The Daily Events with Details Report lists Events on the requested date

range and groups them by Booking.

This report is similar to the Daily Events Report but includes more details. These details can be regulated using the list of checkboxes on the report. Those specifics include:

Booking Notes
Event Notes
Booking Custom Fields
Event Custom Fields
Event Financial Summary
Menu Item Descriptions
Attendees
Tax-Inclusive pricing

You can also choose to lump Menu Items under the Events that they correspond with if you decide to do so.

How to Use the Daily Events with Details Report

Click on Reports in the side navigation
Click on Daily Events with Details
Select Filters
Check or Uncheck the Boxes to alter Report parameters
Select Export As
Export AS (HTML or PDF)

Report Options

Include Booking Notes - Include Notes from the Booking. These are the Notes that you enter in the Notes tab in the Booking Summary.
Include Booking Custom Values - Include all Custom Fields from the Booking. Please note you cannot pick and choose which Custom Values to display.
Include Event Notes - Includes Notes from the Event. These are the Notes that you enter into the Note field in the Event edit window.
Include Event Custom Values - Include all Custom Fields from the Event. Please note that you cannot pick and choose which Custom Values to display.
Include Event Financial Summary - Include the financial information for your Events and Event items. Unchecking this will remove all financial information from the report.
Menu Item Descriptions - Show the descriptions of your Menu Items.
Choice Group Option Description - Show the descriptions of your Choice Group Menu Item selected options.
Group Menu Items Under Events - Display the Menu Items under their associated Event. Unchecking this will list the Events in order first, and then list the Menu Items.
Include Expected Attendees - Display the expected attendees for the Event.
Include Guaranteed Attendees - Display the guaranteed attendees for the Event.
Include Actual Attendees - Display the actual attendees for the Event.
Include Set Attendees - Display the set attendees for the Event.
Extend Date Range - Display all Events that intersect the date range selected. Unchecking this will only show Events that fall exactly within the date range.
Use tax-inclusive pricing - Display your financial information as tax-inclusive.

Training

Please note an older version of Event Temple is shown in this video.

Important Considerations

Events will be sorted by Start time, End time and Booking ID, in order.

The Daily Events with Details report should not replace BEO's for your customers as they cannot be signed/customized.

It is important to complete all Event-related fields, otherwise, they will remain blank on the Report.