Staff Records Report | Boulevard Support Center

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
Staff Records Report	https://dashboard.boulevard.io/reports/staff_records

Overview

The Staff Records report helps you pull a quick reference list of your staff, including names, contact details, roles, and system permissions. It gives you a single view of who's set up in your business and how each person is configured.

Use this report to verify that staff profiles are complete and accurate, confirm role and permission assignments, and check which staff members are set up for online booking or performing services. It's especially useful for onboarding reviews, administrative audits, and exporting a staff roster for payroll, scheduling, or HR systems.

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 staff profile data	View all staff records in the system and verify key profile information such as names, roles, and contact details.	What staff members exist in the system? Are names, roles, and contact details captured correctly?
Audit staff contact information	Review the completeness and accuracy of staff contact details used for communication and payroll.	Do all staff records have a valid email address and mobile phone number? Are there gaps in contact data?
Validate staff roles and permissions	Confirm that staff members are assigned the correct roles and permission groups to ensure appropriate system access and service assignments.	Which staff members are in each role? Are permission groups assigned correctly? Which staff are set up to perform services?
Identify staff available for online booking	Find which staff members are configured as bookable online to troubleshoot online booking availability issues.	Which staff members are bookable online? Which staff are active but not set up for online booking?
Export staff roster for external systems	Pull a complete staff list with identifiers for integration with payroll, scheduling, or HR systems.	What are the external IDs for all active staff? Which staff members have alternate IDs configured?

These use cases can be addressed using the report's default configuration, with no additional setup or customization required.

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 Data & Reporting permissions enabled to see this report: Staff Operations Reporting > Schedule and Attendance - Self or Everyone
- 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, you must have Staff profiles created with individual details per user.

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?
Staff ID (hidden in table, visible in exports)	Unique identifier for the staff record in the platform.	d6643e41-c81d-4a0d-b73f-6621650b6dd8	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Staff Name	The full name of the staff member as stored in the staff profile.	Jennifer Bennett	Yes
Role Name	The name of the role assigned to the staff member (e.g., Stylist, Manager).	Aesthetician	Yes
Staff Email	Email address associated with the staff member’s profile.	email@email.com	No
Staff Mobile Phone	Mobile phone number associated with the staff member’s profile.	8062207371	No
Is Staff Active	Flag indicating whether the staff member is currently active (true = active).	FALSE	Yes

Customizable fields

All fields you can add, remove, or use to customize the report to fit your needs. Some fields are required and cannot be removed from the report.

Field name	Definition	Example	Filter?
Staff ID	Unique identifier for the staff record in the platform.	d6643e41-c81d-4a0d-b73f-6621650b6dd8	No
Staff Name	The full name of the staff member as stored in the staff profile.	Jennifer Bennett	Yes
Role Name	The name of the role assigned to the staff member (e.g., Stylist, Manager).	Aesthetician	Yes
Staff Email	Email address associated with the staff member’s profile.	email@email.com	No
Staff Mobile Phone	Mobile phone number associated with the staff member’s profile.	8062207371	No
Is Staff Active	Flag indicating whether the staff member is currently active (true = active).	FALSE	Yes
Staff Employee ID	Identifier for the staff member from an external system if provided by the business.	952330	No
Staff Alternate ID	Alternate Identifier for the staff member if provided by the business.	2b8b9858-58fa-47b5-9c3d-5a88ee4b73c9	No
First Name	The given name of the staff member.	Tessa	Yes
Last Name	The family or surname of the staff member.	Gray	No
Staff Nickname	Informal or preferred name used by the staff member, if provided.	Tessa	No
Role ID	Unique identifier for the role assigned to the staff member.	2b8b9858-58fa-ww47b5-9c3d-5a88ee4b73c9	No
Permission group	The permission group assigned to the staff member, which determines the locations and operational permissions available to them in the platform.	Service Provider	No
Permission group ID	Unique identifier for the permission group assigned to the staff member.	2b8b9858-58fa-47bwws5-9c3d-5a88ee4b73c9	No
Is bookable online	Flag indicating whether clients can book appointments with this staff member through online booking channels (true = bookable online).	TRUE	No
Does Staff Perform Services	Flag indicating whether the staff member is configured to perform services and can be assigned as the service provider for appointments (true = performs services).	TRUE	Yes
Created at (UTC)	The UTC timestamp indicating when the staff member record was created in the platform.	2026-Jan-01 10:00am	No

Adding New Staff