Reporting

As well as all your information being displayed on the screen at a click of a button, we also provide a wide range of reports.  For example you can print a list of your vegetarian guests for your caterer or a particular suppliers details to take with you to your appointment.

Company Database

Clients
•    All clients
•    All active clients
•    All prospects
•    Unsigned contracts
•    Client invoice & expenses
•    All unpaid client invoices
•    All overdue unpaid client invoices
•    Prospects generated from
•    Print individual client details
•    Print client invoices
•    Print client expenses
•    Print client timesheet

Campaigns
•    Campaign list
•    Client list
•    Campaigns and client invoices
•    Print individual campaign details

Finances
•    Print all or selected client invoices and expenses
•    Print financial notes
•    Print all clients timesheets

Supplier Directory
•    All suppliers
•    All suppliers with notes
•    Print individual supplier or selected suppliers
•    Print supplier notes

Supplier Estimates
•    All estimate information

Checklist
•    Print checklist

Diary
•    Print entries displayed on the screen
•    All diary entries
•    Diary entries in the next week
•    Diary entries in the next 2 weeks
•    Diary entries in the next 3 weeks
•    Diary entries in the next 4 weeks

Reminders
•    All reminders
•    Reminders in the next week
•    Reminders in the next 2 weeks
•    Reminders in the next 3 weeks
•    Reminders in the next 4 weeks


Client Database

•    Client Notes

Budgets
•    All budget details
•    Amount paid by the bride & groom
•    Amount paid by others
•    Amount due by the bride & groom in the next week
•    Amount due by the bride & groom in the next 4 weeks

Suppliers
•    All supplier details
•    All supplier details including associated notes
•    All supplier details including associated costs

To Do List – Each category has its own reports
•    All entered information & associated notes
•    All entered information, associated notes & related supplier information
•    All entered information, associated notes & related costs

Costs
•    All costs
•    Deposits
•    Remaining balances

Guests
•    All guest information
•    Attendance list
•    Guests for hen night
•    Guests for stag night
•    Guests for wedding rehearsal
•    Guests for wedding rehearsal dinner
•    Guests for ceremony
•    Guests for wedding breakfast
•    Guests for reception
•    Guests who need accommodation
•    Guests you are waiting for RSVP’s from
•    Vegetarian guests
•    Vegan guests
•    Adult guests
•    Children and babies
•    All guest notes

Checklist
•    Print checklist

Seating Plan
•    All tables
•    Unseated guests
•    Selected table

Countdown Calendar
•    Print all months
•    Selected month

Day Planner
•    Print the day plan that is displayed on the sceen

Reminders
•    All reminders
•    Reminders in the next week
•    Reminders in the next 2 weeks
•    Reminders in the next 3 weeks
•    Reminders in the next 4 weeks