Events report

Use Events to compare event identity, progress, relationships, and amounts across the workspace. It is a current-data report rather than an accounting export.

Choose the events

Enter Event Date From and Event Date To to include event dates in that inclusive range. Choose one or more Event Status values, then select Refresh. The first load has Booked selected. Select Reset to clear the filter controls before choosing a different set. For example, use July 1 through July 31 with Booked to review committed July work, or clear status filters when comparing inquiries and proposals too.

Read the identifying columns

Event #, Event Name, and Event Date identify the event. Status is the main event status and Workflow Status is the owner-defined custom substatus. Clients, professional contacts, Assignees, Tags, and configured event-role columns identify the people and labels attached to it. Created, form-submitted, main-status, and Workflow Status date columns show when those milestones occurred when the corresponding field is available.

Primary Location shows the place marked Primary in the event's Details > Contacts & Locations > Locations list. It is blank when no primary location is selected. Use Manage event locations to change the main venue; a timeline location alone does not fill this column.

Read the amounts

Price is the event price. Total Paid is money recorded against the balance. Balance Due is what remains after application fees. Tax, Discount, Tip, and Application Fees are the current calculated amounts.

Cost is the total planning cost and Profit is the planning result after cost. Flower Cost, Hardgood Cost, Labor Cost, Waste Cost, Other Cost, and Overhead Cost show the cost components. For example, an event priced at $5,000 with $3,000 cost has $2,000 planning profit before considering whether a particular report column is hidden. Use Work with report tables to show a column, search a result, or export the loaded rows.