How to Generate the Line Item History Report

This article explains how you can generate the line item history report.

The Line Item History report provides a detailed overview of all transactions and items (like products, services, and treatments) that have been processed through Pabau.

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Step 1: Navigate to Analytics

Start by logging into your Pabau account 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.'

Step 2: Generate the Line Item History Report

Under the 'Sales' section, you will find the Line Item History pre-created report. Click on the report name to continue. 

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.
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 "Line Item History" report.

• Object: This is what you're focusing on ("Invoice").
• Field: This is the specific detail you're interested in ("Invoice 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 invoices raised this year, change the value to "this year" to include them.

This example shows just a few options. The system has many filters you can mix and match to create detailed, customized reports.

Step 4: Add, edit, and delete filters 

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.

Step 5: Review the Data

Once you've adjusted the filters, you can view the data in a list view. You can add additional columns for more specific details.

Some of the columns include:

Invoice Date: it allows you to view the date when the invoice was raised

Item Name: displays which service or product was sold

Employee: shows which employee performed the service or sold the product

Item Client: shows which client purchased the service or product

Quantity: indicates the number of services or products the client purchased

Payment Method: displays the payment method used for the transaction, whether it’s cash, card, or any other form of payment

Discount: indicates the monetary value of the discount applied

Item Gross: The total price of all items listed on the invoice before any discounts, taxes, or additional charges are applied

After selecting any additional columns, click "Save" so that they will appear on the list. You can also deselect options that are currently included in the columns.

Step 6: Export the Data

To export the data from this report, simply click on the three dots on the top right side of the screen to reveal the 'Export' button. 

Once you click Export, a window will pop up, and you can choose to export the data as an Excel or CSV file.

By following these steps, you can easily generate the line item history report.

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