EventPro Planner Manual

Event Reports

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Event Reports

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Event Reports

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For most of these reports, you will need to select the relevant event by clicking the ellipsis next to the Event field.  To review how to search in a Find Event window, see Chapter 1: Overview, Common Functions: Find a Record.

Review the instructions under Print Reports for the Standard Printing Options available for most reports.

1.Event Itinerary: Displays the itinerary for the selected event in chronological order, including Functions, Attendees, Function Assignments, Itinerary, Organization Detail Items, Travel Arrivals/Departures and Reservation Check In/Check Out.
a.Choose Start and End Dates for the report from the drop-down calendars.
b.To Show Blank Times, select the checkbox.
2.Event Attendee Types: Lists the Maximum, Booked and Available attendance for each Attendee Type for the selected event.
3.Event Registration Items: Lists the Minimum, Maximum, Booked and Available spots for each Function, as well as the Registration Groups, with the Quantity and Revenue from each Function and whether the Function is Optional, Charged or Shows Online.
4.Event Detail Items: Displays the Detail Items sorted by Detail Category headings.
a.Under Options, select the checkbox if you want to Show Required Items Only.
b.From the drop-down lists, choose the Order Status, Received Status and Payment Status of items displayed in the report.
c.Under Event Detail Category, select the checkboxes next to the categories of detail items you want to view in the report.
5.Event Venue Setup: Displays Venue information for the event, including Functions, Detail Items, Function Assignments and Attendees, and Function Itinerary for the selected Date, Venue, Location or Function.
a.From the Selection drop-down list, choose whether you want to view venue setup for All, Date, Venue, Location or Function.
b.If applicable, select the checkboxes next to the dates, venues, locations or functions you want to view below.
6.Daily Function Overview:  Displays the Functions for each date of the event in chronological order, listing the Times, Attendees, Function Assignments, Detail Items and Itinerary.
a.Check the box if you want to view a Single Event, and, if so, select the event by clicking the ellipsis to open the Find Event window.
b.Choose a Start Date and End Date from the drop-down calendars.
7.Event Summary: Displays the Total Number of Attendees and Guests by Type/Status for the event.
a.Select the checkboxes if you want to Include Cancelled (attendees) and/or Include Guests in Attendee Counts.
8.Event Income & Expenses By Attendee: Lists Income and Expense Items linked to attendees, grouped by Attendee Name.
a.Check the box if you want to view a Single Event, and, if so, select the event by clicking the ellipsis to open the Find Event window.
9.Event Negotiation: Displays the Negotiations for the selected event, including the Quantity, Published Rate, Negotiated Rate and Variance.
a.Check the box if you want to view a Single Event, and, if so, select the event by clicking the ellipsis to open the Find Event window.
10.Event Overview: Displays the Organization, Detail Items, Attendee List, Attendee Registration Information, Event Booth List, Exhibitors, Accommodation Reservations and Travel Reservations.
a.Select the event by clicking the ellipsis below Event Selection.
11.Event Attachments: Lists the Attachments for the selected event.
12.Event Expenses: Lists Expense Items for the selected event.
a.Check the box if you want to view a Single Event, and, if so, select the event by clicking the ellipsis to open the Find Event window.  If you want to view expenses for all events, do not select the checkbox.
b.From the drop-down lists under Options, choose the Ordered Status, Received Status, Payment Status and Payee Type of the expenses that will appear in the report.
13.Event Expenses By Supplier: Lists event Expense Items for whom a supplier has been recorded, grouped by Supplier Name.
a.Check the box if you want to view a Single Event, and, if so, select the event by clicking the ellipsis to open the Find Event window.
b.From the drop-down lists under Options, select the Ordered Status, Received Status and Payment Status.
14.Event Expenses By Attendee: Lists Expenses Items linked to attendees, grouped by Attendee Name.
a.Check the box if you want to view a Single Event, and, if so, select the event by clicking the ellipsis to open the Find Event window.
b.From the drop-down lists under Options, select the Received Status and Payment Status.
15.Event Income: Lists Income Items for the selected event.
a.Check the box if you want to view a Single Event, and, if so, select the event by clicking the ellipsis to open the Find Event window.
b.From the drop-down list, select who the income items were Received From: All, Companies Only or Attendees Only.
16.Event Income By Company: Lists event Income Items for whom a company has been recorded, grouped by Company Name.
a.Check the box if you want to view a Single Event, and, if so, select the event by clicking the ellipsis to open the Find Event window.
17.Event Income By Attendee: Lists Income Items linked to attendees, grouped by Attendee Name.
a.Check the box if you want to view a Single Event, and, if so, select the event by clicking the ellipsis to open the Find Event window.