---
title: New Suite of Reports
description: "Tour the Pabau reports catalogue: category tabs, search, favourites, folders and Plus reports, plus where to find each report guide."
---

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# New Suite of Reports

## We're rolling out a redesigned reports experience in Pabau. This article introduces what's new and links you to detailed guides for each report.

### What it's for

The new reports experience is the Reports page in Pabau. It brings together over 80 reports, organized into a **Featured** tab and eight categories — **Clients**, **Sales & Finance**, **Appointments**, **Activities**, **Business**, **Memberships**, **PabauPay**, and **Organization** — designed to be easier to find and easier to read. Instead of a flat list, reports are grouped by purpose, so you can go straight to the area you care about — whether that's spotting clients at risk of lapsing, reconciling your accounts, or tracking membership renewals.

### How to find it

**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 straight away; there's no banner to click and no classic Reports page to switch from.

![The Analytics menu in the left sidebar with Reports marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/440224665825-01-nav-reports.png)

*Analytics → Reports opens the new reports catalogue*

**NOTE:** Old bookmarks to the classic Reports page now open this catalogue instead.

### Finding your way around

The reports catalogue is built around a few key areas:

![The reports catalogue with the sidebar views, search, category tabs and Build a custom report button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/440224665825-02-catalog-overview.png)

*1 Sidebar views · 2 Search · 3 Category tabs · 4 Build a custom report*

- **Sidebar views:** On the left, switch between **All Reports**, **Shared with me**, **Favourites**, **My reports**, and **Data Connector**. The sidebar also links to the **Exports** page and includes a **Folders** tree, so you can organize your custom reports into folders and subfolders.
- **Search:** A search bar below the page heading searches the whole catalog at once — while you're typing, matching reports from every category are shown together.
- **Category tabs:** The **Featured** tab (marked with a star) collects highlighted reports, followed by a tab for each of the eight categories. You'll only see the tabs you have report permissions for, and the **Organization** tab appears only for multi-account organizations.
- **Recently Viewed:** A strip of the reports you opened most recently, for one-click return.
- **Report cards:** Each report shows a short description, a popularity meter, and badges — **New** for recently added reports, **Popular** for widely used ones, **Plus** for premium reports, and **Coming soon** for reports that aren't available just yet. Click the star on any report to add it to your Favourites.
- **Sort, group, and filter:** Inside a category, sort reports by Popularity, A → Z, Newest, or Plus first; group them By section, By plan, or By status; and use the filter chips to show All reports, or only New, Plus, or Custom (your own) reports.
- **Build a custom report:** If none of the catalog reports fit your needs, the "Build a custom report" button in the top-right corner starts a new custom report. On the **Featured** tab of **All Reports** you can also click **Start a custom report** on the "Build a report from scratch" banner. Both need the "Can create custom reports" permission: without it the button is greyed out and the banner isn't shown.

**NOTE:** Reports carrying the **Plus** pill are part of Pabau's premium tier: At-Risk Clients, Returning Clients, New Client First 90 Days, Client Lifecycle Flow, Repeat Visit Curves by Segment, Client Revenue Retention, and the Business Snapshot Report.

### How it's helpful

Each report in this new experience is designed to answer a specific business question at a glance — without you needing to build a custom report from scratch. Together, they help you:

- Spot clients who are drifting away before you lose them, and know exactly who to reach out to.
- Reconcile your accounts, deposits, and gift card liability at period-end.
- See how efficiently your rooms, equipment, and team's time are being used.
- Track membership signups, usage, renewals, and retention, so you can act before a member cancels.
- Keep on top of payment processing with PabauPay reports covering payouts, failed payments, and cross-location settlement.
- Report across every company in a multi-account organization from one place.

### Explore the new reports

The reports below have dedicated guides — they're listed by the category tab where you'll find them.

**Clients**

- [At-Risk Clients](https://support.pabau.com/en/pabau2/at-risk-clients-report?hsLang=en)
- [Returning Clients](https://support.pabau.com/en/pabau2/returning-clients-report?hsLang=en)
- [New Client First 90 Days](https://support.pabau.com/en/pabau2/new-client-first-90-days-report?hsLang=en)
- [Client Lifecycle Flow](https://support.pabau.com/en/pabau2/client-lifecycle-flow-report?hsLang=en)
- [Client Revenue Retention](https://support.pabau.com/en/pabau2/client-revenue-retention?hsLang=en)
- [Repeat Visit Curves by Segment](https://support.pabau.com/en/pabau2/repeat-visit-curves-by-segment-report-?hsLang=en)

**Sales & Finance**

- [Aged Debt](https://support.pabau.com/en/pabau2/aged-debt-report?hsLang=en)
- [Deposits Collected](https://support.pabau.com/en/pabau2/deposits-report?hsLang=en)
- [Gift Cards Liability](https://support.pabau.com/en/pabau2/gift-card-liability-report?hsLang=en)

**Appointments**

- [Equipment Utilisation](https://support.pabau.com/en/pabau2/equipment-utilization-report?hsLang=en)
- [Room Utilisation](https://support.pabau.com/en/pabau2/room-utilization-report?hsLang=en)

**Business**

- [Accountant Summary Report](https://support.pabau.com/en/pabau2/accounting-summary-report?hsLang=en)
- [Time Report](https://support.pabau.com/en/pabau2/time-report?hsLang=en)
- [Pathway](https://support.pabau.com/en/pabau2/pathway-report?hsLang=en)
- [Vaccination report](https://support.pabau.com/en/pabau2/how-to-use-vaccination-report-?hsLang=en)
- [Medical Data Report](https://support.pabau.com/en/pabau2/how-to-run-the-medical-data-report?hsLang=en)

**Memberships**

- [New memberships](https://support.pabau.com/en/pabau2/new-memberships-report?hsLang=en)
- [Upcoming renewals](https://support.pabau.com/en/pabau2/upcoming-renewals-report?hsLang=en)
- [Retention by cohort](https://support.pabau.com/en/pabau2/memberships-retention-by-cohort-report?hsLang=en)
- [Membership usage](https://support.pabau.com/en/pabau2/memberships-usage-report?hsLang=en)
- [Membership Benefits Details](https://support.pabau.com/en/pabau2/membership-benefits-details-report?hsLang=en)

**PabauPay**

- [Cross-Location Settlement](https://support.pabau.com/en/pabau2/cross-location-settlement-report?hsLang=en)

Other reports you'll find in the catalog include [Stale Leads](https://support.pabau.com/en/pabau2/how-to-generate-the-stale-leads-report?hsLang=en), [Unassigned Leads](https://support.pabau.com/en/pabau2/how-to-generate-the-unassigned-leads-report?hsLang=en), [Lost Leads by Reason](https://support.pabau.com/en/pabau2/how-to-generate-the-lost-leads-by-reason-report?hsLang=en), [Closed Lost Trend](https://support.pabau.com/en/pabau2/how-to-generate-the-closed-lost-trend-report?hsLang=en), and [Win Rate by Owner](https://support.pabau.com/en/pabau2/how-to-generate-the-win-rate-by-owner-report?hsLang=en) under Clients; [Failed Payments](https://support.pabau.com/en/pabau2/failed-payments-report?hsLang=en), [Payouts](https://support.pabau.com/en/pabau2/payouts-report?hsLang=en), and [AVS Details for Saved Cards](https://support.pabau.com/en/pabau2/avs-details-for-saved-cards-report?hsLang=en) under PabauPay; and five [Organization reports](https://support.pabau.com/en/pabau2/organization-reports-multi-account?hsLang=en) — Organization Client List, Organization Appointments, Organization Payments, Organization Invoices, and Organization Line Items — for multi-account organizations.

With this understanding, you're ready to explore any of the reports above and see exactly what the new reports experience offers. 

---

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