Client Field Report

The Client Field Report lists client fields (pre-set in the Client Module, Client Field Tab) for bookings operated within a specific date range. This report is typically used for client-specific reporting.

Options:

• Account Manager: Select an account manager or choose "All."
• Source: Specify the origin of the enquiry or select "All."
• Style: Choose a style relevant to the report audience.
• Group By: Select how to organize the data (e.g., by consultant or client).
• Booking Type: Choose a type or select "All."
• Market Segment: Select a segment or "All."
• Industry Category: Select a category or "All."
• Event Type: Choose an event type or "All."

Additional Filters:

• Further selection options on the right allow filtering by Client, Contacts, Venues, Suppliers, Hotel Groups, Affiliations, or Parent Companies.

Final Steps:

• Select the date range.
• Click Preview to generate the report or Reset to clear selections.