How to Create a Client Label Report from Scratch

This article will guide you through creating a client label report from scratch, helping you organize and manage your data efficiently.

Step 1: Navigate to Reports

Start by logging into your Pabau account. Once you're in, locate the Analytics section in the left sidebar menu and click on Reports. Here, you will see a list of standard, pre-built reports.

Step 2: Create a Custom Report

At the top right corner, click on "Create Custom Report". A new window will open, allowing you to build a report from scratch. In this window, select Clients from the Data Objects section, then click on "Start from Scratch" to begin customizing your report.

Step 3: Build Your Report

By default, the report may come with a predefined filter. You can modify this by clicking on the fields to adjust them.

For example, the default filter might be:

Showing Client where Client Created Date is in This Year.

To filter by labels instead:

Click on "Client Created Date" to open a drop-down list, then select "Labels" from the options.

Step 4: Apply the Correct Filter

Now, you can refine your report by selecting the desired label.

For example, if you want to see VIP clients, update the filter to:

"Showing Clients where Labels is VIP"

Once selected, the filtered results will be displayed in the list view below.

Step 5: Save the Report for Future Use

Click on "Save Report" in the top-right corner, select a name that clearly describes the report, and once saved, you can find it under the My Reports section on the main Reports page.

Now, you have a custom Label Report that helps you quickly filter and identify clients based on specific labels, making it easier to track and manage your client database efficiently.