Use the Report Setup page in an event to create or edit custom reports. The options available can depend on the modules enabled for the account and the event.
Create or edit a report
To create a new report, open the page by clicking Add Report on the Reports/Analyze (Report List) page in an event.
To edit an existing report, click edit in the Actions column for that report on the Report List page.
The page may still show options depending on the modules enabled. The page does not let you change the Report Type.
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Event scope for reports
Reports set up here are for the current event only.
For other reporting options, see:
- Events > Consolidation (for reporting across multiple events in an account)
- Profiles > Reports (for reporting on Profiles in an account)
- Suppliers > Reports (for reporting on Suppliers in an account)
- Account Settings > Reports (for account reports and system reports)
About Reports
To create a report, complete the information described below and click Save.
(For additional information, see How do I perform common tasks in the reports area?.)
To preview the custom report at any time, click Run Report.
To delete a report once it is saved, click Delete. The delete action removes the report from the Report List page.
Left Navigation Panel
After a saved new report exists on this page, the Left Navigation Panel is displayed with these links.
Go to each link to complete setting up the report. The same links are available when editing a new report.
- Setup – This page
- Display – Specify report display options
- Groups – Choose report grouping
- Subtotals – Select report subtotals
- Columns – Select the columns to include in the report
- Filters – Choose report filters
- Page – Specify custom report header and footer
- Export – Define report export actions
- Custom – Configure user-defined columns
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Report Name
- Report Name – (Required) Enter a name that makes it easy to identify the report by title.
- Description – (Optional) Enter a brief description that identifies the report.
- Group – (Optional) To make reports easier to review, put reports into groups.
The group name is displayed on its own title bar on the Report List page.
Groups are included as Filters in the Report List.
To create the first group, enter a group name in the text entry field.
After one group is created, select an existing group from the Group drop-down list. You can also type a new value in the Enter a new group field.
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Visibility
This section shows various options. The options depend on previous selections.
- Show to selected user only – Enables control over which Certain user can access the custom report. When the check box is selected, the drop-down list becomes active so you can select a user.
- Notes: This restricts access to a single user. This restriction does not apply to a group.
- The option must remain un checked if all users must have access to the report.
- Include in 2.0 API EVENT object response – Applies only if the account has access via 2.0 API enabled.
Report Tokenization
This section is available only if Enable Report Tokenization is selected under the Report Module for the account / event.
This section is displayed only once you first saved a new report. This section is also displayed if you are editing an existing report.
In this section, generate a unique link to a version of the report. The unique link does not give the person using it access to any other data.
You can make access read-only. You can also allow the person to run selected mass actions.
You can also choose whether the person can export data.
Use this feature to give report access to someone who is not a Certain user. Examples include an event sponsor or supplier.
Full details of Report Tokenization.Report Type
This section shows various options. The options depend on previous selections.
When you first create a report, you must specify the report type. The default report type is Registrations in the Registration Reports category.
The report type determines the rows of data that the report returns.
The report column fields are configured on the Pick Report Columns page. The report type does not determine the report column fields. Columns available for inclusion may vary.
> Caution: You cannot change the report type once you have saved the report.
Because you cannot change the report type after saving, the options do not display when you edit an existing report.
If you want to change a report type, create a new report instead.
Report types available
| Report Category | Report Type | What It Does |
| --- | --- | --- |
| Registration Reports | Registration Approval Statuses (Requires the Qualification and Approvals module.) | Returns one row per qualification status per registrant. (A "qualification status" may be an approval status or a recommendation status. A registrant may have several recommendation statuses – one per reviewer.) |
| Registrations | | Returns one row of data per registrant for a single event. This is the only report type that may be used to send group email messages or to print name badges and labels. May optionally be designated as a Changes Report. |
| Registrations | Registrations with Webinar Details | Returns one row of data per registrant for a digital event, including whether attended live or on-demand, number of questions asked, etc. (Available only if the Digital Events module is enabled.) |
| Registration History | | Returns one row of data per action (including emails, changes, and notes) taken on a Registration or Profile record. |
| | Viral Registrations | Returns one row per invite sent via the "tell a friend" option on a registration form. (Available only if Social Media option of Event Module is enabled for the event.) |
| | Registration Modifications | Returns one row per modification made to a complete registration, including profile data, all registration history items, and all standard registration fields. |
| Accommodation Reports (Require the Accommodation Module.) | Hotel Room Inventory | Returns one row of room inventory information for each hotel room type and night in the event's room block. |
| Roommates | | Returns one row per registration who is sharing a room. May optionally be designated as a Changes Report. |
| Room Reservations | | Returns one row per room reservation, per registrant. May optionally be designated as a Changes Report. |
| | Room Reservation Modifications | Returns one row of data per modification to room reservations, including changes made to the registration or profile information of that room's leader. |
| Travel Reports (Require the Travel Module.) | Registration and Travel | Report on registration data with travel request and reservation information. May optionally be designated as a Changes Report. |
| Travel Reports | Travel Flights (Requires the Travel Packages sub-module.) | By default, returns one row for each flight on which attendees are booked, whether as part of flight packages, as pre-booked flights or as one-off flights. (Edit the Advanced Filter to report on attendees who don’t have flights, or to include all attendees, regardless of whether they have flights or not.) May optionally be designated as a Changes Report. |
| | Travel Reservations (Requires the Travel Reservations sub-module.) | Report on all travel reservation data, including traveler information and trip details. May optionally be designated as a Changes Report. |
| | Roommates and Travel | Report on registration and roommate data with travel request and reservation information. |
| | Room Reservations and Travel | Report on registration and hotel room reservation data with travel request and reservation information. |
| Check-In Reports | Check-Ins (Requires Certain Check-In ) | Returns one row per registrant per check-in. |
| Financial Reports | Charges | Returns one row per charge for registrations that have charges, plus one row per registration for registrations without charges (when no Filters are applied). |
| | Invoices | Returns one row per invoice that's been generated in the event. |
| | Payments and Refunds | Returns one row per payment or refund assigned to reservations. |
| | Transactions | Returns one row per charge, payment or refund (i.e. per transaction) for registrants that have these transactions, plus one row for each registration without any transactions. |
| Agenda Data Reports | Registration Agenda | Returns one row per agenda item, per registration. May optionally be designated as a Changes Report. |
| Agenda Data Reports | Registration Agenda with Travel Questions | Returns one row of data per agenda item, per registration, including any travel question data along with any other custom questions. |
| | Registrations with Agenda Items | Returns one row per registration, including agenda items as columns. |
| | Registrations with Agenda Groups/Sessions | Returns one row per registration, including agenda groups /sessions as columns. |
| | Registrations with Agenda Items and Questions | Returns one row per registration, including agenda items, custom profile questions and custom registration questions as columns. |
| | Registrations with Agenda Start Times | Returns one row per registration, with agenda item start times as columns. |
| Package Reports | Registrations with Packages | Returns one row per registration, with agenda groups/sessions as columns. |
| Registration Group Reports | Registration Groups | Returns one row per registration; columns and filters include all Registration Groups fields |
| Registration Groups with Promo Codes Reports | Registration Groups with Promo Codes | Returns one row per registration; columns and filters include all Registration Groups as Promo Codes fields. By default, includes all registrations, regardless of whether they have promo codes. You can use the 'Has Promo Code?' filter, with a value of "Yes", to restrict the report to include only those registrations that do have promo codes. |
| Session Data Reports (Require Speaker and Session Management to be enabled.) | Registration Sessions | Returns one row per session, per active registration. If Digital Events module is enabled and the session is connected to a webinar, this report includes webinar engagement columns (such as whether attended live or on-demand, and number of questions asked). |
| | Conflict Report (Requires the Appointment Module.) | Returns one row per session per registration, where the session conflicts with an appointment for that registration. |
| | Registrations with Sessions | Returns one row per registration, including scheduled session instances as columns. |
| | Session Ratings | Returns one row per session, per registration, where the session has been rated (in Certain Mobile or an Event View) |
| | Registration Sessions Status | Returns one row per session, per registration, including cancelled registrations. |
| Speaker Session Data Reports (Require Speaker and Session Management to be enabled.) | Sessions with Instances | Returns one row per speaker, per instance, per session. For example, a session with 3 scheduled instances and 2 speakers will return 6 rows: 1 session x 3 instances x 2 speakers. |
| | Sessions with Speakers | Returns one row per speaker per session. (Includes any sessions without speakers.) |
| | Speakers | Returns one row per speaker, listing speaker information. All Speaker fields are available in Columns, Groups, Filters and Custom. |
| | Sessions | Returns one row per session. The "Speakers" column includes a list of the session's master speakers (those assigned at the session level, not at the instance level). Note: that column returns data only if the Conference Sessions sub-module is enabled. |
| | Speakers Session Instances with Registrations | Same as "Sessions with Instances" report, plus registrations for each scheduled instance. That is: Returns one row per registration, per speaker, per scheduled instance, per session. |
| | Session Consolidated Report | Returns one row per speaker, per scheduled instance, per session. (Includes any sessions without any scheduled instances.) |
| Reviewer Data Reports (Require Speaker and Session Management, including Conference Sessions ) | Reviewer | Returns one row per session per reviewer. |
Changes Report Options
This section is displayed only:
a) after you have saved a new report or are editing an existing one, and
b) if the report type is one that may be designated a "Changes report". The report types are:
- Registrations
- Registration Agenda
- Roommates
- Room Reservations
- Registrations and Travel
- Travel Flights
- Travel Reservations
- Lock report to enable Changes Report options – Select to specify the report as a Changes Report without having to first export it. When the report has been “locked”, these options are added:
- Show new records under label – Use the default label, " ADDITIONS ", or enter a new one.
- Show removed records under label – Use the default label, " CANCELLATIONS ", or enter a new one (such as "Removals').
- Show modified records under label – If selected instead of the next option (separate rows), use the default label, " MODIFICATIONS ", or enter a new one.
- Choose how to show the changes:
- Show changed fields within the row – If selected, to identify changed information, choose bold text, [brackets], underlining or a color.
- Show changes in a separate column under label – If selected instead of '... within the row ', use the default label, "Changes ", or enter a new one.
- Show changed fields in separate rows – If selected instead of the previous option ("...under label"): use the default labels for Field Changed (" Field Changed "), Old Value (" Changed From "), and New Value (" Changed To "), or enter new ones.
Roles-Based Access
This section lists all roles defined for the account (on Account Settings > Management > Roles).
Select a role to make this report available to users assigned that role.
> Note: If no roles have been defined, this section is not displayed.
Note: Roles-Based Access is available only for Event- and Account-level reports. (Not for System, Consolidation, Profile, or Supplier reports.)> Any comments about this Help topic? © 2020 Certain, Inc. > > Note: Help topics may include features about to be released.