How to Run Reports Using the Pabau App

In this guide, we’ll explain how you can access and run reports using the Pabau GO iOS app.

Step 1: Access the Reports Section

Start by launching the Pabau app on your iOS device and logging into your account. Once logged in, tap "Menu" located at the bottom right corner of the screen. Under the Menu, select "Reports" to open the Reports page.

Step 2: Explore the Reports Page

On the Reports page, you’ll find a list of standard reports along with any custom reports you’ve created. These are organized into categories for easy navigation.

You can search for a specific report using the search bar at the top of the page or filter the reports by selecting one or more categories below the search bar.

Step 3: Open a Report

To open a specific report, simply tap on its name. However, for a report to be enabled in the app, you first need to share it from the web version of Pabau.

Step 4: Enable Reports for the App

Locate the report you wish to use on the app and open it. Click "Share" in the top right corner of the report interface to enable the report for the iOS app.

NOTE: This step only needs to be completed once for each report you want to access in the app.

Step 5: Run and Filter the Report

After sharing the report on the web version, return to the app and tap on the report again to open it. The report interface will be identical to the one on the web version, and you can apply filters in the same way as you would on the desktop.

After selecting the report, the report's initial data, using the default values, will appear in the lower section of the screen.

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 "Appointments by Location" report.

Object: This is what you're focusing on ("Appointment").
Field: This is the specific detail you're interested in ("Appointment 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 appointments except those scheduled for this month, you can change the operator to "is not" to exclude them.

If you want to see all appointments for a specific location during a different time frame, such as last month, last quarter, or any other period, click on the current value (e.g., "this month"). You'll then be able to choose from a list of available options to set your desired time frame.

These examples show 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.

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.

If the default column settings don't meet your requirements, click on "Edit Columns" on the right side of the report page.

Here, you can enable or disable columns based on your preferences. After making adjustments, click "Save." To revert to the default columns, click on the "Default" option.

If the report includes visual elements like pie charts or graphs, you can customize them. Modify the fields in the "Segment By" and "Measure By" filters located at the top and bottom of the chart or graph.

NOTE: The available fields in the "Segment By" and "Measure By" filters may vary depending on the specific report.

Step 6: Save Modified Reports

If you make changes to a standard report, you can save the updated version as a custom report by selecting "Save as" in the top right corner of the report interface.

By following these steps, you can access and run reports using the Pabau GO iOS app.

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.