If you've invested time in customizing a standard, pre-built report and want to generate it again with the same filters in the future, you can save it as a custom report.
Step 1: Navigate to the Analytics feature
Log in to your Pabau account, and in the left sidebar menu, go to Analytics, then click on the "Reports" button.
Step 2: Run a pre-built report and customize it
Generate a pre-built report and customize its filters so that it matches your requirements.
Step 3: Click on the "Save As" Button
After you have customized the report, locate the "Save As" button situated in the top right corner.
Step 4: Name the Report and Lock Filters
After clicking "Save As," provide a descriptive name for your report in the designated field. If you want to secure the applied filters and prevent alterations, tick the "Lock Filters" box. This ensures the report retains its specific criteria.
Tailor the report's accessibility by selecting specific staff members who should have access to it. This step ensures that the right individuals can retrieve and utilize the report as needed.
Once you've named the report and selected staff access, confirm and save your changes. Click on the "Save Changes" button to store the modified report with the specified configurations.
Step 5: Access the saved report
Saved custom reports are conveniently stored under "My Reports" within the Analytics feature.
Once in "My Reports," locate the specific report you wish to access and click on its name. This action will open the saved report, allowing you to view and analyze the data it contains.
Saving your custom reports in "My Reports" makes it quick and easy to find them later. This way, you can easily access and use your customized data whenever you need it. It's a simple way to keep track of important insights and make better decisions for your business.
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.