Reports — Help

Reports are where the day-to-day work in 1pm turns into numbers you can act on: what's booked, what's converting, who still owes you, and what it all costs. They're grouped into four areas, sales and marketing, operations, finance, and the kitchen. Every one exports to a spreadsheet and prints clean for a management pack; most, though not all, take a date range.

This article covers where the reports live, what each one tells you, and the two things they all share.

Where they are

Open Reports in the sidebar. Each report is a card with a short description; click Open report to run it. Most take a date range (defaulting to the current year) that you can narrow, plus a filter or two specific to that report. Some, like Crew and Requests, run against a single event you pick.

Sales and marketing

The pipeline, and where the money comes from.

Leads. The enquiry pipeline over a date range with a conversion rate. Filter by status or by capture form; spam never counts toward the conversion figure, so the number stays honest.
Quotes. Quote win rate and value: raised, accepted, declined, and still out.
Sales pace. Booked and pipeline value by the month each event happens, split by status, with a year-on-year comparison. The forward calendar view, not the accounting one.
Conversion funnel. The lead-to-booking journey in one view: received, quoted, converted, with the drop-off at each step. Shows where the pipeline leaks.
Lead sources. Performance by capture form: genuine leads, conversion rate, and how fast you reply to each. Which form pulls, and which converts.
Event type performance. Which kinds of event you draw (weddings, corporate, gala, social): leads, conversion, typical pax, and booked value by type. The classic venue-sales breakdown.
Top clients. Your best customers by booked value: how often they book, what they're worth per event, and what's been invoiced and paid. The rebooking shortlist.
Revenue by salesperson. Booked revenue grouped by whoever owns the sale: won events, average per event, and each person's share of the total. Who's driving the numbers, and the figure a manager exports to work out commission. Set a salesperson on a lead or event to attribute it; anything unassigned shows in its own row.
Average spend. What each booking is worth: average value per event and per head (per cover), broken down by Space and by service style.

Operations

Who's on, and what's still outstanding.

Events. Every booking in a date range with status, Space, pax, and value, totalled at the foot. Filter by status or by Space. Your "what's on, and what's it worth" overview.
Space utilization. How hard each Space works: bookings, days in use, how full it runs against capacity, over-capacity events, and value. It lists every Space, so the idle ones show too.
Crew. For a single event, its crew, flat alphabetical or grouped by tag or compliance status with a count for each. There is also an answer filter: pick one of the event's requests and type a value, and the list narrows to the crew whose submitted answer contains it, which is how you get "everyone who ticked forklift ticket" onto one page. The CSV export carries every contact field.
Crew utilization. How often each crew member or supplier is booked across events in a period, by tag, with their next booking. The cross-event counterpart to the Crew report.
Contacts. A directory of your contacts with name, email, and mobile. Filter by tag, by minimum star rating, or with a name or email search.
Requests. For a single event, pick one or more requests and see who's still outstanding or unapproved across them, so chasing documents is one focused list rather than a scroll through every panel.
Uploads. The expiring-document chase list. Pick any events or portals, choose how far ahead to look (7 days through to a year), optionally hide anyone you have already prompted recently, and group by contact, tag or status. Already-expired documents are included and bolded rather than hidden. See Chasing expiring documents.
Portals. There is no Portals card on this page. The onboarding-portal overview exists, but it stands in for the Events card on accounts running nothing but portals, so a 1pm account with both sees Events here and not this. For where a portal has got to, open the portal itself and use its Requests dashboard.
Procedures. Your whole workflow library as one printable manual: every workflow under its category heading, steps numbered in order, with the written procedure for each step underneath. Pick the categories to include, or take the lot. It reads live off your workflows, so there is nothing to regenerate. The PDF comes out portrait rather than landscape, because it is prose rather than a table. See Printing your procedures manual.
Terms history. Who agreed to a set of terms, which version they agreed to, and when. Set a date range, and narrow to one terms document or leave it across all of them; it lists every agreement, from both signed client confirmations and accepted crew agreement requests. The CSV adds the user agent and a content hash for anything a dispute turns on. See Proving what a client agreed to.

Finance

What you've billed, what's landed, and what you owe the taxman.

Revenue. Invoiced, paid, and outstanding across the period, line by line, with overdue invoices flagged. Filter by invoice status.
Invoices. Your invoice register. Outstanding is the chase list, everything still owed bucketed by how far past due it is (current, 1-30, 31-60, 61-90, and 90+ days) as at a date you choose; All lists every invoice over a date range with billed, paid, and outstanding totals.
Payments received. Every receipt in a date range with a per-method breakdown (card, cash, bank transfer) and an online vs manual split. The cash-in counterpart to Revenue (billed) and Invoices (owed).
Deposits and balances. Signed confirmations by event date: what's contracted, collected, still outstanding, and overdue. The forward view behind the deposit and balance workflow.
Revenue by item. What actually sells: priced lines on your bookings broken down by category (package or group) and by individual item, with each line's share of revenue.
Tax summary. Tax collected by rate over a date range, with net and gross, plus the invoices behind it. The figures for a BAS or sales-tax return.

Kitchen

Covers, menus, and what a plate costs.

Catering and covers. Covers served over a period, the service-style mix (plated, cocktail, buffet), and dietary totals aggregated across events. The kitchen's own view.
Menus. Pick one or more of your menus and print or export them, each grouped Menu, Course, Dish in the order you arranged them. The kitchen and front-of-house menu sheet.
Menu food cost and margin. Plate cost, food cost percentage, and margin for each menu, from the recipes behind your dishes. Flags anything running above a target food-cost percentage. Internal only, never shown to a client.
Recipe cost cards. Batch cost and cost per serving for each recipe, with a line-by-line breakdown and each ingredient's share of the plate. A printable kitchen cost sheet.
Ingredient price list. Cost per usable unit for every ingredient (after waste), with the current supplier and a flag where a cheaper supplier quote is on file, and how much you'd save.

The last three go hand in hand with the costing walkthrough in A recipe costing walkthrough.

Two things every report does

Export to CSV. Every report has a download button that hands you a spreadsheet, encoded so names with accents open cleanly in Excel. Anything you want to pivot, mail-merge, or hand to your accountant goes out this way.
Print clean. Every report also has a print view laid out for paper, in full black (no faded grey that vanishes on a photocopy), so a report you print or save as a PDF reads as well on the desk as it does on screen.

Which report for which question

"What's the shape of the month, and what's it worth?" Events, or Sales pace for the forward view.
"Are our enquiries turning into bookings?" Leads, or Conversion funnel for the stage-by-stage drop-off.
"Who's my strongest salesperson, and what's the commission?" Revenue by salesperson.
"Which kinds of event are worth most?" Event type performance.
"What have we billed, and what's been paid?" Revenue, or Payments received for the cash that actually landed.
"Who do I need to chase for money?" Invoices, on the Outstanding view.
"Is this event's crew cleared to work?" Crew.
"How do we do this, for someone who has never done it?" Procedures.
"Prove what this client agreed to, and when." Terms history.
"Are my menus actually profitable?" Menu food cost and margin.

Quotes and invoices and Getting paid: payments and online card payments cover the invoices and payments behind the Revenue, Invoices, and Payments reports.
Working the leads inbox covers the pipeline the Leads and funnel reports measure.
Plate cost, food cost, and margin covers the costing behind the kitchen reports.
The Requests dashboard covers the per-event view the Requests report prints as a chase list.
Printing your procedures manual covers the Procedures report and the workflow categories that give it its running order.
Proving what a client agreed to covers the Terms history report and downloading the version somebody signed.