Customizing your reports in Cross-Event Reporting allows you to focus on the data that matters most. This guide walks you through modifying report columns, applying filters, sorting data, and exporting reports to suit your specific needs.
1. Access Cross-Event Reporting
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Log in to the Event Management Dashboard.
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Navigate to Cross-Event Reporting.
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Click on the pen button next to the desired report type (e.g., Attendee Report, Sessions Report, Booths Report, Engagement Report, or Email Campaigns) to edit it.
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The system will display a predefined report template.
2. Apply Filters and Update Fields
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Click on the Filters button to refine the report based on criteria such as Event Title, Event URL, Event Location, User Status, and other registration form fields.
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Use the checkboxes to add or remove fields as needed.
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Type in the search field to quickly locate specific fields.
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Once done, click the Save & Run button to apply the selections and open the Save Report pop-up.
Note: For advanced criteria, enable the Advanced Criteria toggle to apply specific conditions. Select Add Criteria, choose your desired field (e.g., check if attendees have checked in after the event start time), and pick a condition type such as Equals, Not Equals, Contains, Greater Than, or Less Than.
3. Save Customizations
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Enter a name and a brief description for the report.
- Click on Save Report.
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Access saved reports anytime under the Saved Reports section.
4. Rearrange and Sort Columns
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Click and hold a column header.
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Drag it forward or backward to change its position.
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The new order will be applied in both downloaded and scheduled reports.
5. Export and Schedule the Customized Report
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Click on the Export button and enter the email address of the recipient(s) to receive the customized report as a CSV file.
- Click on the Save button to confirm.
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To schedule a report:
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Go to Schedule Report and click on the edit button of the report to be scheduled.
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The Schedule Report pop-up will appear, where you can choose the frequency and select recipients.
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Once done setting up, click on Save.
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Note — Shareable link (alternative download method)
You can create a public shareable link to the report as an alternative to emailing an export:
- Click the Shareable Link button.
- Toggle Enable public access to report.
- Select the link expiry time from the dropdown: Event end date, 1 hour, 6 hours, 12 hours, or 24 hours.
- Click Copy Link. The report can be accessed directly via the copied link until it expires.
Use shareable links with care — anyone with the link can view the report while it is active.
Outcome
By following these steps, you can tailor your reports for better insights, ensuring they align with your event analysis needs. Custom reports can be saved, exported, downloaded as a shareable link, and scheduled for regular updates, making data-driven decision-making more efficient. Start customizing your reports today to gain the most relevant insights from your events!