Event Reporting

Comprehensive analytics and reporting for event performance, attendance metrics, revenue tracking, and member engagement.

Capabilities

Action	ROLE_CLIENT_ADMIN	ROLE_CLIENT_USER
View reports	✅	✅
Export reports	✅	❌
Schedule reports	✅	❌

Features

Report Types

Acceptance Criteria

Frontend

• Report builder interface
• Scheduled report configuration
• Interactive charts (line, bar, pie)
• Date range selector
• Event filter dropdown
• Export to PDF/Excel/CSV
• Drill-down from summary to details
• Comparison views (vs previous period)

Backend / API

• ?startDate= - Report start date
• ?endDate= - Report end date
• ?eventIds= - Filter by events
• ?eventType= - Filter by type
• ?groupBy= - Grouping option

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• Reports default to current month if no date specified
• Scheduled reports run at organization's timezone midnight
• Maximum date range is 2 years
• Export includes all data points, not just visible
• Sensitive financial data requires ROLE_CLIENT_ADMIN role

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Dashboard Metrics

Acceptance Criteria

Frontend

• Report dashboard with key metrics

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Data Model Cross‑Reference (Entities)

Event reporting derives its metrics from these entities:

• Events and their configuration: Event
• Registrations, attendance, and ticket types purchased: Event Ticket
• Revenue (paid tickets) and refunds (when implemented): Payment Transaction

Note: this page is a reporting/analytics view; the spreadsheet does not provide a dedicated reporting field inventory beyond the upstream event/ticket/attendance primitives.

Report Builder

Create custom reports with:

• Date Range - Select reporting period
• Event Filter - Specific events or all
• Metrics Selection - Choose data points
• Grouping - By event, type, month, etc.
• Visualization - Charts, tables, or both

Acceptance Criteria

Frontend

• Report Builder workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Report Builder as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Scheduled Reports

Automate report delivery:

1. Configure report parameters
2. Set schedule (daily, weekly, monthly)
3. Select recipients
4. Choose format (PDF, Excel, CSV)
5. Reports delivered via email

Acceptance Criteria

Frontend

• Scheduled Reports workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Scheduled Reports as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Implementation Contracts

Backend (API)

GET /api/events/reports/summary              # Overall summary
GET /api/events/{id}/reports/summary         # Single event summary
GET /api/events/reports/attendance           # Attendance report
GET /api/events/reports/revenue              # Revenue report
GET /api/events/reports/trends               # Trend analysis

POST /api/events/reports/custom              # Custom report builder
POST /api/events/reports/export              # Export report

GET  /api/events/reports/scheduled           # List scheduled reports
POST /api/events/reports/scheduled           # Create scheduled report
PUT  /api/events/reports/scheduled/{id}      # Update schedule
DELETE /api/events/reports/scheduled/{id}    # Delete schedule

Query Parameters:

Data Model

interface EventReportSummary {
  period: {
    startDate: string;
    endDate: string;
  };
  
  // Overview
  totalEvents: number;
  totalRegistrations: number;
  totalAttendees: number;
  totalRevenue: number;
  
  // Averages
  avgRegistrationsPerEvent: number;
  avgAttendanceRate: number;
  avgRevenuePerEvent: number;
  
  // Breakdown
  byEventType: {
    type: string;
    count: number;
    registrations: number;
    revenue: number;
  }[];
  
  byMonth: {
    month: string;
    events: number;
    registrations: number;
    revenue: number;
  }[];
}

interface ScheduledReport {
  id: string;
  name: string;
  reportType: string;
  parameters: Record<string, any>;
  schedule: 'daily' | 'weekly' | 'monthly';
  dayOfWeek?: number;  // For weekly
  dayOfMonth?: number; // For monthly
  recipients: string[];
  format: 'pdf' | 'excel' | 'csv';
  active: boolean;
  lastRunAt?: string;
  nextRunAt: string;
}

Report Metrics

Metric	Calculation
Attendance Rate	(Checked In / Registered) × 100
No-Show Rate	(Registered - Checked In) / Registered × 100
Revenue Per Attendee	Total Revenue / Checked In
Member Ratio	Members / Total Registered × 100
Capacity Utilization	Registered / Capacity × 100

Error Handling

Error	HTTP Status	Message
Invalid date range	400	"End date must be after start date"
Range too large	400	"Maximum date range is 2 years"
Export failed	500	"Failed to generate export"
No data	200	Returns empty result set