Data and Reporting

Guidance on closing event registration using Forms or Event Status, with notes on end dates and closed messages.

FAQ detailing methods to import registrations into events, including external data files and connectors.

Guidance on creating and configuring custom reports in Profiles, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Use this page to create and run reports on the profiles in your Certain account.

Describes how to enter and manage answers to custom profile questions in an account, including supported question types.

Overview of Profiles area actions (Find, Edit, Add, Import) and how profiles relate to registrations.

A brief PDF guide describing how to set up Promo Codes for use in an event; includes enabling the sub-module and related resources.

Instructions to import attendees' accommodation reservations from Excel or CSV into an event, including prerequisites, required fields, and step-by-st...

Page describing the Events Calendar web page and its options for displaying events within a website account.

Documentation on configuring up to three levels of summary groupings for event reports in the Certain platform.

Steps to delete a registrant from an event in the Certain Help Center, including mass action and profile deletion, with notes about payments and test ...

Overview of the Meeting Requests (Home) page in the Certain Help Center, including the meeting requests list, filters, and actions.

Explanation of the Primary Form concept, how to designate it, its cross-link usage, and cautions.

Instructions for searching for Profiles across accounts in the Certain Help Center.

Instructions for using the search feature in the Certain Help Center, including field, operator, value, and account selection, plus how results open.

Instructions for searching registrations across events and accounts in the Certain platform.

Documentation for configuring the My Profile form in Certain's Website Setup, including available fields and confirmation messages.

Instructions for linking a website to a Certain form by copying the form URL and embedding it in site HTML.

Defines labels for the Agenda Search form fields and configuration options, including filters, rows per page, and no-results messaging.

Instructions for adding and configuring Custom HTML sections within a registration form on the Certain platform.

Guide to creating a new registration form in Certain's event platform, covering sections, setup, layout, and advanced settings.

Documentation on the Forms List in the Certain platform, including how forms are listed and managed.

Documentation on creating and using supplier report filters, including date and advanced filters.

Documentation for displaying subtotals in supplier reports, including grouping and per-group totals.

Guidance for creating and editing custom Suppliers reports in the Certain platform.

Instructions to add a custom header and footer to supplier reports using the HTML Editor and data fields.

Define and manage report export actions in Certain Help Center.

Instructions to customize the header and footer for custom reports across formats including HTML, PDF, and Excel, with dynamic fields and HTML Editor ...

Information on displaying subtotals in printable reports and how to configure grouping and total options.

Overview of how to use report filters including date, standard, drill-down and advanced filters in Certain's reporting platform.

Guidance on creating and configuring summary groups to sort data in event reports for printable formats.

Settings for display and print options in Event Reports, including display format, data formats, and print settings.

Help article on configuring the Itinerary PDF appearance and content for events in Certain.

A PDF guide explaining how to schedule emails in Certain.

An illustrated PDF describing how to manage Sessions and Speakers in an event.

A summary of all qualified sessions and their speakers for an event, including details from the Session record.

A detailed list of all sessions in the event, showing the information set up on Manage > Speakers and Sessions > Sessions.

A guide describing the Event Session Summary Report, including what it lists, how to access details, and export options.

Documentation for creating and using report filters for Profiles, including Date Filters and Advanced Filters.

Guidance on displaying subtotals in profile reports, including sums, max, min, averages, and group-level totals.

Explains how to group report data by up to three summary levels in profile reports, with options for sorting and display.

Options to display, format, and print profile reports, including display format, data format, and print settings.

Guidance for creating or editing participant profiles, including required fields, data types, and address information.

Instructions for scheduling emails to registrants in Certain Platform using Email Templates.

Release notes for 2025 Spring Release #3 (8.3.26), detailing bug fixes across accounts, agenda items, emails, forms, itineraries, imports, and the spe...

Instructions for bulk uploading translated content in Touchpoint when multiple languages are enabled.

Instructions for bulk uploading content to Touchpoint using an Excel workbook, including headings, data preparation, and import steps.

Documentation on creating and managing Groups and Terms to filter resources in Touchpoint.

Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.

Two methods to add existing profiles to a new event as registrations: Importing Registrations and Inviting Existing Profiles.

Information about navigating main event components within your account, including the Event List and event-specific tabs: Plan, Promote, Manage, Engag...

Overview of the Accommodation Module in Certain, including enabling, statuses, hotels, room types, blocks, sub-blocks, forms, and roommate management.

Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.

Guide describing how to modify hyperlink appearance on forms and websites using CSS.

Instructions for creating and managing Profiles within the Certain platform, including manually creating Profiles, importing Registrations, inviting o...

Instructions to locate and modify a registration within the Certain event management system.

Instructions to enable and configure the event waitlist, including capacity setup, waitlist status, email notifications, and queue management.

Step-by-step guide to auto-assign a Speaker Attendee Type using form logic in the Certain platform.

Instructions to embed a Google Map into a form by copying embed HTML from Google Maps.

Instructions to streamline agenda item entry in Certain using Import/Export features, including creation, export, Excel editing, and re-import.

Overview of how Certain publishes forms and websites and how to deliver their URLs to attendees.

Overview of how registrations and profiles are created and managed for events in the Certain platform.

Details on profile management, differences from registrations, and how to configure custom profile data for accounts in the Certain platform.

This article explains the Event Agenda Summary Report in Certain, showing per-agenda-item quantities and drill-down options.

The Event Registration Chronicles dashboard helps analyze the pace of registrations across events, with filters and a screenshot-ready view for docume...

When importing Room Reservations, you may encounter an error indicating the date/time format should be MM/dd/yyyy, with steps to fix by adjusting Exce...

Overview of account-level profile data, custom questions, and default fields in Certain Platform.

Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.

Instructions to create an account-level report to export attendee details for each event.

Instructions to create and filter a Registration History Report to identify registrants who received an email.

Overview of how to create a Registration Changes Report, including eligibility, steps, and export formats.

Release notes for the 2025 Fall Release #3 (8.3.39), including enhancements and bug fixes for the Certain platform.

Release notes for 2025 Fall Release #2 (8.3.38) detailing bug fixes across blocks, forms, attendees, payments, and reporting.

Release notes for 2025 Summer Release #6 (8.3.36) covering bug fixes across agenda items, assets, badges, display rules, event copy, registrations, pr...

Step 10 describes post-event tasks to clean up data and assess event success.

Guidance for planning and creating reports after registrations in the Certain event platform.

Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.

Instructions for inviting or registering profiles for an event in the Certain Help Center.

Guidance on searching for profiles using standard and advanced filters.

FAQ about managing profiles in the Certain Help Center, including search, add/update, invite/register, export, history, and removing PII.

Release notes for Certain 7.1.4, detailing bug fixes across admin interface, country list, email, forms, groups, reporting, and speaker/session manage...

Release notes for Certain 7.0.7 detailing bug fixes across multiple components.

Release notes for Certain 7.1 detailing new features and updates across Certain Digital/Signal, webinars, Touchpoint, API, reporting, and security.

Release notes for Certain 7.0.5 covering enhancements and bug fixes across Badging, API, Events, Sessions, Reporting, and more.

Release notes for Certain 7.0.4, detailing enhancements and bug fixes.

Release notes detailing enhancements and bug fixes for Certain 7.0.1.

FAQ about using the Reports page in the Certain platform, including filtering, editing, and creating reports.

Guidance on viewing and editing attendee responses to custom registration questions and related notes.

Help article outlining how to locate a registration in Certain using the Event Dashboard, queries, and reports.

Instructions for configuring the order of sections and items on a form, including page layout and encryption rules.

Instructions to create a new registration form in the Certain platform, including how to start, save, configure, and copy forms.

Instructions for editing a form in the Certain platform, including navigation and preview tips.

Explains how to preview a form in the Certain Forms module with split-screen edit mode and preview–edit toggling.

FAQ covering common tasks for managing forms in the Certain Help Center.

FAQ about activating waitlists for specific agenda items on registration forms.

Instructions for using the Report Results window in the Certain platform, including Action Bar, filtering, sorting, and row controls.

Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.

FAQ about using the Report Results window, including the Action Bar, filtering, exporting, and row controls.

Instructions to create or edit custom reports in an event, with details on report types, tokenization, visibility, and access.

For 'Reports Only' users — accessed automatically after logging in; explains how to view and run event reports assigned to your role.

Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.

Help article detailing the Packages feature in Certain's Event module, including setup, usage, and reporting.

Help article describing the Registrant Details section of the registration form, including header configuration, field selection, and options for atte...

The Questions page explains how to create and configure custom questions for registration forms and related areas in Certain.

Instructions for creating and printing event-level printable confirmation templates, including header content, barcodes, and notes.

The Query Registrations page enables quick, detailed searches to locate registrants with configurable filters, columns, and actions.

Guidance for importing and managing registration session instances via the Registrations Import wizard.

Real-time dashboards and analytics for check-in data in Certain's Engage platform.

Overview of a person's Profile record, including contact data, external IDs, event registrations, and history.

The Profiles page enables detailed searches of the profiles database for the current account and allows editing a selected record.

This page lists the profiles in the current account and explains how to add, find, import, and edit profiles.

Guide to extracting historic profile, registration, and event data from Certain using custom reports.

Overview of role-based access control in Certain, including Roles, Permissions Level, User Types, and assignments of users and reports.

Help center article detailing account settings sections for All Users and Administrators, including management areas, roles, reports, and integrations...

Guidance on profile data, custom questions, default fields, and imports for registration in Certain.

Overview of using custom questions to collect event-specific registration data in Certain.

Guide to using the Registration Groups as Promo Codes module in Certain.

Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.

InEvent partner page describing the InEvent event management platform and its reach, including trust by Coca-Cola and Amazon, serving virtual and hybr...