The Reports module allows you to seamlessly create comprehensive reports by combining data from various modules within the platform. Whether you need Session Reports, Contact Reports, Group Reports, or Evaluation Plan Reports, this guide will walk you through the process of generating and customizing reports for your specific needs.
Session Reports - Combining session and contact data into a single report.
Sessions will be listed in the Y-axis within the report
Contact Reports combine session, contact, and sponsor/exhibitor data into a single report.
Contacts will be listed in the Y-axis within the report
Group Reports - combine session, contact, and sponsor/exhibitor data into a single report.
Groups (sponsors/exhibitors) will be listed in the Y-axis within the report
Evaluation Plan Reports - Contains one canned report for evaluator details.
Evaluation Plan Names will be listed in the Y-axis within the report
How To Create A Custom Report
Within the 'Reports' module, select 'Add Report' to create a custom session, contact, or group report.
Report Name (required): Assign a name to this report so that you can easily access it in the future.
Report Description: Add a brief description for your report
Relationships: Select the relationships (i.e. session speakers, evaluation plans, session sponsors) to include in the report. Each relationship will correspond to a column within the report.
Determine the fields you would like to include within your report. Fields are categorized into Sessions, People, or Groups. You also can select evaluation plans you would like to include within the report.
TIP: Rearrange the order of your fields by dragging and dropping them within each field category on the right side of your screen.
Download A Report
Select 'Run Report' to generate an XLSX or CSV file for the selected report.
Edit & Delete Custom Reports
If at any point you need to edit your report fields, simply select the wheel icon in the top right-hand corner of your report card and click 'Edit Report'.
To delete a report, select the wheel icon in the top right-hand corner of your report card and click 'Delete Report'.