Event Profitability Report
Income less cost, per event.
Overview
Revenue versus cost versus profit per engagement. This report is only offered to users with finance access.
When to use event profitability report
- You judge whether an event paid.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Event Profitability Report under Event Finance.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Revenue versus cost versus profit per engagement. Amounts in USD.”
- Columns: NUMBER, ENGAGEMENT, CLIENT, STATUS, BUDGETED REVENUE, PLANNED COST, REVENUE (INVOICED), COLLECTED, ACTUAL COST, PROFIT, MARGIN.
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.reports.read
- hospitality.event.manage
- hospitality.event.read
- hospitality.report.read