Can reports be exported or shared with stakeholders?
Can reports be exported or shared with stakeholders?
✅ YES — Certain reports can be exported and shared in multiple ways.
Short answer
- You can export reports manually from the Report Results window (use the Export Data links) or automatically by choosing any Display Format other than the standard Results Window (Formatted HTML).
- Exports support multiple file formats (Printable HTML, PDF, Printable Excel, native Excel spreadsheet, CSV, tab-delimited, etc.).
- When a report is exported you can also trigger up to three Mass Actions automatically (e.g., set registration properties, change registration status, change attendee type/fee).
- Profile records can likewise be exported from the Report Results window.
Relevant docs
- Define Report Export Actions (Setup)
- Define Report Export Actions (Events)
- Reports FAQ - Printing and Exporting Reports
- Reports FAQ - Define Report Export Actions
- Profiles FAQ - Exporting Profiles
Would you like these reports delivered on a recurring schedule (e.g., daily/weekly) or as one-time exports?