Report pages

Report pages are focused, filterable reports that aggregate your data across events and time — revenue, pipeline, occupancy, registrations, leads, and vendors.

Available reports

Each report aggregates the relevant records into totals, trends, and breakdowns. Where applicable, you can filter by date range and by event.

Filtering

Reports support filtering, typically by date range and by event where applicable.

Exporting to CSV / Excel

Every report page has an Export CSV button in the top-right header actions — Revenue, Sales pipeline, Venue occupancy, Events, Leads, and Vendors, alongside the Registrations report that already had one. Click it to download the current report as a spreadsheet for sharing or offline analysis.

• Opens cleanly in Excel, Numbers, and Google Sheets. The file is UTF-8 with a byte-order mark, so Arabic text and currency columns render correctly instead of turning into garbled characters.
• The columns match what’s on screen. Each export mirrors that report’s on-page table. A few reports add detail that the compact on-screen view folds together:
  • Revenue, Sales pipeline, and Vendors add a Currency column — amounts are grouped per currency and never added across currencies, so each row is unambiguous.
  • Events splits the combined “expected / actual” attendance cell into separate Expected Attendees and Actual Attendees columns.
• Money keeps full precision — amounts export at their exact value, with no rounding.
• Only your own data. Exports are scoped to your organization, exactly like the on-screen report.
• Permission: exporting needs the reports.export permission (see below).

Permissions

Next

• Dashboards
• Event reports (PDF)