Event Summary Report
Every engagement, with participation.
Overview
Every engagement with participation and, where you are permitted, revenue and cost.
When to use event summary report
- Management review.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Event Summary Report under Events Reports.
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: “Every engagement with participation and (where permitted) revenue and cost. Amounts in USD.”
- Columns: NUMBER, ENGAGEMENT, TYPE, CLIENT, BRANCH, DEPARTMENT, START, END, STATUS, EXPECTED, PARTICIPANTS, CONFIRMED, ATTENDED, BUDGETED REVENUE, INVOICED, COST, PROFIT.
- 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