How to Create a Client Label Report from Scratch

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. On the "Try our new suite of reports" banner, click "Try it now" to open the new reports view, where you will see the standard, pre-built reports.

Step 2: Create a Custom Report

Click the "Build a custom report" button. A full-screen window will open where you choose the data object your report is based on. 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. The results refresh automatically as you adjust the filters — there is no separate button to run the report. Above the results, you can also switch how the data is displayed: Table, Pie, Donut, Bar, Line, or Number. Note that the Bar and Line chart types require the Insights Plus add-on — without it, selecting them takes you to the upgrade page.

Step 5: Add Columns to Your Report

To make the report more actionable — for example, adding each client's contact details so you can follow up — use the Fields sidebar on the left. Search for a field, such as Email or Mobile, and select it to add it as a column. You can drag fields to reorder the columns.

Step 6: Save the Report for Future Use

Enter a name that clearly describes the report at the top of the screen (you can also add a short description and choose a folder), then click on "Save Report" in the top-right corner. Once saved, you can find it under "My reports" in the left sidebar of the reports view.

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.