The Report
The Event Performance Report gives you a centralized view of event data across all of your events. Instead of reviewing each event individually, you can analyze attendance, revenue, company participation, and ticket sales in one place.
This report helps you answer questions like:
How many people attended events during a given time period?
Which companies are most engaged with your events?
How much revenue have your events generated?
Which tickets are selling best?
View the Event Performance Report
Go to the backend and click Reporting in the left Sidebar
Select Events > Event Performance
Components of the Report
Report Stage – A prominent display of the number of unique attendees, companies, tickets sold, events, and total revenue for the compared date range.
Filters – Customize the report by date range, ticket type, event category, attendance and more. The report updates automatically as filters change.
Report List View – A detailed list showing attendees, companies, and ticket sales for the selected date range.
Event Performance Report Stage
At the top of the report, there is the report stage that consists of several metric cards providing a high-level overview of event activity.
These metrics automatically update based on the filters applied to the report.
Metric Cards Displayed
Unique Attendees - The number of unique individuals registered for events within the filtered time period.
Unique Companies - The number of unique companies represented by event attendees within the filtered time period.
Tickets Sales - The total number of tickets sold within the filtered time period.
Events - The number of events included within the filtered time period.
Revenue - The estimated net revenue based on event ticket sales within the filtered time period.
The date range currently applied to the report filters is also displayed in the stage area.
💡Tip: The revenue displayed is an estimate based on ticket sales recorded within Novi. Remember that QuickBooks is your system of record for accounting. Your bookkeeper may have recorded event revenue outside of Novi. As such, we always recommend relying on QuickBooks before making financial decisions.
Report Filters
The following filters can be used to customize the report results:
Report Period
Choose a relative date range or define a custom range.
Last 12 Months (default)
Last 3 Years
Last 5 Years
Current Year (January 1 through today)
Previous Year
Custom (select specific start and end dates)
📌 Important Note: The Date Period and the Date Range filters are based on the date of the event, not the registration date
Ticket Name
Limit results to registrations associated with a specific ticket name(s).
Committee/Group
Show only records where the person or company belongs to the selected committee(s) or group(s).
Company Name (Companies List View Only)
Filter the report based on the company name.
Category
Limit results to events within the selected event category or categories.
Attendance Status
Filter the report based on attendance status:
Attended
Did not Attend
Unknown
Event Name
Displays results for the selected event(s).
Effective Member Type
Limits results based on the assigned effective member type.
Group By Top Level Parent (Companies List View Only)
Choose whether company registrations are grouped under their top-level parent company.
📌 Important Note: Filters are specific to each tab. A filter applied on the Companies tab does not carry over to the Attendees tab. If you switch tabs and see no results, check your filters.
Report List View
The Event Performance Report includes the following list views:
Attendees - Lists attendees across events
Companies - Lists companies across events
Ticket Sales - Lists each ticket sold across events
The Details view provides row-by-row breakdown of each attendee, company, or ticket across every event. Switch to the Summary view for each list to see a summarized list events for unique attendees, companies, and ticket names.
Attendees
The Details view shows one row per attendee per event, including individual registration details with tickets combined. The Summary view shows one row per unique attendee, summarizing the total number of events they registered for versus attended.
Companies
The Details view shows one row per company per event, including attendee counts and ticket totals for that event. The Summary view shows one row per unique company, summarizing their overall participation across all events.
For both Details and Summary Views, you can check Group by Top-level Parent to roll up registrations from sub-companies under their parent organization.
Ticket Sales
The Details view shows one row per individual ticket purchased per attendee, with no combining. The Summary view shows one row per unique ticket name matched across all events, including usage statistics and totals.
Batch Action
The Batch Actions tool can be used to perform quick actions such as create a new event registration, mark attendance, and more.
From the Attendee List View, available batch actions include:
New Event Registration
MailChimp Batch Tag
Create Committee Terms
Generate Invoices
From the Ticket List View (only the details view), available batch actions include:
Cancel & Refund Selected
Mark as Attended
Send Event Confirmations
Send Education Credit(s)
Print Education Credit(s)
New Event Registration
Mailchimp Batch Tag
Exporting the Report
After setting the filters, the report can be printed or exported to PDF/Excel.
Print or save as PDF by clicking the printer icon to the right of the filters. This will print/export the current chart view and the currently displayed list view.
You can also export each list view by clicking the Excel icon.
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Keywords: master event report, performance, comparison