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.
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: 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 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.
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.