LeadCenter.AI Help Center

Contact Us Sign in

Reports

Events Report
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

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

Events Report

The Events Report is the broad event overview report in LeadCenter.AI. It consolidates individual events and seminars, attendee statistics, attendance outcomes, event spend, appointment and client conversions, and issued financial outcomes.

Use this report when you want to review event-level rows, event and attendance timelines, status summaries, and conversion detail.

The Events Report differs from the Event Performance Report. The Events Report focuses on individual event rows, timelines, status summaries, and conversion detail. The Event Performance Report focuses more heavily on aggregated performance, CAC, ROI, and comparisons by dimensions.

This report is a reporting view only. It does not create or edit events, attendee records, appointments, pipeline records, expenses, or financial accounts.

Open the Report

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

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

Set the Event Date Range

Use the Event Date range to choose the event period you want to review. The report updates based on the selected Event Date range and filters.

Filter the Report

Use the filters at the top of the report to narrow event, attendee, conversion, and financial outcome data.

Available filters and controls include:

  • Event Internal Name
  • Event Public Name
  • Event Type
  • Event Status
  • Is Virtual?
  • Venue
  • State
  • Office Location
  • Speakers
  • Subject
  • Mail House
  • Event Source
  • Head of Household

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

Review Event Summary Metrics

The report includes event and attendee summary metrics for the selected Event Date range and filters.

  • Events: Event count shown for the selected report view.
  • Total Registered: Registered attendee count shown for the selected report view.
  • Total Attended: Attendee count shown for the selected report view.
  • No Show: No-show count shown for the selected report view.
  • Total Spend: Event spend shown for the selected report view.

Review the List of Events

The List of Events provides event-level detail for the selected filters. The table includes a grand total for applicable numeric metrics.

The list includes:

  • Linked Event ID
  • Internal Name
  • Public Name
  • Event Type
  • Start Date
  • Start Time
  • Event Status
  • Venue
  • Subject
  • Speakers
  • Mail House
  • City
  • State
  • Country
  • Office Location
  • Is Virtual
  • Invitations Sent
  • Total Registered
  • Total Attended
  • First Appt Set
  • First Appt Kept
  • Became Client
  • Amount Issued
  • Est. Revenue on Issued

Select a Linked Event ID to open the corresponding event record.

The visible technical field for Is Virtual may appear as is_vritual in the report table.

Review Timeline Sections

Timeline sections show event, spend, attendance, and event-type activity over time. These charts respond to the selected filters.

Timeline section What it shows
Event Expenditure Timeline Total Spend by Month.
Events Organized Timeline Event counts over time.
Attendees Timeline Total Attended, Confirmed Attendees, Registered Attendees, Total Registered, Cancelled by Attendee, and Cancelled by Us Attendees.
Events by Type | Timeline Event counts over time grouped by Event Type.

Review Conversion and Attendance Outcomes

The report includes attendance and conversion outcome metrics for selected events.

  • Requested Appointment
  • Scheduled Appointment
  • First Appt Set
  • First Appt Kept
  • Became Client
  • Amount Issued
  • Waitlist | Not Attended
  • Confirmed | Not Attended
  • Cancelled by Attendee
  • Cancelled by Us
  • Total Cancelled

First Appt Set represents leads who had a first appointment set after attending an event. First Appt Kept represents leads who kept a first appointment after attending an event. Became Client represents leads converted to clients after attending an event.

Conversions are attributed to the Last Event attended. This attribution rule applies to this report.

Review Converted Clients

The Converted to Clients section can contain sensitive contact and financial information. Review and export this data only when appropriate for your role.

The Converted to Clients table includes:

  • Lead ID
  • Client Name
  • Conversion Event (Internal Name)
  • Conversion Event (Public Name)
  • Event Date
  • Lead Created Date
  • Lead Closed Date
  • Amount Issued
  • Est Revenue on Issued

A grand total appears for applicable financial metrics.

Keep Source Data Updated

The report pulls together information from multiple areas of LeadCenter.AI:

  • Events and event attendees come from the event management system.
  • Event expenses come from Marketing Expenses.
  • LeadCenter calendar appointments with category 1st Visit - Not A Client support event-to-first-appointment conversion reporting.
  • Financial accounts support event-to-production measurement.

Use Section Controls

Report sections may include controls labeled Drill up, Drill down, Sort, Show applied filters, and Show chart menu.

Download the Report

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

Related Articles

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.