Examples of things that can be done with custom reports

Some of the things you can do with custom reports:

Create a list of female attendees who are allergic to specific food/food types.

Enter report title.

Enter date range.

Select attendee as usertype.

In Associated fields, select first name, last name, email, prefix.

In Filter by, select prefix, select only Mrs and Ms since it is only female attendees you would like a
report for.

In Custom fields, choose Food preference (This is a custom field and need to be created using the form builder for attendees to fill up during registration).

That’s it, and dont forget to save.

Create a list of attendees who have checked-in to the event.

Enter report title.

Enter date range.

Select attendee as usertype.

In
Associated Fields, select first name, last name, email, checkin.

In Filter by, select checkin, select Yes since it is only checked-in attendees you would like a
report for.

That’s it, and dont forget to save.

Create a list of contacts with birthdays in a certain date.

Enter report title.

Enter date range.

Select attendee as usertype.

In Associated fields, select first name, last name, email, Date of birth.

In Custom fields, choose Date of birth and select a date to generate all contacts with birthday on that day
(This is a custom field and need to be created using the form builder
for attendees to fill up during registration).

That’s it, and dont forget to save.

How do I share a report with multiple teams securely?

Each report has a unique code appended to it. So only those who have the URL can view the report. Create a custom report, and share the URL of the Live report with staff by sending the URL to them. Now every time they refresh the report, they will see the updated report. You can use it to share attendee updates, travel and food related updates with your travel and hospitality vendors.

How do I use snapshots?

 Snapshots display real-time status of your event data viz. total number of attendees, total tickets sold, top selling ticket type, total check-ins made, remaining tickets, total abstracts/papers submitted, most checked-in sessions, among other things.

You can also generate snapshot between a date range to see what it looked like during a certain period.