EventPro Planner Manual

Setup Reports

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Setup Reports

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Setup Reports

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These reports display information stored in your General Lookup Tables and Event Category Templates.

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

1.Setup Accounts: Lists the Account numbers and corresponding descriptions from the General Lookup Tables.
2.Setup Actions: Lists the Standard Actions contained in the General Lookup Tables, including Action Type, Subject, Days Prior, and Start and End time.
3.Setup Company Category 1, 2 and 3: Lists the Company Categories 1, 2 or 3 from the General Lookup Tables.
4.Setup Contact Category 1 and 2: Lists the Contact Categories 1 or 2 from the General Lookup Tables.
5.Setup Event Categories: Displays the Event Categories created in the Setup Event Categories screen, including the Sub-Categories, Budget Template, Attendee Types, Detail Items, Auto-Create Actions, Registration Groups, etc., set up for each event category template.
6.Setup Letter Templates: Lists the Letter Code and Description for each letter template set up in the General Lookup Tables.
7.Setup Payment Types: Lists the Payment Types set up in the General Lookup Tables.
8.Setup Travel Types: Lists the Travel Types set up in the General Lookup Tables, including the Travel Classes for each Type.
9.Setup Venues Features: Lists the Venue Features from the General Lookup Tables.
10.Setup Venue Grades: Lists the Venue Grades from the General Lookup Tables.
11.Setup Venue Room Types: Lists the Venue Room Types set up in the General Lookup Tables.
12.Setup Venue Setup Types: Lists the Venue Setup Types from the General Lookup Tables.