205 results found
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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 -
Offer code report for future appointments
Offer code report for future appointments to show what offer codes are being applied to appointments booked.
8 votes -
Reports with Actual Patient Names and Service Names, NOT ID
Please create an Appointment Report with actual patient names, service names, rather than patient ID and service ID. (Information without actual name is pretty much useless. )
Aesthetic Record has this report called "Booking History" that shows all the bookings, rescheduling, and cancellation in one report, that was very useful for our operation. We don't miss their platform at all, but I think that something like that on Boulevard would be very, very helpful. Thank you for your consideration.
3 votes -
Subscription report is incorrect/incomplete
When you run a subscription report, any client that has more than one subscription will show up blank. This defeats the purpose of the report because you then have to look at each client individually to determine their status.
As an example, if a client has previously canceled a membership, but started a new one, their status on the Subscription report will be blank.
1 vote -
Ability to view reports by members and non-members
Members should be properly categorized in Blvd in a way that allows for us to filter client lists and reports by membership status. This should include automated membership tags. EX: Attach a tag to a membership that will apply to a client when it's actively on their profile
3 votes -
report on which credit card processing has been sent to your bank account with date of post and which ones are pending.
We need to be able to go in and understand which days will be posted in the future and which ones have already posted in to business account.
4 votes -
Log of reschedules by service provider
a report I can pull with appointments that were assigned to 1 person for a particular day, even if they were later cancelled or moved to another provider? We are trying to find the impacts of a particular provider with excessive absences.
1 vote -
Add "appointments scheduled" to the operator activity report
A metric to track how many appointments were scheduled (created) during the date range would be very helpful to know how productive the front desk was. It can be used to show a growth in front desk productivity in getting clients to rebook.
7 votes -
Custom Reports for Payroll with Payments
A custom report option that allows us to see the necessary information when inputting payroll, with the form of payment included in the report.
What the client purchases:
Service, Product, tax, gratuity, gift card sale, wholesale purchase.
Form of Payment:
Card, check, cash, venmo, barter, etc.Currently, we need to run multiple reports or double-check the calendar. Many more steps than are necessary.
2 votes
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