How to Generate the Package Sales Report

This article explains how you can generate the package sales report in Pabau.

The Package Sales Report in Pabau provides a detailed overview of all package sales within your practice.

To learn more about packages, review this article. 

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 Package Sales Report

Under the 'Sales' section, you will find the Package Sales 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 "Package Sales" 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 

• Adding a New Filter: To introduce an additional filter, click the plus sign (+) located beneath your current filters. Then, specify the details for your new filter.
• Editing an Existing Filter: Locate the filter you wish to modify. Click directly on the element you want to adjust (such as the object, field, operator, or value). A dropdown menu will appear; choose your desired new option. Your changes should save automatically, or you may need to click an "Update" or "Apply Filters" button.
• Removing a Filter: To delete a filter, simply move your mouse cursor over it. An "X" icon will appear; click it to remove the filter.

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 package was purchased
• Item Client: shows which client purchased the package
• Unit Discount: indicates the monetary value of the discount applied

After selecting any additional columns, click "Save" to make them 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 package sales report.