Step 1: Open the Event List Report
Go to Reports β Event List.
The Event List displays all events, including their date, space, type, and guest counts.
Step 2: Add Columns
Click the Columns button (β°) at the top of the report.
Select the fields youβd like to include in your report, such as:
Event Name
Event Type
Space
Status
Expected Guests
Guaranteed Guests
Space Revenue or Total Revenue
π‘ You can drag and drop columns to reorder them as needed.
Step 3: Filter Information
Click Add Filter to refine your report data.
Common filters include:
Event Date β Select a specific date range.
Status β Choose Definite to view only confirmed events.
Event Type β Focus on certain event categories (e.g., meetings, weddings).
Filters can be combined for more precise reporting.
Step 4: Group Information
Use the Group By dropdown at the top of the report to organize your results by:
Space β to view total events or revenue per room.
Event Type β to compare revenue across different event categories.
Setup Style β to see which setups generate the most bookings.
User β to analyze performance by team member.
Status - status of the event
Grouping helps summarize your data for easier analysis directly within the report.
Step 5: Export Your Report
Once your columns, filters, and grouping are applied, click Export β CSV.
Open the exported file in Excel or Google Sheets.
Use formulas (like SUM) to total your Space Revenue for the selected time period or to compare performance by space.
β
Example Use Case:
To see how much revenue each function room generated this quarter:
Filter by Event Date = This Quarter and Status = Definite.
Group by Space.
Export the report to view total Space Revenue per room.
