Event Contact Summary Report

Contact Summary Report
The Contact Summary report offers a high-level overview of event production, organized by lead contact and associated account. This report helps sales and catering teams quickly identify which contacts are generating the most business, providing valuable insights into client engagement and account performance. It includes key metrics such as the number of events, total revenue, and event status, making it a powerful tool for tracking sales efforts, evaluating relationship strength, and identifying opportunities for follow-up or growth within specific accounts.

Report Date Range: This report can render the data for up to 90 days in the past or future

Event Contact Summary Report

Event Contact Summary Report – Dynamic View Overview

The Event Contact Summary Report (Dynamic View) includes 13 columns of data. Users can customize the view by repositioning or hiding columns using the Configure (⚙️) icon located on the report page.

Below is a list of all available column names along with their descriptions.

Column Name	Column Description	Amount Includes Taxes and Fees	Amount Calculation or Source of Data
City	Primary Contact – City (Location) Indicates the city where the primary contact is based.	Yes No Text Field Only	This value is sourced from the city field on the Contact Info Screen.
Company Name	This is the name of the company the event is associated with or being hosted on behalf of.	Yes No Text Field Only	The value is sourced from the Company Profile selected on the Contact Info Screen.
Contact Name	The main contact person for the event — typically the client or lead organizer.	Yes No Text Field Only	The value is sourced from the First Name & Last Name fields on the Contact Info Screen.
Country	Indicates the country where the primary contact is based.	Yes No Text Field Only	This value is sourced from the Country field on the Contact Info Screen.
Email	Indicates the email address for the main contact person for the event.	Yes No Text Field Only	The value is sourced from the Email field on the Contact Info Screen.
Event End Date	This is the last scheduled day of the event.	Yes No Text Field Only	The value is sourced from the When Do You Want to Schedule this Event date picker entered on the Basic Data > Event Information screen.
Event Start Date	This is the first scheduled day of the event.	Yes No Text Field Only	The value is sourced from the When Do You Want to Schedule this Event date picker entered on the Basic Data > Event Information screen.
IATA Number	A unique ID assigned by the International Air Transport Association to accredited travel agencies — used for booking and commission purposes.	Yes No Text Field Only	The value is sourced from the Travel Agent Profile selected on the Contact Info Screen.
Phone	Indicates the phone number for the main contact person for the event.	Yes No Text Field Only	The value is sourced from the Phone Number field on the Contact Info Screen.
State	Indicates the state where the primary contact is based.	Yes No Text Field Only	This value is sourced from the State field on the Contact Info Screen.
Total Revenue	Displays the full cost associated with the event, including charges for event spaces, packages, and room revenue.	Yes No Text Field Only	total charges = (spaces+packages) + (room revenue)
Total Events	Displays the total number of events, occurring on the selected start date.	Yes No Text Field Only	total events = sum of events
Travel Agency Name	This is the name of the travel agency the event is associated with or being hosted on behalf of.	Yes No Text Field Only	The value is sourced from the Travel Agent Profile selected on the Contact Info Screen.

Miscellaneous Report Information

Available Features:

Export
Allows you to download and save the report in different file formats (e.g., Excel, PDF) for offline use or sharing.
Filter
Enables you to narrow down the data by applying criteria you define, so you can focus on specific information.
Highlight (Conditional Formatting)
Automatically highlights certain values based on rules you set, making key data easier to spot at a glance.

Available Configuration:

User Preferences
Customize your personal report view by rearranging, showing, or hiding columns according to your needs.
Property Preferences
Configure the default report layout for all users at the property level by repositioning or disabling columns to streamline the view.

Baseline Configuration:

Property Preferences Settings
The following columns will be disabled for the initial deployment:
Not Applicable

Event Contact Summary Report

This value is sourced from the city field on the Contact Info Screen.

The value is sourced from the Company Profile selected on the Contact Info Screen.

The value is sourced from the First Name & Last Name fields on the Contact Info Screen.

This value is sourced from the Country field on the Contact Info Screen.

The value is sourced from the Email field on the Contact Info Screen.

The value is sourced from the When Do You Want to Schedule this Event date picker entered on the Basic Data > Event Information screen.

The value is sourced from the When Do You Want to Schedule this Event date picker entered on the Basic Data > Event Information screen.

The value is sourced from the Travel Agent Profile selected on the Contact Info Screen.

The value is sourced from the Phone Number field on the Contact Info Screen.

This value is sourced from the State field on the Contact Info Screen.

total charges = (spaces+packages) + (room revenue)

total events = sum of events

The value is sourced from the Travel Agent Profile selected on the Contact Info Screen.

Miscellaneous Report Information

Available Features:

Available Configuration:

Baseline Configuration: