Favoriting reports in your analytics tool can help you easily access and prioritize the information that matters most to you. This guide will walk you through the step-by-step process of favoriting a report in your Pabau account.
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: Open the Desired Report
Browse through the list of available reports to find the one you want to mark as a favorite, then click on the report to open it and view its contents.
Step 3: Add the Report to Favorites
Once you have the desired report open, look for the three dots icon located in the top right corner of the screen.
Click on the three dots icon to open the dropdown menu and click on the "Add to Favorites" option. This action will mark the report as a favorite.
Step 4: Access Favorited Reports
To easily identify your favorited reports on the Reports page, look for the blue star icon next to their names.
Alternatively, you can access all your favorited reports by navigating to the "Favorites" tab on the Reports page.
Step 5: Remove a Report from Favorites
If you wish to remove a report from your favorites, start by opening the report that you want to unmark.
Once the report is open, locate the three dots icon in the top right corner of the screen, then click on the "Remove from Favorites" option.
The report will no longer appear under the Favorites tab, and the blue star icon will be removed from its name on the Reports page.
By following these simple steps, you can efficiently favorite important reports within the Analytics feature, streamlining your workflow and ensuring quick access to the data that matters most to you.
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.