How to Use Filters in the Sale by Item Category 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 Sale by Item Category Report

Under the Sales section, you will find the Sale by Item Category pre-created report, sitting alongside reports like Product Performance, Revenue by Closed Invoices, and Revenue by Raised Invoices. Click on the report name to continue.

Step 3: Review the Default Filter

The Sale by Item Category report opens with just 1 filter applied:

• Invoice where Invoice Date is in This year — narrows the report to invoices raised within the current calendar year

Each part of the filter — object, field, operator, and value — can be clicked and changed independently, which is what the rest of this article walks through. You can also click the + button below the filter to add further filters of your own, the same way the Revenue by Closed Invoices report layers on Payment Status and Item Category.

Step 4: Change the Object

Clicking on the object (e.g. "Invoice") opens a dropdown of everything you can build a filter around.

• Line Item — an individual product, service, or package sold; use this for anything relating to what was sold
• Client — the person the sale relates to
• Invoice — the invoice the sale sits on
• Service — the treatment itself
• Appointment — the booking linked to the sale
• Product — a physical stock item
• Payment — the payment taken against the invoice

Step 5: Change the Field

Clicking on the field opens a long, scrollable list, since an invoice carries a lot of detail. This is where you choose exactly what aspect of the invoice you want to filter on.

Every field available for the Invoice object is listed below:

• Invoice No — the invoice's unique reference number
• Invoice Date — when the invoice was raised, which is what controls the reporting period by default
• Location — the clinic/site the invoice belongs to
• Payment Method(s) — how the invoice was or is being paid
• Client — who the invoice is billed to
• Debtor — who currently owes any outstanding balance on the invoice
• Payment Status — whether the invoice is paid, unpaid, or partially paid
• Net — the invoice value before tax
• Tax — the tax portion of the invoice
• Gross — the invoice value including tax
• Paid — the amount already paid against the invoice
• Balance — the amount still owed on the invoice
• Type — the kind of invoice (e.g. standard sale, credit note)
• Issued By — the team member who raised the invoice
• Issuing Company — the business entity the invoice was raised under
• Invoice Created Date — when the invoice record was first created in the system
• Price List — which price list was applied to the invoice
• Last update time — when the invoice record was last modified
• Invoice Note — any note attached to the invoice
• Healthcode — Healthcode reference, where applicable
• Tip — tip amount recorded on the invoice
• Credit Type — type of credit applied to the invoice, if any
• Inv Team — the team associated with the invoice
• Invoice Created by — which user created the invoice record
• Sync Xero — whether the invoice has synced to Xero
• Sent Date — when the invoice was emailed to the client
• Sent Status — whether the invoice has been sent
• Tax group — the tax group/rule applied to the invoice

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

Step 6: Change the Operator (Date-Style Fields)

For a field like Invoice Date, which compares to a point in time rather than a fixed category, the operator list controls how the date compares to your chosen value:

• 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
• is earlier than — only invoices raised before a given date
• 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
• is now until — only invoices raised between now and a date you specify
• is empty — only invoices with no date recorded
• is not empty — only invoices that do have a date recorded, which is how the default filter isolates invoices raised this year

Step 7: Choose the Value

Clicking on the value for Invoice Date opens the Favourite Intervals list — rolling date ranges that update automatically each time the report runs:

• 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, and the default for this report, useful for comparing category performance year-to-date

Step 8: Review the Data

Once your filter is set the way you want, the report updates automatically, segmenting invoiced sales by item category — Service, Product, Package, Voucher, and so on — with each category's share of total sales shown alongside its value.

By following these steps, you can easily generate and customize the Sale by Item Category report.