How to Generate My Activities Report

This article explains how you can generate my activities report in Pabau.

My Activities report tracks and displays tasks, appointments, and other activities assigned to staff members within a specific time period. 

To learn more about activities in Pabau, 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 My Activities Report

Under the 'Activities' section, you will find the My Activities 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 "My Activities" report.

• Object: This is what you're focusing on ("Activity").
• Field: This is the specific detail you're interested in ("Add time").
• 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, to view all activities for 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 to be shown. 

Some of the columns include:

Subject: it allows you to view the subject of the activity

Type: it shows the activity type. To learn more about appointment types, review this article

Assigned to User: shows which staff member has the activity assigned to them 

Status: shows the activity status

Add time: shows the time this activity was created

Due Date: indicates the time by which the appointment should be completed or the deadline for this activity

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 My Activities report.