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Adding Questions to Agenda Items
Legacy feature enabling custom questions to be assigned to agenda items to support event policies such as ticketing.
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Choose Report Filters (Account Reports)
Documentation on configuring report filters for account reports, including Date, Standard, Drill-Down, and Advanced filters.
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Report Setup (Profiles)
Guide to creating and modifying custom Profiles reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.
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Profile Reports
Use this page to create and run reports on the profiles in your Certain account.
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Changes Reports
A Changes Report compares current data to earlier data and lists additions, deletions, and changes; settings include locks, labels, and display option...
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Pages (Reviewer Portal)
Instructions for configuring reviewer pages in the Reviewer Portal, including adding, editing, and previewing pages.
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Branding & Footer (Reviewer Portal)
Help article detailing branding and footer settings for the Reviewer Portal, including site header branding, logo options, and linking.
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Reviewer Layout (Reviewer Portal)
Instructions for configuring the My Information page in the Reviewer Portal of the Certain event management platform.
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Login (Reviewer Portal)
Instructions for configuring the Reviewer Portal login page, including sign-in options, layout, and image customization.
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Site Layout (Reviewer Portal)
Information about choosing the color palette and navigation bar for the Reviewer Portal, including palettes, colors, and navigation options.
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Settings (Reviewer Portal)
Settings page to configure general event options for the Reviewer Portal, including name, Google Analytics, and display formats.
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Sessions (Manage Reviews)
Guide to managing session reviews in the Certain Speaker and Session Management portal.
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Session Reviews
Dashboard page summarizing the current status of session reviews, with funnel chart and tier details.
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Events Calendar Web Page
Page describing the Events Calendar Web Page and its options to display Live events or filter by a report.
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Copying Consolidation Reports
Instructions to copy an existing Consolidation report in Certain's Help Center, including steps to use the wizard, naming, grouping, and confirmation.
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User-Defined Column Details (Consolidation Reports)
Documentation on creating and configuring user-defined columns for Consolidation Reports in Certain.
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Choose Report Filters (Consolidation Reports)
Guidance on configuring Date Filters and Advanced Filters for Consolidation Reports in Certain.
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Pick Report Columns (Consolidation Reports)
Instructions for selecting and ordering data fields for Consolidation Reports in the Certain Help Center.
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Report Setup (Consolidation Reports)
Guidance for creating and managing consolidation reports across multiple events in a Certain account.
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What's a 'Primary Form'?
Explanation of Primary Form designation and usage in Certain's event forms.
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Consolidation Reports
Overview of consolidation reports in the Certain Help Center, including built-in system reports and how to manage custom reports.
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Event List (for Reviewers)
Help article describing the Event List for Reviewers in Certain.
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Questions (Registration Form)
Instructions and options for using the Questions section in a registration form, including prerequisites, sections, verify and confirm, and backward c...
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Choose Report Grouping
Documentation describing how to create and configure summary groupings for supplier reports in the Certain Help Center.
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Pick Report Columns (Data Fields) [Supplier Reports]
Instructions for selecting and ordering data fields in supplier report columns, including moving fields, filtering, sorting, and customizing column he...
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Select Report Subtotals
Help article describing how to display subtotals in supplier reports, including group subtotals and per-group/overall totals.
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Display Options (Supplier Reports)
Configure display and print settings for Supplier Reports in the Certain platform.
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Copying a Supplier Report
Instructions for using the Report Copy Wizard to duplicate a Supplier report.
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Supplier Reports
Overview of active Supplier reports and how to manage them in the Certain platform Help Center.
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Report Setup (Suppliers)
Guidance for creating and editing custom Supplier reports in the Certain platform, including setup steps, page structure, and field definitions.
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Specify Custom Report Header and Footer (Supplier Reports)
Instructions to add and format a custom header and footer for Supplier Reports using the HTML Editor, including supported output formats and data-fiel...
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Pick Report Columns (Event Reports)
Documentation for selecting and ordering data columns in Event Reports, including sorting and customizing column headers.
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User-Defined Column Details (Event Reports)
Instructions for creating up to 20 user-defined columns in event reports, including first non-blank and column merging.
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Report Subtotals
Overview of subtotals in reports, including display formats, per-group counts, grand totals, and how to enable and configure subtotals.
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Choose Report Filters
Documentation on how to use Date, Standard, Drill-Down, and Advanced Filters to customize report results.
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Agenda Item Quantities
For agenda item quantities, show: The report will return one row per registration, with one column per agenda item. The option selected determines how...
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Display Options (Event Reports)
Options for displaying and printing event report outputs, including formats, data formatting, and print settings.
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Event Session and Speaker Summary Report
A report listing all qualified sessions and their speakers; exportable to Excel, available when the Speaker and Session Management module is enabled.
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Sessions Report
A detailed list of all sessions in the event, including session name, code, track, type, capacity, occurrences, and more.
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Event Session Status Summary Report
A summary of the numbers of attendees registered for each instance of the event's sessions.
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Event Session Summary Report
A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.
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Speakers Report
A detailed list of all speakers assigned to the event, including profile, bio, abstract, and whether speaker agreement and profile pictures have been ...
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Choose Report Filters (Profiles)
Guide to using Date Filters and Advanced Filters to constrain data in Profile reports.
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Select Report Subtotals (Profiles)
Instructions for displaying subtotals on profile reports in PDF and HTML, including per-group counts and grand totals.
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Pick Report Columns (Profiles)
Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.
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Copying an Account Report (Report Copy Wizard)
Instructions to copy an existing Account or System Report using the Report Copy Wizard.
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Report Setup (Account-Level Reports)
Documentation for creating and editing account-level custom reports, including visibility, report types, and changes-tracking.
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Custom Event Data
Details on Custom Event Data in Certain: access, usage, questions, and management per account.
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2025 Spring Release #6 (8.3.29)
Release notes for 2025 Spring Release #6 (8.3.29).
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Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
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Event Component Descriptions and Navigation
Overview of navigating the main event components in your account, including the Event List and event-specific tabs such as Plan, Promote, Manage, Enga...
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Modifying Registration Details
Instructions to locate and modify a registration in Certain.
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General FAQ - Setting Up an Event
Comprehensive guide to setting up an event in Certain, including event details, attendee types, agenda items, and display settings.
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Reports FAQ - Collecting Multi-Event Data for Consolidation Reports
FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.
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Reports FAQ - Define Report Export Actions
As part of a report's setup, you can specify up to three Mass Actions to be triggered automatically when the report is exported. Exports can be automa...
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Reports FAQ - Report Subtotals
Help article detailing how to display subtotals in reports, including printable formats, grouping, and notes.
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Reports FAQ - All Registrations by Status Report
The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.
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Reports FAQ - Completed Registrations by Answer Report
Overview of the Completed Registrations by Answer Report, including totals by answer options and non-selections.
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Review Sessions (Reviewer Portal)
Documentation for configuring the Reviewer Portal page used by reviewers to review assigned sessions.
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Reviewer Portal
Prerequisites and navigation for configuring the Reviewer Portal in events, including required modules and session layout settings.
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Setting Up Reviewers -- Adding/Importing/Login
Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.
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Reviewer Portal Page Layout
Instructions for editing the Reviewer Portal pages, including the Portal page, profile layout, and session layout.
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Administrators - Account-Level Custom Profile Data
Overview of account-level profile data, default fields, and how to manage custom questions and mappings in Certain Platform.
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New Report Updates in 8.0
Improvements to the Event Reports area in Certain Platform 8.0 include a redesigned Report List page, clearer Report Type guidance, grouped Data Field...
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Extracting all attendees' information
Instructions to create an account-level report to export attendee data including agenda and sessions.
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Using Reports to Check if Emails Were Sent
Instructions to create and filter a Registration History Report to identify registrants who received a sent email.
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Mass Download of Profile Images using a Report
Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.
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Reports: How to create a Registration Changes Report
Step-by-step guide to creating a Registration Changes Report in the Certain platform, including setup, locking, wizard steps, and export formats.
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2025 Fall Release #3 (8.3.39)
Release notes for the 2025 Fall update 8.3.39, including enhancements, bug fixes, and reporting changes.
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2025 Fall Release #2 (8.3.38)
Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.
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2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.
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2025 Summer Release #1 (8.3.31)
Release notes for the 2025 Summer Release #1 (8.3.31) in the Certain Help Center.
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Step 9: Plan and Create Reports
Guidance for planning and creating registration reports for events in the Certain platform.
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Session Tracks - Uses and Workflow
Overview of how Session Tracks are used and the workflow for adding tracks and assigning reviewers.
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Copy an Existing Report
Instructions for duplicating a report using the Report Copy Wizard in the Reports/Analyze page, including steps to copy a report and handling Changes ...
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Check-In Insights
Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.
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Data Extraction Guide
Guide to extracting historic profile, registration, and event data from a Certain account using custom reports and APIs.
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Custom Questions
Overview of how to use custom questions to collect event-specific registration data in Certain, including definitions, types, headers, and profile que...
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Speaker and Session Management User Guide
Guide to configuring Speaker and Session Management in Certain, including Conference Sessions, with setup, sessions, speakers, tracks, and reports.
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Your Event Success Is Our Priority
Certain’s team of event management consulting professionals brings extensive experience in building your events, templates, forms, website design and ...