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 > Custom > + New report. 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 on Add widget and type the name of the widget.

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 event - 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
  • Emails CTA conversions per event - Bar or Pie
  • Emails spam complaints per event - Bar or Pie
  • Emails bounced per event - Bar or Pie
  • Emails CTA clicks per event - Bar or Pie
  • Emails opened per event - Bar or Pie
  • Emails delivered per event - Bar or Pie
  • Emails sent per event - Bar or Pie
  • News feed posts per event - Bar or Pie
  • Survey answers per event - Bar or Pie
  • Feedback answers per event - Bar or Pie
  • Quiz answers per event - Bar or Pie
  • Poll answers per event - Bar or Pie
  • Quizzes per event - Bar or Pie
  • Polls per event - Bar or Pie
  • Comments per event - Bar or Pie
  • Questions per event - Bar or Pie
  • Tickets sold per event - Bar or Pie
  • Breakout rooms per event - Bar or Pie
  • Speed networking per event - Bar or Pie
  • Meetings per event - Bar or Pie
  • Group rooms per event - Bar or Pie
  • Sponsor booths per event - Bar or Pie
  • Sponsors per event - Bar or Pie
  • Speakers per event - Bar or Pie
  • Activities per event - Bar or Pie
  • Invitees per event - Bar or Pie
  • UTM conversions per event - Bar or Pie
  • UTM clicks per event - Bar or Pie
  • Sales per event - Multiple types with currency
  • Missions completed per event - Multiple types
  • Connections per event - Multiple types
  • Exchanged messages per event - Multiple types
  • Website visits per event - Multiple types
  • Ads interactions per event - Multiple types
  • Files downloads per event - Multiple types

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

screenshot showing how to enlarge the image

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.

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.

How do I delete a widget inside my report?

To delete a Widget inside your custom report follow these steps:

  1. Firstly click on the > on the right side of the custom report.
  2. Then, press Edit in the top right corner.
  3. Next, click on the 3 dots icon in the right top corner of your widget and press Remove widget.
  4. 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.

screenshot showing how to remove a widget

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 will be downloaded as spreadsheets and graphic widgets will be downloaded as pictures. When downloading graphic widgets, the picture will show exactly what you are seeing 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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