Downloading PDF and .CSV Files for Event Tools

In many places in our application (including on the Event Dashboard and in the Reports area), you can create downloadable PDF and/or .csv files with information compiled from your Events.

On the Event Dashboard, by clicking on the "Export" button, you can download the following PDF files:

  • Event Book PDF - This is a customizable PDF that lets you compile some or all of the data you have added to the event. If you want to store a record of all event details on your local computer, downloading this file will give you this capability.
  • Assigned Contacts PDF
  • Assigned Vendors PDF
  • Assigned Venues PDF

In addition, you can download PDF and/or .csv reports inside many of the Event tools, including:

  • Appointments
  • Attendee List (PDF and .csv file download options)
  • Budget (PDF and .csv file download options)
  • Checklists
  • Worksheets
  • Floorplans
  • Forms Builder (PDF and .csv file download options)
  • Guest List (PDF and .csv file download options)
  • Itinerary  (PDF and .csv file download options)
  • Notes
  • Orders (Registration Events only; PDF and .csv file download options)
  • To-Do's
  • Time Entries

To download these files, just click on the tool from the Event Dashboard (in the Event Tools area) and look for the "Import/Export" button.

Video Tip - Go to the 2:35 mark in the video below for how to download Event PDFs.

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