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 Name, Event URL, Event Date, Attendee 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.
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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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, 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!