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Reports FAQ - Define Report Export Actions
Guidance on configuring mass actions that run automatically when exporting a report.
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Reports FAQ - Report Subtotals
Details on displaying subtotals in reports, including grouping options and how subtotals render in export formats.
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Reports FAQ - All Registrations by Status Report
Overview of the All Registrations By Status report, including status classifications and comparisons with Completed Registrations by Attendee Type.
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Reports FAQ - Completed Registrations by Answer Report
Overview of the Completed Registrations by Answer Report in the Certain Help Center, including how totals are calculated and how to view registrations...
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User-Defined Column Details (Account Reports)
Instructions for creating and editing user-defined columns in account reports, including types, definitions, and combining columns.
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Custom Report Header and Footer (Account Settings)
Instructions to add a custom header and footer to reports using the HTML Editor, including data field insertion and output format notes.
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Report Setup (Profiles)
Instructions for creating and configuring custom profile reports in Certain's Help Center.
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Profile Reports
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...
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Review Sessions (Reviewer Portal)
Guide to configuring the Reviewer Portal for reviewing sessions, including Session Details and Review Details fields.
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Pages (Reviewer Portal)
Instructions for managing pages in the Reviewer Portal, including adding pages, editing details, and previewing the site.
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Branding & Footer (Reviewer Portal)
Instructions for branding and footer configuration in the Reviewer Portal for events.
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Reviewer Layout (Reviewer Portal)
Instructions for configuring the My Information page in the Reviewer Portal.
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Login (Reviewer Portal)
Configuration guidance for the Reviewer Portal login page, including sign-in options and layout.
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Site Layout (Reviewer Portal)
Guide to configuring the color palette and navigation bar for the Reviewer Portal in an event.
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Settings (Reviewer Portal)
Overview of editing general settings for the event's Reviewer Portal, including Name, Google Analytics Tracking ID, Web URL, timeout, and date/time di...
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Reviewer Portal
Guidance for enabling and configuring the Reviewer Portal in events using the Certain Help Center.
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Promo Codes – Quick Guide
Brief PDF guide describing how to set up Promo Codes for events and the requirement to enable the Registration Groups as Promo Codes sub-module.
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Events Calendar Web Page
Instructions for the Events Calendar Web Page: how it displays active events and how to filter by Live status or by a report.
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Choose Report Grouping (Events)
Documentation on configuring report grouping for events, including grouping levels, sort criteria, date grouping, and print options.
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Specify Report Display Options (Events)
Options for display and print settings of event reports in Certain.
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Report Setup (Consolidation Reports)
Instructions for creating and managing Consolidation Reports across multiple events in the current account.
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Reports FAQ - Printing and Exporting Reports
Overview of formats for delivering reports: HTML, PDF, Excel, CSV, and TXT.
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Certain 7.0.6 Release Notes
Release notes for Certain 7.0.6 detailing enhancements and bug fixes across admin, forms, reporting, and Zoom integration.
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Certain 7.0.4 Release Notes
Release notes for Certain 7.0.4 including enhancements and bug fixes.
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Certain 7.0.1 Release Notes
Release notes for Certain 7.0.1 detailing enhancements and bug fixes.
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Reports FAQ - Using the Reports Page
Instructions for filtering, editing, and creating reports on the Reports page in the Certain platform.
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What is a Primary Form?
Explanation of the Primary Form designation, editing, and related behavior in Certain's form setup.
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Reports FAQ - Working with the Report Results Window
Documentation for using the Report Results window in Certain's Reports feature, including access, page areas, actions, filters, and navigation.
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Reports FAQ - Report Setup (Event Reports)
Guidance for creating and editing custom reports in an event using the Report Setup page, including report types, tokenization, and access control.
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Event List (Reports-Only Users)
Help article describing how Reports-Only users access and use the Event List, roles, users, reports, and filtering within Certain.
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Packages
Note: The Package feature enables advanced control over agenda items and ticket quantities within events, using logic rules to enforce limits; it is a...
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Choose Report Grouping
Documentation on grouping reports with up to three levels, including sorting, date grouping, and display options.
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Choose Report Filters (Suppliers)
Guide to creating and using Date Filters and Advanced Filters for supplier reports.
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Select Report Subtotals
Instructions for displaying subtotals within groups in supplier reports, including how to display, which fields to subtotal, and how subtotals appear.
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Display Options (Supplier Reports)
Configuration of display, data export, and print settings for Supplier Reports in the Certain platform.
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Report Setup (Suppliers)
Documentation for creating and editing custom Suppliers reports in the Certain platform, including page sections and controls.
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Reviewers
Instructions for adding, editing, importing, exporting, and anonymizing reviewers in the Speaker and Session Management module.
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User-Defined Column Details (Event Reports)
Instructions for creating and configuring up to 20 user-defined columns in Event Reports, including single-field and multi-field columns, naming, and ...
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PAGE (Custom Report Header and Footer)
Instructions to customize headers and footers for a custom report across formats, including dynamic data fields and the HTML Editor.
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Report Subtotals
Guidance on displaying subtotals in reports, including per-group counts, grand totals, and how to configure numeric field subtotals.
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Display Options (Event Reports)
Options to control display and print formatting for Event Reports in the Certain Help Center.
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Itinerary Settings
Help article on configuring the Itinerary PDF appearance and content for events in Certain.
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Speaker and Session Management User Guide
An illustrated PDF guide describing how to manage Sessions and Speakers in an event.
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Introduction to Speaker and Session Management (PDF)
Concise overview of the Speaker and Session Management module provided as a PDF, with access instructions and links to related articles.
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Sessions Report
A detailed list of all event sessions with fields and an Excel export option; available when the Speaker and Session Management module is enabled.
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Select Report Subtotals (Profiles)
Instructions for displaying subtotals in printable Profiles reports, including grouping and total options.
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Copying an Account Report (Report Copy Wizard)
Instructions for copying an existing Account or System Report using the Report Copy Wizard in Certain.
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Account Settings
Overview of account-level settings for all users and administrators, including reports, management features, and integrations.
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Certain Signal: User Guides
PDF guides detailing how to configure and use Certain Signal to integrate with third-party applications (Marketo, Eloqua, Salesforce, Webhooks, Zoom, ...
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2025 Fall Release #3 (8.3.39)
Release notes for the Fall 2025 Release #3 (8.3.39) covering enhancements, Stripe integration, and bug fixes.
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2025 Fall Release #2 (8.3.38)
Release notes for the 2025 Fall Release #2 (8.3.38) of the Certain platform.
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2025 Summer Release #6 (8.3.36)
Release notes for the 2025 Summer Release #6 (8.3.36), detailing fixes across agenda items, asset uploads, badges, display rules, event copy, registra...
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2025 Summer Release #1 (8.3.31)
Release notes for the 2025 Summer Release #1 (8.3.31), covering calendar enhancements, admin tooltips, payment data handling, and reviewer portal upda...
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Operational Reporting and Strategic Event Intelligence Together
Unified reporting and intelligence for events across the Certain platform, enabling end-to-end insights, ROI tracking, and program optimization.
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Registration Groups in Certain
Guide to using the Registration Groups sub-module in Certain, including setup, usage, and reporting.
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Event Component Descriptions and Navigation
Information about navigating main event components within your account, including the Event List and event-specific tabs: Plan, Promote, Manage, Engag...
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Setting Up Reviewers -- Adding/Importing/Login
Instructions for creating and importing reviewers, and reviewer email templates.
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Reviewer Portal Page Layout
Guide to editing the Reviewer Portal pages and layouts in Certain Help Center.
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New Report Updates in 8.0
Overview of improvements to the Event Reports area in Certain 8.0, including report list improvements, data field grouping, and advanced options.
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Extracting all attendees' information
Instructions to create an account-level report to export attendee details for each event.
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Using Reports to Check if Emails Were Sent
Instructions to create and filter a Registration History Report to identify registrants who received an email.
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Reports: How to create a Registration Changes Report
Overview of how to create a Registration Changes Report, including eligibility, steps, and export formats.
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Session Tracks - Uses and Workflow
Guide on using and managing session tracks within Certain's Speaker & Session Management.
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Check-In Insights
Real-time dashboards and analytics for check-in data in Certain's Engage platform.
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Promo Codes Guide
Guide to using the Registration Groups as Promo Codes module in Certain.
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Speaker and Session Management User Guide
Guide to configuring and using the Speaker and Session Management module and Conference Sessions features in Certain.
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Event Management Consulting Services
Certain’s consulting team provides event management consulting, implementation, and insights to optimize event performance.
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InEvent | Partner
InEvent partner page describing the InEvent event management platform and its reach, including trust by Coca-Cola and Amazon, serving virtual and hybr...