1pm
Start free trial
← All help articles

Reports

reports
Reports

Reports are where the day-to-day work in 1pm turns into numbers you can act on: what's booked, what's been invoiced, who still owes you, how your enquiries are converting. There are seven, spanning sales, operations, and money, and every one exports to a spreadsheet and prints clean for a management pack.

This article covers what each report 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 reports take a date range (defaulting to the current year) that you can narrow, plus a filter or two specific to that report.

The seven reports

  • Events. Every booking in a date range, with its status, Space, pax, and value, totalled at the foot. Filter by status or by Space. This is your "what's on, and what's it worth" overview.
  • Revenue. Invoiced, paid, and outstanding across the period, line by line, with overdue invoices flagged. Filter by invoice status. Use it to see what you've billed and what's landed.
  • Aged receivables. 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. This is your chase list: who to ring first.
  • 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.
  • Crew Status. For a single event, its crew grouped by their compliance status with a count for each, so you can see at a glance who's cleared and who isn't.
  • 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. Handy for pulling a list to mail or call.
  • 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.

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.
  • "What have we billed, and what's been paid?" Revenue.
  • "Who do I need to chase for money?" Aged receivables.
  • "Are our enquiries turning into bookings?" Leads.
  • "Is this event's crew cleared to work?" Crew Status.
  • "Who's still outstanding on documents for this event?" Requests.

Related articles