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Event Expenditure 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 Expenditure Report

The Event Expenditure Report provides an event-spending view for reviewing event counts and marketing expenditures across selected events.

Use this report to analyze spending by event identity, event type and status, geography, office location, spend category, and date range.

This report is a reporting view only. It does not create, edit, categorize, or delete events or marketing expenses.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Open Events.
  3. Select Event Expenditure 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 adjust the visible reporting period. The report page does not expose the exact underlying date field used by this control.

The expenditure table includes both event start information and spend information. Do not assume the report’s date range is based on a specific table field unless that field is confirmed in the report.

Filter the Report

Use the filters at the top of the report to narrow the event expenditure information shown in the KPI cards and expenditure table.

Available filters include:

  • Event Public Name
  • Event Type
  • Event Status
  • Event Internal Name
  • Event Address
  • Office Location
  • City
  • State
  • Spend Category

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

Review KPI Cards

The KPI cards summarize event and expenditure activity for the selected filters.

  • Events: Events included in the selected report view.
  • Amount Spend: Total amount spent shown for the selected report view.

The KPI cards include previous-year comparison indicators. The report page does not expose the comparison formula or period alignment.

Review the Expenditure Table

The List of Expenditures provides event-spending detail for the selected filters.

The table includes event fields, spend fields, and a grand total for spend amounts.

Field What it represents
Event ID The event identifier shown in the report.
Event Public Name The public-facing event name shown in the report.
Event Internal Name The internal event name shown in the report.
Start Date Event start information from the report field start_date.
Event Type Event type information from the report field event_type.
Event Status Event status information from the report field event_status.
Subject The subject shown for the event.
Is Virtual Virtual-event indicator from the report field is_vritual.
Venue Name The venue name shown for the event.
Event Address The event address shown in the report.
Event City The event city shown in the report.
Office Location Office location information from the report field office_location_name.
Event State The event state shown in the report.
Spend Date Spend date information from the report field spend_date.
Spend Name The spend name shown in the report.
Spend Notes Spend notes shown in the report.
Marketing Spend Category Spend category information from the report field marketing_spend_category.
Spend Amount Spend amount information from the report field spend_amount.

Event-related marketing expenses appear in reporting when they are entered, linked to an event, and assigned an expense category.

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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