How to Generate a Standard 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. Once you click on Reports, you will be able to see all of the standard, pre-built reports.

Step 2: Select the Report 

Choose the specific report you want to run. You can either browse through the available reports or utilize the search bar in the upper right corner to find the report you need. As an example, we are going to select the "Appointments by Locations" report.

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

Step 3: Customize Filters

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.

Step 4: Add, edit, and delete filters 

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.

Step 5: Edit Columns

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.

Step 6: Customize Graphs or Pie Charts

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. 

If you have customized your pre-built report, you can save it as a custom report.

By following the steps above, you can easily generate a report, obtaining valuable data for informed decision-making and strategic planning.