The Event List Report allows you to view and export a complete list of events created in your organization. It’s an excellent tool for reviewing event activity, tracking event details, and ensuring accuracy across your bookings.
How to Access This Report
Log in to your Event Temple account
From the left-hand menu, select Reports page
Under Reports, Standard Reports tab
Scroll to Event List
Look for the 'X Saved Reports' indicator next to the report name to access your organization’s saved views directly from here.
Purpose of the Events Report
This report provides a detailed overview of all events within your organization. You can use it to:
Review upcoming, past, or in-progress events.
Check event statuses (Lead, Tentative, Definite, Lost).
Identify event types (e.g., Meeting, Breakfast, Wedding, etc.).
Confirm details such as date, space, attendance counts, and booking association.
Export event data for operational or management reviews.
How to Use This Report
Filters
Use filters to narrow down the results. Click Add Filter to refine your view based on:
Account, Account type
Booking, Booking Status
Event Type, Event Status
Date Range, Updated at
Space, User
Stage within a Pipeline
Created By or other attributes
Any Event Specific Custom Fields (that are Picklist / Checkbox / Date Field Types)
This helps you quickly find specific event segments (e.g., all “Definite” events happening this month).
Choose 'Relative Date' such as This Week / This Month etc.
or specify the exact timeframe by selecting 'Custom Date', choose from Calendar dropdown or type out manually
Grouping and Sorting
Use Sort to order your data by date, name, or other columns for easier viewing. For example 'Updated at - Descending'
Use Group By to organize results by category, such as Event Type or Status. The selected grouping will be visible when you export to PDF or HTML
Columns
You can customize visible columns by clicking the Columns button. Commonly included details:
Event ID
Name
Event Type
Status
Date and Time
Space
Expected and Guaranteed Attendance
Created Date
Any Event specific Custom Fields will also show here
Tip: Use drag & drop to influence the order of the columns.
Exporting
Once your filters and layout are set, click Export in the upper-right corner.
You can export the report in formats like HTML, PDF or CSV to share or analyze offlineIf you selected any 'Group by' category they will be reflect in your HTML and PDF exports.
Choose to 'Include Summary' and that way your will have the Total and Subtotal of each group's revenue in your HTML or PDF exports
Example Use Cases
Sales teams: Review the number of confirmed and tentative events for forecasting.
Operations teams: Check room usage and event overlap.
Managers: Audit event creation dates and user activity.
Tips
Combine multiple filters (e.g., “Definite” + “Next Month”) to see active business.
Save customized views with the Save View option for quick future access.
Regularly export the report to keep a historical record of event performance.
Report Location:
📍 Reports → Events
Best For:
Event managers, sales, and operations teams tracking event volume and details.
