Running searches in Eventsforce is a quick and easy way to view and export people (attendees, invitees, presenters, submitters) information for one or multiple events.
Determine whether running a search or a report will work best for you by reading this article.
Eventsforce offers two method for searching which will be described in this article:
Quick Search - quickly search for an individual in an event or across the system
Search - run a search with filters, custom columns, with ability to save the search
Tips - tips to consider when running searches
If you need to to look up a registration and you have the attendee's basic information, you can perform a "Quick Search". This search can span across all events.
Using quick search
Go to Reports > Quick Search
Enter in the attendee's information that you have available
Select the box "Search all events" to perform the search across all events
Once the search is complete, select the registration from the desired event to view and/or edit the registration.
Creating a search
Go to Reports > Search
Apply any filtering criteria to limit which attendees you are searching for (optional)
Apply any 'Registration options' filters (optional)
Edit the 'Display columns' (optional)
Click "Search" for a one time search OR click "Save" to save the search for future use
Reasons why you would like to run a search
You want to obtain a list of all confirmed attendees
You want to export all event data answered by attendees
You want to see who has not paid yet
For a brief description of the filter options, please see the article Search filtering options (Reference)
There are default preset searches within Eventsforce, such as financial and attendance data. Selecting one of the preset icons at the top of the page will automatically populate the filters for the search
All search results can be exported to Excel by clicking "Export Data" at the top of the page
If you see the "Reporting event is not the same as the currently selected event", this means the search has been setup to search across events other than, or in addition to, the current event
If using the 'Search' area on the event dashboard (Home icon), fields with a cog icon such as "Registration reference" and "Invoice number" will search across all events in the account. Fields without a cog icon such as "Last name" or "Company" will search the selected event only.