1. Corporate Event Planner
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read event plans, budget decisions, admissions and provider evidence together.

Overview
Corporate Event Planner · Overview

Corporate Event Planner dashboard

This quarter

Event budgets in view
6
Total ticket quantity
3,600
Submitted
6
Registered at in 14 days
4

Events by status

How far records got this quarter

StageReachedStep
Draft38
Review2668%
Approved1973%
Open1158%

Capacity by status

Sample totals per stage

2.0k0
2.0kDraft
2.0kReview
2.0kApproved
2.0kOpen
2.0kCompleted
Example screen with sample data

More reports

Event calendar by owner List

Event dates, capacities and lifecycle status for each owner.

Budget review queue List

Submitted budgets by organization, event and ticket quantity.

Decision history Grouped

Review outcomes and reasons by event and source revision.

Admission utilization List

Reserved and admitted quantities compared with event capacity.

Verified payment evidence Grouped

Verified provider amounts by event and evidence type.

Operation exceptions List

Failed and needs-review receipts with action, revision and reason.

Venue activity List

Events by venue, start date and status.

Event closeout Grouped

Completed events with admitted quantities and verified captures.

Set up Corporate Event Planner your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started