---
title: How to Generate the Monthly Sales Report
description: Access a detailed overview of your clinic’s monthly revenue, including sales trends and performance insights.
---

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# How to Generate the Monthly Sales Report

## Access a detailed overview of your clinic’s monthly revenue, including sales trends and performance insights.

#### Step 1: Navigate to Reports

Start by[logging into your Pabau account](http://app.pabau.com) using your login credentials. Then, navigate to the left sidebar menu and click to expand the **"Analytics"** tab. This will reveal the["Reports"](https://app.pabau.com/analytics) sub-tab.

![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: Access the Monthly Sales Report

On the Reports page, you’ll find all pre-defined reports. The ["Monthly Sales Report"](https://app.pabau.com/report/bespoke/18) can be found under the **Business** section.

![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-24-2025-09-29-16-8796-AM.png?width=670&height=243&name=image-png-Nov-24-2025-09-29-16-8796-AM.png)

#### Step 3: Configure Filters

Once you open the **Monthly Sales Report**, you’ll find the following filters in the top-left corner of the screen:

![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-24-2025-09-46-42-4075-AM.png?width=670&height=64&name=image-png-Nov-24-2025-09-46-42-4075-AM.png)

- **Select Date:** Choose the date range for the report.
- **Select Location:** Filter the report by clinic location.
- **Select Custom Fields:** Apply any custom fields you want to include in the report.
- **Select Columns:** Choose which columns of data to display.
- **Search:** Search for specific entries within the report.

#### Step 4: Run Report

Once you’ve configured the filters, click the **Run** button to generate the report. The results will appear in a list below, and you can export them using one of the following options:

- **Export to CSV**
- **Export to Excel**
- **Export to PDF**

**![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-24-2025-09-45-33-9903-AM.png?width=670&height=390&name=image-png-Nov-24-2025-09-45-33-9903-AM.png)**

By following these steps, you can easily generate the Monthly Sales Report in Pabau.

---

For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), 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.

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