How to Generate the Appointments Created this Month Report

This article explains how you can generate the appointments created this month report in Pabau.

The Appointments Created This Month report provides an overview of all appointments that were booked or scheduled within the current month, regardless of when the appointments are actually set to take place.

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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 Appointments Created this Month Report

Under the 'Appointments' section, you will find the Appointments Created this Month 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 Created this Month" report.

• Object: This is what you're focusing on ("Appointment").
• Field: This is the specific detail you're interested in ("Created 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 the staff members who have created appointments, the staff members who are set to perform the service, appointment statuses, the teams that you've created in Pabau, 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:

Created Date: it allows you to view the date when the appointment is created

Appointment date: it shows 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

Created by: shows which employee created the appointment in Pabau

Appointment Location: shows the in which location the service is booked at

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 appointments created this month report.

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