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Threaded Messages
Guidance on using threaded messages in Touchpoint, including group messages and scheduled messages.
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Missing Potential Duplicates under Registrations To Review
Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.
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Reports FAQ - Event Agenda Summary Report
Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...
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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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Choose Report Filters (Account Reports)
Instructions for using report filters in Account Reports, including Date Filters, Standard Filters, Drill-Down Filters, and Advanced Filters.
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Pick Report Columns (Account Reports)
Guidance on selecting and arranging data columns for account reports in the Certain platform.
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Report Setup (Profiles)
Instructions to create and modify custom Profile reports, including setup steps, report types, and configuration options.
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Flight Packages
Instructions for managing flight packages within the Travel Packages sub-module, including adding, editing, exporting, and selecting flights.
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Choose Report Filters (Consolidation Reports)
How to use Date Filters and Advanced Filters to refine data in Consolidation Reports.
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Pick Report Columns (Consolidation Reports)
Instructions for selecting and ordering data fields in Consolidation Reports, including custom data notes, row numbers, sorting, and column headers.
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Select Report Subtotals (Events)
Documentation on displaying subtotals within groups for event reports, including per-group subtotals, optional group counts, and how to choose Sum, Ma...
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Event Intelligence - Event Registration Chronicles
The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...
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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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Extended Display Options
Extended Display controls the look and feel of Event Forms, Websites, and Emails through HTML-based customization.
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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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Global improvements in Certain 8.0
Improvements to the Global Search in Certain Platform include expanded search conditions and new Event info columns in Registrations and Results.
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Meeting Requests (Home)
Overview of the Meeting Requests (Home) page in the Certain Help Center, including filters, list view, and actions.
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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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Choose Report Grouping
Documentation on configuring summary groups for supplier reports in the Certain platform.
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Pick Report Columns (Data Fields) [Supplier Reports]
Instructions for selecting and ordering data fields for supplier reports in Certain's Help Center.
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Choose Report Filters (Suppliers)
Help article detailing how to use Date Filters and Advanced Filters for supplier reports in the Certain platform.
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Select Report Subtotals
Guide to displaying subtotals within groups in supplier reports, including per-group counts and grand totals, and how to select Sum, Maximum, Minimum,...
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Display Options (Supplier Reports)
Settings to define display and print options for Supplier Reports in Certain's platform.
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Report Setup (Suppliers)
Guide to adding or editing custom Suppliers reports in the Certain platform.
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Pick Report Columns (Event Reports)
Guide to selecting and ordering data fields for Event Reports, including sorting, customization, and headers.
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User-Defined Column Details (Event Reports)
Help article detailing how to create and manage user-defined columns for Event Reports, including column types, definitions, and examples.
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Choose Report Filters
Documentation on using report filters in the Certain platform, including Date, Standard, Drill-Down, and Advanced Filters for Reports/Analyze.
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Choose Report Grouping
Instructions for creating and configuring summary groups to sort data in Certain reports, including grouping criteria, sort orders, and display option...
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Display Options (Event Reports)
Documentation of display, data, and print settings for Event Reports in the Certain platform.
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Event Session and Speaker Summary Report
A summary list of all qualified sessions and their speakers for an event.
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Sessions Report
A detailed list of all sessions in the event and related reports.
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Choose Report Filters (Profiles)
Documentation on configuring report filters for Profiles in the Certain Help Center, including Date Filters and Advanced Filters.
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Select Report Subtotals (Profiles)
Documentation describing how to display subtotals in profile reports, including per-group and grand-total options.
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Pick Report Columns (Profiles)
Instructions for selecting, ordering, sorting, and renaming columns in profile reports within the Certain platform.
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Choose Report Grouping (Profiles)
Documentation on configuring report groupings for profile reports, including levels, date grouping, and display options.
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Report Display Options (Profiles)
Options for displaying and printing the selected Profile report, including format, data format, and print settings.