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Siebel eEvents Management Guide for Financial Services > Evaluating an Event > End-User Procedures for Evaluating an Event >

Preparing Reports for an Event

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Siebel eEvents Manager for Finance provides preconfigured event reports to assist you in evaluating the success of an event. The following two reports are available:

Event status report
Event summary report

These reports assist event managers and sales managers in evaluating the effectiveness of the event campaigns, the effectiveness of their sales force in driving business to the event, and the interest and value for customers attending these events.

To produce an event status report

From the application-level menu, choose View > Site Map > Events > All Events.
From the application-level menu, choose View > Reports. If the Reports option is grayed-out, no reports are available.

NOTE:  Report parameters must be configured before you can select Reports from the View menu. For information about setting report parameters, see Siebel Reports Administration Guide.

Event summary reports contain information about attendance, budget, revenues, and vendor and venue performance ratings. The following procedure describes how to generate an event summary report.

To produce an event summary report

From the application-level menu, choose View > Site Map > Events > All Events.
Click the Sub-Events screen tab.
Select the subevent for which you want to produce a summary report.
From the application-level menu, choose View > Reports. If the Reports option is grayed-out, no reports are available. Otherwise, the Reports dialog box appears.
From the Select a Report field, select Event Summary.

The Event Summary report appears in a new window.

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