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Webinar Replay: Inventory Management Webinar Replay: New User Essentials Jump Start Setup Service Import an Inventory Product Order from InTouch View Customer Product Usage (Purchase History for Products) Customizing Your Invoices Popular Topics
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Reports & Filters

If you cannot find the report you are looking for and need further assistance, <a href="https://boulevardonline.zendesk.com/hc/en-us/requests/new">please contact us</a>.

Year-End Tax Reporting

  • Print Inventory & Make Adjustments
  • Close Year-End & Run Tax Reports
  • Inventory Listing by Category Report (Cost of Goods)
  • Estimated Inventory Value Report
  • Inventory Purchases Report (Product Orders)
  • Handling Personal Use
See all 11 articles

Contact List

  • Customer Top Sales Summary Report
  • Filter Contacts by Active or Inactive Status
  • Filter Contacts by Uses Basic Skin Care
  • Filter Contacts by Favored Status
  • Filter Contacts by Potential Consultant
  • Filter Contacts by Best Contact Time
See all 17 articles

Products/Inventory

  • View Customer Product Usage (Purchase History for Products)
  • Inventory Sold Report
  • Expired Product Report
  • Filter Products by Specific Category
  • Filter Products by Group (Product Type)
  • Filter Products by Tag
See all 7 articles

Expenses

  • Detailed Expense Report
  • Filter Expenses by Date Range
  • Filter Expenses by Category
  • Create a Custom Expense Report
  • Filter Expenses by Payee
  • Filter Expenses by Amount
See all 7 articles

Miscellaneous

  • Payment History Report
  • Sales Summary by Date Report
  • Contact Log Report

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