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Daily Events Report and Daily Events with Details Report

Overview of the Daily Events and Daily Events with Details reports, including filters, export settings, saved views, and common use cases.


Daily Events with Details

The Daily Events with Details report provides a comprehensive view of every event scheduled within a selected date range. Events are grouped by booking and can include operational details such as menu selections, notes, attendee counts, custom fields, and financial summaries.

This report is commonly used by banquet, catering, conference services, and operations teams to prepare for daily service and ensure all event information is readily available.


Filters

Use filters to narrow the report to the information you need, including:

  • Event Status

  • Event Date

  • Booking Status

  • Event Type

  • Space

  • User

  • Account

  • Account Type

  • Created At / Updated At

  • Event custom fields

  • Additional filters using Add Filter


Export Settings

Choose exactly what information should appear in the report, including:

  • Booking notes

  • Booking custom fields

  • Event notes

  • Event custom fields

  • Event financial summaries

  • Menu item descriptions

  • Choice group descriptions

  • Group menu items under events

  • Expected, Set, Guaranteed, and Actual attendees

  • Extended date range

  • Tax-inclusive pricing


Generate The Report

  1. Navigate to Reports → Daily Events with Details.

  2. Select your date range.

  3. Apply any required filters.

  4. Configure the export settings.

  5. Select Export As… and choose your preferred format.

You can also save your configuration using the Save View icon for quick access in the future.


This report is ideal for:

  • Daily operations meetings

  • Banquet Event Orders (BEOs)

  • Catering preparation

  • Department handoffs

  • Reviewing event logistics and financial details


Daily Events Report

The Daily Events report provides a high-level view of all events within a selected date range. Events are grouped by booking and can include attendee information to help teams monitor upcoming, current, and completed events.

Unlike the Daily Events with Details report, this report focuses on event scheduling and attendee information rather than operational details like menus or notes.


Filters

The report supports a wide range of filters, including:

  • Event Status

  • Event Date

  • Event Type

  • Booking Status

  • Booking

  • User

  • Account

  • Account Type

  • Space

  • Created At

  • Updated At

  • Event custom fields

Multiple filters can be combined to create highly specific reports.


Export Settings

Optionally include:

  • Expected attendees

  • Set attendees

  • Guaranteed attendees

  • Actual attendees

  • Extended date range


Generate the report

  1. Navigate to Reports → Daily Events.

  2. Select your date range.

  3. Apply any required filters.

  4. Configure the attendee options.

  5. Select Export As… to download the report.


This report is ideal for:

  • Review upcoming events

  • Monitor daily operations

  • Track attendee counts

  • Support catering and operations teams

  • Review confirmed and tentative business

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