How to Use Filters in the Consultation Conversions 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 Consultation Conversions Report

Under the Appointments category on the left, click on "Consultation Conversions."

Step 3: Understand the Filter Sentence

This report uses two filters joined by "and," meaning both conditions must be true for an appointment to appear:

Showing Appointment where Appointment date is in This month and Appointment where Service contains consult

Click on the "+" icon to add another 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 opens a dropdown of the fields available for the Appointment object. This report uses two different field types:

• Appointment date — a date field. Other date-type fields available for the Appointment object include Appointment Location, Appt With, Created by, Created date, Duration, and Service etc.
  
• Service — a text field showing the name of the service booked for the appointment.

Step 6: Choose the Operator

The operators available depend on the field type selected. This report demonstrates both a date field and a text field:

For a date field like "Appointment date":

• 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.
  
  

For a text field like "Service":

• contains — matches appointments where the service name includes the given text anywhere within it (e.g. Service contains "consult" would match "Consultation," "Free Consult," or "Post-Op Consult").

Step 7: Choose the Value

For a date field like "Appointment date," clicking on the value 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.