This guide explains the steps to sharing custom reports generated in Pabau, offering a link that can be accessed by anyone, regardless of having a Pabau account.
Step 1: Navigate to Analytics
Log in to your Pabau account, and in the left sidebar menu, go to Analytics, then click on the "Reports" button.
Step 2: Open the Saved Custom Reports
Within the "Reports" section, locate the "My Reports" tab on the left side of the screen. Click on this tab to access a list of your saved custom reports. Identify the specific report you want to share and click on its name to open it.
Step 3: Share the Generated Report
When ready to share, locate the "Share" button in the top right corner of the page. Click on the button to generate a link to the report that can be shared with anyone.
This link allows recipients to open and view the report without needing to log into Pabau.
By following these steps, you can easily navigate, generate, and share reports within Pabau, promoting effective collaboration and accessibility to valuable insights.
NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.
In addition, we suggest reading our Custom Reports article for a more in-depth exploration of this topic.
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.