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How to create a report

Learn how to build a new report within your account.

Ben Dharmanandan avatar
Written by Ben Dharmanandan
Updated over a week ago

Being able to report on the information that you have captured in your events is a vital part of the event workflow. We advise thinking of the reports needed prior to configuring your registration pages. This will ensure that you capture the data in a format that is going to make reporting easier.

Creating a report

Eventsforce reports span across all events in your account. Your report will be accessible regardless of the event you have open. View our video on how to create a report (instructions below):

  1. Go to Reports > Reports

  2. Click the "+" (Add) button

  3. Select a data source then click "Next"

  4. Add any filters (optional), then click "Next" OR "Skip" filtering

  5. Select the column(s) used to group and sort your data

  6. Group by a database item (optional), then click "Next"

  7. Add columns to be displayed in the report 

  8. Enable "Split & Count" for a database item (optional), then click "Next"

  9. Select who the report will be accessible by, then click "Next"

  10. Assign a name to the report

  11. Schedule the report (optional), then click "Save"


Below are some tips to consider when building larger reports (please note experience may depend on size of event and amount of data being returned):

  • If your browser times out, Eventsforce recommends scheduling your report to be delivered

  • If reporting across multiple events and using a "date period" filter, try adjusting your dates to a one month span and running the report

  • Consider your number of report columns, when adding more than 15 columns, the report becomes larger and is more likely to time out

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