Introduction
Introduction explains how to access and use the list of event-level reports.
The list is reached by selecting Reports/Analyze in the right side of the top navigation bar in an event.
The list contains standard reports and user-defined reports.
Reports are sorted by the user-defined report group.
To run a report, click the Report Name.
To run a report, click the Preview icon.
To add a new report, click Add Report at the top of the page.
To copy an existing report to edit the copy, click Copy in the Actions column for that report.
Alternatively, click Copy Report at the top of the page.
Video: Report List Overview.
Videos: All Certain University videos about Reports.
Page Details
The Page Details section describes the available actions for each report.
- Preview the report using the Preview option in the Actions column.
- Edit the report using the Edit option in the Actions column.
- Copy the report using the Copy option in the Actions column.
- Copy the report using the Copy Report Wizard at the top of the page.
- Delete the report using the Delete option in the Actions column.
- Mark the report as a Favorite using the Favorite option.
- Remove a previously favorited report from the list of favorites.
Filtering the Reports Listed
Filtering the Reports Listed explains how to show only a specific group of reports.
- All Reports displays all reports.
- Event Reports displays reports available in this event.
- Account Reports displays reports available to this account.
- System Reports displays default reports available to all events.
- Summary Reports are high-level reports that contain numerical summaries of the current registration database.
- Custom Reports are user-defined reports created for specific accounts or events.
- Inactive Reports are user-defined reports that have been marked as not active.
These filters also include any report groups created when adding custom reports.
See Reports/ Analyze > Setup > 'Report Name' > 'Group'.
Creating a New Report
Creating a New Report explains how to create a new custom 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
Copying a Report explains the backwards compatibility option for copying reports.
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.
The Report Copy Wizard provides step-by-step instructions, starting with selecting the report to copy and allocating a name to the copy.
See Also
See Also lists related areas for setting up and running reports.
Account Reports: Account Settings > Reports > Report List.
Consolidation Reports: EVENTS > Consolidation.
Profile Reports: PROF I LES > Reports.
Supplier Reports: SUPPLIERS > Reports.
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