Overview
Consolidation Reports enable data aggregation across multiple events.
Consolidation Reports show registrations, charges, payment and refunds, transactions, contacts, and location data across the current account and, optionally, across sub-accounts.
Consolidation reports only return records for live registrations, not for test registrations.
Add and Edit
To create a new custom consolidation report, open this page by clicking Add Report on the Events > Consolidation page in an account.
The options shown for a new report may depend on the modules enabled for the account.
To edit an existing custom consolidation report, click the Edit action in the Actions column for that report on the same page. The available options may depend on enabled modules, but the Report Type cannot be changed when editing a report.
About Reports
To create a report, complete the information described in the sections below and click Save.
For additional information, see How do I perform common tasks in the reports area?
To preview the report, click Run Report at the bottom of the page.
To delete a report that has been saved, click Delete at the bottom of the page.
Report Types
When a report is created, the default report type is Registrations Across Events in the Registration Reports group.
The report type determines the rows of data that the report returns.
The report column fields are configured on the Pick Report Columns page, and are not determined by the report type, though the columns available for inclusion may be.
Caution: The report type cannot be changed once a report has been saved. If a different report type is required, create a new report.
The available report types are as follows:
| Report Category | Report Type | What It Does | |---|---|---| | Consolidation Reports | Registration Contacts | Reports on Registration Contacts and the events they are assigned to. Returns one row of data per registration contact. | | Consolidation Reports | Documents | Returns one row of data per document. | | Consolidation Reports | Events | Reports on events within the current account, including their registration contact and location. Returns one row of data per event. | | Consolidation Reports | Locations/Venues | Reports on Locations/Venues/Hotels and the events they are assigned to. Returns one row of data per event. | | Consolidation Reports | Meeting Requests | Returns one row of data per meeting request. | | Registration Reports | Registrations Across Events | Returns one row per registration per event. | | Registration Reports | Registration History Across Events | Returns one row per registration change per event. | | Travel Reports | Registration and Travel Across Events | Returns one row per registration per event. Columns and filters can include Travel Custom Questions. | | Check-Ins | Check-Ins Across Events | Returns one row per registrant per check-in. (Requires Certain Check-In) | | Financial Reports | Charges Across Events | Returns one row of data per charge for registrations that have charges, plus one row per registration for registrations without charges (when no Filters are applied). | | Financial Reports | Invoices Across Events | Returns one row of data per invoice, for one or more events. (Useful for tracing an invoice when a payment occurs without reference to the attendee's name or the event.) | | Financial Reports | Payments and Refunds Across Events | Report on payments and refunds assigned to Registrations for one or more events. Returns one row of data per payment or refund. | | Financial Reports | Transactions Across Events | Report on transactions (charges, payments, and refunds) assigned to Registrations for one or more events. Returns all charges, payments and refunds (i.e. transactions) for registrants that have these transactions, plus one row for each registration that has no such transactions. | | Agenda Reports | Registration Agenda Across Events | Reports on registration data for any events in the current account, with one row per Agenda item. Returns one row of data per agenda item (activities, sessions, tours, fees, etc.) if the registrant selected any, per registration. |
> Note: The report type determines the available rows of data, while the columns determine which fields display.
Report Name, Description, and Grouping
Report Name is required. Enter a name that makes it easy to identify the report by title.
Description is optional. Enter a brief description with more information about the report.
Report Group helps organize reports in the Consolidation Reports page. To create the first group, enter a group name in the text entry field. After one group is created, you can select an existing group or create a new group.
Visibility
Current Account only restricts the custom report to users within the current account. The report will show only the applicable Custom Profile and Custom Event questions for that account.
All Accounts makes the custom report available to users within all accounts, but will not show any Custom Profile Question, Custom Event Question, or Custom Registration Question column group.
Note: Once one of the previous options has been selected and the report has been saved, the setting cannot be changed.
Show to selected user only grants access to a single user selected in a dropdown. This setting should remain unchecked if all users require access to the report. Private Report assigns the report to an individual user. The report then appears with a superscript P at the end of the report name. Other users cannot see, edit, copy, or run the report, even if they know the report URL. Private reports should be for a specific meeting planner, since no other users can access the report, except System Administrators who can view and edit all private reports. Include in 2.0 API EVENT object response applies only if the account has access via 2.0 API enabled.
Report Data
When a report is first created, select one of two options to specify the data included in reports. The Report Data selection cannot be changed after saving.
Current Account Only includes data from all events in the current account, but not from any sub-accounts.
Current Account and All sub-accounts includes data from the current account and from all sub-accounts (and further sub-accounts as deep as the hierarchy may go).
Note: Report Visibility is independent of Report Data.
Explanation example: A System report set up in Account A with visibility for all sub-accounts and report data set to include all sub-accounts returns data from Accounts A, B, C, D, B1, and B2 if those sub-accounts exist. If a user switches to Account B, the same system report runs for Account B and returns data from Accounts B, B1, and B2.
Report Data and Visibility Example
A System report in Account A with visibility for all sub-accounts uses report data including all sub-accounts.
If the user changes to Account B, the report runs in Account B’s Consolidation Reports and returns data from Accounts B, B1, and B2.
Report Tokenization
This section is available only if Enable Report Tokenization is selected under the account’s Report Module.
The section appears after saving a new report or while editing an existing report.
This area provides an option to generate a unique link to a version of the report. The link does not grant access to other data. The interface allows read-only access or running selected mass actions. The section also allows deciding whether to permit data export. This feature is useful for providing report access to non-Certain users, such as sponsors or suppliers.
Full details of Report Tokenization are available.
Report Data
When creating a report, the user must select one of two radio buttons to specify the data included in reports.
Caution: The Report Data selection cannot be changed once the report has been saved.
Current Account Only includes data from all events in the current account, but not from sub-accounts.
Current Account and All sub-accounts includes data from all events in the current account and from any sub-accounts (and sub-accounts of sub-accounts, etc.).
Note: Report Visibility remains independent of Report Data.
For example: A System report set up in Account A with visibility for all sub-accounts and data including all sub-accounts returns data from all sub-accounts. If the user switches to Account B, the same report shows data from Account B’s relevant accounts.
Report Type
When a report is first created, the user must specify the Report Type (the default is Registrations Across Events in the Registration Reports group).
The report type determines the rows of data that are returned by the report.
The report column fields are configured on the Pick Report Columns page, and are not determined by the report type, though the columns available for inclusion may be.
Caution: The report type cannot be changed once a report has been saved, so the options are not shown if editing an existing report. If a user wishes to change the report type, the user must create a new report.
The available report types are as follows: (see table above)
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