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analytics Organiser (EO) 7 steps smart_display 1:24 min

Reports, exports and broadcasts

Analyse event performance and revenue, export to Excel, and send one message to a group of vendors without WhatsApp blasting.

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Step by step

  1. 1

    Open Reports

    Analytics → Reports: revenue received, uncollected, bookings, the application funnel and each event's performance.

  2. 2

    Filter the report

    Pick an event and a 7, 30 or 90-day period to compare performance.

  3. 3

    Export to Excel

    Press Export to Excel for your accounts, auditors or meetings.

  4. 4

    Compose a broadcast

    Vendors & Screening → Broadcast: write the subject and message once for a group of vendors.

  5. 5

    Choose the audience

    Pick the event, participation record (applied, paid in full or attended) and category. Blacklisted vendors are excluded.

  6. 6

    Save a segment

    Save the filters as a segment to reuse next month.

  7. 7

    Review and send

    Check the preview and the number of recipients, then send. A sent message cannot be recalled.

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Tips

  • tips_and_updates Vendors without an email are skipped and counted separately — complete their email on the vendor profile.
  • tips_and_updates Every export is recorded in the Activity Log.
help

Frequently asked questions

Why does the broadcast status say "Queued for sending"? expand_more

The system reports what it knows: the emails have been handed over for delivery. It does not claim they reached the inbox.