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Line Item Quantity Report
Line Item Quantity Report
Updated over 6 months ago

This report allows you to quickly get the total quantity of Line Items for the selected time period.

This is helpful for sending a list of required catering requirements to the kitchen or vendors for ordering purposes.

Using the Group by option 'Space', event teams can easily see how many of a particular item such as AV equipment or furniture is required in each space on a given date.


How to use the Line Item Quantity Report

  1. Click on Reports in the left-side sidebar

  2. Click on Line Item Quantity Report

  3. Select Filters

  4. Group By Filter (if desired)

  5. Export As HTML or PDF


Important Considerations

If no revenue categories are selected in the filter, then all categories will be included.

If the item is attached to an Event, the filters - start date and status will be applied against the Event. If the item is not attached to an Event, the filters - start date and status will be based on the Booking. For example:

  • I have a wedding weekend running from 29 November - 2 December

  • A Menu Item is attached to the 'reception' Event on 1 December.

  • If I run the report 1-30 November, it will not appear. If I run the Report for 1-15 December, it will appear - since the Event Start Date is 1 December.

  • Another Menu Item on this Booking is not attached to any specific Events, If I run the Report 1-30 November, it will appear since the Booking Start Date is 29 November.

Choice Groups are included in this report, however, please note, selections are not.

If no Grouping option is selected, all items will be listed alphabetically by Revenue Category, and then Name.

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