Event Agenda Summary Report

This report displays a list of all agenda items—including their start date and time, location, and name. There is also a column for the following numbers:

• Registered – Registrations that are Complete, in an Active status, and with a Balance Due <= $0 that have selected this agenda item.

• Bal. Due – Registrations with an outstanding Balance Due (i.e. Balance Due > $0) that have selected this agenda item.

• Pending – Total number of registrations in a pending status that have selected this agenda item.

• Cancelled – Total number of cancelled registrations that have selected this agenda item.

• Total* – Total number of complete registrations that have selected this agenda item. Does not include cancelled registrations.

• Collected** – Total dollar amount collected for this agenda item (if fees apply). Includes “Registered” attendees only.

• Inventory – Total number of inventory slots for this agenda item.

• Available – Total number of inventory slots still available for this agenda item.

Room Block Utilization (Hotel Pickup Report)

For each night in the room block, this report shows the current number of booked rooms over the total amount of inventory allocated, as well as the utilization percentage. This information is shows for every hotel and room type, and includes the rate.

Note: This event is using the Room-sharing feature. The numbers shown in the report below represent the total number of rooms that have been reserved by registrants. When you click a record, the details report will show one row per matched room and one row per unmatched roommate who has reserved a room. The number of records in the details report, therefore, may be larger than the total number of rooms shown below.

For example, if 2 people have elected to share a room, but they have not yet been matched by the planner, then they will show as 1 room below, with 2 records in the details report. If two people have been matched in a room, then they will show as 1 room below, with 1 record (that of the "Room Leader") in the details report. You can run a Roommates type Custom report in order to see a report that displays one row per matched roommate.

Payments and Refunds by Type and Day

This report shows the total number of payments and refunds, broken down by type—Visa, MasterCard, Amex, for example—for each day. The report also includes daily and net totals.

Completed Registrations by Answer

Select a Custom Question from the drop-down list. For the selected Custom Question, this report shows each answer option and the breakdown of registrations that selected it. Registrations are broken down by Registered/Paid, Balance Due, Cancelled, and Total.

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