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Event Attendees Report
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Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Event Attendees Report

The Event Attendees Report helps you review event participation, attendance outcomes, and related Sales Pipeline context. Use it to analyze attendee status, lead source, lead stage, geography, mail-list segments, and attendee details across selected events.

This report is a reporting view only. It does not create events, register attendees, schedule appointments, modify leads, or change attendee statuses.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Open Events.
  3. Select Event Attendees Report .

This report updates every 15 minutes, so the latest data may not appear immediately.

Set the Reporting Period

Use the date-range control to select a range that includes the events you want to review. The report page does not expose the exact underlying date field used by this control.

Filter the Report

Use the filters at the top of the report to narrow event, attendee, and Sales Pipeline data. The cards, charts, maps, and attendee table respond to the selected filters.

Available filters include:

  • Event Internal Name
  • Event Public Name
  • Event Type
  • Event Status
  • Attendee Registration Status
  • Client Status
  • Lead Stage
  • Lead Source
  • Event Source
  • Source Type
  • Office Location
  • Head of Household
  • Lead Owner
  • First Name
  • Last Name
  • Lead Tags
  • Attendee Notes
  • Promo Code
  • Mail House

The report shows completed events by default. Use the Event Status filter to include other event statuses when needed.

Select Reset Filters to clear the selected filters and return the report to its default view.

Use Mail List Filters

The Mail List Filters section provides optional segmentation controls for reviewing attendees by mail-list and related profile details.

Available mail-list filters include:

  • Mailer Code
  • Income
  • Age
  • IPA
  • Networth
  • Estimated Investable Assets range slider
  • Referred By

Use these filters carefully when reviewing sensitive attendee information such as demographic, income, net worth, asset, referral, or note-related data.

Review Summary Cards

The summary cards provide a quick view of event and attendee outcomes for the selected filters.

  • Events: Events included in the selected report view.
  • Total Registered*: Registered attendees, excluding waitlist, cancelled by us, and cancelled by attendees.
  • Attended*: Includes Attended, Requested Appointment, and Appointment Scheduled statuses.
  • Requested Appointment*: Attendees marked with Requested Appointment status in the event attendees table.
  • Appointment Scheduled*: Attendees marked with Appointment Scheduled status in the event attendees table.
  • Cancelled*: Includes Cancelled by Us and Cancelled by Attendee.
  • Waitlist: Attendees on the waitlist.
  • No Show: Attendees marked as no show.
  • Confirmed: Attendees marked as confirmed.
  • Registered: Attendees marked as registered.

Requested Appointment and Appointment Scheduled come from the event attendees table, not from calendar bookings. To review actual booked calendar appointments, use the 1st Appointment Report .

Review Charts and Report Sections

The report includes charts and map-based sections for reviewing attendee outcomes, source context, Sales Pipeline stage context, and geography.

Section What it shows
Attendees by Status Attendee counts grouped by registration or attendance status.
Attendees by Source Marketing-channel or lead-source context from the Sales Pipeline.
Open Leads Stages Per Event and Stage Open lead stage context by event and stage.
Contacts by Sales Pipeline Stage Contacts grouped by Sales Pipeline stage. This is separate from event attendee statuses.
Attendees Heatmap Geographic attendee context shown in the report.
Attendees by City (Primary Address) Attendee location context by city based on primary address.

Review the Attendee List

The List of Attendees (All statuses) provides attendee-level detail for the selected filters.

The attendee list includes:

  • Linked Lead ID
  • First Name
  • Last Name
  • Head of Household
  • Registration Status
  • Registration Date
  • Event Public Name
  • Event Internal Name
  • Event Status
  • Event Type
  • Event Date
  • Lead Created Date
  • Closed Date
  • Lead Stage
  • Client Status
  • Lead Source
  • Lead Owner
  • Office Location
  • Attendee Notes
  • Promo Code
  • Lead Tags
  • Catchlight Investable Assets
  • Referred By
  • Est Total Assets
  • Estimated Investable Assets

Use Section Controls

Report sections include controls labeled Show applied filters and Show chart menu.

Download the Report

Select Download (PDF) to download the current report view as a PDF.

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