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List of Reports & functions

 

Type of Report

Goal

Customer: Client Summary

For date range + venues selected , list every instance there is a booked event that a client has made.

Customer: Company Summary

For date range + venues selected, list of recorded companies. If company is not added when an event is added, this will not appear. 

Customer: Industry Summary

For date range + venues selected, list of recorded industries. If industry is not added when an event is added, this will not appear.

Finance: Balances Due

For date range + venues selected, list  events with a status of BOOKED that have a balance due. 

Finance: Payments Received

For date range + venues selected, list every payment that has been made across events.

Finance: Accrued Revenue

For date range + venues selected, list payments that have accrued on a given day (for venues on accrual basis of accounting)

Finance: Deferred Revenue

For date range + venues selected, list payments that have deferred their accrual on a given day (for venues on accrual basis of accounting)

Finance: Accrued/Deferred Revenue Summary

For venues that are on an accrual basis of accounting, they need to see the snapshot of accrued / deferred revenue based on a given day

Finance: Settlements

For date range + venues selected, list every settlement across events.

Finance: Batch Settlements

For date range + venues selected, list settlement code and amount.

Finance: Fee Summary

For date range + venues selected, list every fee levied and grand total.

Sales: Booked Events

For date range + venues selected, list all booked events and associated info.

Sales: Booked Event Summary

For date range + venues selected, and if Day is selected, list all days where a booked event(s)  occurred, the number of events, + total revenue. If month is selected, then batch per month within date range. If Quarter/Year is selected, batch including the date range.

Sales: Line Items

For date range + venue selected, list every line item + costs, plus associated event.

Sales: Line Item Summary

 A report of line items, quantities and cost per event

Sales: Lead Summary

If day is selected, for date range + venue selected, list every lead source by day, and conversion. If month/quarter/year is selected, then batched by month between date range.

Sales: Booking / Salesperson Summary

If day is selected, for date range + venue selected, Salesperson, Leads, Conversions, Total Revenue. If month/quarter/year is selected, then batched by month between date range.

Sales: Lead Conversion Summary

If day is selected, for date range + venue selected, every day and # of leads, booked, + conversion %. . If month/quarter/year is selected, then batched by month between date range.

Event: Event Status

For date range + venue selected,

Event: Parties by Types

If day is selected, for date range + venue selected, every type of event per day, total/ % events, total / % revenue. . If month/quarter/year is selected, then batched by month between date range.

Kitchen: BEO

For date range + venue selected, all line items for events, with View BEO link.

Custom Reports

To create a report, there are fields and filters. Once you create, for date range + venue selected,

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