Running reports in Eventsforce is a quick and easy way to view and export information about your attendees and events. In addition to the system reports, event managers have the ability to create custom reports using the Insight Templates tool. Information from attendees can be filtered and compiled as well as key properties and metrics from the events themselves.
How to create a custom report:
Go to Reports > Insight Templates
Select the Plus
IconSelect a data source. The default is ‘Attendees’
Click the Plus
Icon to add a filterSelect your filter criteria
Drag and drop to reorder the report columns
Click the “x” next to a column to remove it. If you want to remove all selected columns, click the ‘Clear all columns’ button
Click the space after the final column to select an additional column from the drop-down list, or start typing to narrow the list
Select a column from the drop-down list to add it to the report
Click “Run Report” to view the results
If this is a template you would like to run in the future, click “Save” to save the report
Note: Once the report is saved, the data source cannot be changed
Using filters and columns
Each filter added to the report is added with the “AND” criteria. For example, the attendee is in the event “My EventName” AND has a registration status “Completed”
Filters can be added and changed at any time
There are limitations on filtering custom questions across events
Filters are not case-sensitive
Not all filters can be columns
Additional options
Selecting the button ‘Options’ in the columns panel offers the ability to adapt the output further
A custom column name may be entered for any selected column
Columns with fixed answer alternatives have the option Split & Count. This creates a column for every alternative and enters a value of ‘1’ where it has been used. These are totaled at the bottom to give a count of each alternative’s usage
Financial amount columns are always totaled. If different currencies are used in different events, a separate column is generated for each currency
Some columns are automatically split & count
To set your default time zone and ensure reports display timestamps in your local time, go to Settings > Settings > System Settings > Default time zone.
Report results
The first column orders the report rows but can be reordered by selecting the column name header row. Multiple levels of ordering can be set, e.g., Last name A-Z + First name A-Z
Rows can be grouped by dragging one or more column name headers into the section above
The search function can be used to find specific text contained in any cell
The report can be edited before saving by clicking “Edit”
Results can be exported as an Excel Workbook (.xlsx). This includes any ordering, grouping or search filtering
Orders in the results can be edited by clicking the spanner icon and clicking “Edit selected”
Bookers/Attendees in the results can be emailed by clicking the spanner icon and clicking “Email selected”
