Tenant User Guides
Public operator guides for EventSuite tenants. Choose a module to see configuration steps, day-to-day usage, and pro tips.
Tenant User Guides
Published operator guides for tenant teams. Select a module to see full step-by-step usage instructions.
Available Guides
Analytics (Beta) — How To Use
Review event performance dashboards and trend insights for decision support.
Purpose
Use this guide to navigate analytics cards, apply filters, and interpret trend signals for operations and planning.
Who Should Use This Guide
- • Operators reviewing daily performance
- • Managers evaluating trends and KPIs
- • Planning teams comparing outcomes across periods
Features (What + How + Pro Tips)
Feature list
How To Do It (UI Steps)
- • In Dashboard, open Analytics (Beta) when visible for your tenant.
- • Apply date range and segment filters at the top of the dashboard.
- • Review headline KPI cards, then open deeper chart sections.
- • Use drill-down links where available to inspect event-level records.
- • Export or capture key metrics for reporting handoff.
- • Reset filters and verify baseline dashboard values before leaving.
Daily Checklist
- • Confirm date filters are correct before interpreting values.
- • Track KPI movements against prior period.
- • Note major anomalies for operational review.
- • Share summary in shift or leadership handoff.
Filters (date range + segments)
Where: Analytics → Top filter bar
What it’s used for
Setting the scope of analysis so metrics are interpreted correctly.
Configure
- • Select a date range.
- • Apply segment filters relevant to the question you are answering.
Use day-to-day
- • Reset filters to confirm baseline values when something looks off.
Pro tips
- • Always sanity-check filters before screenshotting/sharing metrics externally.
Headline KPI cards (quick health read)
Where: Analytics → KPI cards
What it’s used for
Getting a quick signal on performance without drilling into every chart.
Configure
No configuration required.
Use day-to-day
- • Scan KPI deltas for anomalies.
- • Open deeper sections when a KPI indicates risk or change.
Pro tips
- • Compare KPIs across consistent periods (e.g., week-over-week) for meaningful trends.
Trend charts + anomaly detection
Where: Analytics → Charts / Trend sections
What it’s used for
Understanding why KPIs changed and identifying drivers (volume, conversion, attendance, etc.).
Configure
No configuration required.
Use day-to-day
- • Inspect trend lines and check for sudden changes.
- • Use drill-down links where available to validate the underlying events.
Pro tips
- • If the dashboard looks blank, widen the date range and confirm there are events in that period.
Export / share (handoff-ready reporting)
Where: Analytics → Export (where available)
What it’s used for
Sharing performance outcomes with stakeholders and supporting operational handovers.
Configure
No configuration required.
Use day-to-day
- • Export or capture key metrics for reporting handoff.
- • Record next actions and owners for any insights that require follow-up.
Pro tips
- • Include the filter context in your handoff note (period + segments) to avoid misinterpretation.
Happy Path Runbook
Step 1 — Set analysis scope
- • Choose period and segment filters.
- • Confirm dashboard reload completes.
Exit condition: Dashboard reflects intended analysis scope.
Step 2 — Review metrics and trends
- • Check KPI deltas.
- • Inspect trend charts and anomalies.
Exit condition: Top drivers and anomalies are identified.
Step 3 — Share outcomes
- • Export/report key findings.
- • Record next actions for owners.
Exit condition: Insights are documented and handed off.
Troubleshooting
- • If module is missing, tenant may not have beta access.
- • If data is blank, widen date range and verify source event activity.
- • If numbers look stale, refresh and reapply filters.
Where to go next
Use these public hubs to connect tenant setup guidance to the broader EventSuite platform, workflow, and buyer-education pages.
Event Operations Platform
Start with the architecture overview that connects planning, staffing, accreditation, and reporting.
Explore pageEvent Management Software
Review the core module that keeps plans, budgets, tasks, and operations inside one event workspace.
Explore pageEvent Management Tools
Compare the tooling categories buyers evaluate when replacing fragmented event stacks.
Explore pageEvent Operations Guides
Move from tenant how-to steps into operational playbooks and buyer-stage evaluation content.
Explore page