Reporting & Analytics

Guidance for exhibitors to use the VIP Exhibitor Portal to edit profiles, upload materials, register booth staff, configure lead scanning fields, and ...

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

Overview of navigating main event components within your account, including the Event List tab and Event-specific tabs (Plan, Promote, Manage, Engage,...

Guidance for locating and modifying a single Registration in Certain, including searching by status, criteria, or reports and editing fields across Ov...

As part of a report's setup, you can specify up to three Mass Actions to be triggered automatically when the report is exported.

Summary of the total quantity (non-cancelled) for event agenda items, with export and item-level details.

Documentation on how to display subtotals in reports, including options for grouping, per-group totals, and subtotals for numeric columns.

In a report setup, up to three Mass Actions can be automatically triggered at export; the article explains how to enable automatic export actions.

The Help Center article explains how to create and modify custom Profile reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and P...

Use this page to create and run reports on the profiles in your Certain account. Profiles include attendees, speakers and reviewers in all events in t...

Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.

Guidance on triggering Mass Actions during report export in Certain's Help Center.

Documentation on configuring report grouping for events, including grouping levels, sort criteria, date grouping, and print options.

Instructions for creating and managing Consolidation Reports across multiple events in the current account.

A summary of all payments and refunds for all of the events in the current account, grouped by the payment type and date processed.

Overview of enhancements to the Event Reports area in Certain 8.0, highlighting improvements to the Report List page, easier report type selection wit...

Learn how to verify email delivery in Certain by creating a Registration History Report and filtering it to display the Email Action and the Message N...

Guidance on planning and creating reports for registrant data in Build and Manage an Event.

Details on formats for printing and exporting reports in the Certain platform.

Profile records may be exported from the Report Results window after querying profiles. To export, select the profiles and choose an export or print f...

Release notes for Certain 7.1.4 covering bug fixes across Admin Interface, Country List, Email, Forms, Groups, Reporting, and Session Management.

Release notes for the Certain platform version 7.0.6, including enhancements and bug fixes.

Release notes for Certain 7.0.1 including enhancements and bug fixes.

Overview of account settings and the Administration, Registrations, Management, Reports, and Implementation sections in the Certain Help Center articl...

Guidance on using the Reports page to run and filter reports, identify editable vs non-editable reports, and how to create reports.

Guidance on locating a registration in Certain: use the Event Dashboard, registrations reports, and the Badge Report.

One form per event must be designated as its Primary Form. Learn how to designate, switch, and view the primary form and related notes.

This report displays the number of registrations in several miscellaneous categories. You can click a number to view a detailed list of the registrati...

FAQ detailing how to use the Report Results window in Certain's Reports feature, including the Action Bar, filtering, exporting, and row controls.

Guide to creating and editing custom reports in an event using the Report Setup page, including report types, tokenization, visibility, and access con...

Overview of consolidation reports in Certain, including system reports and custom reports across multiple events.

Step-by-step guide to copying an existing event using the Copy Event Wizard in Certain's Help Center.

Help article describing how Reports-Only users access and view event reports in Certain.

Overview of the Packages feature in Certain Help Center, including creation, editing, deleting, and reporting packages.

Instructions for displaying subtotals within groups in supplier reports, including how to display, which fields to subtotal, and how subtotals appear.

Instructions for copying a supplier report using the Report Copy Wizard in the Certain platform.

Documentation on defining report export actions in the Certain Help Center.

Documentation on selecting and ordering data columns for Event Reports in the Certain platform.

Instructions for creating and configuring up to 20 user-defined columns in Event Reports, including single-field and multi-field columns, naming, and ...

Guidance on displaying subtotals in reports, including per-group counts, grand totals, and how to configure numeric field subtotals.

Details about how agenda item quantities are displayed in event reports, including the Quantity and Quantity Label options.

Options to control display and print formatting for Event Reports in the Certain Help Center.

Overview of the Event Reports List with how to run, filter, create, and copy reports in the Certain Help Center.

Guide to using and editing event-level invoice templates, including templates, editing sections, and account-level invoices.

Help article detailing how to create and edit event-level printable confirmation templates, including header, introduction and closing, footer, sectio...

A summary list of qualified sessions and their speakers for event reporting; lists only sessions with the Qualified status from Session Management.

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

A report listing attendee counts for each session instance, with drill-down registrations and Excel export.

A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.

A detailed list of speakers assigned to an event, including profiles, bios, abstracts, and whether speaker agreements and profile pictures have been u...

Subtotals can be displayed on printable report formats with per-group and grand-total options for profile reports.

Account Settings page detailing user information, reports, administrator tasks, and configuration options in the Certain Help Center.

Guide to using the Registration Groups as Promo Codes module in Certain, including the Promo Code Wizard, discounts, availability, imports, reports, f...

Detailed guide to enabling and using Speaker and Session Management and Conference Sessions in Certain, including portals, setup, scheduling, reviews,...

Certain’s event management consulting services help you leverage buying signals from event data to enhance lead scoring, increase efficiency, branding...

Instructions for selecting and ordering data columns in Consolidation Reports.

Guide describing how to share reports with tokenized URLs in Certain; includes options for view-only access, mass actions, exports, expiration, and ob...

An instructional article describing what a Changes Report is, which report types can be used as Changes Reports, and how to create and export a Regist...

Instructions for duplicating a report using the Report Copy Wizard and managing related options.

Instructions for selecting, ordering, and renaming data fields in supplier report columns.

Overview of active supplier reports and how to manage them in the Certain platform.

Guidance to add or edit custom Suppliers reports in the Certain platform.

Help article describing how to use report filters including Date, Standard, Drill-Down, and Advanced Filters.

Documentation on creating and configuring summary groups for report data in Certain's Reports/Analyze tool, including how to display, sort, and custom...

Instructions to copy a Profiles report using the copy wizard, including naming, description, and grouping options.

Account-level invoice templates and settings for managing invoices in the Certain Help Center.

Account Financial Settings including organization name, tax details, invoice numbering, e-commerce accounts, and tax code settings.

This guide explains how to copy an existing Account Report or System Report using the Report Copy Wizard.

Guidance for creating and managing account-level reports in the Certain platform.

Help article describing the General Ledger setup and G/L account list for budgeting in Certain.