How to Use Filters in the No Shows 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 No Shows Report

Under the Appointments category on the left, click on "No Shows."

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 Appointment Status is No Show

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 — the date the appointment is scheduled for, which is what powers the first default filter
  • 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 status of the appointment, which is what powers the second default filter
  • Cancellation reason — the reason recorded 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 — the client the appointment was issued to
  • Repeat Appointment — whether the appointment is part of a repeating series
  • Rebook — whether the appointment was rebooked
  • Requested — whether the appointment was specifically requested by the client
  • Appointment ID — the unique identifier for the appointment
  • Review Score per Appointment — the review score left for the appointment
  • Review Comment — the comment left along with the review
  • Online Booking — whether the appointment was booked online
  • Appointment Date/Time — the combined date and time the appointment is scheduled for
  • Converted — whether the appointment resulted in a conversion
  • Notes — any notes recorded on the appointment
  • Cancelled Date — the date the appointment was cancelled, if applicable
  • Cancelled By — the user who cancelled the appointment
  • Cancellation comment — the comment recorded when the appointment was cancelled
  • Team — the team associated with the appointment
  • Secondary Person — a secondary staff member linked to the appointment
  • Appointment Price List — the price list applied to the appointment
  • Case Name — the case the appointment is linked to
  • Auth Code — the authorisation code recorded for the appointment
  • Room — the room the appointment takes place in
  • Equipment — the equipment used for the appointment
  • Form(s) Completed — the form(s) completed in relation to the appointment
  • Custom Fields — any account-specific custom fields also appear at the bottom of the list, such as a custom Auth Code field defined separately from the standard one above

Step 6: Choose the Operator

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

• 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

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.

For a status field like "Appointment Status," select "No Show" from the list of available statuses.

By following these steps, you can build a filtered view of no-show appointments in Pabau, combining a date filter with a status filter to narrow results to a specific time frame.