Reporting by Event Type & Cost Centre

Event type and cost centre are two reporting dimensions: two curated lists per workspace that you pick from on every event. Because they are lists and not free text, the financial report can group and filter by them — “what do we earn on weddings?”, “how much runs through the bar cost centre?”.

Building the lists

1. Open Settings → Workflows.
2. Scroll to the Reporting dimensions section. It holds two lists: Event type and Cost centre.
3. Click Add type or Add cost centre, enter a name and save.
4. The arrows change the order, Edit changes the name.

Typical event types: company party, wedding, conference, birthday, trade fair. Typical cost centres: catering, bar, technology, staff, rental.

Tip: Keep the lists short. Ten event types you actually report on are worth more than fifty nobody maintains.

Archive instead of delete

When you no longer need an entry, click the archive icon. It disappears from the picker but stays on every event that already uses it — your reports on past years keep their grouping.

You can only delete an entry permanently when it is archived and no event references it any more. If events still do, the hint on the button tells you how many.

A name can only exist once per list — archived entries count too. To reuse a type you archived, hit Reactivate instead of creating it again.

Assigning it on an event

When creating and when editing an event, the first step holds two pickers: Event type and Cost centre. Both are optional — “— not assigned —” is always allowed.

While one of the lists is empty, the matching field is not shown at all. Build the list in the settings first.

Carried over from an inquiry

When a customer submits an inquiry form and states an event type there, it is applied automatically as you accept the inquiry — but only when that exact name exists in your list (case does not matter). If nothing matches, the field stays empty. Nothing is guessed and nothing is silently added to your list.

Reporting

Open Reports → Financial report. At the top left, pick the axis under Group by:

• Event type — one row per type
• Cost centre — one row per cost centre

Each row shows the number of events, revenue, open quotes, costs, margin and margin percentage. A total row sits underneath.

Events without an assignment are collected in a single row “Not assigned” that always sits at the very bottom, so you can see at a glance how much revenue is still unclassified.

The figures are the same ones the Event grouping shows — only summarised differently. The total per type is exactly the sum of the individual events of that type.

Filtering

The filter bar of the financial report and of the food cost report has two new pickers: Event type and Cost centre. Setting both makes them work as “and” — only events matching both are shown.

The filter applies to every grouping of the financial report, not just the two new ones. So you can filter by “bar cost centre” and still group by period.

Using it in automations

Rules attached to an event (e.g. “X days before the event”) now know two new condition fields: Event type and Cost centre. That lets you build rules such as “only create the checklist for weddings” or “only notify the supplier for the bar cost centre”.

If you pick a type and archive it later, the rule keeps working — it compares the entry, not the name.