How to Use Filters in the Commissions Activity Report

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: Open the Commissions Activity Report

Under the Sales section, you will find the Commissions Activity pre-created report. Click on the report name to continue.

Step 3: Review the Default Filters

When the report opens, you'll see it already has 2 filters applied. A filter is what tells the report which records to include, and each one is built from four elements — object, field, operator, and value — that work together like a sentence:

• Object — what you're reporting on (e.g. "Line Item")
• Field — which detail of that object you care about (e.g. "Commission")
• Operator — how that detail should compare to a value (e.g. "is more than")
• Value — the actual number, date, or option you're comparing against (e.g. "£0.01")

Together, a filter reads as a rule the report applies to every record before it's included in your results. By default, the Commissions Activity report has two rules stacked together with "and," meaning both must be true for a record to appear:

• Line Item where Commission is more than £0.01 — this excludes any line item that didn't actually earn a commission, so you're only looking at sales that generated payout for the team.
• and Invoice where Invoice Date is in This month — this narrows the whole report down to invoices raised within the current calendar month, so you're not seeing commission from previous periods mixed in.

Each of these elements can be customized by clicking on them and choosing a different option — this is how you reshape what the report shows without having to build it from scratch.

Step 4: Change the Object

Clicking on the first part of a filter (e.g. "Line Item") opens a dropdown where you can choose which object you'd like to report on. This decides the "subject" of your filter — everything else in that row (the field, operator, and value) will apply to whichever object you pick here.

Available objects include:

• Line Item — an individual product or service sold on an invoice; use this when you want to filter based on what was sold or its commission
• Client — the person the sale relates to; use this to filter by who bought something
• Invoice — the overall invoice record; use this to filter by when or where a sale was billed
• Service — the treatment/service itself; use this to filter by a specific service type
• Appointment — the booking linked to the sale; use this to filter by scheduling details
• Product — a physical product sold; use this to filter by stock items specifically
• Payment — the payment taken for an invoice; use this to filter by how or when money was received

Changing the object effectively changes what kind of thing the report is counting, so the field options in the next step will change to match.

Step 5: Change the Field

Clicking on the field portion of a filter (e.g. "Commission") lets you pick exactly which detail of that object you want to filter by. This is the specific data point the rest of the filter will test — it's what gets compared to your value using the operator you choose.

For the Line Item object, the available fields are:

• Item Name — filter to a specific product or service name
• Item Employee — filter to commission earned by a specific team member
• Item Client — filter to items sold to a specific client
• Quantity — filter by how many units were sold
• Unit Price — filter by the price per unit before discounts
• Tax Amount — filter by the amount of tax charged on the item
• Disc % — filter by the percentage discount applied
• Item Net — filter by the item's value after discounts, excluding tax
• Item Category — filter to a specific category of item
• Unit Discount — filter by the discount applied per unit
• Product Code — filter by the code assigned to the product
• Discount — filter by the total discount applied to the item
• Discount Reason — filter by the reason recorded for the discount
• Item Gross — filter by the item's gross value, including tax
• Item Tax — filter by the tax value of the item
• Profit — filter by the profit margin on the item
• Voucher Code — filter to a specific voucher used on the sale
• Voucher Type — filter by the type of voucher used
• Voucher Status — filter by the current status of the voucher
• Voucher Amount — filter by the value of the voucher
• Voucher Remaining — filter by the remaining balance on the voucher
• Voucher Expiration Date — filter by when the voucher expires
• Tax Rate — filter by the tax rate applied to the item
• Package Status — filter by the current status of any linked package
• Package Redeemed — filter by how much of a linked package has been redeemed
• Package Remaining — filter by how much of a linked package remains
• Package Expiration Date — filter by when a linked package expires
• Commission — filter by the commission earned on the item, which is what powers the default filter
• Paid Item Total — filter by the total amount paid toward the item
• Item Total Price — filter by the total price of the item
• Package Remaining Gross — filter by the remaining gross value of a linked package
• Package Service Name — filter by the service name tied to a linked package
• Number of sessions — filter by the number of sessions included in a linked package
• Package valid from date — filter by when a linked package became valid

Step 6: Change the Operator

Clicking on the operator (e.g. "is more than") lets you decide how the field should relate to the value — in other words, the test being run. This is what turns a field and a value into an actual rule.

For a numeric field like Commission, the available operators are:

• is — only include records that match the value exactly
• is not — exclude records that match the value
• is empty — only include records with no value recorded (e.g. no commission set at all)
• is not empty — only include records that have some value recorded
• is more than — only include records where the value is greater than the number you enter, which is how the default filter excludes £0 commission line items
• is less than — only include records where the value is lower than the number you enter, useful for finding smaller or unusually low commission amounts
• is more or equal to — only include records where the value is greater than or equal to the number you enter, so the threshold itself is included
• is less or equal to — only include records where the value is lower than or equal to the number you enter, so the threshold itself is included

Choosing the right operator is what lets you ask precise questions of your data — for example, "is more than 0" isolates paid commission, while "is empty" could help you audit which items are missing a commission setting entirely.

Step 7: Adjust the Second Filter — Invoice

The second filter row works the same object/field/operator/value logic, just applied to a different object. Clicking on Invoice opens the same list of objects you saw in Step 4, so you can switch what this second rule is based on if needed — for example, changing it to Client if you wanted to filter by a specific customer instead of a date range.

Clicking on the field (e.g. "Invoice Date") shows the fields available for the Invoice object — these determine which aspect of the invoice the filter checks:

• Invoice No — filter to one specific invoice
• Invoice Date — filter by when the invoice was raised, which is what controls the reporting period
• Location — filter to a specific clinic or site, useful for multi-location practices
• Payment Method(s) — filter by how the invoice was paid (card, cash, etc.)
• Client — filter to invoices belonging to a specific client
• Debtor — filter by whether there's an outstanding balance owed
• Payment Status — filter by whether the invoice is paid, unpaid, or partially paid
• Net — filter by the invoice's value before tax

Step 8: Set the Date Operator and Value

For date fields like Invoice Date, the operator decides how a date compares to your chosen point in time, which controls the shape of your reporting window:

• is — only invoices raised on an exact date
• is not — excludes invoices raised on an exact date
• is later than — only invoices raised after a given date, useful for "everything since X"
• is earlier than — only invoices raised before a given date, useful for cutting off older data
• is exactly or later than — includes the date itself plus everything after it
• is exactly or earlier than — includes the date itself plus everything before it, the mirror of "is exactly or later than"
• is now until — only invoices raised between the current moment and a date you specify, useful for looking ahead to a defined end point
• is empty — only include invoices with no date recorded at all, useful for spotting incomplete records
• is not empty — only include invoices that do have a date recorded

Clicking on the value (e.g. "This month") opens a search box along with a list of Favourite Intervals — these are ready-made rolling date ranges that update automatically each time the report runs, so you don't have to manually update a fixed date every day or month:

Step 9: Review the Data

Once your filters are set the way you want, the report updates automatically below, showing the commission totals broken down by the fields you've selected — for example, segmented by Item Employee.

By following these steps, you can easily generate and customize the Commissions Activity report.