There are two ways to share a custom report in Pabau: generate a public link that anyone can open without logging in, or use "Manage access" to control exactly which colleagues can view or edit the report. This guide covers both.
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. On the "Try our new suite of reports" banner, click "Try it now" to open the new reports view.
Step 2: Open the Saved Custom Report
In the reports view, click "My reports" in the left sidebar 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 Report via a Public Link
When ready to share, click the share icon in the top-right corner of the page. Each click generates a new 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.
NOTE: The share icon is only available on custom reports — standard (pre-built) reports cannot be shared via a public link.
Sharing With Colleagues Using "Manage Access"
To control who inside your Pabau account can see or edit a report, use "Manage access". In the reports view, click the three-dot menu at the end of the report's row and select "Manage access" — only the report's owner sees this option. You can choose between:
- Private to the creator — only you can open the report.
- Everyone can access — all employees in your account can access it.
- Shared with team(s) — shown when the report is already shared with team(s); members of the assigned team(s) can access it. To set up a new team share, use "Specific users or teams".
- Specific users or teams — choose exactly who, and set each person's access to "Hidden", "View only", or "View & edit".
You can also manage access while editing the report in the report builder, using the access control next to the "Save Report" button. Reports that colleagues have shared with you appear under "Shared with me" in the left sidebar of the reports view.
Changing the Report Owner
If you own a report, you can transfer it to a colleague by clicking the three-dot menu on the report's row and selecting "Change ownership". The new owner then controls the report's access.
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.