All information entered for a specific event is bundled in the Summary. You can find this by going to Event - Main and clicking the Summary button in the top right corner.
Automated delivery: The summary is automatically emailed two hours before the event starts to the address specified in Settings - Events - Planning defaults. This serves as a handy production overview or a physical backup.
Customizing the view: Not all information is relevant to everyone. Use the arrows next to each heading to expand or collapse sections. This allows you to hide data you don't need before printing.
Printing: Once you have selected the relevant sections, click Print in the top right corner for a print preview.
How do I download Event Overview reports?
The Event Overview report provides a comprehensive list of all events, making it ideal for creating monthly or yearly summaries. You can find this report under Reports - Event Overview.
To customize your report, you can filter by:
Date range
Project Type
Event Lead
The generated spreadsheet includes detailed information for each event, such as start and end times, event and project types, status, Event ID, location/space, and the number of expected visitors.
How do I download a crew hours overview?
In Reports - Crew, you can download Excel reports of hours worked by staff. Since these are Excel files, you can easily filter or edit the data.
You can generate reports for a specific period (Crew by period) or event (Crew by event) and per:
Team
Role
Crew member
You can then customize the columns of your report by selecting or deselecting them. The options are:
Shift start date
Crew member name
Contact ID
Crew member ID
External ID
Start time
End time
Hours planned
Role
Team
Phone number
Email address
Event name
Accounting ID
Event type
Project type
Event status