Creating custom reports allows you to tailor your data analysis to fit your specific needs. Follow these simple steps to efficiently create custom reports within Pabau.
Table of Contents:
1. How to Create a Custom Report
2. How to Edit Custom Reports
3. How to Delete Custom Reports
4. How to Share Custom Reports
How to Create a Custom Report from Scratch
Step 1: Navigate to Analytics
Log in to your Pabau account, and in the left sidebar menu, go to Analytics, then click on the "Reports" button.
In the top right corner of the Reports page, you'll find the "Create Custom Report" button. Click on this button to start the report creation process.
Step 3: Select a Data Object
Next, choose the Data object that you wish to report on. These are the specific data sets or categories that your report will focus on. Carefully select the relevant Data object that aligns with your reporting needs.
Step 4: Choose Report Starting Point
After selecting the Data object, you have two options to proceed. You can either click on one of the provided report ideas, tailored to common analytics scenarios, or opt to start from scratch by clicking the "Start from Scratch" button.
Choosing the latter option allows you complete freedom in designing a report that precisely matches your requirements.
Step 5: Add, Edit, and Delete Filters
To add a filter, click the plus sign below the existing filter, and fill in the new filter details.
To edit a filter, find the filter you want to edit, click on the element you wish to change, select a different option from the dropdown menu, and then save the modifications.
To delete a filter, hover over the filter to delete and click the "X" sign.
Each filter has four elements - object, field, operator, and value.
In the screenshot below, you can see an example of the four elements in the "Appointments by Location" report.
- Object: This is what you're focusing on ("Appointment").
- Field: This is the specific detail you're interested in ("Appointment date").
- Operator: This shows how the field relates to the value ("is").
- Value: This is the specific data you’re looking at ("this month").
Each of these elements can be customized by clicking on them and choosing a different option.
For example, if you want to view all appointments except those scheduled for this month, you can change the operator to "is not" to exclude them.
If you want to see all appointments for a specific location during a different time frame, such as last month, last quarter, or any other period, click on the current value (e.g., "this month"). You'll then be able to choose from a list of available options to set your desired time frame.
These examples show just a few options. The system has many filters you can mix and match to create detailed, customized reports.
NOTE: All of the changes made to the filters will be automatically reflected in the report data in the lower section of the screen. If you wish to refresh the data, click on the "Run" button in the top right corner of the screen.
Step 6: Change Report Name and Modify Displayed Columns
If you wish to change the report name, simply click on the name field at the top of the editing interface. This action will activate the text box, allowing you to edit and update the report name as needed. Renaming the report can enhance clarity and reflect changes in its scope.
You can also modify the columns displayed in the report. The columns displayed in the report contribute to the insights derived from the data. To edit columns, locate the "Columns" box on the left side of the screen. Here, you can add or remove columns to tailor the report to your current needs.
Step 7: Use Data Visualization Tools
Select from various data visualization tools located at the top right corner of the report data section, including pie charts, donuts, bar charts, or numerical data, to visually represent the report data.
Step 8: Manage Access
In the top right corner of the screen, you'll find the "Manage Access" button, represented by a person icon. Click on this button to access the permissions settings. From here, you can choose who can access the report and define whether they can only view or if they have permission to view and edit the report.
Step 9: Save Changes
Once you've made the necessary edits, don't forget to save your changes by clicking on the "Save" button in the top right corner. This step ensures that the updated custom report reflects the modifications you've made.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
How to Edit a Custom Report
Editing a saved custom report enables you to refine and update the report parameters, ensuring it remains relevant to evolving analytical requirements. This article will guide you through the step-by-step process of editing a saved custom report.
Step 1: Navigate to Analytics
Log in to your Pabau account, and in the left sidebar menu, go to Analytics, then click on the "Reports" button.
Step 2: Open the Saved Custom Report
Within the "Reports" section, locate the "My Reports" tab on the left side of the screen. Click on this tab to access a list of your saved custom reports. Identify the specific report you want to edit and click on its name to open it.
Once the saved custom report is open, look for the "Edit" button in the top-right corner of the screen.
Step 3: Adjust Filters
After clicking "Edit," you will be directed to the report editing interface. Here, you can modify the existing filters applied to the report. Filters help refine the data included in the report, allowing you to focus on specific criteria.
To add a filter, click the plus sign below the existing filter, and fill in the new filter details.
To edit a filter, find the filter you want to edit, click on the element you wish to change, select a different option from the dropdown menu, and then save the modifications.
To delete a filter, hover over the filter to delete and click the "X" sign.
Each filter has four elements - object, field, operator, and value.
In the screenshot below, you can see an example of the four elements in the "Appointments by Location" report.
- Object: This is what you're focusing on ("Appointment").
- Field: This is the specific detail you're interested in ("Appointment date").
- Operator: This shows how the field relates to the value ("is").
- Value: This is the specific data you’re looking at ("this month").
Each of these elements can be customized by clicking on them and choosing a different option.
For example, if you want to view all appointments except those scheduled for this month, you can change the operator to "is not" to exclude them.
If you want to see all appointments for a specific location during a different time frame, such as last month, last quarter, or any other period, click on the current value (e.g., "this month"). You'll then be able to choose from a list of available options to set your desired time frame.
These examples show just a few options. The system has many filters you can mix and match to create detailed, customized reports.
NOTE: All of the changes made to the filters will be automatically reflected in the report data in the lower section of the screen. If you wish to refresh the data, click on the "Run" button in the top right corner of the screen.
Step 4: Change Report Name and Modify Displayed Columns
If you wish to change the report name, simply click on the name field at the top of the editing interface. This action will activate the text box, allowing you to edit and update the report name as needed. Renaming the report can enhance clarity and reflect changes in its scope.
You can also modify the columns displayed in the report. The columns displayed in the report contribute to the insights derived from the data. To edit columns, locate the "Columns" box on the left side of the screen. Here, you can add or remove columns to tailor the report to your current needs.
Step 5: Manage Access
In the top right corner of the screen, you'll find the "Manage Access" button, represented by a person icon. Click on this button to access the permissions settings. From here, you can choose who can access the report and define whether they can only view or if they have permission to view and edit the report.
Step 6: Save Changes
Once you've made the necessary edits, don't forget to save your changes by clicking on the "Save" button in the top right corner. This step ensures that the updated custom report reflects the modifications you've made.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
How to Delete a Custom Report
Deleting a custom report is a straightforward process that allows users to remove unnecessary or outdated reports, decluttering the analytics workspace. This article will guide you through the step-by-step process of deleting a custom report.
Step 1: Navigate to Analytics
Log in to your Pabau account, and in the left sidebar menu, go to Analytics, then click on the "Reports" button.
Step 2: Open the Saved Custom Reports
Within the "Reports" section, locate the "My Reports" tab on the left side of the screen. Click on this tab to access a list of your saved custom reports. Identify the specific report you want to delete and click on its name to open it.
Step 3: Delete the Report
Hover over the report you want to delete, and you will see three dots appear next to the report name. Click on the three dots and from the dropdown menu, select "Delete".
After selecting "Delete," the system will prompt you to confirm the deletion to ensure that you don't accidentally remove a report. Confirm the deletion to proceed.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
How to Share Custom Reports
This guide explains the steps to sharing custom reports generated in Pabau, offering a link that can be accessed by anyone, regardless of having a Pabau account.
Step 1: Navigate to Analytics
Log in to your Pabau account, and in the left sidebar menu, go to Analytics, then click on the "Reports" button.
Step 2: Open the Saved Custom Reports
Within the "Reports" section, locate the "My Reports" tab on the left side of the screen. Click on this tab to access a list of your saved custom reports. Identify the specific report you want to share and click on its name to open it.
Step 3: Share the Generated Report
When ready to share, locate the "Share" button in the top right corner of the page. Click on the button to generate a link to the report that can be shared with anyone.
This link allows recipients to open and view the report without needing to log into Pabau.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
By following these steps, you can easily navigate, generate, and share reports within Pabau, promoting effective collaboration and accessibility to valuable insights.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.