How To Complete An Event Report
Click here for a step by step visual guide, or follow the steps below.
https://app.storylane.io/share/pfidbfafxtx1 - Computer Version
https://app.storylane.io/share/kauxmfb6rr6i - Mobile Version
From your Dashboard, click on Fill Out Report
In the top right corner, you can sort the list of events from oldest to newest, or newest to oldest.
Locate the event you wish to complete a report on, and click on Fill Out Report.
There will be up to 4 steps to complete.
The number of steps to complete may vary by each company your work for, or the type of event.
Step 1 - Fill out the Inventory & Sales Data.
Click on Add Manually to add the products you promoted during your event.
Each campaign will be set up with specific products. If a product you promoted is missing, please reach out to your company to have it added.
Products may be set up in groups, Select the dropdown next to each group to display the full list of products.
Click on the check boxes of each product to add it to your report.
Once finished, click on the Next button to complete the inventory and sales table for the products you've selected.
The columns on the inventory table may vary by each company you work for, and the data they wish to capture. Complete each column on the table for each product you promoted during your event.
Sampled, Distributed, and # of Those who sampled may be used interchangeably by companies for the same data point. These fields are meant to capture the number of samples that you handed out to consumers during the event.
If your table has Beginning and Ending Inventory, please ensure to count the amount of inventory on the shelf and any displays at the start and end of your event. This will auto-calculate the amount of product sold during your event.
Once you've completed the table, click Validate & Save to finalize your inventory report.
Step 2 - Answer the recap questions. If your company is not using the inventory table for a particular event, the recap questions will become Step 1.
Recap questions may vary from company to company, and event to event. If you are unsure of how to answer a particular recap question, please reach out to your company for guidance.
Any questions with a red asterisk are required questions in order to submit your report.
Once you've finished answering all questions, click on Validate & Save to finalize your recap questions.
Step 3 - Upload your event photos. If you do not have photos to upload, click on the No photos to add button.
On the upload page, you can click on Select files to upload or drag and drop your photos into the window if using a computer to complete your report.
If you are uploading photos on your cell phone in a store, it is recommended to only upload a max of 3 photos at a time.
Photo sizes on most cell phones are now very large, and can cause the site to lag if many are selected at one time.
There is not limit to the number of photos you can upload to a report.
Once you see your photos displayed, click on Save and Close.
Step 4 - Add your expenses. If you do not have any expenses to add, click on the No expenses to add box.
Click on the Receipt box to add any expenses with a receipt.
Click on Select files to upload box to upload a photo, or drag and drop into the box if uploading from a computer.
The date will default to the date you are adding the receipt, but may be changed to the date of purchase if you are completing your expense at a later date.
You may add any notes about the purchase for your company to review in the Notes box.
Enter the item that you purchased in the Item Name box.
Enter the dollar amount of the purchase in the Amount box. Be sure to include the sales tax if applicable from your receipt.
In the Category dropdown, select the expense category that best fits your purchase type. These categories are set up by your company, and may vary by each company.
If you are unsure which category to select, please reach out to your company for guidance.
In the Payment Method box, select which option best fits how you paid for the product. These methods of payment are set up by your company.
Once finished, click on Save & Close.
You may also submit Mileage, Time, and Other expenses if applicable.
These options will only be visible if turned on by your company.
Mileage calculations are set up by your company. Please reach out to them if you have questions on how mileage is calculated.
Other expenses can be used to submit an expense that does not have a receipt.
Do not use the Time expense to enter the time you worked the event. Your event pay is automatically calculated based of the scheduled time of your event. Adding an additional Time expense for the hours of your demo will double your event pay in error.
Time expense should only be used as directed by your company for additional time compensation they have agreed to pay outside of your event scheduled time.
Once complete, click Save & Close to finalize your expenses.
Message to your manager: This is a field where you can submit any questions or information to your manager for them to see as they review your event report.
Once all 4 sections of the recap are complete, click on Submit Report.
Please note that once you submit your report, you cannot edit it. If you need to make a change to your report, please reach out to your company or Promomash support at support@promomash.com, to have your report returned to you for editing.
If you upload any photos or receipts during your check-in process, those report sections will have a completed check box when you start to complete your report. Make sure to go into each section and upload any additional photos or expenses that you may not have completed during check-in, before submitting your final report.