Single Event Revenue Details Report

Introduction

This report looks at a specified event and generates a list of invoices for that event.

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Running the Report

  1. Click on the Reports menu and Run a Report.
  2. Click to expand the Event Reports.

  1. Click on Single Event Revenue Details.

This will open a window where you define parameters for the report.

After you click OK to run the report, you can refresh the report page at any time to go back to the parameters window, and make changes.

At the top of the report, be sure to look at the paging controls (see screenshot below). If the button on the right (next page) is available then there is more data.

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Parameters

After you define these parameters, scroll to the bottom, and click OK to go into the report.

Enter Event ID Number: This number will determine which event is being pulled for this report.

  1. Click on the Events menu and then Select Events.
  2. The ID number will appear in the top right corner of the event.

Enter that ID in the parameters for the Event ID Number.

Enter ViewFormat: This allows you to render the report in the standard Print View for printing or exporting or in a special Export View that is optimized for exporting.

The Export View is NOT readable from the browser, but readable in Excel.

  • The Print View, which is the standard view for all reports, renders the data in a readable format from the browser. It includes Print and Export options in the top left corner.
  • The Export View also includes Print and Export options in the top left corner, but this view is specifically meant to be used with the Export option > Excel formats.

For Export View, choose "Microsoft Excel (1997-2003) Data-Only" as the File Format.

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Breakdown of Report

This report will show the following information for each registration:

  • Attendee's related company
  • Number of attendees on that registration

  • Attendee's name
  • Attendee's profile ID
  • Invoice ID
  • Amount invoiced
  • Amount paid

Below that are rows showing a total of all invoices and payments. 

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Exporting

If you chose the Export View (Parameters) then do NOT export to PDF because it will print an unreadable report. Instead export to other formats as detailed below.

Export to PDF: In the top left corner is a button to print which allows you to export this report to PDF.

Once exported to PDF, you can view and print the PDF.

Export to other formats: Also in the top left corner is a button to export to other formats.

The other available formats include:

  • Crystal Reports (RPT)
  • PDF
  • Microsoft Excel
  • Microsoft Word
  • Rich Text Format
  • Character Separated Values (CSV)
  • XML

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