When you are inside your event, you can click on REPORTS on the top of the page. From there, you have the ability to create custom reports.
There are two main types of reports you can generate under Report Type: Guests and Floor plans
When you select Guests, you have the ability to specify the following:
Fields (Main, Address, Contact, Meals, Comments)
Display (Last name, Name, Party, RSVP, Table Number)
Name Display (Formal, Informal)
RSVP Filter (All, Not Set, Yes, No, Maybe)
Make sure you go through each setting carefully to make the report the most useful it can be.
Floor Plans Report
When you select Floor plans, you have the ability to specify the following:
- Floor plan (pick which floor plan you need a report of)
Remember to select or deselect the green boxes to choose how much your report will display.
Inventory (a breakdown of all the inventory used in your floor plan)
Meals (a meal breakdown by type of meal indicated)
Tables (to view the chair count, guests, available seats, table capacity)
Tables Breakdown (to view who is sitting at each table)
Assigned Seats (display the assigned seats by each table)
Once you have customized how you want your report to look, click GENERATE.
Once you hit GENERATE, your report will be displayed along with these options.
You can Print, save as a PDF, or save as a CSV (Excel).
Here is an example of a floor plan report:
Congrats! You have now generated your report. You can always go back and change the filters to ensure your report is just as you need it.