -
Hours scheduled take into account Unavailable Shifts
We are tracking our providers' utilization % of their hours scheduled. Unfortunately when a shift is marked as unavailable (due to a holiday), it does not subtract those hours from their hours scheduled. For example, if i have an employee that normally works 36 hours a week and one day is a holiday, it will still say their hours scheduled is 36 and even if the other four days of the week were fully booked, their utilization % will look like they had a completely empty day. This means holiday weeks/months have to be done manually.
3 votes -
referrals
allow the client to enter the name of the person or business that referred them. having to create a new entry for every possible person or business that refers is tedious
1 vote -
Be able to add dates to the reports
Be able to see dates as a reporting column or row
1 vote
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