Reporting and Analytics

Documentation on configuring report filters for account reports, including Date, Standard, Drill-Down, and Advanced filters.

Guide to creating and modifying custom Profiles reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Use this page to create and run reports on the profiles in your Certain account.

A Changes Report compares current data to earlier data and lists additions, deletions, and changes; settings include locks, labels, and display option...

Instructions for configuring the My Information page in the Reviewer Portal of the Certain event management platform.

Dashboard page summarizing the current status of session reviews, with funnel chart and tier details.

Page describing the Events Calendar Web Page and its options to display Live events or filter by a report.

Instructions to copy an existing Consolidation report in Certain's Help Center, including steps to use the wizard, naming, grouping, and confirmation.

Documentation on creating and configuring user-defined columns for Consolidation Reports in Certain.

Guidance on configuring Date Filters and Advanced Filters for Consolidation Reports in Certain.

Instructions for selecting and ordering data fields for Consolidation Reports in the Certain Help Center.

Help article describing how to configure report grouping by summary groups for events in Certain.

Guidance for creating and managing consolidation reports across multiple events in a Certain account.

Overview of the Meeting Requests List page with filters, columns, and actions.

Explanation of Primary Form designation and usage in Certain's event forms.

Overview of consolidation reports in the Certain Help Center, including built-in system reports and how to manage custom reports.

Help article describing the Event List for Reviewers in Certain.

The registration page contains attendee contact information and basic registration details, including Attendee Type and Status.

Documentation describing how to create and configure summary groupings for supplier reports in the Certain Help Center.

Instructions for selecting and ordering data fields in supplier report columns, including moving fields, filtering, sorting, and customizing column he...

Help article describing how to display subtotals in supplier reports, including group subtotals and per-group/overall totals.

Configure display and print settings for Supplier Reports in the Certain platform.

Instructions for using the Report Copy Wizard to duplicate a Supplier report.

Overview of active Supplier reports and how to manage them in the Certain platform Help Center.

Guidance for creating and editing custom Supplier reports in the Certain platform, including setup steps, page structure, and field definitions.

Instructions to add and format a custom header and footer for Supplier Reports using the HTML Editor, including supported output formats and data-fiel...

Documentation for selecting and ordering data columns in Event Reports, including sorting and customizing column headers.

Instructions for creating up to 20 user-defined columns in event reports, including first non-blank and column merging.

Overview of subtotals in reports, including display formats, per-group counts, grand totals, and how to enable and configure subtotals.

Documentation on how to use Date, Standard, Drill-Down, and Advanced Filters to customize report results.

For agenda item quantities, show: The report will return one row per registration, with one column per agenda item. The option selected determines how...

Help article describing how to group report data into summary groups for printable formats.

Options for displaying and printing event report outputs, including formats, data formatting, and print settings.

A report listing all qualified sessions and their speakers; exportable to Excel, available when the Speaker and Session Management module is enabled.

A detailed list of all sessions in the event, including session name, code, track, type, capacity, occurrences, and more.

A summary of the numbers of attendees registered for each instance of the event's sessions.

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

A detailed list of all speakers assigned to the event, including profile, bio, abstract, and whether speaker agreement and profile pictures have been ...

The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by status, with two pie charts and a repor...

Guide to using Date Filters and Advanced Filters to constrain data in Profile reports.

Instructions for displaying subtotals on profile reports in PDF and HTML, including per-group counts and grand totals.

Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.

Guide to configuring grouping for profile reports, including multi-level groupings, date-based grouping, and display options.

Instructions to copy an existing Account or System Report using the Report Copy Wizard.

Documentation for creating and editing account-level custom reports, including visibility, report types, and changes-tracking.

Administrators can tag standard and custom registration statuses; includes API 2.0 tagging details and a list of standard statuses.

Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...

Release notes for 2025 Spring Release #6 (8.3.29).

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

Overview of navigating the main event components in your account, including the Event List and event-specific tabs such as Plan, Promote, Manage, Enga...

Instructions to locate and modify a registration in Certain.

Step-by-step troubleshooting for payment processing on complete registrations in Certain's form-based payments.

FAQ about collecting multi-event data for Consolidation Reports and using custom questions in Certain.

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...

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

The All Registrations By Status report shows complete and incomplete registrations grouped by registration status for an event.

Overview of the Completed Registrations by Answer Report, including totals by answer options and non-selections.

Instructions for creating, importing, and emailing reviewers for session reviews on the Certain platform.

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

Instructions to create an account-level report to export attendee data including agenda and sessions.

Instructions to create and filter a Registration History Report to identify registrants who received a sent email.

Instructions to mass download attendee profile images by creating a Registrations report and adding a custom column for image file paths.

Step-by-step guide to creating a Registration Changes Report in the Certain platform, including setup, locking, wizard steps, and export formats.

Release notes for the 2025 Fall update 8.3.39, including enhancements, bug fixes, and reporting changes.

Fall 2025 release notes for version 8.3.38, detailing bug fixes across Content Blocks, Forms, Attendee Types, Payment Processing, and Reporting.

Release notes for the 2025 Summer Release #6 (8.3.36) of the Certain platform.

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

Step-by-step guidance to fill in basic details for an event in the Certain platform.

Overview of how Session Tracks are used and the workflow for adding tracks and assigning reviewers.

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

Dashboard with real-time graphs for Check-In data, including Over Time, Attendee Type, and Questions Analytics.

Guide to extracting historic profile, registration, and event data from a Certain account using custom reports and APIs.

Guidance on creating a new event in the Certain platform, including from scratch, copying, or using templates, and entering event details.

Guide to configuring Speaker and Session Management in Certain, including Conference Sessions, with setup, sessions, speakers, tracks, and reports.

Certain’s team of event management consulting professionals brings extensive experience in building your events, templates, forms, website design and ...

Infographic detailing how events drive revenue.

An eBook detailing how AI and event intelligence drive attendee engagement and revenue at events.

Video on demand featuring three proven ways to turn event leads into revenue quickly.

On-demand webinar about Event Intelligence and turning event data into revenue and results.

On-demand webinar about unlocking a deeper understanding of event attendees and delivering revenue from events.

Explains how event buying signals reveal buyer intent and how to activate them to drive revenue from events.

A detailed, seven-principle framework for turning events into revenue opportunities, inspired by Dreamforce 2025.

Explores how deep audience insights drive event success and revenue, and introduces Touchpoint Ignite.