Use Pabau's reports to gather essential business data for informed decision-making. This guide will help you run pre-built reports on clients, leads, staff performance, and more.
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. Once you click on Reports, you will be able to see all of the standard, pre-built reports.
Step 2: Select the Report
Choose the specific report you want to run. You can either browse through the available reports or utilize the search bar in the upper right corner to find the report you need. As an example, we are going to select the "Appointments by Locations" report.
After selecting the report, the report's initial data, using the default values, will appear in the lower section of the screen.
Step 3: Customize Filters
To refine the report based on your specific criteria, customize the filters.
There are four elements of each filter - object, field, operator, and value.
The object defines what you're looking at, the field specifies the attribute you're interested in, the operator dictates how the field should relate to the value, and the value is the specific data point you're using for comparison.
Each of these elements can be customized by clicking on them and choosing a different option.
In the screenshot below, you can see an example of the four elements in the "Appointments by Location" report.
In this case, the four elements of the filter are the following:
- Appointment = Object
- Appointment date = Field
- is = Operator
- this month = Value
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: 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.
Step 5: Edit Columns
If the default column settings don't meet your requirements, click on "Edit Columns" on the right side of the report page.
Here, you can enable or disable columns based on your preferences. After making adjustments, click "Save." To revert to the default columns, click on the "Default" option.
Step 6: Customize Graphs or Pie Charts
If the report includes visual elements like pie charts or graphs, you can customize them. Modify the fields in the "Segment By" and "Measure By" filters located at the top and bottom of the chart or graph.
NOTE: The available fields in the "Segment By" and "Measure By" filters may vary depending on the specific report.
If you have customized your pre-built report, you can save it as a custom report.
By following the steps above, you can easily generate a report, obtaining valuable data for informed decision-making and strategic planning.
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.