How to Edit a Report

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: Find and Open the Saved Custom Reports

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'll be taken to the report editing screen. Here, you can adjust the current filters applied to your report. Filters are essential for narrowing down the data, allowing you to focus on specific information.

• To add a filter: Click the plus sign located below any existing filters, then enter the details for your new filter.
• To edit a filter: Find the filter you want to modify. Click on the specific element within that filter you wish to change, select a different option from the dropdown menu, and then save your updates.
• To delete a filter: Hover your mouse over the filter you want to remove and click the "X" icon that appears.

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 simply clicking on them and selecting a different option.

For instance:

• If you want your report to include all appointments except those scheduled for the current month, you can change the operator to "is not" to exclude them.
• If you need to view all appointments for a particular location during a different timeframe—such as last month, last quarter, or any other period—just click on the current value (e.g., "this month"). You'll then be presented with a list of available options to set your desired timeframe.

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 the Report Name and Modify Displayed Columns

If you want to change the report's name, simply click on the name field at the top of the editing screen. This will let you edit and update the report name as needed. Renaming the report can make it clearer and reflect any changes in its purpose.

You can also modify the columns shown in the report. The columns displayed help you get the right insights from your data. To edit columns, find the "Columns" box on the left side of the screen. Here, you can add or remove columns to customize the report for your current needs.

Step 5: Manage Access

After opening the report, 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.