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 “+” icon
Select a data source. The default is ‘Attendees’
Click the “+” icon to add a filter
Select your filter criteria
Drag and drop to reorder the report columns
Click the “x” next to a column to remove it
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
Select a column from the drop down list to add it to the report
Click “Run Report” to view 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 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