How to Share Reports

This guide explains the steps to share reports generated in Pabau, offering a link that can be accessed by anyone, regardless of having a 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: Run or Create a Report


Choose to run one of the pre-built reports or create a custom report tailored to your needs. Ensure the report is generated and displays the insights you want to share.

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.

By following these steps, you can easily navigate, generate, and share reports within Pabau, promoting effective collaboration and accessibility to valuable insights.

 

NOTE: You can also learn about  this topic by watching a lesson on  Pabau Academy.
In addition, we suggest reading our  Reports article for a more in-depth exploration of this topic.

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.