Standard iVvy reports allow you to:
View 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.
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.
Once you have adjusted your Set Columns the report can be printed by clicking the Print Page button located on the right hand side at the top.