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):
Go to Reports > Reports
Click the "+" (Add) button
Select a data source then click "Next"
Add any filters (optional), then click "Next" OR "Skip" filtering
Select the column(s) used to group and sort your data
Group by a database item (optional), then click "Next"
Add columns to be displayed in the report
Enable "Split & Count" for a database item (optional), then click "Next"
Select who the report will be accessible by, then click "Next"
Assign a name to the report
Schedule the report (optional), then click "Save"
Tips
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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