This article explains how you can generate the top referrers report in Pabau.
The top referrers report identifies the individuals or sources that refer the most clients to your practice. It shows who or what is bringing in the most new clients from the marketing sources you've added to your Pabau account.
To review more details on marketing sources, refer to 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 Top Referrers Report
Under the 'Clients' section, you will find the Top Referrers 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 "Top Referrers" report.
- Object: This is what you're focusing on ("Client").
- Field: This is the specific detail you're interested in ("Clients Referred").
- Operator: This shows how the field relates to the value ("is more than").
- Value: This is the specific data you’re looking at ("0").
Each of these elements can be customized by clicking on them and choosing a different option.
For example, if you want to view all clients except those who have more than 0 referrals, you can change the operator to "is not" to exclude 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:
Appointment date/time: to view when the appointment was booked for
Client name: to be able to see the name of the client, and through which you can access the client card
Email: to view the client's email
Labels: to be able to see if the client has any labels. To view more information regarding client labels, review this article
Total appointments: to view the total number of appointments that the client had
Total sales: to view the total amount the client has spent
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 top referrers 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.