Standard Venue Reports

Learn about standard venue reports to quickly and easily view and export information

Standard iVvy reports are tabular style reports in the system that will load a table of information allowing you to customise the columns shown and the filter options. 

Features of the standard reports include

• Viewing a report.
• Set the columns you would like to display.
• Filter the report to show the relative data.
• Save filters by clicking on Save Search once you apply your preferred filters.
• Share these filters with other users by clicking on Manage > Tick the Filter Name > Select the users who you want to share the filter with.
• Export into Excel as a .CSV file.

Note: Users will need to ensure that they have access to export data first.
Find out more about Creating User Polices or navigate to Setup > Users > Policies.

Click below for further information on how each report can be filtered and the data that is available to you.
To view these reports, navigate to Setup > Reports > Reports.

Please note other reports visible in the reports system but not listed here are Generated Reports with additional customisation and graph generation features

• Opportunities Report
  List of all opportunities over a period of time

• Opportunity Sources Report 
  A breakdown of opportunities by source type.

• Opportunity Industries Report 
  A breakdown of opportunities by industry.

• Lost Opportunities Report 
  A summary of the lost opportunities per month

• Detailed Sales Activity Report 
  Detailed listing report on the activities

• Sales Activity Summary Report
  A summary of the sales activity by team member.

• Sales Agent Performance by Month Report
  A summary of the sales performance by team member by month.

• Upcoming Bookings Report
  A summary of the upcoming bookings.

• Upcoming Quotes Report
  A summary of the upcoming quotes.

• Quote & Booking Forecast Report
  A financial summary of quotes and bookings.

• Sessions Report
  A summary of sessions over a given period.

• Accommodation Holding Report
  A summary of the Accommodation holding report.

• Monthly Actual Vs Budget Report
  The actual income vs the budgeted income for a given month.

• Tasks Report
  A list of all tasks related to a venue within a time frame.

• Daily Covers Report
  The daily revenue of confirmed bookings broken down by item type.

• Event Space Utilisation Report
  The utilisation of space by bookings broken down by sessions.

• Year on Year Account Comparison Report
  Compare bookings for a company between years.

• Top Accounts Report
  The top accounts broken down by contact / company based on total revenue or no. of events.

• Venue Cost Centre Comparison Report
  Cost Centre revenue report that compares periods of time with previous years.

• Event Resource Utilisation Report
  The utilisation of resources by bookings broken down by sessions.

• Sales Tracking Report
  All potential and existing bookings within a given period of time.

• Sales Activity Report
  All won & lost opportunities activity within a given period of time. to All won, lost, regretted & cancelled opportunities activity within a given period of time.

• Booking Covers Report
  This report shows actual revenue figures against each cost centre for bookings.

• Event Conversion Report
  An event conversion report compares the number of events and revenue for quoted and confirmed bookings.

• Booking Tax Report
  This report lists bookings with their associated taxes and service fees.

• Group Blocks Report
  All confirmed bookings that include group accommodation detailing the contracted, forecast and actual number of sleeping rooms.

• Group Blocks by Month
  A list of all group bookings comparing forecasted revenue against actual revenue. It is grouped by month for the current calendar period.

Exporting/ Printing your Report

Once you have adjusted your Set Columns the report can be printed or exported by clicking the Export or Print Page button located on the top right-hand side at the table.