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Ask the Expert - Event Reporting & Insights New Updates

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  • 1.  Ask the Expert - Event Reporting & Insights New Updates

    Posted 03-15-2024 10:37
    Edited by Megha Jetley 04-05-2024 06:19
    No replies, thread closed.

    Hello, Community members! We have some exciting news to share – on March 28th we will be hosting our next Ask the Expert session here in the Open Forum! We will have 3 fantastic experts from Cvent's Product Team here to answer all your questions on Event Reporting & Insights New Updates, how you can customize the new Session insights page to fit your company's specific needs, how to add GL codes to your event and report on it, how to send a report to a stakeholder who doesn't have Cvent access and more. 

    Join us on Thursday, March 28th,  from 10:30 am to 11:30 am ET for the live session!   

    Our featured experts include:  

    Ask your questions and learn how the enhancements and updates can be used to make events reporting & insights can help you better. Ask your questions and discover more on how to use session insights -page filtering, chart & table filtering, report linking, how to add GL codes to your event and report on it, how to compare session insights, how to share those with stakeholder,  how to send a report to a stakeholder who doesn't have Cvent access and more.  Ask your questions and get real-time answers from the expert panel of the Cvent Product experts 

    Reminders from our Community Team on how the Ask the Expert session will work:  

    Add your questions on the " Event Reporting & Insights New Updates " below any time before or during the Ask the Expert session. Be sure to look at other Community users' questions and click Recommend to those that you would also like to learn more about.    

    You can expect to see answers from our experts starting at 10:30 am ET on Thursday, March 28th. Follow the thread by clicking the blue star and be ready to add follow-up questions and discuss further with other users. We'll wrap up the event at 11:30 am ET, so be sure to join us then.   As an extra tip, download the calendar attachment on this post to be reminded on your personal calendar. 

    We look forward to reading your questions!  

    Note: This post contains forward-looking statements that involve risks, uncertainties, and assumptions. Specifically, any unreleased services, features, functionality, or enhancements referenced in this discussion post or in other public statements are not yet generally available and may not be delivered on time or at all. Customers who license any solutions from Cvent, Inc. should make their purchase decisions based on features that are currently available. We have based these forward-looking statements on our views with respect to future events and development plans as of the date that they were made. We assume no obligation for and do not intend to update any such forward-looking statements.  

    #AsktheExpert
    #Reporting

    ------------------------------
    Megha Jetley
    Manager
    Cvent Marketing Department
    ------------------------------



  • 2.  RE: Ask the Expert - Event Reporting & Insights New Updates

    Posted 03-18-2024 17:52
    No replies, thread closed.

    I would love to know if there are going to be updates that get us closer to custom reports from the old cvent. I hate when I start a report do my editing, and then realize that there is just one field that I can't pull and I have to go completely do another report  



    ------------------------------
    Justina Hulen [Designation]
    Events director
    RSLC
    ------------------------------

    Original Message


  • 3.  RE: Ask the Expert - Event Reporting & Insights New Updates

    Posted 03-28-2024 10:38
    Edited by Parvinderjit Singh 03-28-2024 10:38
    No replies, thread closed.

    Hi Justina,

    We are currently working on creating a new report building experience which is similar to the old custom reports. This will allow you to add information from a lot of different parts of the registration like contact fields, custom contact fields, registration questions, internal questions, registration data like admission item, registration type etc. It becomes a little tricky when we want to pull data where an Invitee can have more than one value for a given column. As an example, an invitee can have more than one hotel request. In these cases, we will allow you to pull the "Most recent one" in the Invitees report so that we don't end up repeating invitees in different rows.

    In a similar example with "Sessions", we would show all the sessions that an invitee is registered for in a single column as each invitee can have a different number of sessions and repeating the invitees once per session will make the report very difficult to read.

    If you have questions about a particular field not available in the report, that can make your job easier, feel free to share that with us by submitting a case.


    ------------------------------
    Parvinderjit Singh
    Principal Product Manager
    Cvent Staff Community Member
    ------------------------------

    Original Message


  • 4.  RE: Ask the Expert - Event Reporting & Insights New Updates

    Posted 03-28-2024 10:45
    No replies, thread closed.

    The post earlier indicated there was a session we could join but the link in calendar invite is just community link and not a meeting link.



    ------------------------------
    Renee Corley [Designation]
    Program Manager
    OpentextCanada
    ------------------------------

    Original Message


  • 5.  RE: Ask the Expert - Event Reporting & Insights New Updates

    Posted 03-28-2024 10:53
    No replies, thread closed.

    Hi Renee,

    The session is now live here in the Open Forum. Our experts are responding to the questions we have received here in this thread. 
    Please feel free to ask your questions here now.



    ------------------------------
    Megan Clark
    Assistant Team Lead, Online Community Marketing
    Cvent
    ------------------------------

    Original Message


  • 6.  RE: Ask the Expert - Event Reporting & Insights New Updates

    Posted 03-18-2024 20:42
    No replies, thread closed.

    Does this include Access Portal reporting? We would love to be able to pull metrics and analysis, i.e. original publication date, title of report, who accessed the report and when. 

    TIA!



    ------------------------------
    Hallie Loeb
    Event Operations Specialist
    CDW United States
    ------------------------------

    Original Message


  • 7.  RE: Ask the Expert - Event Reporting & Insights New Updates

    Posted 03-28-2024 10:39
    No replies, thread closed.

    Hi Hallie,

    We do have a plan to develop a standard report, available in our Admin section, which would show Portal Managers data around their reports published to an Access Portal, including who ran them and when (so that they can understand which ones are popular/getting adoption). As per the current plan, it looks like something we will be able to deliver sometime late 2024/early 2025.



    ------------------------------
    Parvinderjit Singh
    Principal Product Manager
    Cvent Staff Community Member
    ------------------------------

    Original Message


  • 8.  RE: Ask the Expert - Event Reporting & Insights New Updates

    Posted 03-19-2024 12:35
    Edited by Tori Martinez 03-21-2024 09:46
    No replies, thread closed.

    I feel like the consolidation of reports will help cut down on confusion, but I'd still like to see more customization options. The Registrant Details report is usually my go-to but even it doesn't have all of the necessary components sometimes.

    ------------------------------
    Tori Martinez, Cvent Certified
    Event Technology Specialist
    Direct Travel
    United States
    ------------------------------

    Original Message


  • 9.  RE: Ask the Expert - Event Reporting & Insights New Updates

    Posted 03-28-2024 10:45
    No replies, thread closed.

    Hi Tori,

    As you rightly said, consolidation of reports is being done to cut down on confusion and have you discover the report you are looking for easily.

    We are also currently working on creating a new report building experience which is similar to the old custom reports. This will allow you to add information from a lot of different parts of the registration like contact fields, custom contact fields, registration questions, internal questions, registration data like admission item, registration type, amount ordered, balance due, Hotel request information (most recent), Air Actual information (consolidated) etc. 

    It becomes a little tricky when we want to pull data where an Invitee can have more than one value for a given column. As an example, an invitee can have more than one hotel request. In these cases, we will allow you to pull the "Most recent one" in the Invitees report so that we don't end up repeating invitees in different rows. Now if all your invitees have a single hotel request, the "Most Recent" is going to show that request and you will have the data in a single report. 

    If you have questions about a particular field not available in the report, that can make your job easier, feel free to share that with us by submitting a case.



    ------------------------------
    Parvinderjit Singh
    Principal Product Manager
    Cvent Staff Community Member
    ------------------------------

    Original Message


  • 10.  RE: Ask the Expert - Event Reporting & Insights New Updates