Event Report

An event report answers one question: who is coming, and how many of each kind of place. It reads the bills, because a reservation is recorded as a bill line — an item such as Adult or Child, a quantity, and an amount. Grouping those lines by item gives the breakdown.

The example through this article is a Sukkot Dinner, whose subcategory holds two items, Adult and Child.

Building the Report

1

Open the report builder

Go to Reports → Transactions and click + New Report.

2

Name it and choose Bills

Give the report a name — Sukkot Dinner RSVP. In the header, set the report type to Bills. Payments would count money received; Bills counts what was reserved.

3

Limit it to the event

On the Parameters tab, open Categories under Criteria and select the event's subcategory — Events : Sukkot Dinner. Everything else in the report follows from this one choice, so nothing from other categories can creep in.

Add a Date range as well when the same subcategory is used year after year. Otherwise last year's dinner is counted too.
4

Choose the columns

Open Columns under Output and check Item and Quantity. Add Filed As when you want the families listed by name. Uncheck what you don't need — invoice numbers and categories make the page busy without adding anything here.

5

Group by item

Open Grouping & Totals under Output. It offers two useful shapes:

SettingResult
Totals only with Total rows by: ItemOne row per item — Adult, Child — each with a count and a total amount
Show details with Subtotal rows by: ItemEvery reservation listed, gathered under Adult and Child, with a subtotal on each group in the PDF

Aggregate sets what the amount column does: Sum, Average, Minimum or Maximum. A count is always included.

6

Check it, then take it out

Switch to Preview in the header. From there, PDF List produces the printable report and Export produces a CSV. Both save the report first.

7

Save it for next time

Save keeps the report in the Transactions list, ready to run again — next year, change the subcategory or the date range rather than starting over. The folder button files it with your other event reports.

The Assistant

The Reports page has an ✨ Assistant that builds a report from a sentence such as bills for the Sukkot Dinner subcategory, totaled by item, then opens it in the builder with the criteria and columns already filled in. Everything above can be adjusted from there.

ADVANCEDWhat the report is reading

A Bills report reads bill lines rather than whole bills, which is why Item and Quantity are available at all. Grouping by item is a bills-only option for the same reason: a payment has no item. In a totals report each row carries the count of matching lines and the chosen aggregate of their amounts.

More on the reports themselves: the Reports section of this knowledge base.