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How to create a custom report using Insight Templates
How to create a custom report using Insight Templates

Learn how to create a custom report using Insight Templates in Eventsforce Groups & Ticketing.

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

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:

  1. Go to Reports > Insight Templates

  2. Select the “+” icon

  3. Select a data source. The default is ‘Attendees’

  4. Click the “+” icon to add a filter

  5. Select your filter criteria

  6. Drag and drop to reorder the report columns

  7. Click the “x” next to a column to remove it

  8. Click the empty space after the final column to select an additional column from the drop down list or start typing to narrow the list

  9. Select a column from the drop down list to add it to the report

  10. Click “Run Report” to view results

  11. 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 that is added to the report is added with the “AND” criteria. Eg. The attendee is in 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 further adapt the output

  • 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 totalled at the bottom to give a count of each alternative’s usage

  • Financial amount columns are always totalled. If different currencies are used in different events, a separate column is generated for each currency

  • Some columns are automatically split & count

Report results

  • The report rows are ordered by the first column, 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

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