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Export Options for Reports

Not all reports can be exported in every format. See which reports support CSV, HTML, or PDF exports to quickly know your options.

Reports in Event Temple may support one or more export formats: CSV, HTML, or PDF. DOCX export is not currently supported for any report.

Refer to the table below to identify the available export options for each report.


Report Name

CSV

HTML

PDF

Account List Report

✅

✅

✅

Top Accounts Report

✅

✅

❌

Top Key Accounts Report

✅

✅

✅

Activity List Report

✅

✅

✅

Booking Financials Report

✅

✅

✅

Booking Graphs Report

✅

❌

❌

Booking List Report

✅

✅

✅

Booking Status Change Report

✅

✅

✅

Contact List Report

✅

✅

✅

Task List Report

✅

✅

✅

Task Productivity Report

❌

✅

✅

Payment List Report

✅

✅

✅

Daily Events Report

❌

✅

✅

Daily Events With Details Report

❌

✅

✅

Event Sales Productivity Report

❌

✅

✅

Catering Pace Report

❌

✅

✅

Event List Report

✅

✅

✅

Line Item List (Events) Report

✅

✅

✅

Line Item List (Bookings) Report

✅

✅

✅

Line Item Quantity Report

❌

✅

✅

Line Item List (Invoices) Report

✅

✅

✅

Invoice List Report

✅

✅

✅

GRC Report

❌

❌

✅

Group Sales Productivity Report

❌

✅

✅

Group Pickup by Sales Person Report

❌

✅

✅

Group Pace Report

❌

✅

✅

Room Block List Report

✅

✅

✅

Email Template Performance

✅

❌

❌


Troubleshooting

If you experience a timeout error while exporting, try using a smaller date range or a different file format. Alternatively, feel free to reach out to our friendly support team for help!

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