Reports Overview
Total Party Planner provides many useful reports to help organize your planning and follow-up for each event. Select Reports...
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Reports
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Combining Invoices
Multiple invoices can be printed by date range and combined for a particular Contact. This will allow you to see each... -
Combining Proposals
Multiple proposals can be generated by date range and combined for a single Contact. This will allow you to see... -
Query Generator
The Query Generator allows you to create your own customized reports to get the information from Total Party Planner that... -
Email Setup
Connecting your email provider directly with TPP is required to be able to send emails. The following is a guide... -
Vision Board
Vision Board Overview The Vision Board is a basic graphic editor that gives you the ability to add a single... -
Setting Up Automation Preferences
Automation Preferences Automation Preferences let you set up daily emails for specific reports to be delivered to your team with... -
Exporting Contacts Using The Query Generator
This video will show you how to export a list of active contacts to a CSV or XLS file for... -
Report of the Week Video Library
Watch these videos to familiarize yourself with various reports in TPP! FINANCIAL Ledger: Food & Beverage Sales Report Contact Payments... -
Creating an Event: Proposal & Proposal Parameters
Watch the video below for an overview of the Proposal Parameters. Event: Proposal & Parameters (VIDEO)