Boulevard reports provide configuration tools that allow you to adjust and refine the data you're seeing in order to better understand business performance and trends.

Note: Only individual reports can be customized and saved. Business summary and Sales summary dashboards can be filtered, but you cannot save a custom view, at this time. Instead, any filter you apply to these dashboards is sticky on a per-user basis. For example, if a dashboard's default filter is Last week and you change it to Last year, it will still show Last year the next time you log in — until you change it again.

To customize your report, click Customize in the top right corner.

Use the right sidebar to control how your report is organized and what data it displays. The available options vary by report.

To adjust the fields in either section, click the plus icon in the top right corner and use the dropdown list to review the available data points. Scroll through the list of options shown, or use the search bar to locate specific fields.

The report will update dynamically as you apply customizations. Once finalized, click >> (above Customize in the right sidebar) to view your updated report.

To add fields in either section, click the plus icon in the top right corner, locate the field in the list shown, select the checkbox next to it.

You can add one or multiple fields at once, or deselect a checkbox for an existing field to remove it while adding separate ones. Once complete, click Apply to add the fields and view your updated report.

To remove a field, hover over a field applied in Group By or Columns, and click the trash icon that appears on the right.

Note: Some fields are required for a report to populate meaningful data and cannot be removed. Required fields vary by report — in some cases, a report may require at least one of two specific fields to remain active.

If a field is required, the trash icon next to it will be greyed out and won't let you remove it. If you're removing a field while adding or customizing others from the dropdown list, its checkbox will also appear greyed out and can't be deselected. If you try to remove a required field, a message will appear letting you know which field(s) are needed.

You can also reorganize your report and change the order in which data points are shown on it. Hover over a field applied in Group By or Columns, click the two-line icon and drag it to the desired position within that same section. Reorganization changes apply automatically, so feel free to experiment to find the configuration that works best for you.

Note: You can't move a metric from one section to another (i.e., from Group By to Columns) by dragging and dropping.

To sort your report data, click any column name at the top of the report. The report will automatically sort based on the data in that column (i.e., alphabetically, by ascending or descending value, etc.).

Note: Sorting only applies while you're actively viewing the report and is not saved as part of a report view.

To filter your report, click Add filters at the top of the report. Use the dropdown to view the available filter options for that report. Select a filter to set its parameters, then click Apply to save it. Once applied, your report data will update automatically.

To remove a specific filter, click X. To remove all filters, click Clear All.

Report views let you save customized versions of a report — including your grouping, filtering, and column selections — so you can return to them without reconfiguring each time. Views can be kept private to you, or published for everyone else in the business to use.

Once you've applied filters and customizations to a report, you can:

Your saved custom view automatically opens each time you access the report, and its name appears next to the report name so you can easily identify which view you're using.

Note: Business views are visible to every staff member with access to the report — see Views to review how published views appear to others and are managed.

You can always switch back to the Default view to see the report in its original out-of-the-box state.

To switch between views, click the arrow next to the name of the current report view. This opens a dropdown showing the default view and any views you've saved, allowing you to switch between them freely.

To manage a saved report view, click the three-dot menu next to the view name and select:

Note: Only the view's owner can manage it. If a Business view's owner leaves the business, an admin can take ownership — see Views for details.

The default view cannot be renamed or deleted and always appears as Default in the view dropdown. If you delete your saved custom view, the report will revert to the Default view the next time you open it.

You can download and export your report data directly from the report. Click the export button in the top right corner to export the report to one of the following file types: Excel, CSV, PDF, PNG.

Note: You can make temporary changes to your view without saving it at any time. Once those changes are made, you can even export and then discard it so your custom view stays intact and you can move on to a different report.