Once you’ve built a custom report, it’s automatically saved under your account—making it easy to access and review at any time.
NOTE: If you haven’t created a report yet, follow our guide on How to Create a Custom Report from Scratch.
Step 1: Go to Analytics
From the left-hand menu in your Pabau account, click on "Analytics", then select Reports.
This will open the reporting dashboard.
On the "Try our new suite of reports" banner, click Try it now to open the new reports view.
Step 2: Click on “My Reports”
In the left column, click on the “My reports” tab.
This section displays all the custom reports that you’ve personally created.
Each report appears as a row in a list, showing:
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The name and description of the report
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Its category and when it was last updated
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The report owner
Each row also includes a star icon for favoriting the report, and a three dots menu with management actions: Rename, Manage access, Duplicate, Go to the report’s source, Change ownership, Customize, and Delete. To learn how to control who can open a report, see How to Manage Report Access by Teams.
You can also use the "Search for a report" bar above the list to quickly find a specific report by its title.
Your custom reports also appear on the "All Reports" view, grouped in a "Custom reports" section within their report category.
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.