Reports
- Reports overview
- Create and manage reports
- Schedule your reports (send automatically)
- Create and save a report as a favourite
- Export system data for advanced reporting and system integration
- Report: Account Manager Activity
- Report: Aged Receivables (Financial Reports)
- Report: Attendance Register
- Report: Certification List
- Report/Export: Contacts Report (Advanced) - BETA
- Report: Event Calendar (Event Reports)
- Report: Event Completion
- Report: Event/Course Invoices (Financial Reports)
- Report: Event/Course Invoices Summary (Financial Reports)
- Report: Event List
- Report/Export: Event List (Advanced)
- Report: Event List and Registrants
- Report: Event Expenses
- Report: Event Logistics (Catering and Venue Requirements)
- Report: Event Performance
- Report: Event Registrants
- Report: Lead List
- Report/Export: Leads List (Advanced)
- Report: Order Lines
- Report: Order Lines (Advanced) - BETA
- Report: Orders List
- Report/Export: Orders List (Advanced) - BETA
- Report/Export: Organisations List (Advanced) - BETA
- Report: Organisation Spend
- Report/Export: Payment List (Advanced) - BETA