How to Generate the Appointments by Location Report

This article explains how you can generate the appointments by location report in Pabau.

The Appointments by Location report presents appointment data based on different practice locations where your services are provided.

To learn more about locations in Pabau, review this article. 

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Step 1: Navigate to Analytics

Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu, where you can find the Analytics tab. Click to expand it, and it will reveal 'Reports.'

Step 2: Generate the Appointment by Location Report

Under the 'Appointments' section, you will find the Appointment by Location pre-created report. Click on the report name to continue. 

Step 3: Adjust the Filters

If you want to narrow down your report, you can add and adjust filters to focus on exactly what you need.
Each filter has four elements - object, field, operator, and value.

In the screenshot below, you can see an example of the four elements in the "Appointment by Location" report.

• Object: This is what you're focusing on ("Appointment").
• Field: This is the specific detail you're interested in ("Appointment Date").
• Operator: This shows how the field relates to the value ("is").
• Value: This is the specific data you’re looking at ("this month").

Each of these elements can be customized by clicking on them and choosing a different option.

For example, to view all appointments for this year, change the value to "this year" to include them.

This example shows just a few options. The system has many filters you can mix and match to create detailed, customized reports.

Step 4: Add, edit, and delete filters 

To add a filter, click the plus sign below the existing filter, and fill in the new filter details.

To edit a filter, find the filter you want to edit, click on the element you wish to change, select a different option from the dropdown menu, and then save the modifications.

To delete a filter, hover over the filter to delete and click the "X" sign.

Step 5: Review the Data

Once you've adjusted the filters, you can view the data in a pie chart or a list view. In the pie chart view, you can filter the data to display the chart by service category, service name, service group, who performed the service, client name, and more.

Also, in the measure by field, you can choose to display the number of appointments, their duration, or their service value.

If you scroll down, all the data will be displayed in a list view. You can add additional columns for more specific details to be shown. 

Some of the columns include:

Appointment Date: it allows you to view the date when the appointment is booked for

Appointment Service: shows the service name that was booked for the appointment 

Client Name: shows which client booked the service

Start Time: displays the time when the appointment starts

Time: shows what hours the appointment is booked for in the calendar

Duration: shows the duration of the appointment

Step 6: Export the Data

To export the data from this report, simply click on the three dots on the top right side of the screen to reveal the 'Export' button. 

Once you click Export, a window will pop up, and you can choose to export the data as an Excel or CSV file.

By following these steps, you can easily generate the appointment by location report.

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