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      Overview Report

      The Overview Dashboard report provides a snapshot of information. This data can be filtered by a date range, Event Group, Occurrence Status or Organisation Types.

      To view the Overview Dashboard click on the Reports heading in the left-hand navigation and then click on Overview Report. 

      OR-001

      This will display the Overview Dashboard. The Data shown will be the unfiltered data including all events. Use the available filters to obtain a different snapshot.

      On the following example we have added a Date From value of 01-11-2024 and a Date To value of 30-11-2024. to show the data for November 2024. When the dates are added click on the Filter button. 

      OR-002

      The information will be refreshed and will show as follows:

      OR-003

      Data Explanations

      • Events
        This lists the total number of Events where a session has been held.
      • Event Sessions
        This lists the total number of Sessions held. 
      • Places Offered
        This is the sum of the Places Offered for the Sessions held/scheduled. 
      • Bookings
        This is the sum of the Bookings for the Sessions held/scheduled. 
      • Cancellations
        This is the sum of bookings cancelled for Sessions held/scheduled. 
      • Attended
        This is the sum of the Delegates marked as Attended for the Sessions held.
      • No Shows
        This is the sum of the Delegates marked as No Show for the Sessions held.
      • Attendance %
        This shows attendance as a percentage. Attended / (Attended+No Shows) * 100
      • No Shows %
        This shows No Shows as a percentage. No Shows / (Attended+No Shows) * 100
      • Utilisation %
        This shows you utilisation as a percentage.  Attended / Places Offered * 100
      • Trainers
        This is the total number of Trainers used. 
      • Venues
        This is the total number of Venues used. 
      • On Waiting Lists
        The total number of Delegates on Waiting Lists for different sessions. 
      • Transactions 
        This is a duplicate of Payments Taken and is due to be removed from the report
      • Revenue Events 
        This is the total revenue generated from payments taken for bookings. 
      • Revenue Range 
        This is no longer used and is due to be removed from the report
      • Revenue Average
        Average of payments taken across all events.
      • Remaining Credits
        This is no longer used and is due to be removed from the report
      • Payments Taken 
        This is the total number of payments taken for the filters set.
      • Payment Taken Admin Bypass
        This is the number of bookings taken the admin has booked them e.g. not via the payment gateway.

      NOTE: This data will be specific to the filters used in the report. Changing the filters will change the data. When looking at Utilisation, ensure your END DATE filter is not in the future, as this will drop the perceptage. 

      Still, looking for further information? 

      Email us at support@phew.org.uk and we will be able to give further clarification on any questions.