Event Management Made Easier With Membee

Posted on July 12, 2017 in Associations, Chambers, Feature Updates, Membership, Nonprofit

This week we go over Membee’s Event Reports and how they make managing your events a breeze! Make sure you aren’t missing out on any Event features and watch the short overview movie on all of Membee’s Event functionality.

This week on the Latest Buzz blog we are going over Membee’s Event Reports!

Event Summary Report
Event Detail by Attendee Report
Event Detail by Purchaser Report
Event Details Itinerary Report

These reports make planning and organizing your events a breeze! But first, Check out the overview video below going over Membee Events and all of its functionality:

Event Summary Report

This Membee report is designed to make it fast and easy to get counts and the general status of the sales in your event at a glance.

Check out the highlighted points on the sample of the Event Summary report below

Get attendee counts at a glance, including counts for unknown
See a summary of the sales progress and attendees counts for each item in your event
Get counts of both event item and event attendee custom fields even if the field is a free-form text field.

Event Detail by Attendee Report

The recent redesign of this report focuses 100% on the attendee so that information for each attendee is clear and easy to see.

Check out the highlighted points on the sample of the Event Details by Attendee report below:

All of the attendee’s choices for event item and event attendee custom fields are grouped together for easy reference
Unspecified choices for event item and event attendee custom fields are highlighted so that you know where information is missing.
The financial status of all event items for the attendee are visible, including an emphasis on items where there is an amount owing
Clear and concise totals including percentages for RSVP can be found in the report’s footer

Event Detail by Purchaser Report

Sometimes knowing “who” made the event purchases is just as important as knowing “who” is attending. The completely redesigned Event Detail by Purchaser report provides all the details for each purchase made in your event.

Check out the highlighted points on the sample of the Event Details by Purchaser report below:

Both the quantity and payment status of all event items bought by a purchaser are clearly visible
Attendee details for each event item purchased are also displayed, including any undefined event item or event attendee custom fields
When a purchased item has an outstanding balance the item is highlighted
Unspecified attendees are also displayed

Event Details Itinerary Report

Membee client organizations are managing increasingly complex events where the event items and additional information connected to any given event attendee is also becoming more complex.

The Event Details Itinerary report is intended to both remind the attendee about the event and to confirm with them the information they have provided. Membee does all of this automatically.

Check out the highlighted points on the sample of the Event Details Itinerary report below:

The event’s key information and even a custom logo for the event are prominent at the top of the report
The attendee’s key information including their headshot image completes the header of the report. This makes it easy to hand a copy of the Itinerary Report to the attendee at a check-in desk.
Details for each event item including the items image and description
The item’s purchaser is also noted
The payment status for each item is prominently displayed
Any comments added by you regarding the event are also displayed

The Event Details Itinerary can also be set up to be delivered automatically to your event attendees in advance of the event via a new Automation. It can be found in the Automations section, and has been added as the seventh automation to the dropdown menu. An example below: