Customer & Event Sales & Marketing Reports.

Customer and event marketing reports involve the analysis and documentation of data related to marketing efforts aimed at both customers and events within a business or organization. These reports summarize metrics such as campaign performance, customer engagement, event attendance, conversion rates, and return on investment (ROI). They help businesses assess the effectiveness of their marketing strategies, identify trends, and make data-driven decisions to optimize marketing efforts and drive business growth. 

To see reporting:

  1. Go to Sales & Marketing in the left side panel.
  2. Click Event & Order Management.
  3. Click Reports in the navigation bar.
  4. Click Customer & Event Sales & Marketing Reports.

  5. On “Event Date From”, “To” and "Date Range", select the dates of the report to view.

  6. Click on Refresh.

  7. Click on the drop-down “Select Reports...” and select the report you want to view. 

  8. Click on the Check boxes to select the report or reports you want to export. 

  9. Click Print to and select how you want to view the report.