In this article, we'll show you how to run reports in Pabau while filtering them by teams.
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.
Step 2: Choose Report
Once in the Analytics feature, 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 Category" report.
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.
In this screenshot, you can see an example of the four elements in two filters in the "Appointments by Category" report.
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Step 3: Apply Team Filter
If you'd like to include only specific employees from the teams you've created using the Team feature, you can add a condition. Add a filter where the field is "Team", the operator is "is", and in the value element, choose the specific team you want to include.
Step 4: Segment By Teams
Another way to filter by teams in reports is by using the "Segment by" option.
If you are running a report related to the team feature and staff members, such as appointments and sales reports, you will be able to use the "Segment by" functionality of the reports to segment the results by teams.
To segment by teams, click on the "Segment by" field and select "Team" from the dropdown menu.
In the pie chart or donut data visualization tools, you will see a breakdown of the report's data by teams.
By following these steps, you can run reports filtered by teams in your Pabau account.
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.