Reporting & Payments

Steps to remove a registrant from an event in the Certain Help Center, including mass-action deletion and profile deletion, with cautions on payments.

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

Overview of filtering, editing, and creating reports from the Reports page.

Instructions for modifying details of a single registration in the Certain platform, including the overview, profile, questions, agenda, sessions, fin...

Methods to locate a specific registration in Certain using the Event Dashboard, queries, and reports.

Guidance to update full capacity or inventory messages for sessions and agenda items in Certain's Help Center.

Overview of the Registrations to Review report in the Event Dashboard, including Deleted Registrations, Test Registrations, Potential Duplicates, and ...

Overview of the Report Results window, including the Action Bar, filtering, exporting, and row controls.

FAQ article describing the Report Results Window in the Certain Help Center, including Action Bar, filters, exports, and row controls.

Guide to creating and editing custom event reports, including report types, tokenization, and access controls.

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

Documentation for configuring Sessions within the Attendee Form on Certain's platform, including templates, display options, and waitlisting.

Configure session check-in behavior, including enabling session check-in, walk-in options, and per-session restrictions.

Help center article detailing how to manage session reviews in the Speakers and Sessions portal, including Submitted, Under Review, and Approved lists...

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

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

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 attendee financials including transactions, payments, refunds, invoices, and general ledger setup in the Certain Help Center.

Help center article detailing how to manage sessions, session lists, instances, and scheduler in the Speaker and Session Management module.

Help Center article detailing how to manage tags including adding, listing, importing, and exporting tags.

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

Details on the upcoming 7.1.7 Add to Calendar changes, including AddEvent integration and account/event level configuration.

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

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

Guidance for adding or editing conference sessions within the Speaker and Session Management module of Certain.

Guidance to configure Simple and Conference Session layouts for the Speaker and Session Management module.

The Setup Dashboard is the planner’s home page for configuring event details, attendee types, questions, schedules, reports, forms, emails, and additi...

Overview of account administration features in Certain: account settings, administration, registrations, management, reports, and implementation.

Certain’s Stripe integration provides a fast, familiar payment method for registration, paid sessions, and add-ons, backed by Stripe’s secure global i...

Guidance on configuring mass actions that run automatically when exporting a report.

Details on displaying subtotals in reports, including grouping options and how subtotals render in export formats.

Overview of the All Registrations By Status report, including status classifications and comparisons with Completed Registrations by Attendee Type.

Overview of the Completed Registrations by Answer Report in the Certain Help Center, including how totals are calculated and how to view registrations...

Instructions for creating and editing user-defined columns in account reports, including types, definitions, and combining columns.

Instructions for creating and configuring custom profile reports in Certain's Help Center.

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...

Information about tiers for reviews in the Speaker and Session Management module.

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

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.

Step 7 provides a readiness checklist for online registrations.

Step 4 covers adding options to an event registration form, including agenda items, accommodations, payments, and logic settings.

Guide to creating and using Date Filters and Advanced Filters for supplier reports.

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

Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.

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.

A detailed list of all event sessions with fields and an Excel export option; available when the Speaker and Session Management module is enabled.

Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.

Instructions for copying an existing Account or System Report using the Report Copy Wizard in Certain.

Release notes for the Fall 2025 Release #3 (8.3.39) covering enhancements, Stripe integration, and bug fixes.

Release notes for the 2025 Fall Release #2 (8.3.38) of the Certain platform.

Release notes for the 2025 Summer Release #6 (8.3.36), detailing fixes across agenda items, asset uploads, badges, display rules, event copy, registra...

Details of the 2025 Summer Release #3 (8.3.33.1), including Stripe Standard Connect enhancements, On-Demand Badges, and bug fixes.

Unified reporting and intelligence for events across the Certain platform, enabling end-to-end insights, ROI tracking, and program optimization.

Article describing how to tag attendee statuses and sessions for attendees in Touchpoint.

Overview of speakers and sessions from Platform to Touchpoint, with related articles and feedback.

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

Guide to applying percentage discounts to event registrations via promo codes or logic-based rules.

Information about navigating main event components within your account, including the Event List and event-specific tabs: Plan, Promote, Manage, Engag...

Documentation on creating and managing custom registration statuses for attendees.

Instructions to troubleshoot when payments saved on a form are not processed during complete registrations.

Tips on chargebacks, adjustments, test payments, and refunds for payments and transactions.

Overview of common Cybersource payment errors and how to resolve them for e-commerce accounts.

Step-by-step iOS quickstart for the Certain Check-In app, including prerequisites and how to use the guest list, check-ins, and sessions.

Overview of the Single Event View in Event Intelligence, including charts and metrics for single-event analysis.

Instructions for assigning speakers at the session level or per-instance level, including master speakers and per-instance speakers.

Guidance on creating multiple catalogs for a single event, syncing data, and configuring catalogs in the Certain platform.

Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.

Instructions to create an account-level report to export attendee details for each event.

Instructions for issuing and processing partial refunds in the Certain platform

Details about how event fees expire and how to change fee amounts on items and registrations in Certain.

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

Overview of how to create a Registration Changes Report, including eligibility, steps, and export formats.

Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.

When adding Speakers to a Session with Instances, an Alert will display to give the option of including that Speaker to associated instances.

Real-time dashboards and analytics for check-in data in Certain's Engage platform.

Instructions to enable and configure session check-ins for the Certain Check-In app, including walk-in permissions and capacity limits.

Guide to using the Registration Groups as Promo Codes module in Certain.

Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.

InEvent partner page describing the InEvent event management platform and its reach, including trust by Coca-Cola and Amazon, serving virtual and hybr...