EventPro Planner Manual

List of Reports

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List of Reports

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List of Reports

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Multi-Event Reports

1.Event List
2.Event Attendance Summary
3.Attendees
4.Attendees by Status
5.Attendees by Type
6.Resource Inventory Usage

Event Reports

7.Event Itinerary
8.Event Attendee Types
9.Event Registration Items
10.Event Detail Items
11.Event Venue Setup
12.Daily Function Overview
13.Event Summary
14.Event Income & Expenses By Attendee
15.Event Negotiation
16.Event Overview
17.Event Attachments
18.Event Organization Calendar

Expenses

19.Event Expenses
20.Event Expenses By Supplier
21.Event Expenses By Attendee

Income

22.Event Income
23.Event Income By Company
24.Event Income By Attendee

Attendee Reports

25.Attendee Confirmation
26.Attendee Itinerary

Accommodations

27.Attendee Accommodations List
28.Event Accommodation Summary
29.Event Accommodation Reservation Summary

Functions

30.Function Attendees
31.Function Seating Chart by Table
32.Function Seating Chart by Attendee
33.Function Seating Availability
34.Event Function Attendance Summary

Lists

35.Event Attendees
36.Event Attendees by Status
37.Event Attendee by Type

Travel

38.Attendee Travel List
39.Event Travel Summary by Type
40.Event Travel Summary by Carrier
41.Event Travel Reservation Summary

Exhibitor Reports

42.Event Exhibitor Confirmation
43.Event Booth List
44.Event Exhibitor List
45.Event Exhibitor Booth List
46.Event Exhibitor by Booth Type
47.Event Exhibitor by Product Category 1
48.Event Exhibitor by Product Category 2
49.Event Exhibitor Products by Category 1
50.Event Exhibitor Products by Category 2

Company/Contact Reports

51.Company List
52.Company Contact List
53.Company Snapshot

Financial Reports

54.Invoice
55.Invoice by Date
56.Invoice by Item Type
57.Summary Invoice
58.Invoice Batch
59.Invoice Export Summary
60.Receipt
61.Budget vs Actual – Single Period by Item
62.Budget vs Actual – Single Period by Account
63.Budget – All Periods by Item
64.Budget – All Periods by Account
65.Actual – All Periods by Item
66.Actual – All Periods by Account

Attendee

67.Attendee Charges
68.Attendee Statement
69.Attendee Balances

Budget

70.Budget vs Actual – Total by Item
71.Budget vs Actual – Total by Account

Client

72.Client Charges
73.Client Statement

Exhibitor

74.Exhibitor Charges
75.Exhibitor Statement
76.Exhibitor Balances

Invoice Lists

77.Invoice List
78.Aged Invoices
79.Aged Invoices by Company

Payments

80.Payment Summary
81.Shift4 Settlement

Supplier

82.Supplier Financial Summary

Setup Reports

83.Setup Accounts
84.Setup Actions
85.Setup Company Category 1
86.Setup Company Category 2
87.Setup Company Category 3
88.Setup Company Category 1
89.Setup Company Category 2
90.Setup Event Categories
91.Setup Letter Templates
92.Setup Payment Types
93.Setup Travel Types
94.Setup Venues Features
95.Setup Venue Grades
96.Setup Venue Room Types
97.Setup Venue Setup Types

System Reports

98.Error Log
99.Transaction Log
100.Audit Log

Other Reports

101.Actions
102.Communication Log
103.Labels
104.Mail Merge Results

Booking Calendar

105.Booking Calendar