--- title: How to Generate the Business Snapshot Report description: This article explains how to generate the business snapshot report in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-generate-the-business-snapshot-report#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en) 3. [General](https://support.pabau.com/en/pabau2/analytics?hsLang=en#general) # How to Generate the Business Snapshot Report ## This article explains how to generate the business snapshot report in Pabau. The Business Snapshot Report gives you a quick look at your clinic's performance. It shows client retention rates, revenue, online booking stats, and how well you're using your staff and space. This report helps you see what's working and where you can improve. #### Step 1: Navigate to Analytics Start by logging [into your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the left sidebar menu, where you can find the Analytics tab. Click to expand it, and it will reveal '[Reports](https://app.pabau.com/analytics).' ![image-png-May-22-2026-07-04-18-9482-PM](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-07-04-18-9482-PM.png?width=670&height=456&name=image-png-May-22-2026-07-04-18-9482-PM.png) #### Step 2: Generate the Business Snapshot Report Under the 'Business' section, you will find the Business Snapshot pre-created report. Click on the report name to continue.  ![Screenshot - 2026-10-19T114745.406](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/Screenshot%20-%202026-10-19T114745.406.png?width=661&height=305&name=Screenshot%20-%202026-10-19T114745.406.png) #### Step 3: Adjust the Filters If you want to narrow down your report, you can add and adjust filters to focus on exactly what you need. In the Business Snapshot report, you can filter the data by location and time period. By default, 'This Month' will be selected. To edit the filters, find them at the top right corner of the screen. In the screenshot below, you can see an example of the "Business Snapshot" report. ![Screenshot - 2026-10-19T114847.562](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/Screenshot%20-%202026-10-19T114847.562.png?width=670&height=271&name=Screenshot%20-%202026-10-19T114847.562.png) To edit the time period when you want to see a business snapshot, click 'This Month' to select the time. ![Screenshot - 2026-10-19T114919.548](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/Screenshot%20-%202026-10-19T114919.548.png?width=252&height=301&name=Screenshot%20-%202026-10-19T114919.548.png) To change the location, click on the location name to show all available options.  ![Screenshot - 2026-10-19T114955.420](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/Screenshot%20-%202026-10-19T114955.420.png?width=336&height=207&name=Screenshot%20-%202026-10-19T114955.420.png) **NOTE:** All of the changes made to the filters will be automatically reflected in the report data in the lower section of the screen. If you wish to refresh the data, click on the "Run" button in the top right corner of the screen.  #### Step 4: Review the Data Once you've adjusted the filters, you can view the data you need on the screen. These are some of the data that are displayed: - **Funnel**: gives a clear picture of how your practice moves from attracting potential clients to making sales and keeping them engaged. It tracks everything from how many leads you win or lose to clients who don’t show up for appointments to the revenue you make per visit. It also looks at how many consultations you have and how many of those turn into sales. - **Clients Retention**: provides a detailed look at how well your practice keeps clients returning over time. It tracks the number of clients who visit more than once, measures new clients, includes data on active clients, and tracks the frequency of their visits. - **Online Bookings**: gives you a clear view of how well your online booking system is performing. It shows the total number of appointments booked online, tracks the revenue generated from these online bookings, calculates the average revenue per online booking, and includes the number of new clients who book online. - **Client Satisfaction:** provides an overview of how well your business is meeting client expectations and how this impacts their behavior. It tracks the number of clients who are at risk of not returning, shows how many clients are rebooking appointments, and tracks the value of their bookings. Additionally, it tracks bad and good reviews. - **Capacity and Utilisation:** gives you a detailed view of how well your business is managing its appointment slots and staff time. It shows Peak Times and Days, which highlights when your business is busiest. The report also tracks Staff Utilization, indicating how effectively your staff is being used during their scheduled hours. It includes Schedule Hours, showing the total number of hours your staff is scheduled to work, and Dead Hours, which are periods when no appointments are booked, revealing gaps in your schedule. #### **How Do I Compare This Year with Last Year?** Use **Compare periods** to add columns for earlier periods beside the current one. 1. Turn on the **Compare periods** switch next to the report title. A **Comparison period** option appears in the filter bar, set to **1 month**. 2. Hover over it and, under **PREVIOUS**, choose **Year**. The report period changes to **This Year**. 3. Under **COMPARISON PERIOD(S)**, choose **1 year** to add last year, or up to **4 years**. To go further back, choose **Enter a different number**. The report refreshes on its own and adds one column for each earlier year, headed with the year. **Month** and **Quarter** work the same way. With **Custom date range**, you pick your own dates and compare up to **4 periods**. **NOTE:** Comparison columns always cover whole periods — comparing by **Year** shows each earlier year in full, January to December. If you change the current period to part of a year, such as **Year to date**, last year’s column still shows the whole year, so the figures are not like-for-like. #### **Which Other Ready-Made Reports Compare with the Previous Period?** Besides **Business Snapshot**, the **Team Report** (**Analytics** → **Reports** → **Team Report**) compares each figure with an earlier period. 1. Open the **Team Report** and choose your date range. 2. Click the comparison menu next to the report title. It is set to **Previous month** by default. 3. Pick the period to compare with. The first option follows your date range: **Previous week**, **Previous month**, **Previous quarter**, or **Previous period** for a single day or a custom date range. You can also choose **Previous year**, **Custom** to pick your own dates, or **No comparison**. **NOTE:** With a custom date range, **Previous period** currently shows the same dates one year earlier. To compare with the dates just before your range (for example, one week against the week before), choose **Custom** and pick those dates yourself. Opening the Team Report needs the **Can access performance page** permission. Step 5: Print the Data To print the data from this report, simply click on the 'Print' button on the top right side of the screen. ![Screenshot - 2026-10-19T115029.971](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/Screenshot%20-%202026-10-19T115029.971.png?width=389&height=173&name=Screenshot%20-%202026-10-19T115029.971.png) By following these steps, you can easily generate the business snapshot report. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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