Event Reporting

Analytics and reports for event performance, attendance, and revenue

Comprehensive analytics and reporting for event performance, attendance metrics, revenue tracking, and member engagement.

Capabilities

Action	ROLE_CLIENT_ADMIN	ROLE_CLIENT_USER
View reports	✅	✅
Export reports	✅	❌
Schedule reports	✅	❌

Features

Report Types

Event Summary

Overview of individual event performance:

• Registration count vs capacity
• Revenue generated
• Attendance rate
• Ticket type breakdown
• Member vs non-member ratio

Attendance Report

Detailed attendance analytics:

• Check-in timeline
• Session attendance (multi-session)
• No-show analysis
• CPD points awarded
• Geographic distribution

Revenue Report

Financial performance:

• Gross revenue
• Refunds and adjustments
• Net revenue
• Revenue by ticket type
• Promo code usage

Trend Analysis

Historical patterns:

• Event attendance over time
• Revenue trends
• Popular event types
• Seasonal patterns
• Member engagement trends

Acceptance Criteria

Frontend

• Report builder interface
• Scheduled report configuration
• Interactive charts (line, bar, pie)
• Date range selector
• Event filter dropdown
• Export to PDF/Excel/CSV
• Drill-down from summary to details
• Comparison views (vs previous period)

Backend / API

• ?startDate= - Report start date
• ?endDate= - Report end date
• ?eventIds= - Filter by events
• ?eventType= - Filter by type
• ?groupBy= - Grouping option

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• Reports default to current month if no date specified
• Scheduled reports run at organization’s timezone midnight
• Maximum date range is 2 years
• Export includes all data points, not just visible
• Sensitive financial data requires ROLE_CLIENT_ADMIN role

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Dashboard Metrics

Total Events

Events held in period

Total Attendees

Unique attendees

Revenue

Total event revenue

Avg Attendance

Average per event

Acceptance Criteria

Frontend

• Report dashboard with key metrics

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Data Model Cross‑Reference (Entities)

Event reporting derives its metrics from these entities:

• Events and their configuration: Event
• Registrations, attendance, and ticket types purchased: Event Ticket
• Revenue (paid tickets) and refunds (when implemented): Payment Transaction

Note: this page is a reporting/analytics view; the spreadsheet does not provide a dedicated reporting field inventory beyond the upstream event/ticket/attendance primitives.

Report Builder

Create custom reports with:

• Date Range - Select reporting period
• Event Filter - Specific events or all
• Metrics Selection - Choose data points
• Grouping - By event, type, month, etc.
• Visualization - Charts, tables, or both

Acceptance Criteria

Frontend

• Report Builder workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Report Builder as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Scheduled Reports

Automate report delivery:

1. Configure report parameters
2. Set schedule (daily, weekly, monthly)
3. Select recipients
4. Choose format (PDF, Excel, CSV)
5. Reports delivered via email

Acceptance Criteria

Frontend

• Scheduled Reports workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Scheduled Reports as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Implementation Contracts

Backend (API)

GET /api/events/reports/summary              # Overall summary
GET /api/events/{id}/reports/summary         # Single event summary
GET /api/events/reports/attendance           # Attendance report
GET /api/events/reports/revenue              # Revenue report
GET /api/events/reports/trends               # Trend analysis

POST /api/events/reports/custom              # Custom report builder
POST /api/events/reports/export              # Export report

GET  /api/events/reports/scheduled           # List scheduled reports
POST /api/events/reports/scheduled           # Create scheduled report
PUT  /api/events/reports/scheduled/{id}      # Update schedule
DELETE /api/events/reports/scheduled/{id}    # Delete schedule

Query Parameters:

Data Model

interface EventReportSummary {
  period: {
    startDate: string;
    endDate: string;
  };
  
  // Overview
  totalEvents: number;
  totalRegistrations: number;
  totalAttendees: number;
  totalRevenue: number;
  
  // Averages
  avgRegistrationsPerEvent: number;
  avgAttendanceRate: number;
  avgRevenuePerEvent: number;
  
  // Breakdown
  byEventType: {
    type: string;
    count: number;
    registrations: number;
    revenue: number;
  }[];
  
  byMonth: {
    month: string;
    events: number;
    registrations: number;
    revenue: number;
  }[];
}

interface ScheduledReport {
  id: string;
  name: string;
  reportType: string;
  parameters: Record<string, any>;
  schedule: 'daily' | 'weekly' | 'monthly';
  dayOfWeek?: number;  // For weekly
  dayOfMonth?: number; // For monthly
  recipients: string[];
  format: 'pdf' | 'excel' | 'csv';
  active: boolean;
  lastRunAt?: string;
  nextRunAt: string;
}

Report Metrics

Metric	Calculation
Attendance Rate	(Checked In / Registered) × 100
No-Show Rate	(Registered - Checked In) / Registered × 100
Revenue Per Attendee	Total Revenue / Checked In
Member Ratio	Members / Total Registered × 100
Capacity Utilization	Registered / Capacity × 100

Error Handling

Error	HTTP Status	Message
Invalid date range	400	”End date must be after start date”
Range too large	400	”Maximum date range is 2 years”
Export failed	500	”Failed to generate export”
No data	200	Returns empty result set