Hi Tamara,
Hope you are doing well!
In regards to your query, we can run a cross event report called 'Budget Adhoc'. This report will provide you all the requested information. You will have to add the fields in the report in order to review.
For Event Name, event title field is available under General Event information section. 'Event creation date' is available under 'Event -Audit information' and Date when initial budget items were uploaded is available under 'Budget item - Audit information'. I have also attached the screen shot for all the fields you will need to add for the above mentioned information.
Once you add the fields you can also save the report which can later by accessed from the 'Saved report' section. Similarly, you can also export the report in excel or csv. format depending upon the requirements.
Hope this helps!
Regards,
Khushbu Gupta
Associate Quality Lead - Quality Team
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Khushbu Gupta
CventUnited States
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Original Message:
Sent: 02-09-2023 13:17
From: Tamara Mielniczuk
Subject: Track event budget sent to stakeholder
Hi! My client is requesting a report with the following information:
-Event name
-Creation date in Cvent
-Date that initial budget was upload
Thanks!
#Admin/Reporting
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Tamara Mielniczuk
Regional account manager
Merck & Co.United States
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