Custom Reports

Reports are your event's official log with results, actions and live data. It will allow you to select different sources of information to create customized reports for your event.

How do I create a custom report?

To create a custom report follow these steps

  1. Go to the Company level.
  2. Click on Reports > Dashboards from the left hand menu.
  3. Click on +New Report.
  4. Type in the name of the report in the New report box.
  5. Press the blue Create button.
Screenshot of how to create a custom report

Now your report has been created, you can choose the criteria.

Screenshot showing report filters

How do I add a widget?

To create the report start by choosing your Widget. Click on Add widget and type the name of the widget.

Then, choose type and select a metric, then press the blue Create button.

Screenshot of how to create widget

Metrics and Type

Please refer to the table below for a comprehensive list of metrics and their corresponding widget types:

Metrics

Widget type

Templates

Pie, Bar, and Table

Places

Pie, Bar, and Table

Tickets sent

This metric provides information on the total number of tickets given away by ticket holders to other users. You can use this report to filter the number of used and unused tickets that have been given out. To see how this report can be used, please refer to this section.

Pie, Bar, Table, Value

Registrations per template

Pie, Bar, and Table

Invitees per event

Pie, Bar, Table, and Value

Registrations per event

Pie, Bar, Table, and Value

Attendees per event

Pie, Bar, Table, and Value

Unique companies on all events

This gives report on the number of unique companies filled by registrants from all events. When using the Value widget type, the displayed number corresponds to the highest company appearance number. The number of other companies can be seen when you download the widget report.

Pie, Bar, and Value

Tickets sold per event

Pie, Bar, Table, and Value

Sales per event

This metric shows only the total value of authorized tickets payments (received income).

Pie, Bar, Table, and Value

Activities per event

Pie, Bar, Table, and Value

Speakers per event

Pie, Bar, Table and Value

Sponsors per event

Pie, Bar, Table, and Value

Sponsor booths per event

Pie, Bar, Table, and Value

Group rooms per event

Pie, Bar, Table and Value

Speed networking rooms per event

Pie, Bar, Table and Value

Breakout rooms per event

Pie, Bar, Table and Value

Meetings per event

Pie, Bar, Table and Value

Questions per event

Pie, Bar, Table and Value

Comments per event

Pie, Bar, Table and Value

News feed post per event

Pie, Bar, Table and Value

Polls per event

Pie, Bar, Table and Value

Quizzes per event

Pie, Bar, Table and Value

Polls answers per event

Pie, Bar, Table, and Value

Quiz answers per event

Pie, Bar, Table and Value

Feedback answers per event

Pie, Bar, Table and Value

Survey answers per event

Pie, Bar, Table and Value

Emails sent per event

Pie, Bar, Table and Value

Emails delivered per event

Pie, Bar, Table and Value

Emails bounced per event

Pie, Bar, Table and Value

Emails spam complaints per event

Pie, Bar, Table, and Value

Emails opened per event

Pie, Bar, Table, and Value

Emails CTA clicks per event

Pie, Bar, Table and Value

Emails CTA conversions per event

Pie, Bar, Table and Value

UTM clicks per event

Pie, Bar, Table and Value

UTM conversions per event

Pie, Bar, Table and Value

File downloads per event

Pie, Bar, Table and Value

Ad Interactions per event

Pie, Bar, Table and Value

Website visits per event

Pie, Bar, Table and Value

Exchanged messages per event

Pie, Bar, Table and Value

Connections per event

Pie, Bar, Table and Value

Missions completed per event

Pie, Bar, Table and Value

Invitations overtime

Timeline

Registrations overtime

Timeline

Attendees overtime

Timeline

Budget

Line

List of registrants

Table

List of events

Table

List of templates

Table

If you select the Value as your widget type, this will give you the amount of unique company values.

Once your widget has been created you can drag the bottom right corner to enlarge the size.

screenshot showing how to enlarge the image

How do I delete a widget inside my report?

To delete a Widget inside your custom report simply click on Edit in the top right corner of the page and click on the 3 dashes icon in the right top corner of your widget and press Remove widget. A confirmation box will appear for you to confirm the action. Click on Remove.

Image showing how to delete widget

Filters

You can use Filters to obtain specific results for your report. The available filters are as follows:

  • Date begin and Date end: Specifies the data time and date range of your report.
  • Report events: Specifies the events that will be included in the report.
  • Archived events: Determines whether or not archived events will be included in the report.
  • Report templates: Specifies the templates that will be included in the report.
  • Custom fields: If you have created Custom fields, they will be visible here as filters.
For more information, refer to our article on Event custom fields.
GIF showing report filters

Below is an example of a Ticket Sent widget report, displaying the total number of tickets given out in a selected event. This report allows you to filter further by Ticket status, showing the count of given-out tickets that have been used (accepted) and unused (unaccepted).

gif showing how to prepare a widget report for Ticket sent

Fullscreen

To view your widget reports in a better view, click the Fullscreen button in the top left corner.

Fullscreen

How do I edit a report?

To edit a report click on the > on the right side of the report. Then, click the Edit button in the top right corner. Now you should be able to edit an existing report.

screenshot showing how to edit a report

How do I delete a custom report?

To delete a report, click on Edit in the top right corner. Then, tick the check box of the report you wish to delete and press the Remove button in the top right corner.

Screenshot showing how to remove or delete reports

How do I download a report?

After creating a report and adding a widget, you can download the generated reports by pressing the 3 dots icon in the right top corner of your widget and clicking Download report.

The file will be saved in your default download location.

Table widgets are downloadable as spreadsheets, and graphic widgets will be downloadable as datasets in a spreadsheet or as images. When downloading graphic widgets as images, the image will show exactly what you see on the screen.
How to download a custom report

The reports do not follow the timezone set in the company details, it follows the Coordinated Universal Time (UTC).


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