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. It 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. 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 (1 min.). Videos include All Certain University videos about Reports.
Page Details
Actions column contains several options:
- 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.
Video: Report List Overview (1 min.)
Videos: All Certain University videos about Reports.
Filtering the Reports Listed
To show only a specific group of reports, select it in the Filter drop-down list, where they 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
To create a new custom (user-defined) report, click Add Report at the top of the page. 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:
- Account Reports: Account Settings > Reports > Report List
- Consolidation Reports: EVENTS > Consolidation
- Profile Reports: PROFILES > Reports
- Supplier Reports: SUPPLIERS > Reports
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