--- title: How to Run a Recall Report description: This article explains how you can generate a recall report in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-run-a-recall-report#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en) 3. [Custom Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#custom-reports) # How to Run a Recall Report ## This article explains how you can generate a recall report in Pabau. **Step 1: Open Reports** [Log in to your Pabau account](https://app.pabau.com). In the left sidebar, hover over **Analytics** and click **Reports**. The reports catalogue opens, with every report you have access to. ![The Analytics menu in the left sidebar with Reports marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250964893907-01-nav-reports.png?v=2) *Analytics → Reports opens the reports catalogue* #### **Step 2: Build a Custom Report** To generate a recall report, click the "Build a custom report" button. This opens a full-screen window where you choose the data object your report is based on. ![Screenshot - 2025-07-09T112453.895](https://support.pabau.com/hs-fs/hubfs/Products%20and%20Stock%20Category/Screenshot%20-%202025-07-09T112453.895.png?width=581&height=312&name=Screenshot%20-%202025-07-09T112453.895.png) #### **Step 3: Choose Data Object** You will be prompted to select a Data Object. In this case, choose “Clients” — since the goal is to identify which clients are due for a recall based on the services they’ve received. Then click "Start from scratch" to open the report builder. ![Screenshot - 2025-07-09T113849.152](https://support.pabau.com/hs-fs/hubfs/Products%20and%20Stock%20Category/Screenshot%20-%202025-07-09T113849.152.png?width=495&height=428&name=Screenshot%20-%202025-07-09T113849.152.png) #### **Step 4: Adjust Filters** The builder starts with one filter already added, which you can change by clicking on its parts. To generate a recall report, set the following filters: - Showing *Client* where *Active is Active* - *Client* where *Last appointment (date) is* in \_\_\_\_\_\_\_ ![Screenshot - 2025-07-09T122153.849](https://support.pabau.com/hs-fs/hubfs/Products%20and%20Stock%20Category/Screenshot%20-%202025-07-09T122153.849.png?width=455&height=334&name=Screenshot%20-%202025-07-09T122153.849.png) To pull a list of clients who booked a specific service and may need a recall, click the blue plus icon to add a filter, then choose the service you want to report on. ![Screenshot - 2025-07-09T122902.740-1](https://support.pabau.com/hs-fs/hubfs/Products%20and%20Stock%20Category/Screenshot%20-%202025-07-09T122902.740-1.png?width=492&height=185&name=Screenshot%20-%202025-07-09T122902.740-1.png) Proceed to add the following filters: *Client* where *last appointment service* is \_\_\_\_\_\_\_\_\_ ![Screenshot - 2025-07-09T135855.996](https://support.pabau.com/hs-fs/hubfs/Products%20and%20Stock%20Category/Screenshot%20-%202025-07-09T135855.996.png?width=529&height=422&name=Screenshot%20-%202025-07-09T135855.996.png) After you change a filter, click **Run** on the filters card to update the results below. **Run** stays greyed out until you change a filter. **TIP:** Each filter has a lock icon. Locking a filter prevents it from being edited or removed (for date filters, the value can still be adjusted), which is useful when saving a recall report as a reusable template for your team. Filter locking is part of the Insights+ add-on. #### **Step 5: Review Results** The results will appear below. Above the results, you can switch how the data is displayed — Table, Pie, Donut, Bar, Line, or Number. ![Screenshot - 2025-07-09T140246.677](https://support.pabau.com/hs-fs/hubfs/Products%20and%20Stock%20Category/Screenshot%20-%202025-07-09T140246.677.png?width=599&height=346&name=Screenshot%20-%202025-07-09T140246.677.png) **NOTE:** The Bar and Line chart types are part of the Insights+ add-on — if your account doesn't include it, selecting them takes you to the subscription page. #### **Step 6: Save Report** To save this report, first enter a report name at the top of the screen, so you can easily find it later. You can also add a short description and choose a folder to keep it in. Then, click the "Save Report" button in the top-right corner. ![Screenshot - 2025-07-09T141716.563](https://support.pabau.com/hs-fs/hubfs/Products%20and%20Stock%20Category/Screenshot%20-%202025-07-09T141716.563.png?width=654&height=211&name=Screenshot%20-%202025-07-09T141716.563.png) #### **Step 7: Navigate to "My Reports"** You can find your custom-created reports under "My reports" in the left sidebar of the reports view. Click a report to open it — the results always reflect the latest data, and you can adjust the date filter each time you run it. ![Screenshot - 2025-07-09T141829.548](https://support.pabau.com/hs-fs/hubfs/Products%20and%20Stock%20Category/Screenshot%20-%202025-07-09T141829.548.png?width=446&height=294&name=Screenshot%20-%202025-07-09T141829.548.png) By following these steps, you can generate a recall report. --- 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. Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). 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