Reports

Collections organize your articles so people can find them more easily

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111 articles in this collection
Written by William Brandham, Stefani, and Sofija

How to run a Report to see all the refunds done over a period of time

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Written by Sofija
Updated over a week ago

How to Favorite a report

reports favorite
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Written by Sofija
Updated over a week ago

CO147 - Medical Data Report

reports medical forms
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Written by Sofija
Updated over a week ago

Medical Custom Fields

Setup medical custom fields and combine them to use in your reports.
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Written by Stefani
Updated over a week ago

Running a Report

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Written by William Brandham
Updated over a week ago

End of Day Cashup

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Written by William Brandham
Updated over a week ago

Creating Custom Reports

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Written by William Brandham
Updated over a week ago

End of Day Report

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Written by William Brandham
Updated over a week ago

Account Sales Report

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Written by William Brandham
Updated over a week ago

Report Scheduler

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Written by William Brandham
Updated over a week ago

Printing Data from a Report

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Written by William Brandham
Updated over a week ago

Missed /Cancelled appointments

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Written by William Brandham
Updated over a week ago

Lead Reports

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Written by William Brandham
Updated over a week ago

Report FAQ

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Written by William Brandham
Updated over a week ago

CO146 - Treatment Missing Data

report
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Written by William Brandham
Updated over a week ago

CO003 - Birthday

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Written by William Brandham
Updated over a week ago

CO006 - Appointments by Service Type

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Written by William Brandham
Updated over a week ago

CO020 - New Clients

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Written by William Brandham
Updated over a week ago

LE000 - Open Leads

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Written by William Brandham
Updated over a week ago

LE001 - Converted Leads

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Written by William Brandham
Updated over a week ago

LE005 - Leads

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Written by William Brandham
Updated over a week ago

LE015 - Leads by Status

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Written by William Brandham
Updated over a week ago

LE020 - Leads by Sources

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Written by William Brandham
Updated over a week ago

LE035 - Leads by Interest

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Written by William Brandham
Updated over a week ago

CO001 - Basic Information

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Written by William Brandham
Updated over a week ago

CO003 - Birthday

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Written by William Brandham
Updated over a week ago

CO006 - Appointments by Service Type Count

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Written by William Brandham
Updated over a week ago

CO010 - Outstanding Packages

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Written by William Brandham
Updated over a week ago

STK001 - Stock Report

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Written by William Brandham
Updated over a week ago

STK005 - Low Stock

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Written by William Brandham
Updated over a week ago

STK015 - Cost of Goods

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Written by William Brandham
Updated over a week ago

STK025 - Stock Count

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Written by William Brandham
Updated over a week ago

MA001 - Sales by Marketing Source

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Written by William Brandham
Updated over a week ago

MA005 - Opt In Text Contacts

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Written by William Brandham
Updated over a week ago

Scheduling a Report

A step by step guide on how to schedule reports with Pabau
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Written by Stefani
Updated over a week ago

MA010 - Opt In Email Contacts

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Written by William Brandham
Updated over a week ago

MA020 - Referral Sources

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Written by William Brandham
Updated over a week ago

MA025 - Feedback Results

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Written by William Brandham
Updated over a week ago

MA030 - Survey Feedback

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Written by William Brandham
Updated over a week ago

MA035 - Referral Sources Bookings

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Written by William Brandham
Updated over a week ago

ST000 - Staff Appointment Schedule

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Written by William Brandham
Updated over a week ago

ST001 - Staff Performance Summary

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Written by William Brandham
Updated over a week ago

ST002 - Commission Summary

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Written by William Brandham
Updated over a week ago

ST003 - Commission Report (Retail)

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Written by William Brandham
Updated over a week ago

ST005 - Employee Holidays To Date

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Written by William Brandham
Updated over a week ago

ST010 - Staff Retention

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Written by William Brandham
Updated over a week ago

ST015 - Staff Hours

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Written by William Brandham
Updated over a week ago

ST025 - Employee Appointment Summary

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Written by William Brandham
Updated over a week ago

ST030 - Daily Employee Stats

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Written by William Brandham
Updated over a week ago

ST031 - Daily Employee Stats (Summary)

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Written by William Brandham
Updated over a week ago

ST032 - Staff Pay

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Written by William Brandham
Updated over a week ago

ST035 - Staff Days Off

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Written by William Brandham
Updated over a week ago

ST036 - Staff Payroll Report

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Written by William Brandham
Updated over a week ago

ST037 - Staff Clock In/Out

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Written by Stefani
Updated over a week ago

FI002 - Daily Payments

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Written by William Brandham
Updated over a week ago

FI001 - Daily Reconciliation

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Written by William Brandham
Updated over a week ago

FI005 - Receipt by Employee - Detailed

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Written by William Brandham
Updated over a week ago

FI006 - Sales by Employee Detailed Cross

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Written by William Brandham
Updated over a week ago

FI010 - Receipt by Retail Category

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Written by William Brandham
Updated over a week ago

FI011 - Receipt by Service Category

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Written by William Brandham
Updated over a week ago

FI014 - Receipt by Category

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Written by William Brandham
Updated over a week ago

FI015 - Sales by Employee (Service)

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Written by William Brandham
Updated over a week ago

FI016 - Sales by Employee (Retail)

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Written by William Brandham
Updated over a week ago

FI017 - Sales by Employee Detailed (VAT)

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Written by William Brandham
Updated over a week ago

FI019 - Tax Report

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Written by William Brandham
Updated over a week ago

FI021 - Daily Performance Stats Summaries

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Written by William Brandham
Updated over a week ago

FI022 - Daily Performance Stats

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Written by William Brandham
Updated over a week ago

FI025 - Receipt by Month

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Written by William Brandham
Updated over a week ago

FI026 - Monthly Taking (Summary)

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Written by William Brandham
Updated over a week ago

FI030 - Raised Invoices

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Written by William Brandham
Updated over a week ago

FI031 - Invoice Activity

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Written by William Brandham
Updated over a week ago

FI035 - Receipts by Payment Method

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Written by William Brandham
Updated over a week ago

FI040 - Expenses

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Written by William Brandham
Updated over a week ago

FI055 - Unpaid Visits

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Written by William Brandham
Updated over a week ago

FI060 - Free Giveaways

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Written by William Brandham
Updated over a week ago

FI065 - Appointment Income Projection

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Written by William Brandham
Updated over a week ago

FI070 - Discount Report

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Written by William Brandham
Updated over a week ago

FI075 - Outstanding Invoices

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Written by William Brandham
Updated over a week ago

FI080 - Sales vs Expense

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Written by William Brandham
Updated over a week ago

FI085 - Service vs Retail Receipts

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Written by William Brandham
Updated over a week ago

FI090 - Aged Debt Report

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Written by William Brandham
Updated over a week ago

CO020 - New Clients

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Written by William Brandham
Updated over a week ago

CO021 - Booked Appointments

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Written by William Brandham
Updated over a week ago

CO025 - Missed/Cancelled Appointments

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Written by William Brandham
Updated over a week ago

CO030 - Last Spend

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Written by William Brandham
Updated over a week ago

CO035 - Clients by Location

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Written by William Brandham
Updated over a week ago

CO040 - Consultation Conversion

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Written by William Brandham
Updated over a week ago

CO045 - Big Spender

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Written by William Brandham
Updated over a week ago

CO046 - First Visit

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Written by William Brandham
Updated over a week ago

CO050 - Client Purchases by Category

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Written by William Brandham
Updated over a week ago

CO060 - Duplicate Clients

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Written by William Brandham
Updated over a week ago

CO065 - Client Retail Purchases

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Written by William Brandham
Updated over a week ago

CO070 - Account Balance

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Written by William Brandham
Updated over a week ago

CO075 - Client Service Purchases

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Written by William Brandham
Updated over a week ago

CO080 - Last Visit

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Written by William Brandham
Updated over a week ago

CO085 - Gift Cards

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Written by William Brandham
Updated over a week ago

CO090 - Gift Card Analysis

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Written by William Brandham
Updated over a week ago

CO095 - Client Recalls

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Written by William Brandham
Updated over a week ago

CO100 - Loyalty Report

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Written by William Brandham
Updated over a week ago

CO105 - Patient Prescriptions

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Written by William Brandham
Updated over a week ago

CO110 - Clients Treatment Interest

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Written by William Brandham
Updated over a week ago

CO111 - Never Purchased Before

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Written by William Brandham
Updated over a week ago

CO115 - Client Enquiry Conversion

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Written by William Brandham
Updated over a week ago

CO125 - Surgery Preperation

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Written by William Brandham
Updated over a week ago

CO130 - Product Consumption

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Written by William Brandham
Updated over a week ago

CO135 - Account Activity

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Written by William Brandham
Updated over a week ago

CO140 - Last Customer Bookings by Employee

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Written by William Brandham
Updated over a week ago

CO145 - Contact Activity

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Written by William Brandham
Updated over a week ago

CO146 - Treatment Missing Data

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Written by William Brandham
Updated over a week ago

CO150 - Cycles Report

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Written by William Brandham
Updated over a week ago

Sales Conversion

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Written by William Brandham
Updated over a week ago