How to Use Filters in the Product Performance 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 Product Performance Report

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

Step 3: Review the Default Filters

The Product Performance report opens with 2 filters applied, stacked together with "and," meaning both must be true for a record to appear:

• Line Item where Item Category is Product — restricts the report to line items sold under the Product category, so services, packages, and vouchers aren't mixed in
• and Invoice where Invoice Date is in This year — narrows the report to invoices raised within the current calendar year

Note this report defaults to a full-year window rather than the current month, which suits performance comparisons across a longer period. Each part of a filter — object, field, operator, and value — can be clicked and changed independently, which is what the rest of this article walks through.

Step 4: Change the Object

Clicking on the object (e.g. "Line Item") 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 scrollable list, since a line item carries a lot of detail. This is where you choose exactly what aspect of the sale you want to filter on.

Every field available for the Line Item object is listed below:

• Item Name — the name of the product/service/package sold
• Item Employee — the team member the sale is attributed to
• Item Client — the client the item was sold to
• Item Category — the type of item sold (Service, Product, Package, Voucher, On Account, Service Charge, Membership, Gift Cards), which is what powers the default filter
• Quantity — number of units sold, useful for tracking sell-through
• Unit Price — price per unit before discount
• Unit Discount — discount amount applied per unit
• Product Code — the stock/SKU code for a product item
• Discount — the monetary value of the discount applied
• Disc % — the percentage discount applied
• Discount Reason — the reason recorded for the discount
• Tax Amount / Item Tax — tax charged on the item
• Tax Rate — the tax rate applied to the item
• Item Gross — item price before discount, tax, or additional charges
• Item Net — item value after discount, excluding tax
• Item Total Price — the full price of the item as billed
• Profit — the margin remaining on the item after cost is accounted for
• Commission — the commission earned on the item
• Paid Item Total — the portion of the item's value that has been paid
• Voucher Code / Voucher Type / Voucher Status / Voucher Amount / Voucher Remaining / Voucher Expiration Date — details of a gift voucher, relevant only if the item is a voucher redemption
• Package Status / Package Redeemed / Package Remaining / Package Remaining Gross / Package Expiration Date / Package Service Name / Package Valid From Date / Number of Sessions — details of a package, relevant only if the item is a package or package redemption

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

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

For a field like Item Category, which has a fixed set of possible answers rather than a number or date, the operator list looks different:

• is — only include the exact category chosen, which is how the default filter isolates Product sales
• is not — exclude the category chosen
• is empty — only include records with no category recorded
• is not empty — only include records that have a category recorded
• is any of — include records that match any of several categories you select at once, useful if you want Product and Voucher sales together in one report
• is none of — exclude every category you select at once, the inverse of "is any of"

Step 7: Choose the Value

Clicking on the value for Item Category opens a search box along with every category type currently used in your account:

• Service
• Product
• Package
• Voucher
• On Account
• Service Charge
• Membership
• Packages
• Gift Cards

Step 8: Adjust the Second Filter — Invoice Date

The second filter row uses the same object/field logic. Clicking on the object shows the same list from Step 4, so you can repoint this row at a different object entirely if needed.

Clicking on the field opens a long, scrollable list of everything recorded against an invoice:

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
• Invoice Created Date — when the invoice record was first created in the system
• Invoice Created by — which user created the invoice record
• Location — the clinic/site the invoice belongs to
• Client — who the invoice is billed to
• Debtor — who currently owes any outstanding balance on the invoice
• Payment Method(s) — how the invoice was or is being paid
• Payment Status — whether the invoice is paid, unpaid, or partially paid
• Net — the invoice value before tax
• Gross — the invoice value including tax
• Tax — the tax portion of the invoice
• 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
• Price List — which price list was applied to the invoice
• 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
• 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
• Last update time — when the invoice record was last modified

For a date field like Invoice Date, the operator list controls how the date compares to your chosen point in time:

• 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

Clicking on the value opens the same Favourite Intervals list used elsewhere in Pabau reports — 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 year-to-date product performance

Step 9: Review the Data

Once your filters are set the way you want, the report updates automatically, listing every product sale that matches your rules, along with columns like Invoice Date, Item Name, and Item Client.

By following these steps, you can easily generate and customize the Product Performance report.