--- title: How to Report on Medical and Non-Medical Treatments description: In this guide, we'll cover how to track and report on medical and non-medical treatments by creating custom appointment fields and generating detailed reports. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-report-on-medical-appointments#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en) 3. [Custom Reports](https://support.pabau.com/en/pabau2/analytics?hsLang=en#custom-reports) # How to Report on Medical and Non-Medical Treatments ## In this guide, we'll cover how to track and report on medical and non-medical treatments by creating custom appointment fields and generating detailed reports. If you need to track how many of your treatments are medical versus non-medical (cosmetic) over a specific period — such as for tax purposes, you can do this by creating a custom appointment field. This guide explains how to set up the field, use it during appointment booking, and generate reports to obtain accurate data. #### Step 1: Navigate to the Fields Page Start by navigating to [Setup](https://app.pabau.com/setup) in the left sidebar menu, under the Business section, click on [Fields](https://app.pabau.com/setup/custom-fields). ![](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-07-52-23-4849-PM.png?width=670&height=311&name=image-png-May-22-2026-07-52-23-4849-PM.png) #### Step 2: Create a New Custom Field On the Fields page, click on "Create" in the top-right corner and choose Appointment as the field object. ![image-png-Dec-27-2024-10-35-08-2218-AM](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/image-png-Dec-27-2024-10-35-08-2218-AM.webp?width=670&height=305&name=image-png-Dec-27-2024-10-35-08-2218-AM.webp) Provide a name for the custom field, such as "Treatment Type." Select its category, determine if it will be a required field (recommended to ensure it is always completed), and choose a field type. For this purpose, the recommended field type is either single choice or dropdown. In this example, we'll select "Single Choice" and add two options in the Field Items section: "Medical" and "Non-medical." ![image-png-Dec-27-2024-10-39-39-0151-AM](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/image-png-Dec-27-2024-10-39-39-0151-AM.webp?width=483&height=557&name=image-png-Dec-27-2024-10-39-39-0151-AM.webp) #### Step 3: Activate and Save the Field Ensure the "Active" toggle is switched on, and then click on "Create" in the top-right corner to save the field. #### Step 4: Select Treatment Type When Booking Appointments From now on, whenever you book an appointment in the calendar, you’ll need to choose between "Medical" or "Non-medical" (or the specific options you defined in your custom field). ![image-png-Dec-27-2024-10-52-29-9972-AM](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/image-png-Dec-27-2024-10-52-29-9972-AM.webp?width=544&height=547&name=image-png-Dec-27-2024-10-52-29-9972-AM.webp) #### Step 5: Generate Reports to Analyze Medical and Non-Medical Treatments To report on the number of medical and non-medical treatments, create and save a custom report in the Analytics feature. Start by hovering over **Analytics** in the left sidebar and clicking **[Reports](https://app.pabau.com/analytics)**. In the reports catalogue, click "Build a custom report" and choose "Appointments" as the data object. Then, select "Start from scratch" to begin building your report. **NOTE:** Building custom reports requires the "Can create custom reports" permission. If you can't see the option, ask your account administrator to enable it for you. ![image-png-Dec-27-2024-11-08-18-7252-AM](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/image-png-Dec-27-2024-11-08-18-7252-AM.webp?width=670&height=346&name=image-png-Dec-27-2024-11-08-18-7252-AM.webp) Set the report filters using the four elements: "object," "field," "operator," and "value." 1. First, add a filter for the timeframe, such as: "Appointments where Appointment date is in this month." You can later adjust the timeframe when running the report. 2. Add a second filter to designate the custom field: "Appointments where \[custom field name\] is \[Medical or Non-Medical\]." This will filter the report to show all appointments matching the conditions. ![image-png-Dec-27-2024-11-38-51-5292-AM](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/image-png-Dec-27-2024-11-38-51-5292-AM.webp?width=670&height=217&name=image-png-Dec-27-2024-11-38-51-5292-AM.webp) #### Step 6: Customize and Save Your Report Customize the report's columns using the Fields sidebar on the left — search for a field and select it to add it as a column, and drag fields to reorder them. The results refresh automatically as you make changes. ![image-png-Dec-27-2024-11-40-01-9749-AM](https://support.pabau.com/hs-fs/hubfs/Analytics%20Article%20Category/image-png-Dec-27-2024-11-40-01-9749-AM.webp?width=670&height=329&name=image-png-Dec-27-2024-11-40-01-9749-AM.webp) Once you're satisfied with the report layout, give the report a name at the top of the screen (you can also add a short description and choose a folder), then click on "Save Report" in the top-right corner. Your custom report will now be accessible under "My reports" in the left sidebar of the reports view. **NOTE:** Ensure the custom field is consistently used during appointment booking to maintain accurate reporting. By following these steps, you can efficiently track and analyze your medical and non-medical treatments, making it easier to meet tax or regulatory requirements. --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account. Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). 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