We're excited to bring you an expanded reporting experience. If you don't see every report or permission category described below, don't worry—new reports are being released in phases and will become available to your account over time.

Overview

Boulevard has updated reporting permissions to give Admins more control over what data staff members can access.

Once the new reporting experience goes live, everyone who currently has reporting access will automatically see it on their dashboard. Admins can then fine-tune reporting permissions to control exactly what each staff member can view within each category, and whether they can access all staff data or just their own.

The new reporting permissions only apply to the new experience, with one exception: the "Access former Summaries and Reports" permission also controls whether staff can access Boulevard's legacy reporting experience. See Reporting Management below for details.

Data & Reporting Permissions

To manage reporting permissions, go to Business Settings > Permission Groups, then select the permission group you want to edit. All reporting-related permissions are located in the Data & Reporting section.

Reporting Management

The Reporting Management permission is required for staff to access reporting.

When this permission is disabled, staff:

Cannot access the Reports tab in the Dashboard.
Cannot view reporting data.
Cannot view performance metrics in the Professional app.

When this permission is enabled, Admins can grant additional reporting permissions to further control what staff can do:

Export Reports: allows staff to download reports they have permission to view.
Access Mobile Reports: allows staff to view individual performance metrics in the Professional app.
Access former Summaries and Reports: allows staff to access data within the old reporting experience. Uncheck this if you don't want a permission group to access former Summaries and Reports.
Publish views: allows staff to publish a saved report configuration as a Business View, making it visible in the Views tab to everyone else with access to that report. Without this permission, staff can still save Private views for themselves, but can't publish one business-wide.

Important notes on legacy reporting access:

Two of the permissions above rely on the legacy permission system rather than the new granular categories, and both behave as all-or-nothing switches:

Access former Summaries and Reports: Legacy reporting doesn't respect the content permissions configured in the new experience. A user who can open legacy reporting can see every legacy report, regardless of which domains or topics you've restricted in the new experience.
This matters most for permission groups you've intentionally scoped down — for example, if a Service Provider group is limited to only their own performance and commission reports in the new experience, leaving this permission checked would still let them view the full set of legacy Summaries, including sales and financial data.
Access Mobile Reports: Mobile reporting is also still based on the legacy permissions and remains all-or-nothing — team members either have full access to mobile reports or none at all, regardless of how their category reporting permissions (Financials, Staff Operations, Client, Catalog, Appointments, Marketing) are configured.

Report visibility

After staff have access to reporting, the reports they can view are determined by both their assigned locations and their report category permissions.

Staff can only view reporting data for the locations assigned to their staff profile. In addition, admins can choose which report categories each permission group can access. If a staff member is not granted access to a report category, that category will not appear in their Detailed Reports list.

Dashboard visibility

Dashboard data follows the same permission model as reports.

The Business summary and Sales summary dashboards display data from a number of specific reports. If a staff member has access to the underlying report, the corresponding dashboard data will be visible. If they do not have access, the related dashboard widget will not display data, and include a message explaining the restriction.

How Existing Permissions Map to the New Experience

Your existing reporting permission settings will be migrated into the new permissions automatically. The table below explains how each legacy configuration maps to what staff will see in the new experience.

Note: These translations happen automatically — admins don't need to manually reconfigure permissions for existing users. To review permissions and what your staff will have access to after migration, check their Permission Group settings.

Original Permission State	What Carries Over to New Experience
No reporting permissions enabled	No access. All permissions set to off. The Reports tab will not be visible.
View Reports enabled (all or assigned locations), Commission Reports not enabled	Full access to both new and old reporting experiences, excluding commission reports. Users will have access to: all Financial topics (Sales, Liability Activity, Payment & Disputes) all Client topics all Catalog topics all Appointment topics all Marketing topics Staff Operations > Schedule & Attendance
Commission Reports enabled only (View Reports not enabled)	No access. All permissions set to off. Because the Reports tab wasn't previously accessible without View Reports, this state is treated the same as no permissions.
Both View Reports and Commission Reports enabled	Full access to both new and old reporting experiences, including Performance & Pay.
Mobile App Reports enabled	Mobile reporting access enabled. All users who previously had access to mobile reporting will retain that same visibility.

Data & Reporting Permissions by Category

The Data & Reporting section contains permission categories that control which reports staff can access. Each category grants access to a specific set of reports.

The sections below describe each reporting permission category, including what it controls and which reports it grants access to.

Financials

These permissions provide access to revenue data, sales line items, liability transactions, and payment/dispute activity.

Permission	Description	Reports
Sales: Everyone	View data for themselves and all other staff on detailed sales line items with the flexibility to recreate any sales-related report.	Daily summary Order line items Order line item discounts Membership sales Package sales Retail sales Supplier sales Service sales
Sales: Self	View their own data on detailed sales line items with the flexibility to recreate any sales-related report.	Daily summary Order line items Order line item discounts Membership sales Package sales Retail sales Supplier sales Service sales
Liability activity	View data on transactions and changes that impact liability balances.	Account credit activity Gift card activity Voucher activity Voucher summary
Payments & disputes	View data on payments, refunds and disputes.	Disputes activity Disputes summary Order payments Register closeout entries

Staff operations

These permissions provide access to staff records, schedules, attendance, time clock, performance, utilization, and commissions data.

Permission	Description	Reports
Schedule & attendance: Everyone	View data for themselves and all other staff on staff records, schedules, attendance, time clock, and shifts.	Staff attendance summary Staff records Schedule entries Schedule detail Time card entries Time block entries
Schedule & attendance: Self	View their own data on staff records, schedules, attendance, time clock, and shifts.	Staff attendance summary Staff records Schedule entries Schedule detail Time card entries Time block entries
Performance: Everyone	View data for themselves and all other staff on staff performance, utilization, appointment counts, sales, and commissions.	Operator sales Staff retail sales Staff service sales Staff performance Staff client retention
Performance: Self	View their own data on staff performance, utilization, appointment counts, sales, and commissions.	Operator sales Staff retail sales Staff service sales Staff performance Staff client retention
Commissions: Everyone	View data for themselves and all other staff on commissions.	Commission line items Commission summary
Commissions: Self	View their own data on commissions.	Commission line items Commission summary

Client

These permissions provide access to membership subscriptions, redeemed vouchers/gift cards/account credits and their balances, plus client loyalty, retention, ratings, and referral data.

Permission	Description	Reports
Client subscriptions	View data on membership status, renewal dates, and cancellation history.	Membership cancellations Memberships past due Client memberships Membership event summary
Client redemptions & balance	View data on redeemed vouchers, gift cards, account credits and their remaining balances.	Account credit balance Gift card balance Voucher balance
Client Insights: Everyone	View data for themselves and all other staff on client loyalty, retention, ratings and referrals.	Client sales Client ratings Client waitlist
Client Insights: Self	View their own data on client loyalty, retention, ratings and referrals.	Client sales Client ratings Client waitlist

Catalog

These permissions provide access to configuration records for services, products, packages, and memberships, along with inventory levels, movements, and product usage.

Permission	Description	Reports
Catalog records	View data on records of service, products, packages memberships.	Location records Membership records Product records Service records
Inventory	View data on inventory, movements, and product usage.	Product Inventory activity Product Inventory on-hand

Appointments

These permissions provide access to appointment records, details, status, and waitlist data.

Permission	Description	Reports
Appointments: Everyone	View data for themselves and all other staff on appointment records, details, status and waitlist.	Appointments Appointment line items
Appointments: Self	View their own data on appointment records, details, status and waitlist.	Appointments Appointment line items

Marketing

These permissions provide access to campaign-generated bookings and campaign performance data.

Permission	Description	Reports
Campaign Performance	View data on campaign generated bookings, and performance.	Campaign Performance