Exporting reports is a crucial functionality, allowing you to seamlessly share and utilize critical insights. In this guide, we'll walk you through a clear, step-by-step process for efficiently exporting reports.
Step 1: Navigate to the Analytics feature
Log in to your Pabau account, and in the left sidebar menu, go to Analytics, then click on the "Reports" button.
Step 2: Run or Create a Report
Run a pre-built report or create a custom one based on your specific requirements.
Ensure that the report is generated and displays the insights you want to export.
Step 3: Export the Generated Report
When ready to export, click on the three dots icon positioned in the top right corner of the page, then select the "Export" option.
Step 4: Choose File Format and Initiate Export
After clicking "Export," a menu will appear. Pick the desired file format for the export - Excel or CSV.
Once you've chosen the file format, click the "Export" button to start the download of the report in the selected format.
By following these steps, from generating reports to choosing file formats, you can easily share and utilize valuable insights, enhancing your decision-making capabilities based on your Pabau data.
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.