Event List (Reports-Only Users)

When you log into Certain as a Reports Only user, you see this list of the reports available to you in current and upcoming events in which you are assigned a role.

Click the name of a report to run that report on the data in that event.

Technical background for administrators and event builders.

Roles

Administrators set up roles at the account-level.

A role's information includes the users available to fill it.

Users

Administrators may also make a user availability for a role via that person's user record.

Reports

Event Builders and Administrators can make reports available to role-based users when creating or editing the reports.

Events

Event Builders and Administrators can assign roles to users when setting up an event.

Event Builders and Administrators can assign roles to users when setting up an event provided the account has roles set up in it.

Event Builders and Administrators can assign roles to users when setting up an event provided users are made available to fill them.

See Role Assignments in Event Setup > Detail.

Event List (Reports-Only Users) - Filter

Filter is set to the default view.

Only Current and Upcoming events are listed in the default view.

To select a different view, select from the drop-down list.

All events

All events are all active events in the current account.

Current and Upcoming Events

Current and Upcoming Events end in the future.

Recently Ended Events

Recently Ended Events ended in the last 90 days.

Inactive Events

Inactive Events are events that are not active.

Event List

The Event List shows the Start Date, Name and Location of each event.

The reports available are listed below the event headings.

The reports available are listed with these three columns.

Report Name

Report Name is clickable.

Report Name is used to run that report on the data in that event.

Description

Description is one of the three columns.

Edit

Edit includes an icon.

The icon indicates you can't edit the report.

Logging Out

To log out of Certain, click Logout.

Click Logout whatever page you are on.

Click Logout in the global navigation icons in the top right corner of the page.