How to Run Appointment Reports

In this guide, we'll walk you through the steps to run and print a client appointment report.

This report is particularly handy for clients with multiple appointments, allowing you to generate and print a comprehensive list of all their scheduled visits.

Step 1: Navigate to Analytics

First, log into your Pabau account. From the left sidebar menu, navigate to Analytics, then click on Reports.

Step 2: Choose or Create a Report

You can either use one of the pre-built reports, such as "Appointment Schedule" or "Appointments Created This Month", as the basis of your report, or create a custom report from scratch. To create a custom report, click "Create Custom Report" in the top right corner and select Appointments as the data object.

Step 3: Apply Filters

Each filter in the report consists of four elements: object, field, operator, and value.

The object defines what you're looking at, the field specifies the attribute you're interested in, the operator dictates how the field should relate to the value, and the value is the specific data point you're using for comparison.

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

Example: In a custom appointment report, you might set the filters to show:

• Appointments occurring this month.
• Appointments for a specific client, such as Nicole Davies.

Your filters might look like this:

• Object: Appointments, Field: Appointment Date, Operator: Is, Value: This Month
• Object: Client, Field: Client Name, Operator: Is, Value: Nicole Davies

At the bottom of the screen, you'll see the data that matches these filters, such as all of Nicole Davies' appointments for the current month.

Step 4: Customize and Save the Report

You can further customize the report by selecting specific services or employees, and by adding or removing columns.

Add a name for the report at the top of the page, then click on "Save Report" to save it.

Once a custom report is saved, you will find it under the "My Reports" tab of the Analytics feature.

To run it, simply click on it. The data is always up-to-date, so if you open the report next month, it will automatically show the relevant data for that month.

Step 5: Export and Print the Report

To export and print the report, click the three-dot icon in the top right corner of the screen, select "Export" and choose either Excel or CSV format.

You can open the exported file in the selected application and print from there.

By following these steps, you can easily generate, customize, and print detailed appointment reports for your clients.

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