Introduction
You reach this list of event-level reports by clicking the Reports/Analyze menu link on the right of the top navigation bar in an event.
The page lists standard and user-defined reports, sorted by their user-defined report group.
To run a report, click its Report Name or click its Preview icon.
To add a new report, set it up from scratch.
To add a new report, click Add Report (at top of page).
To copy an existing report (to edit the copy), click Copy in the Actions column for that report.
To copy an existing report (to edit the copy), click Copy Report (at top of page).
Video: Report List Overview (1 min.) Videos: All Certain University videos about Reports
Page Details
Actions column
Actions column options are listed below.
- Preview the report
- Edit the report
- Copy the report using the Report Copy Wizard
- Delete the report
- Mark the report as a Favorite
- Remove a previously "favorited" report from the list of favorites
Filtering the Reports Listed
To show only a specific group of reports, select the group in the Filter drop-down list.
The filter options are categorized as follows.
- All Reports – Displays all reports
- Event Reports – Reports available in this event
- Account Reports – Reports available to this account
- System Reports – Default reports available to all events
- Summary Reports – High-level reports that contain numerical summaries of the current registration database
- Custom Reports – User-defined reports created for specific accounts or events
- Inactive Reports – User-defined reports that have been marked as not active
These filters include any report groups you have created when adding custom reports. (See Reports/ Analyze > Setup > 'Report Name' > ' Group '.)
Creating a New Report
Click Add Report (at the top of the page) to create a new custom (user-defined) report.
Go to the instructions for creating a new custom report.Video: Adding a Report
Copying a Report
For backwards compatibility:
Instead of clicking Copy for a report, click Copy Report (at the top of the page).
Copy Report creates a new report using the Report Copy Wizard.The Report Copy Wizard provides step-by-step instructions.
The Report Copy Wizard starts with selecting the report to copy.
The Report Copy Wizard allocates a name to the copy.
See Also
You can set up and run reports in other areas of the system as follows.
1. Account Reports: Account Settings > Reports > Report List 2. Consolidation Reports: EVENTS > Consolidation 3. Profile Reports: > PROFILES > Reports 4. Supplier Reports: > SUPPLIERS > Reports