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Action Menu: Event Contract Status

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Checking the Signature Status of Event Contracts
Use this feature to quickly verify the signature status of event contracts, helping ensure that all required documentation is completed on time.

The status indicators show whether a contract is:

  • Signed – The contract has been successfully signed and returned.

  • Not Signed – The contract has been sent but not yet signed. Follow-up may be required.

This tool is especially useful for tracking contract progress across multiple events, ensuring no agreements are missed or delayed. It provides a clear, at-a-glance view to support compliance and event readiness.

Navigate to Home > Event Management > Actions > Event Contract Status

Action Menu > Event Contract Status

Setting the Report Date Range
By default, the report displays data starting from the current business date, with the end date set to 30 days later.
To adjust the date range, simply click on the Start Date or End Date fields to open the date picker and select your desired dates.

Click the blue run button to refresh the report data.

Setting the Report Date Range

Contract Status Report Overview

The Contract Status Report provides key details to help track the progress and status of event contracts. The report includes the following fields:

  • Event Name: The name of the event.

  • Event Start Date: The first day of the event.

  • Event End Date: The final day of the event.

  • Event Status: The current status of the event (Prospect, Tentative, Confirmed, or Cancelled).

  • Contract Name: The name of the contract template that was sent to the client.

  • Contract Due Date: The date by which the signed contract is expected.

  • Contract Status: Indicates whether the contract is In Progress or Signed.

  • Event Manager: The staff member assigned to manage the event.

  • Name: The name of the primary contact for the event.

  • Email Address: The email address of the event contact.

Contract Status Report

Searching for an Event
To find a specific event, enter the event name into the search box. The system will display results that match the event name you entered.

Searching for an Event

Using the Filter Dropdown
Use the filter dropdown to narrow down the list of contracts based on specific criteria, making it easier to find the contracts you need.

Filter Dropdown

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