Client Reports

Client reports are reports that can be run from the dashboard. Client reports use data from across all events, so you can include information from several events in one report.

Client reports include:

• Cross Event Attendee report
• Cross Event Abstract report (Relevant if you are using the Symphony Abstract Module)
• Cross Event Accommodation report
• Cross Event Booking report
• Cross Event Invoice report
• Cross Event Sessions report
• Cross Event Payment Overview

• Agresso Report (Relevant if you are using Agresso as your finance software)
• Account Attendee Report
• Account Speaker Report
• Attendee report by event date
• Attendee report by attendee created date
• Profile value export

The fields in the client reports cannot be changed. 

Cross event accommodation report fields:

• Booking reference
• Booking Status
• Ticket Type
• Attendee Type
• Attendee Title
• Attendee Forename
• Attendee Surname
• Attendee email
• Telephone
• Attendee PA/Secretary
• Organisation
• Registration date
• Vanue name
• Room type
• Room code
• Is allocated
• Accommodation date
• Payment
• Event ID
• Event name
• Client ID

Cross-event attendee report

• Event name
• Attendee id
• Booking reference
• Attendee reference
• Group size
• Forename
• Surname
• Organisation
• Occupation
• Telephone
• Fax
• Email
• Line 1
• Line 2
• Line 3
• Town
• County
• Country
• Attendee status
• Is attending
• Attendee gross cost
• Event ID
• Booking status
• Booking gross cost
• Total calculated tax
• Booking net cost
• Title
• PA name
• Marketing opt out
• Website
• Mobile
• Postcode
• Attendee type
• Ticket type
• Contact ID
• Payment Status
• Attended
• Status created date
• Status last updated date
• Status is deleted
• Client ID
• Attendee analysis 1
• Attendee organisation type
• AttendeeLocation
• DietaryRequirements
• AccessRequirements
• NotesFromAttendee
• NotesFromAdministrators
• AgreeToTerms
• AttendeeNotes
• Attending 15/09/2017

Cross event booking report

• Booking Reference
• Booking status
• Group size
• Created date
• Event ID
• Event name
• Booking ID
• Lead Attendee Forename
• Leed attendee surname
• LeadAttendeeOrganisation
• TotalCalculatedGrossCost
• TotalCalculatedTax
• TotalCalculatedNetCost
• Invoice Link
• PaymentStatus
• BookingLastUpdated
• StatusIsDeleted
• ClientId
• AgreeToTerms
• NotesFromAdministrators
• NotesFromAttendee
• AccessRequirements
• DietaryRequirements
• LeadAttendeeLocation
• LeadAttendeeOrganisationType
• LeadAttendeeAnalysis01

Cross Event Invoice report

• Event Name
• System Invoice Id
• Company Client ID
• Client Company
• Account Invoice Counter
• Invoice-CreditRef.
• Type
• Net
• Tax
• Gross
• DateCreated
• EventId
• BookingReference
• InvoiceAddressLine1
• InvoiceAddressLine2
• InvoiceAddressLine3
• InvoiceAddressTown
• InvoiceAddressCounty
• InvoiceAddressPostcode
• InvoiceAddressCountry
• StatusLastUpdatedDate
• StatusCreatedDate
• ClientId

Cross Event Payment report

• Payment ID
• Payment Date
• Payment Amount
• Payment Type
• BookingPaymentStatus
• Booking Reference
• Invoice ID
• Invoice Reference
• EventId
• Event Title
• Client Company Name
• ClientId

Cross Event Session Report

• Event ID
• Event Name
• BookingId
• Session Name
• AttendeeId
• Title
• Forename
• Surname
• ClientId
• Signup Date

From the client report tab you can also export client profile values (Interest Areas) to CSV

• Client Company ID
• Client Company Name
• Category
• Value
• Event Count
• Contact Count