--- title: Pathway Report description: "Use the Pathway Report in Pabau to track treatment-journey compliance: consent, med history, notes, aftercare and photos, per appointment." --- [Skip to content](https://support.pabau.com/en/pabau2/pathway-report#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. [General](https://support.pabau.com/en/pabau2/analytics?hsLang=en#general) # Pathway Report ## In this article, you will learn how to use the Pathway Report in Pabau to track whether key steps in the treatment journey such as consent, medical history, and treatment notes have been completed for each appointment. The *Pathway Report* allows you to view appointments and track which parts of the client journey have been completed, skipped, or missed. A built-in compliance dashboard summarises how your clinic is doing at a glance, helping you stay compliant, ensure proper documentation, and deliver consistent care. **Step 1: Open the Pathway Report** [Log in to your Pabau account](https://app.pabau.com/dashboard). In the left sidebar, hover over **Analytics** and click **Reports**. 1. Click the **Business** tab and scroll to the **Clinical** group, or type *Pathway* in **Search for a report**. 2. Click **Pathway** to open the report. ![The reports catalogue search showing the Pathway report](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250987613432-01-catalog-search.png) *Find Pathway under Business, or search for it* **Step 2: Review the Compliance Summary** At the top of the report, four cards summarise the appointments in your selected period (1): - **Appointments** – the total number of appointments in the period. - **Fully compliant** – appointments where all core checks are done. - **Compliance rate** – fully compliant appointments as a share of all appointments. - **Needs attention** – appointments with at least one core check missing. Below the cards, the **Compliance by check** chart (2) shows the share of appointments where each check has been completed, so you can see at a glance which checks are most often missed. Switch between the **All**, **Fully compliant**, and **Needs attention** tabs (3) — each showing its count — to narrow the table down by compliance status. ![The Pathway compliance cards, the Compliance by check chart and the All, Fully compliant and Needs attention tabs](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250987613432-06-compliance-summary.png) *The compliance summary at the top of the report* **Step 3: Review Appointment and Journey Data** Below the summary, each row is one appointment with its date, time, service, client, client ID, practitioner (**With**) and **Created By**. Click a client's name to open their client card. Each row then shows the treatment journey checks — **Details**, **Med History**, **Consent**, **Treatment Notes**, **Aftercare**, **Photos** and **Prescription** — followed by the appointment's **Location**. Scroll the table sideways to see every column. ![Pathway report rows with the check columns marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250987613432-07-check-columns.png) *Each check shows a result and a count* Each check shows **Yes**, **No**, **Expired**, **Not Required** or **Not Set**, with the number of items Pabau found. Hover over a result to see those items (or, for Details, what's missing). Click a result — or one of the counts beside a check in the **Compliance by check** chart, such as "213 no" — to show only the appointments with that result. Click it again, or click **Clear filter**, to see them all. ![Hovering over a Details result shows which client details are missing](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250987613432-05-check-hover.png) *Hover over a result to see what Pabau found* Here's how each check is worked out: - **Details** – the client has an email, phone number, date of birth, address and postcode. The number shows how many of the five are filled in. - **Med History** – a medical history questionnaire was completed in the 365 days up to the appointment, or linked to it. An older one shows as **Expired**. - **Consent** – every consent the client has for the visit counts: one linked to the appointment, one completed or re-saved that day, or one from an earlier visit that is still within its form's **Valid for** period. A consent from an earlier visit is listed as "earlier visit, valid until" followed by the date it runs out. Earlier versions of a form count, renamed ones included. The check is **Yes** only when one of them is a consent set up for the appointment's service; when the service has no consent set up, it is **Not Required**. - **Treatment Notes** – a completed form linked to the appointment, or completed that day and not linked to another appointment. Drafts don't count. - **Aftercare** – aftercare was shared with or emailed to the client within 7 days of the appointment. **Not Required** when the service has no aftercare set up. - **Photos** – photos of the client taken on the appointment day. - **Prescription** – a completed prescription form for the appointment. It's shown for context only and never counts towards compliance, as not every appointment needs one. An appointment is fully compliant when every check you're showing, apart from Prescription, reads **Yes** or **Not Required**. **TIP:** Set a **Valid for** period on a consent form and a client who signed it at an earlier visit is covered for later appointments too, so the Consent check doesn't flag them. See [How to Stop Clients Re-Signing a Consent Form That Is Still Valid](https://support.pabau.com/en/pabau2/how-to-stop-clients-re-signing-a-consent-form-that-is-still-valid?hsLang=en). **NOTE:** Cancelled and no-show appointments, course bookings, and appointments without a client are left out of the report. **Step 4: Hide Checks Your Clinic Doesn't Do** If your clinic doesn't do one of the checks — photos, say — hide it and the report stops counting it. You can also add appointment custom fields as extra columns here. 1. Click **Columns**, the first icon at the top right of the report. ![The Columns button at the top right of the Pathway report](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250987613432-02-toolbar-columns.png) *Columns opens the Edit Columns window* 1. In **Edit Columns**, untick the check you want to hide. Under **Appointment Custom Fields**, tick any custom field you want to add as a column. 2. Click **Done**. **Reset to default** puts every column back. ![The Edit Columns window with Photos unticked and the Done button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250987613432-03-columns-hide-photos.png) *Untick a check to leave it out* 1. The cards, the compliance rate, the **Compliance by check** chart and the tabs now leave that check out, and a line under the cards says which check is hidden. ![The compliance cards recalculated with a note that Photos is hidden in Columns](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250987613432-04-figures-photos-hidden.png) *Hidden checks are left out of the figures* **NOTE:** The report remembers your columns the next time you open it, on the same browser. Your choice doesn't change what other staff see, and it isn't carried over to another computer or browser. **Step 5: Filter and Search the Results** 1. **Date** – required. It starts on the last 30 days, and a range can cover up to 90 days. 2. **Location** – pick one or more locations, or leave it on **All locations**. 3. To find a particular client, type in the search bar ("Search clients, service, location…"). The table updates as you type; you can also search by service or location. ![The Date and Location filters and the search bar on the Pathway report](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250987613432-08-filters-search.png) *Narrow the report by date, location or client* There are no service or per-check filters. To focus on appointments where a step is missing, use the **Needs attention** tab, or click a result in any check column. **Step 6: Export or Print the Report** Use the icons at the top right to take the data with you: click **Export** to download the report to Excel or CSV — the file name starts with "pathway\_treatment\_missing" — or **Print** for a printer-friendly copy. The **Help** button (**?**) opens an in-app explanation of every check, and **Refresh** re-runs the report with your current filters. The Pathway Report is a valuable tool to help your clinic maintain high standards of care and ensure no part of the treatment journey is overlooked. By regularly reviewing this report, you can stay on top of documentation, reduce risk, and provide a more consistent client experience. **What's next?** - [How to Stop Clients Re-Signing a Consent Form That Is Still Valid](https://support.pabau.com/en/pabau2/how-to-stop-clients-re-signing-a-consent-form-that-is-still-valid?hsLang=en) - [How to Use the Vaccination Report](https://support.pabau.com/en/pabau2/how-to-use-vaccination-report-?hsLang=en) - [How to Run the Medical Data Report](https://support.pabau.com/en/pabau2/how-to-run-the-medical-data-report?hsLang=en) - [New Suite of Reports](https://support.pabau.com/en/pabau2/new-suite-of-reports?hsLang=en) --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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