--- title: How to Use Filters in the Appointment Schedule Report description: Learn how to build and filter the Appointment Schedule report in Pabau to view a detailed, date-filtered list of upcoming and past appointments. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-build-the-appointment-schedule-report#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en) 3. [Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#reports) # How to Use Filters in the Appointment Schedule Report ## This article explains how to build and filter the "Appointment Schedule" report in Pabau to view a detailed list of upcoming and past appointments. **Step 1: Navigate to Reports** Log **in to your Pabau account**, navigate to the left sidebar menu, and click on **Analytics**, then **Reports**. ![Screenshot 2026-07-22 110115](https://support.pabau.com/hs-fs/hubfs/Screenshot%202026-07-22%20110115.png?width=670&height=191&name=Screenshot%202026-07-22%20110115.png) #### **Step 2: Open the Appointment Schedule Report** Under the **Appointments** category on the left, click on "Appointment Schedule." ![Screenshot 2026-07-22 112713](https://support.pabau.com/hs-fs/hubfs/Screenshot%202026-07-22%20112713.png?width=235&height=454&name=Screenshot%202026-07-22%20112713.png) #### **Step 3: Understand the Filter Sentence** By default, the report shows: > Showing **Appointment** where **Appointment date** is in **This month** > > ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-22-2026-09-28-33-3837-AM.png?width=670&height=246&name=image-png-Jul-22-2026-09-28-33-3837-AM.png) - **Object** — the type of record the report pulls data from. - **Field** — the specific piece of data on that object you want to filter by. - **Operator** — how the field is compared to the value (e.g. is, is not, is later than). - **Value** — the specific thing you're checking for. Click on the **"+"** icon to add a new filter, or click on any underlined word to change it. Click the **"X"** next to a filter to remove it. #### **Step 4: Choose the Object** Clicking on the object name (e.g. "Appointment") opens a dropdown with the available objects to report on: - **Appointment** — individual bookings on the calendar. - **Client** — client profiles in your database. - **Invoice** — billing records generated from sales. - **Service** — the treatments or services offered by your clinic. - **Quote** — quotes created for clients. ![Screenshot 2026-07-22 112855](https://support.pabau.com/hs-fs/hubfs/Screenshot%202026-07-22%20112855.png?width=579&height=329&name=Screenshot%202026-07-22%20112855.png) #### **Step 5: Choose the Field** Clicking on the field name (e.g. "Appointment date") opens a dropdown of the fields available for the **Appointment** object: ![Screenshot 2026-07-22 113005](https://support.pabau.com/hs-fs/hubfs/Screenshot%202026-07-22%20113005.png?width=590&height=352&name=Screenshot%202026-07-22%20113005.png) - **Appointment date** — the date the appointment is scheduled for. - **Appointment Location** — the clinic or location the appointment takes place at. - **Appt With** — the staff member the appointment is booked with. - **Created by** — the staff member who created the appointment record. - **Created date** — the date the appointment record was created in Pabau. - **Duration** — the length of the appointment. - **Service** — the service booked for the appointment. - **Price** — the price of the appointment. - **Appointment Status** — the current state of the appointment (e.g. Waiting, Arrived, Complete, No Show, Running Late, Cancelled). - **Cancellation reason** — the reason given if the appointment was cancelled. - **Email Confirmation** — whether an email confirmation was sent for the appointment. - **SMS Confirmation** — whether an SMS confirmation was sent for the appointment. - **Confirmed** — whether the appointment has been confirmed. - **Issued To** — who the appointment record was issued to. - **Repeat Appointment** — whether the appointment is part of a repeating series. - **Rebook** — whether the appointment resulted in a rebooking. - **Requested** — whether the appointment was specifically requested. - **Appointment ID** — the unique identifier of the appointment record. - **Review Score per Appointment** — the review score left for that specific appointment. - **Review Comment** — the written review comment left for the appointment. - **Online Booking** — whether the appointment was booked through online booking. - **Appointment Date/Time** — the combined date and time of the appointment. - **Converted** — whether the appointment (e.g. a consultation) converted into a further booking. - **Notes** — any notes recorded on the appointment. - **Cancelled Date** — the date the appointment was cancelled. - **Cancelled By** — who cancelled the appointment. - **Cancellation comment** — any comment left when the appointment was cancelled. - **Team** — the team associated with the appointment. - **Secondary Person** — a secondary staff member associated with the appointment. - **Appointment Price List** — the price list applied to the appointment. - **Case Name** — the case the appointment is linked to, if applicable. - **Auth Code** — an authorization code associated with the appointment. - **Room** — the room the appointment is booked in. - **Equipment** — any equipment booked for the appointment. - **Form(s) Completed** — whether required forms have been completed for the appointment. - **Custom fields** — any custom fields configured for appointments in your account. #### **Step 6: Choose the Operator** Clicking on the operator (e.g. "is") opens a dropdown of comparison options. For a date field like "Appointment date," the available operators are: ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-22-2026-09-31-23-8780-AM.png?width=597&height=251&name=image-png-Jul-22-2026-09-31-23-8780-AM.png) - **is** — matches appointments where the date falls within the selected value. - **is not** — excludes appointments where the date falls within the selected value. - **is later than** — matches appointments scheduled after the selected value. - **is earlier than** — matches appointments scheduled before the selected value. - **is exactly or later than** — matches appointments scheduled on or after the selected value. - **is now until** — matches appointments scheduled between the current moment and the selected value. - **is empty** — matches appointments where no date has been set. - **is not empty** — matches appointments where a date has been set. #### **Step 7: Choose the Value** Clicking on the value (e.g. "This month") opens a dropdown of preset date ranges under "Favourite intervals": ![](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-22-2026-09-31-55-6859-AM.png?width=602&height=307&name=image-png-Jul-22-2026-09-31-55-6859-AM.png) - **Today** — today, from midnight until the current time. - **Yesterday** — the previous 24-hour day. - **This month** — the current calendar month. - **Next month** — the following calendar month. You can also use the search bar at the top of the dropdown to find a specific date range not shown in the favourites list. #### **Step 8: Review the Schedule** Once your filter is set, the report displays a table of matching appointments, including columns such as Appointment date, Service, Client Name, Time, and Duration. By following these steps, you can build a filtered view of your appointment schedule in Pabau, tailored to the date range and details you need. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), browse the related articles below or use the search bar at the top of the page. 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