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Marketing Materials & Costs

Marketing material with its cost.

Overview

What the marketing materials cost, by material type and who they were produced for. This report is only offered to users with finance access.

Marketing Materials & Costs in the CPD Training module.

When to use marketing materials & costs

  • You review marketing spend.

Step by step

In the CPD Training module open Reports in the green navigation bar, then choose Marketing Materials & Costs under Event Finance.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • The screen says: “What the marketing materials cost, by material type and who they were produced for. Amounts in USD.”
  • Columns: MATERIAL TYPE, ITEMS PRODUCED, QUANTITY, FOR CLIENTS, FOR THE SALES TEAM, GENERAL, TOTAL COST.
  • Actions on the screen: Standard, Spreadsheet, CSV, All clients.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • cpd.costs.manage
  • cpd.costs.read
  • cpd.marketing.manage
  • cpd.marketing.read
  • cpd.reports.read
  • hospitality.report.read