Reports Overview

Total Party Planner provides many useful reports to help organize your planning and follow-up for each event.

• Select Reports > All from the Navigation Bar

This will bring up the page with all of the reports available to you

Search Reports

Enter the name or part of the name to quickly locate a report.

Left Menu

Reports are divided into categories that you can navigate to using the menu on the left side

All

Shows all available reports in your TPP account.

Favorites

Frequently used reports can be marked as a Favorite by clicking the Star icon in the upper right corner.

Reports that have been marked as a Favorite will appear at the top of the Reports > All page and on the Favorites tab

Contacts

The Contact category has reports that pertain to your Clients and/or are client-facing.

Event

The Event category has reports that pertain to your Events for both the Front of House and Back of House.

Financial

The Financial category has reports that pertain to finances.

TPP General

The TPP General category has reports for In-stock Inventory, Vendors, Tasks and Notes, and other general reports