Reporting & Analytics

This page lists the consolidation reports defined for the current account and pre-built system summary reports, including how to add reports, copy rep...

Changes Reports compare report results across two dates and list additions, cancellations, and modifications. The page covers settings, running option...

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

Copy Event (Wizard) instructions, including Steps 1–7, event attributes, and notes about copying to sub-accounts and custom report inclusion rules.

Learn how to select and re-order data columns, set Sort Order, and customize report column headers and Date formats for Pick Report Columns (Event Rep...

A summary of the numbers of attendees registered for each instance of the event's sessions, with session-level status fields and Excel export.

A summary of how many of each scheduled instance of event sessions have been selected by attendees, including Registered, Balance Due, Pending, Cancel...

The Event Agenda Summary Report summarizes total quantity by event agenda item for complete registrations and provides numbers including Paid, Bal. Du...

Step 9: Plan and Create Reports. Learn how to use summary reports, copy system reports, plan and test when creating custom reports, and use Groups and...

On the User-Defined Column Details page for a report, you can create up to 20 user-defined columns, including first non-blank value columns and combin...

Certain 8.0 improvements to the Event Reports area, including Report List search, Report Type descriptions and examples, grouped Available Data Fields...

Create a Registration History Report and filter it by Action and Message Name to check the list of Registrants who received an email.

A Changes Report compares a current Report’s data to the same Report’s data from an earlier date and time. It lists Additions, Deletions, and Changes,...

Report Filters enable you to restrict the amount of data returned in a report. The page documents Date Filters, Standard Filters, Drill-Down Filters, ...

This Report Setup page under Profiles is used to create new custom reports and modify existing user-defined reports that report on Profile data.

Copy an existing Consolidation report by using the wizard steps to select the report, name the copy, set the Description and Group, then confirm and f...

How to create user-defined report columns on the User-Defined Column Details (Consolidation Reports) page, including Display the first non-blank from ...

Report Filters enable you to restrict the amount of data returned in a report using Date Filters or Advanced Filters, and view filtered results in the...

Instructions for specifying report Columns in Certain Consolidation Reports, including selecting and re-ordering data fields, Sort Order, and Customiz...

Select Report Subtotals (Events) describes how Subtotals display in Acrobat® PDF and Printable HTML, including per-group totals and options like "Disp...

Choose Report Grouping (Events): Creating Report Summary Groups using the Groups tab, organizing report data into up to three levels of summary groups...

This page sets various options for report display and print settings. It includes Display Format, Report Format, Data Format, and Print Settings such ...

Consolidation Reports enable reporting on registrations, charges, payment and refunds, transactions, contacts, and location data across multiple event...

Profiles FAQ - Exporting Profiles explains how profile records are exported from the Report Results window and how to choose an export or print format...

Profiles FAQ - Searching Profiles: planners can search for profiles they can access, using Standard Filters, Advanced Filters, and the % wildcard for ...

The Account Reports page shows a list of Account Reports, System Reports, and Role-Based Reports. Learn how to preview, edit, delete, favorite, add, c...

The Reports FAQ explains the Report Results window, the Action Bar, record selection, sorting, row controls, and export and filter options, including ...

Display Subtotals in reports. Subtotals can be shown on Adobe PDF, Printable Excel, and Printable HTML. Options include total number of records per gr...

Certain Display Options (Event Reports) for report display and print settings, including Display Format, Report Format, Data Format, and Print Setting...

Subtotals can be displayed on printable report formats: Adobe PDF and Printable HTML. Subtotals can show sum, maximum, minimum, or average, plus recor...

This page enables you to copy a Profiles report. It provides wizard steps to copy an existing report, name the new report, set Description and Group, ...

Copying a Supplier Report wizard steps: click Copy Report above the Supplier Reports list, name the new report (default appends "(Copy)"), set Descrip...

Supplier Reports page describing how to add and copy supplier reports and listing the Page Details columns such as Format, Report Name, Description (R...

This Report Setup page is used to add or edit custom Suppliers reports. It includes Report Name, Visibility, and Report Type fields and links to confi...

You can run reports from the Reports page by selecting options from the Filter Reports list. Editable reports show an icon in the Edit column, and non...

Reports FAQ - Define Report Export Actions. Define up to three Mass Actions that are triggered automatically when a report is exported, and explain th...

Learn how Subtotals display on Adobe PDF, Printable Excel, and Printable HTML formats, including record counts per group and Sum/Maximum/Minimum/Avera...

The Reports FAQ - All Registrations by Status Report explains how All Registrations By Status groups complete and incomplete registrations by registra...

Instructions for creating Date Filters, Standard Filters, Drill-Down Filters, and Advanced Filters in Certain reports, including how to view filtered ...

Report Filters restrict the amount of data returned in a report using Date Filters or Advanced Filters, including how to create interval-based date fi...

Pick Report Columns (Profiles). Configure report column data fields and their order, set Sort Order, and customize report column headers using Customi...

Choose Report Grouping explains how the Groups tab organizes report data by summary groups for printable formats like Printable HTML, Acrobat® PDF, an...

Instructions for specifying report columns in [Supplier Reports], including selecting and re-ordering Available Data Fields, setting Sort Order, and c...

Learn how to use report filters for Supplier Reports. This page explains Date Filters and Advanced Filters, including operator meanings and how to joi...

This help page explains how subtotals display on printable report formats like Acrobat® PDF and Printable HTML. It covers showing sums, maximums, mini...

Here you define a Supplier Report's display and print settings, including Display Format, Report Format, Data Format, and Print Settings options such ...

Mass Action Report Error help page. Includes the error message “The mass action is currently being run in another active request”, the cause, and the ...

Stop measuring events in isolation. A funnel-aware framework evaluates event impact across awareness, engagement, pipeline, and revenue. KEY TAKEAWAYS...

Certain tracks changes to a person's profile on the History page. Profile History contains profile changes and emails sent outside events, and it supp...

Account Usage page administrators generate activity reports for events, Billable Registrations, imports, Test Registrations, and Meeting Requests, and...