Reports Overview

EventWorks has a built-in reporting engine with over 50 report types covering pipeline forecasts, financials, event listings, account analysis, resource utilisation, staff performance, and more. You can create, save, configure, export, and schedule reports so the right data reaches the right people at the right time.

Getting There

Click Reports in the main sidebar. This opens the reports list showing all saved reports.

Overview

The reports list displays your saved reports in a searchable, paginated table with these columns:

Use the Search field at the top and click Apply to filter reports by name. Click Reset to clear the search.

Key Concepts

Report Types

EventWorks groups its 50+ report types into several categories:

For details on each category, see the dedicated articles linked at the bottom of this page.

Saved Reports

Every report you create is saved with a name and its filter settings. This means you can set up a complex report once and re-run it whenever you like — the data refreshes automatically but your filters stay the same.

Starring Reports

Click the Star button on any report to mark it as a favourite. Starred reports appear with a filled star icon in the list, making them easy to spot. Click the star again to remove it.

Versions

You can save a snapshot of a report's current data by clicking Create version. Versions freeze the data at a point in time, so you can look back at historical snapshots later. This is especially useful for pipeline reports, where you may want to compare this week's numbers against last week's.

Scheduled reports automatically save a version each time they run.

How To...

Create a Report

• Click Reports in the sidebar.
• Click the Create button in the top-right corner.
• In the dropdown, search for and select a report type. Each option shows a name and a short description to help you choose.
• Click Next.
• Enter a name for your report — pick something descriptive so it's easy to find later (e.g. "Q1 Pipeline by Team" or "Monthly Invoice Summary").
• Configure the report's filters and options (these vary by report type — see the relevant article for details).
• Optionally set up a schedule to have the report emailed automatically (see Scheduling Reports).
• Click Save.

You'll be taken to the report view, which runs the report immediately and shows the results.

View a Report

• Click Reports in the sidebar.
• Click the name of any report in the list.

The report runs immediately and displays the results. Each report type has its own layout — tables, grids, or summaries depending on the data.

Edit a Report

• Open the report by clicking its name.
• Click Edit at the top of the report.
• Adjust the name, filters, schedule, or any other settings.
• Click Save.

Duplicate a Report

If you need a variation of an existing report (e.g. the same pipeline report filtered by a different team), duplicating is faster than creating from scratch.

• Open the report you want to copy.
• Click Duplicate.
• A copy of the report is created with all the same settings. You'll be taken to its edit page where you can rename it and adjust the configuration.

Delete a Report

• Open the report you want to remove.
• Click Delete report.
• In the confirmation dialog, click Delete report to confirm.

Warning: Deleting a report is permanent. If the report was scheduled, subscribers will stop receiving it.

Save a Version

• Open the report.
• Click Create version at the top.

The current data is saved as a snapshot. You can view saved versions in the Saved versions section at the bottom of the report page. Click a version's date to view it, or use the Delete button to remove old versions.

When viewing a saved version, a banner at the top confirms which version you're looking at and offers a link to return to the current live data.

Exporting Reports

Every report can be exported in three formats:

To export:

• Open the report by clicking its name.
• Click the CSV, Excel, or PDF button at the top of the report.
• The file downloads to your computer.

Tip: You can also export saved versions. When viewing a version, the same export buttons appear and will export that version's data rather than the current live data.

Scheduling Reports

Any saved report can be set to automatically email on a daily, weekly, or monthly schedule. Each email includes a link to view the report, plus CSV and PDF attachments. See Scheduling Reports for full details on setting up automated report delivery.

Excluding Events from Reports

Individual events can be excluded from all report calculations. If you have the Exclude Events from Reports permission, you'll see an Include in reports toggle on the event's additional details section. Setting this to No removes that event from every report's data.

This is useful for test events, internal bookings, or anything else that shouldn't affect your reporting numbers.

PDF Options

When configuring a report, the schedule section includes two layout options that affect PDF exports:

• Orientation — Choose Portrait or Landscape. Landscape works well for reports with many columns.
• Format — Choose the page size (e.g. A4, Letter). Pick the format that matches your usual printing or sharing needs.

Settings & Configuration

Reporting Periods

Your administrator can define named reporting periods (e.g. "Q1 2026", "FY 2025/26") under Settings > Reporting > Periods. These reusable date ranges make it easier to configure reports consistently across your team.

To manage reporting periods, go to Settings > Reporting > Periods and use the form to create, edit, or delete periods. Each period has a name, start date, and end date.

Tips & Best Practices

Tip: Name your reports descriptively — include the time period, team, or focus area. "2026 Q1 Pipeline - London Team" is much easier to find than "Pipeline Report".

Tip: Use the search field on the reports list to quickly find a report by name.

Tip: If you need the same report with slight variations (e.g. different teams or date ranges), use Duplicate to create copies rather than reconfiguring a single report each time.

Tip: Star your most-used reports to spot them quickly in a long list.

Tip: Save versions of important reports before making configuration changes. This preserves the old data so you can compare.

Frequently Asked Questions

Yes. All saved reports are visible to every logged-in user. You can also schedule reports to be emailed to specific people automatically.

You need to be logged in. Reports require authentication but have no additional role-based restrictions beyond that.

Yes. Users with the Exclude Events from Reports permission can toggle the Include in reports setting on individual events to remove them from all report data.

The schedule is removed along with the report. Subscribers will stop receiving emails for that report.

No. The report type is set when you create the report and cannot be changed. If you need a different type, create a new report.

There is no limit. Create as many saved reports as you need.

Related Articles

• Pipeline and Forecast Reports
• Financial Reports
• Event Reports
• Account and Contact Reports
• Resource and Venue Reports
• Staff and Team Reports
• Scheduling Reports
• Custom SQL Reports