We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Product Records Report	https://dashboard.boulevard.io/reports/product_records

Overview

The Product Records report provides a complete view of all products configured in your Dashboard. It includes key details such as product name, brand, category, SKU, pricing, cost, tax settings, and inventory tracking status.

Use this report to review and maintain accurate product data, ensure consistency across your catalog, and support reporting and inventory workflows. It’s especially useful for auditing product setup, validating pricing and cost information, and confirming that products are configured correctly for sales and inventory tracking.

Note: This report focuses on product setup and configuration data only. It does not include sales, inventory, or other product performance metrics.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Review product catalog configuration	View all products configured in the system and verify key product attributes.	What products exist in the system? Are product names, brands, and categories configured correctly?
Look up product attributes by Product ID	Use Product ID to retrieve product attributes such as name, brand, category, SKU, cost, price, and tracking status for reporting and analysis.	What is the name, brand, and category for this Product ID? I have a list of product IDs from an export — what are their current prices and costs?
Review product classification and organization	Evaluate how products are categorized and branded within the catalog.	Are products assigned to the correct category and brand? How is the product catalog organized?
Audit inventory tracking settings	Identify which products have inventory tracking enabled.	Which products are tracked in inventory? Which products are not tracked?

While the first three use cases can be completed using the report as-is, the "Audit inventory tracking settings" use case requires additional configuration to surface the relevant data. See Use Case Example Configurations for setup instructions.

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate reporting permissions enabled to see this report: Catalog Reporting > Catalog Records
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, your product workflows must be set up correctly:
- Products added and enabled per location
- Product Categories created and assigned per product
- Product Suppliers created and assigned per product

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group by (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Product ID	Unique identifier for the product configured in the platform.	15d07886-4487-4a22-8d07-a4e027a9d188	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Product Name	The name of the product as configured in the product catalog.	Mint Refining Toner 2oz	Yes
Product Category	The category assigned to the product for organization and reporting purposes.	Skin Care - General	Yes
Product Brand Name	The brand associated with the product.	Skin Script	Yes
Product Suppliers	The supplier associated with the product.	Satin Smooth Wax Warehouse (Brand)	No
Product Size	The size or volume of the product as configured in the product record (for example: 8 oz, 250 ml).	35 fl oz	No
Product Color	The color variant associated with the product, if applicable.	Gold	No
Default product price	The default retail price configured for the product, in dollars.	17	No
Default Unit cost	The default cost to the business for a single unit of the product, in dollars. This value is typically used for inventory valuation and margin calculations.	8	No

Customizable fields

All fields you can add, remove, or use to customize the report to fit your needs.

Field name	Definition	Example Value	Filter?
Product ID	Unique identifier for the product configured in the platform.	15d07886-4487-4a22-8d07-a4e027a9d188	No
Product Name	The name of the product as configured in the product catalog.	Mint Refining Toner 2oz	Yes
Product Category	The category assigned to the product for organization and reporting purposes.	Skin Care - General	Yes
Product Brand Name	The brand associated with the product.	Skin Script	Yes
Product Brand Name	The brand associated with the product.	Skin Script	Yes
Product Suppliers	The supplier associated with the product.	Satin Smooth Wax Warehouse (Brand)	No
Default product price	The default retail price configured for the product, in dollars.	17	No
Default Unit cost	The default cost to the business for a single unit of the product, in dollars. This value is typically used for inventory valuation and margin calculations.	8	No
Product External ID	Identifier for the product from an external system, if provided by the business.	8548509	No
Product SKU	The stock keeping unit (SKU) used to uniquely identify the product for inventory and operational tracking.	SSWBBCTG	No
Product Barcode	The barcode or UPC associated with the product for scanning and checkout purposes.	14090868	No
Product Size	The size or volume of the product as configured in the product record (for example: 8 oz, 250 ml).	35 fl oz	No
Product Color	The color variant associated with the product, if applicable.	Gold	No
Is inventory tracked	Flag indicating whether inventory levels are tracked for this product (true = inventory quantities are tracked).	TRUE	No
Is tax charged	Flag indicating whether tax is applied when the product is sold (true = tax is charged).	TRUE	No
Is Product Active	Flag indicating whether the product is currently active and available sale in the system (true = active).	TRUE	No

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveat	Details and Impact
This report shows business-level product configuration only	This report reflects business-level product records only — location-specific overrides or additions are not included here.
Assigned location permission does not filter this report	Because this report operates at the business level, there are no location-specific records to filter by. Users with assigned location permissions will still see all product records across all locations — location-based access restrictions do not apply here.
Inactive products are included — filter by "Is Product Active" to limit to active catalog	This report includes all products regardless of whether they are currently active or have been deactivated. Products that were sold historically and later deactivated will still appear as rows. Use the Is Product Active filter to restrict the report to products currently available for sale.
This report includes retail products only — memberships, packages, gift cards, and vouchers are not included	Product Records surfaces only retail products configured in the product catalog. It does not include other item types such as membership plans, packages, gift cards, account credits, or vouchers. Those item types are managed separately and appear in their respective reports. If you are looking to join on item IDs from a transaction dataset and the item type is not a retail product, this report will not contain a matching record.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Audit inventory tracking settings	Identify which products have inventory tracking enabled.	Group by: Product ID Columns: Product Name, Is inventory tracked Sort by: Is inventory tracked to separate tracked from untracked

Product Records Report