The Event Financial Forecast shows predicted revenue for a selected date range and can summarize totals by revenue category. It includes event info like attendees, setup types, revenue category summary, and taxes summary.
Steps to Access:
Click Reports in the side navigation.
Click +X Saved Reports next to the Event List.
Click the Event Financial Forecast Report Report Name.
Set your Filters to customize date range and criteria.
Select your Visible Columns.
Export as CSV, PDF, or HTML as needed.
Export Benefits:
HTML or PDF exports automatically calculate subtotals by revenue category and total revenue.
CSV exports allow further manipulation of the data.
Important Note: Ensure revenue categories are recorded correctly on the events themselves, as the report pulls data directly from event items—not from the BEO.
Additional Info:
The Invoice Financial Forecast report is similar but calculates totals based on invoices rather than events.
See Customizing a View / Report for guidance on adjusting columns and filters.