Account-Wide Reports

The Reports area allows you to run customized reports for a variety of data types in your account, including:

  • Event Reporting
    • Booked Events Overview
    • Registration Orders
    • Leads Overview
    • To-Do's
    • Venue Space/Room Bookings
    • Budgets Overview
    • Vendor Summary
    • Time Tracking Summary
  • Proposal and Invoice Reporting
    • Invoice History
    • Open Invoices Aging
    • Invoice Payments
    • Invoice Scheduled Payments
    • Proposal Overview
  • System Reporting
    • Account Activity
    • Email History
    • User Account Access
    • Account Billing Summary
  • Miscellaneous Reporting
    • Contracts/E-Signatures Overview
    • Contacts Summary
    • Tags Summary

All of the reports in this section will generate a .csv file (comma-separated value) that you can download. This is a universal file format that can be opened in any spreadsheet program (including Microsoft Excel and Google Docs). By providing you with reports in this format, you will be able to filter, download and manipulate the raw data from your account in any way you choose on your computer.

Most of the reports allow you to filter the results for a number of parameters/variables, which can include:

  • Date range
  • Event/Lead/Item name/status
  • Tags

For more information on each report, click on "Reports" in the main navigation bar of your account.

 

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