Report Customization

Guidance on using threaded messages in Touchpoint, including group messages and scheduled messages.

Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.

Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...

Help article detailing how to display subtotals in reports, including printable formats, grouping, and notes.

Instructions for using report filters in Account Reports, including Date Filters, Standard Filters, Drill-Down Filters, and Advanced Filters.

Guidance on selecting and arranging data columns for account reports in the Certain platform.

Instructions to create and modify custom Profile reports, including setup steps, report types, and configuration options.

Instructions for managing flight packages within the Travel Packages sub-module, including adding, editing, exporting, and selecting flights.

How to use Date Filters and Advanced Filters to refine data in Consolidation Reports.

Instructions for selecting and ordering data fields in Consolidation Reports, including custom data notes, row numbers, sorting, and column headers.

Documentation on displaying subtotals within groups for event reports, including per-group subtotals, optional group counts, and how to choose Sum, Ma...

The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...

Improvements to the Event Reports area in Certain Platform 8.0 include a redesigned Report List page, clearer Report Type guidance, grouped Data Field...

Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.

Guidance for planning and creating registration reports for events in the Certain platform.

Improvements to the Global Search in Certain Platform include expanded search conditions and new Event info columns in Registrations and Results.

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

Instructions for duplicating a report using the Report Copy Wizard in the Reports/Analyze page, including steps to copy a report and handling Changes ...

Documentation on configuring summary groups for supplier reports in the Certain platform.

Instructions for selecting and ordering data fields for supplier reports in Certain's Help Center.

Help article detailing how to use Date Filters and Advanced Filters for supplier reports in the Certain platform.

Guide to displaying subtotals within groups in supplier reports, including per-group counts and grand totals, and how to select Sum, Maximum, Minimum,...

Settings to define display and print options for Supplier Reports in Certain's platform.

Guide to adding or editing custom Suppliers reports in the Certain platform.

Guide to selecting and ordering data fields for Event Reports, including sorting, customization, and headers.

Help article detailing how to create and manage user-defined columns for Event Reports, including column types, definitions, and examples.

Documentation on using report filters in the Certain platform, including Date, Standard, Drill-Down, and Advanced Filters for Reports/Analyze.

Instructions for creating and configuring summary groups to sort data in Certain reports, including grouping criteria, sort orders, and display option...

Documentation of display, data, and print settings for Event Reports in the Certain platform.

A summary list of all qualified sessions and their speakers for an event.

A detailed list of all sessions in the event and related reports.

Documentation on configuring report filters for Profiles in the Certain Help Center, including Date Filters and Advanced Filters.

Documentation describing how to display subtotals in profile reports, including per-group and grand-total options.

Instructions for selecting, ordering, sorting, and renaming columns in profile reports within the Certain platform.

Documentation on configuring report groupings for profile reports, including levels, date grouping, and display options.

Options for displaying and printing the selected Profile report, including format, data format, and print settings.