Event Contracts Report
📆 Revision Date:
Event Contracts Report
The Event Contracts Report is designed to provide users with a clear and comprehensive overview of contract activity related to events within the system. This report tracks the status of each event contract—whether it is In Progress, Signed, or in another stage of the contract lifecycle—giving sales and event teams visibility into where each event stands in the contracting process.
This report is particularly useful for monitoring contract follow-ups, identifying delays in the signature process, and ensuring that all events requiring formal agreements are properly documented.
Key details included in the report:
Event Name – The title or name of the event as recorded in the system.
Event Dates – The start and end dates for the event.
Event Contact – The primary client or point of contact associated with the event.
Event Manager – The internal team member responsible for managing the event and contract process.
Contract Status – Indicates whether the contract is still in progress, has been signed, or is in another state.
By using this report, users can easily track outstanding contracts, prioritize follow-ups, and ensure that all necessary documentation is in place before the event date. It’s a valuable tool for sales managers, event planners, and coordinators looking to streamline event operations and reduce administrative risk.
Report Date Range: This report can render the data for up to 365 days in the past or future.
Event Contracts Report
Event Contracts Report
The Event Contracts Report (Dynamic View) includes 12 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 |
Company Name | The name of the company associated with the event. |
| The value is sourced from the Company Profile selected on the Contact Info Screen. |
Contract Due Date | Specifies the date by which the client is expected to sign and return the contract to confirm the event. |
| The value is sourced from the Contract Due Date field entered on the Generate Contracts screen. |
Contract Name | Identifies the specific contract template selected and sent to the client for signature. |
| Not Applicable |
Contract Status | Displays the contract’s current status—e.g., In Progress, Signed—providing visibility into where the agreement stands in the approval process. |
| Not Applicable |
Indicates the email address for the main contact person for the event. |
| 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. |
| 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 Manager | The associate at the property responsible for managing the entire process of planning and executing the event. |
| The value is sourced from the Event Manager field entered on the Basic Data > Other Information Screen. |
Event Name | The designated name of the event. |
| The value is sourced from the Name field entered on the Basic Data > Event Information Screen. |
Event Start Date | The first day of the event. |
| 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 Status | The current status of the event (e.g., Canceled, Prospect, Tentative, Confirmed, Ended). |
| Not Applicable |
Name | The main contact person for the event — typically the client or lead organizer. |
| The value is sourced from the First Name & Last Name fields on the Contact Info Screen. |
Phone | The phone number of the primary contact for the event. |
| The value is sourced from the Phone Number field 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