How to Edit a Custom Report

Step 1:  Navigate to Analytics

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 Saved Custom Report

Within the "Reports" section, locate the "My Reports" tab on the left side of the screen. Click on this tab to access a list of your saved custom reports. Identify the specific report you want to edit and click on its name to open it.

Once the saved custom report is open, look for the "Edit" button in the top-right corner of the screen. 

Step 3: Adjust Filters

After clicking "Edit," you will be directed to the report editing interface. Here, you can modify the existing filters applied to the report. Filters help refine the data included in the report, allowing you to focus on specific criteria.

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.

Each filter has four elements - object, field, operator, and value.

In the screenshot below, you can see an example of the four elements in the "Appointments by Location" report.

• Object: This is what you're focusing on ("Appointment").
• Field: This is the specific detail you're interested in ("Appointment date").
• Operator: This shows how the field relates to the value ("is").
• Value: This is the specific data you’re looking at ("this month").

Each of these elements can be customized by clicking on them and choosing a different option.

For example, if you want to view all appointments except those scheduled for this month, you can change the operator to "is not" to exclude them.

If you want to see all appointments for a specific location during a different time frame, such as last month, last quarter, or any other period, click on the current value (e.g., "this month"). You'll then be able to choose from a list of available options to set your desired time frame.

These examples show just a few options. The system has many filters you can mix and match to create detailed, customized reports.

Step 4: Change Report Name and Modify Displayed Columns

If you wish to change the report name, simply click on the name field at the top of the editing interface. This action will activate the text box, allowing you to edit and update the report name as needed. Renaming the report can enhance clarity and reflect changes in its scope.

You can also modify the columns displayed in the report. The columns displayed in the report contribute to the insights derived from the data. To edit columns, locate the "Columns" box on the left side of the screen. Here, you can add or remove columns to tailor the report to your current needs.

Step 5: Manage Access

In the top right corner of the screen, you'll find the "Manage Access" button, represented by a person icon. Click on this button to access the permissions settings. From here, you can choose who can access the report and define whether they can only view or if they have permission to view and edit the report. 

Step 6: Save Changes

Once you've made the necessary edits, don't forget to save your changes by clicking on the "Save" button in the top right corner. This step ensures that the updated custom report reflects the modifications you've made.