How to Use Filters in the Appointments Created This Month Report

Step 1: Navigate to Reports

Log in to your Pabau account, navigate to the left sidebar menu, and click on Analytics, then Reports.

Step 2: Open the Appointments Created This Month Report

Under the Appointments category on the left, click on "Appointments created this month."

Step 3: Understand the Filter Sentence

By default, the report shows:

Showing Appointment where Created date is in This month

• 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.

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.

Step 5: Choose the Field

Clicking on the field name (e.g. "Created date") opens a dropdown of the fields available for the Appointment object:

• 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. This is what distinguishes this report from others: it filters by when the record was created, not by when the appointment itself takes place.
• 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 "Created date," the available operators are:

• is — matches records where the created date falls within the selected value.
• is not — excludes records where the created date falls within the selected value.
• is later than — matches records created after the selected value.
• is earlier than — matches records created before the selected value.
• is exactly or later than — matches records created on or after the selected value.
• is exactly or earlier than — matches records created on or before the selected value.
• is now until — matches records created between the current moment and the selected value.
• is empty — matches records where no created date has been set.
• is not empty — matches records where a created 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":

• 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.

By following these steps, you can build a filtered view of appointments based on when they were created in Pabau, rather than when they're scheduled to take place.