Reports & Payments

Guidance on scheduling sessions and publishing them using the session scheduler and mass actions.

Instructions for configuring online and offline payment options for an event, including selecting a processing account, processing options, and transa...

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 managing session reviews in the Certain Speaker Portal, including acceptance, rejection, review routing, and filtering.

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.

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 its sub-accounts, grouped by payment type and date processed.

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.

Overview of formats for delivering reports: HTML, PDF, Excel, CSV, and TXT.

Release notes for Certain platform version 7.0.5 detailing enhancements and bug fixes.

Release notes for Certain 7.0.6 detailing enhancements and bug fixes across admin, forms, reporting, and Zoom integration.

Release notes for Certain 7.0.4 including enhancements and bug fixes.

Release notes for Certain 7.0.1 detailing enhancements and bug fixes.

Instructions for filtering, editing, and creating reports on the Reports page in the Certain platform.

Overview of attendee financials including transactions, payments, refunds, invoices, and general ledger setup.

Guide to managing attendee sessions within Speaker and Session Management, including assigning sessions, statuses, and filtering.

Instructions to update full capacity or inventory messages for sessions and agenda items in the Certain Help Center.

Explanation of the Primary Form designation, editing, and related behavior in Certain's form setup.

Instructions for editing a form in the Certain platform, including left navigation functions and split-screen preview tips.

Documentation for using the Report Results window in Certain's Reports feature, including access, page areas, actions, filters, and navigation.

Guidance for creating and editing custom reports in an event using the Report Setup page, including report types, tokenization, and access control.

Help article describing how Reports-Only users access and use the Event List, roles, users, reports, and filtering within Certain.

Note: The Package feature enables advanced control over agenda items and ticket quantities within events, using logic rules to enforce limits; it is a...

Guidance on configuring and using Session Sections, Session Templates, and Speaker templates within Attendee Forms on the Certain platform.

Configuration guide for email notifications when event capacity thresholds are reached.

Guide for adding and editing conference sessions in Speaker and Session Management, including session details, scheduling, webinars, and additional de...

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 to enable session check-ins and manage walk-ins for sessions in the Certain Check-In app.

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.

Help Center article detailing how to view, filter, and manage sessions and session instances in Speaker and Session Management, including types, level...

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

Documentation for configuring e-commerce accounts in the Certain platform, including processor options and account settings.

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

Instructions for managing tags in the Certain platform, including adding, listing, importing, and exporting tags for accounts and sub-accounts.

Overview of account-level settings for all users and administrators, including reports, management features, and integrations.

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...