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, setting it up from scratch, click Add Report (at top of page).
- To copy an existing report (in order to edit the copy), click Copy in the Actions column for that reports or click Copy Report (at top of page).
Video: Report List Overview (1 min.)
Videos: All Certain University videos about Reports
Page Details
Actions column:
- 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 your list of favorites.
Filtering the Reports Listed
To show only a specific group of reports, select it in the Filter drop-down list, where the reports 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 also 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 you can click Copy Report (at the top of the page) to create a new report using the Report Copy Wizard, which provides step-by-step instructions, starting with selecting the report to copy, and allocating 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