How to Use Filters in the Online Bookings 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 Online Bookings Report

Under the Appointments category on the left, click on "Online Bookings."

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 Online Booking is Active and Appointment where Created date is in This quarter

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 opens a scrollable list, since an appointment record carries a lot of detail. This is where you choose exactly what aspect of the appointment you want to filter on. The list is grouped, starting with the static fields:

• 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 — when the appointment record was created, which is what powers the second default filter
• 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
• 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, which is what powers the first default filter
• 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

Picking a field here decides what the operator and value in the next steps will actually test.

Step 6: Choose the Operator

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

For a binary field like "Online Booking":

• is — matches appointments where the field matches the selected value (Active or Inactive).
• is not — excludes appointments where the field matches the selected value.

For a date field like "Created date":

• 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 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 binary field like "Online Booking," clicking on the value opens a list of two options:

• Active — the appointment was booked through online booking.
• Inactive — the appointment was not booked through online booking.

For a date field like "Created date," clicking on the value opens a dropdown of preset date ranges under "Favourite intervals," including:

• Today — today, from midnight until the current time.
• Yesterday — the previous 24-hour day.
• This month — the current calendar month.
• This year — the current calendar year.

By following these steps, you can build a filtered view of online bookings in Pabau, combining a binary filter with a date filter to narrow results to a specific time frame.