Event Summary Reporting

Event summary reporting involves documenting and presenting key information and metrics related to a specific event within a business or organization. This reporting process includes summarizing details such as event objectives, attendance numbers, revenue generated, expenses incurred, notable highlights, and any key outcomes or insights gained from the event. Event summary reporting provides stakeholders with a concise overview of the event's performance and impact, helping them assess its success, identify areas for improvement, and make informed decisions for future event planning and management.

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 Events Summary Reporting.

  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.