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?

Click on your company logo in the top left corner of the platform then, in the Company settings menu to the left, under Reports click on Custom.

Screenshot custom reports

Next click on + New report in the top left corner. Type in the name of the report and press the blue Create button.

Screenshot of how to create a custom report

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

How do I add a widget?

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

Then, choose the source and type then press the blue Create button.

Screenshot of how to create widget

Source and Type

Choose your source and view type:

  • Attendees - Timeline
  • Attendees per events - Bar or Pie
  • Attendees per template - Bar or Pie
  • Templates - Pie
  • Places - Pie
  • Budgets - Line
  • List of registrants - Table
  • List of events - Table
  • Lists of templates - Table

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

Filters

Use the dates to filter your events or use the Report events search bar to choose certain events.

Fullscreen

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

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.

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.

How do I delete a widget inside my report?

To delete a Widget inside your custom report, firstly click on the > on the right side of the custom report. Then, press Edit in the top right corner.

Next, click on the 3 dots icon in the right top corner of your widget and press Remove widget.

A pop up will appear asking you if you are sure you want to remove this widget and you should click on the red button Remove to ensure removal. This action cannot be undone.


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