A breakdown of each report
Here you can find a complete breakdown of each report and what they are useful for. You can find each report by selecting Reports from the navigation menu on the left of the page.
On the Reports homepage you can see a list of all reports that have been created previously, the report type, as well as who created them. To create a new report select Create report at the top right.
Included at the bottom of this page will be a breakdown of each field you can use to customise each report when creating them. Here is a list of all the reports you are able to create and their intended function:
* 12 Month Actuals : This report will show you the total Receivables, Payables, and Profit against an allocated Target over a 12 month period. It will also show you the difference from the target in the Difference column.
* Account Report : This report allows you to display all accounts that have specific tags attached to them. Once the desired tags are allocated it will display the Account name, Office address, Postcode, City, Region, Country, their Total event spend as well as the Total event profit.
* Availability (Beta) : Here you can view all events in a set date range that have specific Tags, fall under a particular Status, and have been created by a specific Salesperson. You are able to nominate multiple statuses, tags, and salespersons. Once created it will display columns for the date of the event, salesperson, the type of event, the venue, number of guests, the value of the event, as well as its allocated status. When multiple events occur on the same day it will list them under the same date and have the corresponding Salesperson's initials underneath.
* Cash Flow (Beta) : This report requires you to pick a date range as well as an allocated Opening Balance. The report will then track the balance for each month within the date range and display it in a line graph. Underneath the graph has the actual figures of Sales, Purchases, the Net total, followed by the resulting Balance.
* Commission : In this report you can specify a date range to display all Commission Payable and/or Commission Receivable costs attached to events. You can narrow down the results by selecting multiple event statuses or suppliers to be included. Once generated, this report will list any events that fit the criteria you've designated. It lists the event name, event date, supplier, the event type, event description, the total cost of the event, the commission (either percentage or flat fee), and finally the commission due.
* Contact Report : This report allows you to display all contacts which have particular tags attached to them. You can narrow the report further by selecting a particular month that their birthday falls under. The report has the following columns : Name, Account, Position, Email address, Phone, Mobile, Gender, Birthday, tags, Office address, Postcode, City, and Region.
* Cost Type : Here you can view set cost types that have/will be used in events within a set date range. You can specify which cost types to display as well as resources that are used. Once you have selected which cost types and resources to be used it will display the following columns : Event Code, Event name, Event date, Client, Description of the event, Supplier, Quantity, Unit costs, Unit price, Total cost, Total price, Markup, and finally the Margin. It will display totals along the bottom of the report for all costs displayed. You have the option to export this report as a CSV, to Excel, or as a PDF.
* Date List : This report displays all events with nominated statuses within either a fixed date range or a dynamic date range. You are also able to further filter the report by including particular resources which will be used within the specified date range. Once generated the report will display the Start and End dates of the events, the Event name, the client name, the Event code, the Status of the event, and any relevant resources used. You have the option to export this report as a CSV, to Excel, or as a PDF.
* Event History : This report will show you all changes made to any events that meet your search criteria. The search can be filtered using things such as Event name, Event code, or Client name. You can also select a Data source such as Profit (weighted or unweighted), Revenue, or Total sales. Finally you can select a date range. Once the report is created it will display all of the events that fit the criteria. It will list all events that have had changes made to them, the date of any changes, and who the changes were made by.
* Event Totals By Salesperson/Team/Source/Event Type and Status : Here you can view a summary of all events commissioned by a salesperson or from a source. It is particularly useful if you'd like to see how an individual is doing or which sources are generating the most events. This report has a high level of customisation. You can specify what data to report on (Profit, revenue etc), you can choose a specific date range, include specific statuses, whether you want to include events from a specific salesperson or source, choose which teams to display, and finally set resources from the dropdown list.
* Events By Source : This report will generate a list of all events listed with the selected Source. This can be useful to find out which avenue is generating events. You can select any/all sources listed within EventWorks as well as particular statuses you'd like reported. You can set a date range as well as include any additional columns you'd like displayed when the report is generated such as number of guests or the salesperson linked to the event. Once the report is generated you can view any events that fall under the criteria set. It will include the Event Code, Event Name, Event type, Enquiry Date, and Event date. It will also list each events reported price, reported profit, and the profit Margin.
* Events By Status : This report will give you an overview of events that fall under criteria you set. It is segregated into different statuses so you can see all events under each status. Whilst having a high amount of customisations you are able to leave most of the filters blank.
* Events By Tag : Here you can view all events that have any of the custom tags that you have created for events. Some examples of these might be Christmas Party, Private Hire, Staff Party etc. You are able to filter the results further by selecting the financial year, specific teams to display, statuses, as well as events that use any resources you have created.
* Pipeline Summary : Within this report you are able to display what is in the pipeline for upcoming events. You are able to schedule this report to be created automatically at set times throughout the month.
* Grouped Status Pipeline Summary : This report allows you to display all events that fall under a particular status and displays the total pipeline value - both weighted and unweighted. Each column contains events that fall under the nominated statuses which allows you to see the totals of pipeline value for each status selected.
* Grouped Status Salesperson Summary : This report allows you to view the progress of any salesperson on EventWorks. You select a status for each column as well as which Salespersons to be displayed. The resulting report will show you totals for events with the selected statuses against each salesperson. This is very handy to track and see what is in the pipeline for each salesperson and gives you a good overall view of progression for each salesperson.
* Industry Type : A list of events filtered by industry types. This report is fairly straightforward. You can select a date range and choose as many of the industry types that you have created within the General settings to be displayed. You are also able to filter by team or salesperson. This gives you a good indication of which of the industry types is most prominent.
* Invoice List : This simply displays invoices for events that fall under the nominated statuses. You can filter the results with invoice dates and and selected companies. You have the ability to export the results as a CSV file, to Excel, or as a PDF. These buttons are located at the top right of the page when viewing the results.
* Notes : This report compiles a list of all notes created for events and accounts. You can select to view the different Note types which you have created within general settings. The results will show the Title of the note, the note type, the body of the note, who it was created by, the name of the event it is attached to as well as the date of that event. You have the ability to export the results as a CSV file, to Excel, or as a PDF. These buttons are located at the top right of the page when viewing the results.
* Salesperson : This report displays contracted events and is sorted by individual salesperson. When creating the report you can set monthly targets to be hit, what month it starts with, and what statuses to be included in the results. Contracted events will be automatically included. The results will display the total of events for each status that have been assigned to the nominated salesperson. It not only displays the monthly totals but also the quarterly totals. You have the ability to export the results as a CSV file, to Excel, or as a PDF. These buttons are located at the top right of the page when viewing the results.
* Status Change : Here you can create a report that displays all events that have changed to any selected statuses in a given time period. This can be useful to see what events have been updated to contracted in the last 3 months, for example. You simply select the statuses you want (that events have changed TO) and allocate either a set or dynamic date range.
* Supplier : Here you are able to create a list of items supplied by specific suppliers with a nominated date range. The resulting report will show the total events where those suppliers were used, their average spend, and their total spend.
* Top Client Report : This report displays your top clients ranked in order of number of events, their spend, and the profit from their events. You simply enter in how many clients you'd like the report to display and a date range. This can be either a set date range or a dynamic date range. The results are showing in three sections. The profit earned from events is displayed in a table with an accompanying bar graph. Next is the spend of each client. Finally is the number of events. Each section is shown in the same format - a table with an accompanying bar graph.
* Venue Report : This is similar to the supplier report. It displays both the number of event enquiries and confirmed events attached to nominated venues.
On the Reports homepage you can see a list of all reports that have been created previously, the report type, as well as who created them. To create a new report select Create report at the top right.
Included at the bottom of this page will be a breakdown of each field you can use to customise each report when creating them. Here is a list of all the reports you are able to create and their intended function:
* 12 Month Actuals : This report will show you the total Receivables, Payables, and Profit against an allocated Target over a 12 month period. It will also show you the difference from the target in the Difference column.
* Account Report : This report allows you to display all accounts that have specific tags attached to them. Once the desired tags are allocated it will display the Account name, Office address, Postcode, City, Region, Country, their Total event spend as well as the Total event profit.
* Availability (Beta) : Here you can view all events in a set date range that have specific Tags, fall under a particular Status, and have been created by a specific Salesperson. You are able to nominate multiple statuses, tags, and salespersons. Once created it will display columns for the date of the event, salesperson, the type of event, the venue, number of guests, the value of the event, as well as its allocated status. When multiple events occur on the same day it will list them under the same date and have the corresponding Salesperson's initials underneath.
* Cash Flow (Beta) : This report requires you to pick a date range as well as an allocated Opening Balance. The report will then track the balance for each month within the date range and display it in a line graph. Underneath the graph has the actual figures of Sales, Purchases, the Net total, followed by the resulting Balance.
* Commission : In this report you can specify a date range to display all Commission Payable and/or Commission Receivable costs attached to events. You can narrow down the results by selecting multiple event statuses or suppliers to be included. Once generated, this report will list any events that fit the criteria you've designated. It lists the event name, event date, supplier, the event type, event description, the total cost of the event, the commission (either percentage or flat fee), and finally the commission due.
* Contact Report : This report allows you to display all contacts which have particular tags attached to them. You can narrow the report further by selecting a particular month that their birthday falls under. The report has the following columns : Name, Account, Position, Email address, Phone, Mobile, Gender, Birthday, tags, Office address, Postcode, City, and Region.
* Cost Type : Here you can view set cost types that have/will be used in events within a set date range. You can specify which cost types to display as well as resources that are used. Once you have selected which cost types and resources to be used it will display the following columns : Event Code, Event name, Event date, Client, Description of the event, Supplier, Quantity, Unit costs, Unit price, Total cost, Total price, Markup, and finally the Margin. It will display totals along the bottom of the report for all costs displayed. You have the option to export this report as a CSV, to Excel, or as a PDF.
* Date List : This report displays all events with nominated statuses within either a fixed date range or a dynamic date range. You are also able to further filter the report by including particular resources which will be used within the specified date range. Once generated the report will display the Start and End dates of the events, the Event name, the client name, the Event code, the Status of the event, and any relevant resources used. You have the option to export this report as a CSV, to Excel, or as a PDF.
* Event History : This report will show you all changes made to any events that meet your search criteria. The search can be filtered using things such as Event name, Event code, or Client name. You can also select a Data source such as Profit (weighted or unweighted), Revenue, or Total sales. Finally you can select a date range. Once the report is created it will display all of the events that fit the criteria. It will list all events that have had changes made to them, the date of any changes, and who the changes were made by.
* Event Totals By Salesperson/Team/Source/Event Type and Status : Here you can view a summary of all events commissioned by a salesperson or from a source. It is particularly useful if you'd like to see how an individual is doing or which sources are generating the most events. This report has a high level of customisation. You can specify what data to report on (Profit, revenue etc), you can choose a specific date range, include specific statuses, whether you want to include events from a specific salesperson or source, choose which teams to display, and finally set resources from the dropdown list.
* Events By Source : This report will generate a list of all events listed with the selected Source. This can be useful to find out which avenue is generating events. You can select any/all sources listed within EventWorks as well as particular statuses you'd like reported. You can set a date range as well as include any additional columns you'd like displayed when the report is generated such as number of guests or the salesperson linked to the event. Once the report is generated you can view any events that fall under the criteria set. It will include the Event Code, Event Name, Event type, Enquiry Date, and Event date. It will also list each events reported price, reported profit, and the profit Margin.
* Events By Status : This report will give you an overview of events that fall under criteria you set. It is segregated into different statuses so you can see all events under each status. Whilst having a high amount of customisations you are able to leave most of the filters blank.
* Events By Tag : Here you can view all events that have any of the custom tags that you have created for events. Some examples of these might be Christmas Party, Private Hire, Staff Party etc. You are able to filter the results further by selecting the financial year, specific teams to display, statuses, as well as events that use any resources you have created.
* Pipeline Summary : Within this report you are able to display what is in the pipeline for upcoming events. You are able to schedule this report to be created automatically at set times throughout the month.
* Grouped Status Pipeline Summary : This report allows you to display all events that fall under a particular status and displays the total pipeline value - both weighted and unweighted. Each column contains events that fall under the nominated statuses which allows you to see the totals of pipeline value for each status selected.
* Grouped Status Salesperson Summary : This report allows you to view the progress of any salesperson on EventWorks. You select a status for each column as well as which Salespersons to be displayed. The resulting report will show you totals for events with the selected statuses against each salesperson. This is very handy to track and see what is in the pipeline for each salesperson and gives you a good overall view of progression for each salesperson.
* Industry Type : A list of events filtered by industry types. This report is fairly straightforward. You can select a date range and choose as many of the industry types that you have created within the General settings to be displayed. You are also able to filter by team or salesperson. This gives you a good indication of which of the industry types is most prominent.
* Invoice List : This simply displays invoices for events that fall under the nominated statuses. You can filter the results with invoice dates and and selected companies. You have the ability to export the results as a CSV file, to Excel, or as a PDF. These buttons are located at the top right of the page when viewing the results.
* Notes : This report compiles a list of all notes created for events and accounts. You can select to view the different Note types which you have created within general settings. The results will show the Title of the note, the note type, the body of the note, who it was created by, the name of the event it is attached to as well as the date of that event. You have the ability to export the results as a CSV file, to Excel, or as a PDF. These buttons are located at the top right of the page when viewing the results.
* Salesperson : This report displays contracted events and is sorted by individual salesperson. When creating the report you can set monthly targets to be hit, what month it starts with, and what statuses to be included in the results. Contracted events will be automatically included. The results will display the total of events for each status that have been assigned to the nominated salesperson. It not only displays the monthly totals but also the quarterly totals. You have the ability to export the results as a CSV file, to Excel, or as a PDF. These buttons are located at the top right of the page when viewing the results.
* Status Change : Here you can create a report that displays all events that have changed to any selected statuses in a given time period. This can be useful to see what events have been updated to contracted in the last 3 months, for example. You simply select the statuses you want (that events have changed TO) and allocate either a set or dynamic date range.
* Supplier : Here you are able to create a list of items supplied by specific suppliers with a nominated date range. The resulting report will show the total events where those suppliers were used, their average spend, and their total spend.
* Top Client Report : This report displays your top clients ranked in order of number of events, their spend, and the profit from their events. You simply enter in how many clients you'd like the report to display and a date range. This can be either a set date range or a dynamic date range. The results are showing in three sections. The profit earned from events is displayed in a table with an accompanying bar graph. Next is the spend of each client. Finally is the number of events. Each section is shown in the same format - a table with an accompanying bar graph.
* Venue Report : This is similar to the supplier report. It displays both the number of event enquiries and confirmed events attached to nominated venues.
Updated on: 14/12/2022
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