Events without Event Orders report

This report lists all events that do not have an associated banquet event order (BEO). Use this report to ensure that all booking events are properly associated to BEOs.

To run the report

  1. Navigate to Reports.
  2. In the All Folders list, click Booking Reports.
  3. In the list of reports, click Events Without Event Orders Report.
  4. Set the report criteria by updating filters and choosing how to group and summarize the information.
  1. If applicable, click Run Report.
  1. Review the report data.

    For each event, the report displays the following: Start and End Time, Booking Post As, Booking Status, Account/Agency, Event Contact, Booking Event Name, Description, Event Classification, Agreed and Guaranteed Attendance. Grand totals of the number of records appear at the end of the report.

    By default, the report data is grouped by Property, then Start Date, and then Event Status (all statuses are included in the report). Groups are sorted in ascending order. To change the sort order of the data groups in the report, click one of the Sorted By fields. To change the sort order of the data within each group, click a bold column heading. An up arrow indicates the data is sorted in ascending order (A, B, C ... 1, 2, 3). down arrow indicates a descending order (Z, Y, X, ... 9, 8, 7).

    Wherever a link appears in the report, you can click it to open the associated record.

  1. Click one or more of the following based on your Salesforce Experience:
  • Show/Hide Details - Toggles between the report's summary and detail views. The view you select is what is shown when you download the report (see Printable View below).
  • Customize - Opens the report in the report builder so you can customize it. Be sure to save the customized report with a new name.
  • Save - Overwrites the original report using the changes you made to the report criteria.
  • Save As - Saves any changes you made to the report under a new name so the original report is not altered.
  • Printable View - Downloads the report into Microsoft Excel where you can print, save, or email it. The report's format and summary information are retained in the downloaded spreadsheet.
  • Export Details - Exports the report data into a Microsoft Excel spreadsheet or CSV (comma-separated values) file. The report's format and summary information are not retained.
  • Show/Hide Details - Toggles between the report's summary and detail views. The view you select is what is shown when you download the report (see Formatted Report below). Available toggles include:
    • Row Counts – Toggle between showing or hiding the number of records in each grouping and total number of records in the report.
    • Detail Rows - Toggle between showing or hiding the report details. Collapsing the report to only show subtotals and grand total or expanding to show the entire report.
    • Subtotals – Toggle between showing or hiding the subtotals by the groupings.
    • Grand Total – Toggle between showing or hiding the grand totals of summary columns at the top of the report.
  • Edit - Opens the report in the report builder so you can customize it. Be sure to save the customized report with a new name.
  • Save - Saves changes to the current report, overwriting the original report using the changes you made to the report criteria.
  • Save As - Saves any changes you made to the report under a new name, so the original report is not altered.

    For reports that you have access to run but cannot edit, Save As allows you to create or modify your own copy of the report.

  • Subscribe - To begin receiving report results by email according to the schedule and conditions you set.
  • Export
    • Formatted Report - Downloads the presentable report into Microsoft Excel (.xlsx) where you can print, save, or email it. The report's header, all groupings, and filter settings are exported. Formatting includes row colors/shading (ADA approved), clear report grouping, and sub/grand totals. Grouping, Sub/Grand Totals display based on the toggles defined in the report preview prior to exporting.

      For the purposes of presentation appearance, some cells are merged, making it difficult to filter data further with Microsoft Excel tools.

    • Details Only - Downloads the raw report data, exporting only the detail rows into Microsoft Excel (.xls), formatted Excel (.xlsx) or .csv file format. The report's formatting is not retained. This format is best to perform further calculations and formatting or to upload to other systems.

      For the purposes of presentation appearance, some cells are merged, making it difficult to filter data further with Microsoft Excel tools.

  • Delete - Deletes the selected report, and the report is moved to Recycle Bin. You cannot delete reports in another user's personal folders, reports used by dashboard widgets or reporting snapshots.
  • Add to Dashboard - Adds the selected report to a dashboard widget to visualize your data.
  • Enable Field Editing - Grants the ability to inline edit records directly from the report (as opposed to opening the record and updating it there).