Managing your reports is an ongoing task. You can always edit existing reports to get the data needed from the system. In most cases, we suggest copying your existing report, then editing the copy to retain the original. 

Most commonly, event managers will edit the report to change the report filter, add or edit report columns, or changing a scheduled report.

This article will cover the following:

Edit a report

  1. Go to Reports > Reports
  2. Click the 'edit' icon for the report to edit OR select the report, use the 'Tools' drop down and select "Edit..."
  3. Scroll down to the 'Report Summary' and click on the report area (bold text) you want to edit
  4. Make the necessary changes and click "Next"
  5. Click "Next" to visit other steps that require editing OR click on the specific area link in the 'Report Summary' (example: Filter)
  6. When finished making all your changes, click "Next" until you reach the 'Report builder - Finished' step then click "Save" OR click "Event profile" in the 'Report Summary' then click "Save"

Add or edit report filter

Report filters can be used to refine the data you want to return. Filters can be used to report on attendees from just one event, show attendees with certain payment statuses, or filter against how a question was answered.

Watch the video below for a demonstration on editing an "In event" filter, as well as adding a new filter against a custom registration question (written instructions below):

  1. Go to Reports > Reports
  2. Click to 'edit' an existing report
  3. In the 'Report summary' towards the bottom, click the "Filter" link on the left hand side
  4. Choose a filter from those available to your report data source and click "Next"
  5. Choose the filter operator and click "Next"
  6. Choose the filter value(s) and click "Next"
  7. Continue clicking "Next" until the report is saved OR click "Event profile" in the 'Report summary' and click "Save"

Add or edit report columns

Eventsforce reports can be edited to show more columns of information or remove columns. A common situation is when a new question is added to your event, you may also want to add this question to your report.

Adding columns from a report

  1. Go to Reports > Reports
  2. Select the 'edit' icon for the report you want to edit OR select the report, click the 'Tools' dropdown and select "Edit..."
  3. In the 'Report summary', click the "Columns" link on the left hand side
  4. Use the 'Available columns' dropdown to locate your question, or search for the question by database name
  5. If selecting from the dropdown, click "Add" to add the column to your report. If searching for a database item, simply select it to add to the 'selected columns'
  6. Click "Next"
  7. Click "Next" until the final stage is reached, then click "Save"

Removing columns from a report

  1. Go to Reports > Reports
  2. Select the 'edit' icon for the report you want to edit OR select the report, click the 'Tools' dropdown and select "Edit..."
  3. In the 'Report summary', click the "Columns" link on the left hand side
  4. Select the column you want to remove from the 'Selected columns'
  5. Click the "<< Remove" button
  6. Click "Next"
  7. Click "Next" until the final stage is reached, then click "Save"

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