Event Temple

The Accounts Report allows you to view and manage a list of all Accounts within your Organization. From this page, you can filter, sort, save custom views, and export your…

Account List Report

Top Accounts Report

This Report provides insight into your most valuable Accounts based on total revenue generated within a selected date range. It helps sales and leadership teams track top-performing clients, analyze trends,…

Top Key Accounts Report

Booking Graphs Report

The Activity List Report provides a detailed record of all user activities within your account — including emails sent, documents shared, proposals issued, invoices created, and more.

Activity List Report

This report provides a detailed breakdown of your Booking revenue, taxes, and payments over a selected date range. It helps your team analyze financial performance across Bookings, ensuring that all…

Booking Financials Report

Booking List Report

Track booking status changes across your sales pipeline, including lost reasons, referral sources, rooms, and revenue metrics. Filter, group, export, and monitor booking movement and conversion trends over time.

Booking Status Change Report

Contact List Report

The Task Graph Report provides a visual overview of all tasks created and completed within a selected date range. It helps you understand your team’s workload, productivity, and task completion…

Task Graph Report

Flexible report with filters and columns to view tasks by contact, booking, account, type, and more—including incomplete tasks.

Task List Report

Track completed tasks by user and type. Great for goal measurement—but doesn’t include pending or incomplete tasks.

Task Productivity Report

Payment List Report

Event Sales Productivity Report

Catering Pace Report combines Budget Pace & Production, summarizing Definite & Tentative revenue. Benchmark monthly vs budget & last year to track performance, trends, resources, and sales pacing. Revenue by…

Catering Pace Report

All you need to know about the Event List Report

Event List Report

View Menu Items across Bookings, Events, or Invoices using detailed list reports—filter, export, and customize your columns.

Line Item List Reports (Bookings, Events and Invoices)

Line Item Quantity Report

Invoice List Report

Measure individual salesperson productivity with the Group Sales Productivity report. Track group bookings, guestrooms, revenue, booking status, room blocks, and pipeline activity using customizable filters and export detailed results.

Group Sales Productivity Report

Group Pickup By Sales Person Report

Group Pace Report

Track all room blocks, status, revenue & pickup. Analyze group bookings and performance. Note: This report is only available in the New Look.

Room Blocks Report

Email Template Performance Report

Overview of the Daily Events and Daily Events with Details reports, including filters, export settings, saved views, and common use cases.

Daily Events Report and Daily Events with Details Report

An explanation of reports and how to use them

Reports

Custom Views  allow you to personalize how your data is displayed — across any module, including Bookings, Events, Documents, Room Blocks, Invoices, and more.

How Do I Save A View Or Save A Custom Report?

Can the Font be Changed on Reports?

You can easily adjust the order of columns in any list view — such as Accounts, Bookings, Documents, or Room Blocks — to display your data the way you prefer.

How Can I Change the Order of the Columns?

Customizing Reports

You can easily calculate total Room Revenue for any time period using the Room Blocks Report.This report displays key room block metrics such as Blocked Rooms, Pickup, and Revenue, allowing…

How do I Calculate the Hotel Room Revenue?

How do I add columns for different revenue categories on my booking list- Can I sort my booking list by revenue categories

Can I Filter by Revenue Categories on the Booking List Report?

You can report on your Space Revenue using the Event List Report in Event Temple. This report allows you to filter, customize, and group your event data to analyze revenue…

How Can I Report on Space Revenue?

The Booking Graphs report helps visualize which spaces or rooms are being used most frequently and how much revenue each space generates. You can use this report to measure occupancy…

How Can I Show Space Occupancy?

If you need to see how much tax was charged for events during a specific time period, you can use the Events Report. This report allows you to view event-level…

Is There A Report That Can Show Tax Breakdown by Event Date?

You can report on Uninvoiced Items in Event Temple using the Line Item List Report. This report lets you see all menu items or products that have been added to…

How Do I Report On Uninvoiced Items?

The Bookings by Lost Reason Report shows which inquiries didn’t convert into confirmed Bookings, helping you analyze lost business, understand why prospects didn’t book, and identify trends to improve future…

Bookings By Lost Reason Report

Learn how to report on revenue by category using Event Temple’s Menu Item List and Catering Pace reports. Filter by Revenue Category, view monthly totals, and export detailed summaries for…

How Do I Report on Revenue by Category in Event Temple?

Which report shows menu requirements in simple format to our chef- Which report shows Line Items?

What Report Lists Menu Items for the Kitchen?

Is there a quick report that shows just taxes collected for a set time period- How do I run a report to show all Taxes?

Can I Report on Taxes?

You can use the Booking List Report to view all Bookings along with their Referral Sources.

How Can I Pull a Report Showing Referral Sources for Bookings?

You can use Custom Fields in Event Temple to track additional information unique to your organization. These fields can be included in reports or used as filters—depending on their type…

How Can I Report on Custom Fields?

How Can I Report on Market Segment?

How do I print a list of those unspecified referral sources

How can I see a list of Bookings without Referral Source?

How can I view notes from a Booking- Run a report that shows all internal notes per booking

Which Report Shows Booking Notes?

You can easily report on specific booking types (such as Weddings, Meetings, or Conferences) using filters in your Bookings List or within a Booking List Report.

How Can I Report on Specific Booking Types?

You can easily generate a report to see which of your bookings came from your website referral source in Event Temple.

How Can I Report on Website Referrals?

Track revenue from travel agents in Event Temple. Create booking or monthly event reports, group by account owner, export CSVs, and use saved views to analyze top-performing agents and revenue…

How to Report on Travel Agents in Event Temple

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

Export Options for Reports

How to Pull a Report

How is tax information presented in the Booking Financial Report

Does The Booking Financials Report Include Taxes?

Does the group pace show results based on the day I'm running the report

Is The Group Pace Based On A Full Month?

Run a Booking List Report with revenue excluding tax/VAT—Group totals show as entered, and Menu Items exclude taxes & service fees.

Can I run the Booking List Report excluding Tax?

How Can I Remove a Saved View?

You can change the Sort Order on any list view in Event Temple to organize your data in the way that’s most useful to you

How can I change the sort order on a List?

Learn how to group / ungroup bundled menu items in Event Temple reports. Use the “Group Bundled Items” filter to display individual menu items in Booking, Event, or Invoice reports,…

How to Show Bundles in Line Items List Reports

How can I see the Group Codes of upcoming Groups- Does the Group List show Group Codes

Is There a Way to Print a Report Showing Group Codes in the System?

Learn how to sort BEOs by Event Date instead of Booking Date in Event Temple. Use filters and columns to customize your document list for easy access and better event…

How to View BEOs by Event Date Instead of Booking Date

Split the values in a cell from a CSV export

How do I separate First and Last names into separate cells in my Bookings Export?

How does the revenue distribution work for bookings spanning multiple months

If a Booking is Split Across Two Months, How Will The Revenue Appear on The Catering Pace Report?

Track booking progress and status updates in Event Temple using 'Bookings with Status Dates' and 'Booking Status Change' reports. Learn tips, filters, and export options to analyze trends and manage…

How to Track Booking Changes and Status Updates Using Event Temple Reports

Learn how to calculate booking conversion rates in Event Temple, including overall sales conversion and Intake Form conversion.

How to Run a Conversion Report

Reports FAQ

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