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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 Report

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.
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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 & Event notes (Internal notes per booking or event)

  • Booking custom fields

  • Event custom fields

  • Event financial summaries

  • Menu item descriptions (To display kitchen and catering requirements)

  • Choice group descriptions

  • Group menu items under events

  • Expected, Set, Guaranteed, and Actual attendees

  • Extended date range

  • Tax-inclusive pricing


How to 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 (e.g., check Booking Notes or Menu Item Descriptions depending on your needs).

  5. Select Export As and choose your preferred format.

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


Best Used For & Common Use Cases

  • Daily operations meetings & department handoffs: Reviewing overall logistics and financial details across departments.

  • Kitchen & Catering Preparation: Showing menu requirements and items in a simple format for chefs and catering teams (for line-item specifics, see Line Item List Reports or Line Item Quantity Reports).

  • Internal Booking Notes: Reviewing internal notes per booking directly alongside event details.

  • Banquet Event Orders (BEOs): Reviewing comprehensive setup and service specifications.


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 focus 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


How to 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.

Note: Does your event span across multiple days? Uncheck the Extend Date Range checkbox to view only a specific day.


Best Used For

  • Reviewing upcoming events and daily operations.

  • Tracking attendee counts.

  • Supporting catering and operations teams with high-level schedules.

  • Reviewing confirmed and tentative business.

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