Event Reports

Event reports let you list, filter, and analyse your events from every angle — by status, month, tag, team, venue, source, resource, cost type, and more. These are your go-to reports for understanding what's happening across your event portfolio.

Getting There

• Click Reports in the sidebar.
• Click Create and select one of the event report types, or open an existing event report from the list.

Report Types

EventWorks provides 14 event report types, each offering a different way to view and analyse your events.

Events (General)

A flexible, general-purpose event listing. Shows events in a table with configurable columns and extensive filtering options.

• Date range and date option (which date field to filter by — start date, enquiry date, contracted date, or last quote sent)
• Teams, Resources, Event statuses, Event types, Tags, Sources, Salesperson, Account, Venue
• Columns — Toggle additional data columns to customise the output

Events List (by Status)

The most detailed event listing report. Groups events by their current status, with financial totals per group and a grand total.

• Date option — Choose which date field to filter by: Last Quote Sent, Start date, or Enquiry date
• Date range — Specify a start and end date
• Financial year — Select a pre-defined financial year
• Future events only — Toggle to show only events with a start date in the future

Note: The date filtering section asks you to choose only one date option. Selecting multiple may give unexpected results.

• Teams (with an "All" option), Resources, Event statuses, Event types, Tags, Sources, Mediums, Manager, Salesperson, Account, Venue

• Show all contracted events at the top — Collects all contracted events into a separate section at the top of the report, regardless of which status filters you've selected
• Over 30 optional columns including:

Tip: This is the most versatile event report. If you're not sure which event report to use, start here.

Events by Month

Groups events by month instead of status. Events within each month are sorted by status probability. Shares the same filter options and optional columns as the Events List report.

Events by Tag

Groups events by their assigned tags.

• Financial year — The year to report on
• Tags — Select which tags to include
• Team, Resource, Salesperson, Event status filters
• Hide financials — Show just event counts without monetary values
• Sort column and direction — Customise how results are ordered
• Columns — Toggle additional data columns

Events by Event Type

Groups events by their event type classification.

• Financial year, Event statuses, Event type, Team, Resource, Tags, Salesperson

Events with Cost Type Breakdown

Shows each event with a breakdown of costs by cost type. Each cost type gets its own column showing its price and cost for that event.

• Date range, Date option, Team, Resource, Event status, Event types, Tags, Sources, Salesperson, Account, Venue
• Columns — Toggle additional data columns
• Hide columns — Choose which columns to hide from the output

Events by Cost Type (Weekly)

A week-by-week view spanning 12 months, showing event costs broken down by cost type.

• Start month — Beginning of the 12-month window
• Cost type — Filter by specific cost types
• Formula fields and custom attributes — Include calculated or custom data

Events by Resource

Shows events based on which resources are allocated to them, with per-resource pricing detail.

• Resources (select one or more), Date range, Date option, Team, Event types, Tags, Sources, Salesperson, Account, Venue, Event status

Events by Team

Shows event counts or financial totals broken down by team. Supports up to three configurable date range columns so you can compare different periods side by side.

• Teams — Select which teams to include
• Column 1 / 2 / 3 date range — Set an independent date range for each of the three columns
• Date column — Choose which date field to count by (start date, status change date, or custom attribute)
• Event statuses — Which statuses to include
• Event status changed to — Optionally filter by a specific status change
• Data type — Show count of events or sum of a financial value
• Data source — If using sum, which financial value to total

Tip: This report with three date columns is perfect for quarterly comparisons — set each column to a different quarter.

Event Query

A simplified query builder for finding events quickly.

• Start date, End date, Salesperson, Event manager, Event status

Note: This report type is currently disabled for new reports. Use the Events or Events List report instead for more comprehensive event searching.

Events by Venue

Groups events by their assigned venue, showing total amounts per venue.

• Venues — Select one or more venues
• Date range — Filter by event date or created date
• Event status — Which statuses to include
• Columns — Toggle additional data columns

Events with Missing Cost Types

A data quality report that identifies events with costs that don't have an assigned cost type. Helps you clean up incomplete cost records.

• Date range, Event status, Team, Account, Venue

Tip: Run this report periodically to make sure all your costs are properly categorised. Missing cost types can affect the accuracy of other financial and cost type reports.

Event Status History

Shows the status change history of events — when each event moved between statuses and which statuses it has passed through. Reconstructed from the revision history.

• Statuses — Which statuses to track (the report finds events that have been in or moved to these statuses)
• Event date — Filter by event start date
• Enquiry date — Filter by when the enquiry was received
• Team — Filter by team
• Salesperson — Filter by salesperson

Event Source Report

Groups events by their source (how the enquiry came in — e.g. Website, Referral, Phone).

• Sources — Select which sources to include
• Date range — Filter by event date
• Enquiry date — Filter by when the enquiry was received
• Event statuses — Which statuses to include
• Columns — Choose which data columns to display

Common Filters

Most event reports share these filters:

Tips & Best Practices

Tip: Use the Events List (by Status) report as your primary event reporting tool. Enable the optional columns you need and save the report for quick reuse.

Tip: The Events by Team report with three date columns is ideal for quarterly reviews — set each column to a different quarter to compare team output side by side.

Tip: Run the Events with Missing Cost Types report regularly to maintain data quality. Clean cost data leads to more accurate financial and cost type reports.

Tip: Use Events by Source alongside the Conversion Rate report (under Staff & Team Reports) to understand which channels bring in enquiries and which ones convert best.

Frequently Asked Questions

The Events report is a simpler general listing. The Events List (also known as Events by Status) is the full-featured version with status groupings, 30+ optional columns, and the contracted events summary option.

Yes. Use the Event Status History report to see which statuses each event has passed through, based on the revision history.

Use the Events by Team report with its three configurable date columns. Each column can have its own date range.

Check these common causes:

• The event may be marked as not included in reports (the "Include in reports" toggle is set to No)


• Your date range or status filters may be too narrow


• Team-based filtering may exclude events from teams you haven't selected


• The event may not have the resource, tag, or source you're filtering by

Yes. In the Events List report, enable the Lost Reason optional column. This shows why each lost event was marked as lost.

Related Articles

• Reports Overview
• Pipeline and Forecast Reports
• Financial Reports
• Account and Contact Reports
• Resource and Venue Reports
• Scheduling Reports