Open Forum

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
------------------------------

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:
Sent: 03-18-2024 17:51
From: Justina Hulen
Subject: Ask the Expert - Event Reporting & Insights New Updates

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
------------------------------

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:
Sent: 03-28-2024 10:37
From: Parvinderjit Singh
Subject: Ask the Expert - Event Reporting & Insights New Updates

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:
Sent: 03-18-2024 17:51
From: Justina Hulen
Subject: Ask the Expert - Event Reporting & Insights New Updates

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

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:
Sent: 03-28-2024 10:44
From: Renee Corley
Subject: Ask the Expert - Event Reporting & Insights New Updates

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:
Sent: 03-28-2024 10:37
From: Parvinderjit Singh
Subject: Ask the Expert - Event Reporting & Insights New Updates

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:
Sent: 03-18-2024 17:51
From: Justina Hulen
Subject: Ask the Expert - Event Reporting & Insights New Updates

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

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
------------------------------

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:
Sent: 03-18-2024 20:42
From: Hallie Loeb
Subject: Ask the Expert - Event Reporting & Insights New Updates

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
------------------------------

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
------------------------------

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:
Sent: 03-19-2024 12:34
From: Tori Martinez
Subject: Ask the Expert - Event Reporting & Insights New Updates

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
------------------------------

Hey Parvinder
Thank you for your response. 

Are any of the new enhancements relevant to the Abstract Management module?

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

Original Message:
Sent: 03-28-2024 10:44
From: Parvinderjit Singh
Subject: Ask the Expert - Event Reporting & Insights New Updates

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:
Sent: 03-19-2024 12:34
From: Tori Martinez
Subject: Ask the Expert - Event Reporting & Insights New Updates

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

Hi Tori,

We are staring with the Invitees and Registrants as our first report that will use this new experience. Our goal is that all reports start using this in the future and that includes Abstract Management as well. 

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

Original Message:
Sent: 03-28-2024 11:11
From: Tori Martinez
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hey Parvinder
Thank you for your response. 

Are any of the new enhancements relevant to the Abstract Management module?

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


Original Message:
Sent: 03-28-2024 10:44
From: Parvinderjit Singh
Subject: Ask the Expert - Event Reporting & Insights New Updates

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:
Sent: 03-19-2024 12:34
From: Tori Martinez
Subject: Ask the Expert - Event Reporting & Insights New Updates

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

Hello! I would love to know if they are looking at an All Fields report option like we did in the old Cvent version of reports. So it's not necessarily tied to a specific type (Travel, Hotel Request, Invitee) and can show any data in one report. I know we can create one that is close to that out of an Invitee template but I wanted to find an easier way to pull all registration data into one report. 

Also, have they thought about being able to create a custom Report Template at each account level that will pull into all events?

------------------------------
Katie Dreifus
Registration Manager
Dunaj Agency LLCUnited States
------------------------------

Hi Katie,

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, 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.

Similarly, with Air Actuals, an invitee can have multiple legs for coming to the event and going back. In this case, we are planning to add columns that will pull the final incoming flight and the first departure flight as we believe that is what you need to plan ground transportation.

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:
Sent: 03-19-2024 12:38
From: Katie Dreifus
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hello! I would love to know if they are looking at an All Fields report option like we did in the old Cvent version of reports. So it's not necessarily tied to a specific type (Travel, Hotel Request, Invitee) and can show any data in one report. I know we can create one that is close to that out of an Invitee template but I wanted to find an easier way to pull all registration data into one report. 

Also, have they thought about being able to create a custom Report Template at each account level that will pull into all events?

------------------------------
Katie Dreifus
Registration Manager
Dunaj Agency LLCUnited States
------------------------------

Hey Katie!

Thank you for sharing your feedback regarding account level custom report templates! We are currently working on a feature that will allow you to create account level saved report templates. This means that you won't have to start from scratch for each event and can easily reuse them. Our goal is to have this feature ready for you by late 2024 or early 2025.

------------------------------
Karan Govil
Product Lead
Cvent
------------------------------

Original Message:
Sent: 03-19-2024 12:38
From: Katie Dreifus
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hello! I would love to know if they are looking at an All Fields report option like we did in the old Cvent version of reports. So it's not necessarily tied to a specific type (Travel, Hotel Request, Invitee) and can show any data in one report. I know we can create one that is close to that out of an Invitee template but I wanted to find an easier way to pull all registration data into one report. 

Also, have they thought about being able to create a custom Report Template at each account level that will pull into all events?

------------------------------
Katie Dreifus
Registration Manager
Dunaj Agency LLCUnited States
------------------------------

I am happy to join the session if my calendar is available, if not I would love to watch the on-demand video.

------------------------------
MVJ [Designation]
Web Analyst
AZ
Incred!ble India
------------------------------

Hi Vijay, 

The session is now live here in the open forum. Our experts are now live and are responding to the questions we have received here in this thread. 
Please feel free to ask your question here :)

------------------------------
Megha Jetley [Designation]
Assistant Manager
Cvent Marketing Department
------------------------------

Original Message:
Sent: 03-19-2024 13:00
From: Vijayathivakaran Mathialagan
Subject: Ask the Expert - Event Reporting & Insights New Updates

I am happy to join the session if my calendar is available, if not I would love to watch the on-demand video.

------------------------------
MVJ [Designation]
Web Analyst
AZ
Incred!ble India
------------------------------

In previous version of Cvent, there was a way to lay graphs from an archived event over a current event. More specifically, we could take the registration tracking line chart from last year's event on top of this year's event to see if we're hitting similar numbers, when to expect spikes in attendance (and if there is any pattern to that), and can better project final attendance. Is it still possible to do that? Is there another update or report that will satisfy the same intent? Thanks!

------------------------------
Cate Liverman
Director- Constituent Relations
UVA Medical Alumni Association and Medical School FoundationUnited States
------------------------------

Thanks for this question Cate.

We understand the importance of having such functionality, and we are actively planning improvements as part of an event insights initiative, and exploring the best solution for comparing registration data and pace over time across events. The objective is to provide you with a comprehensive tool that will enable you to evaluate registration performance and plan future events more effectively. At present, this project is in the early stages of product discovery. We encourage you to subscribe for product updates so that you can stay informed about the progress and availability of this feature. 

We do actively working on the revamped registration over time chart that is scheduled to come out later in a year. The feature will surface registration numbers at the single event level.

------------------------------
Roman Novak
Senior Product Analyst
CventUnited States
------------------------------

Original Message:
Sent: 03-19-2024 16:50
From: Cate Liverman
Subject: Ask the Expert - Event Reporting & Insights New Updates

In previous version of Cvent, there was a way to lay graphs from an archived event over a current event. More specifically, we could take the registration tracking line chart from last year's event on top of this year's event to see if we're hitting similar numbers, when to expect spikes in attendance (and if there is any pattern to that), and can better project final attendance. Is it still possible to do that? Is there another update or report that will satisfy the same intent? Thanks!

------------------------------
Cate Liverman
Director- Constituent Relations
UVA Medical Alumni Association and Medical School FoundationUnited States
------------------------------

Is there a way to make revisions to RFP and proposals easier to see? When the RFP is edited and resent it can be very hard for the hotels to see what exactly was updated. Likewise when the hotel updates a proposal it can be hard to view what is new from the planner side. 

------------------------------
Sara Ellerbroek
Assistant Director of Sales
JW Marriott Charlotte
------------------------------

Hey Sara! 

Thank you for the feedback! While we don't have a specific timeline for its implementation at the moment, we have taken note of your request and will consider it for future updates to planner side.

------------------------------
Karan Govil
Product Lead
Cvent
------------------------------

Original Message:
Sent: 03-20-2024 08:28
From: Sara Ellerbroek
Subject: Ask the Expert - Event Reporting & Insights New Updates

Is there a way to make revisions to RFP and proposals easier to see? When the RFP is edited and resent it can be very hard for the hotels to see what exactly was updated. Likewise when the hotel updates a proposal it can be hard to view what is new from the planner side. 

------------------------------
Sara Ellerbroek
Assistant Director of Sales
JW Marriott Charlotte
------------------------------

I run weekly/monthly reports (previous week, or previous month) and have challenges with the current version of Reports and filters including all data in the report. I need to go to each of my filters and select "All" to ensure the data is reported accurately. The report doesn't seem to include new field responses from the previous week/month. It stays stuck on only the responses selected from the last time I ran the report. The new responses are available in the filter but not selected so I have to go to each filter and select "all". 

Example: I have the "Meeting Purpose" filter set to all. In total we have 15 different responses that could be selected by the registrant. Last week, only 10 of those responses were used, and I selected "all".  This week when I run the same report, 12 responses were recorded but only 10 of those responses were selected, the same 10 from last week. The two new responses must be manually selected. 

 In the previous version of Reports, when we selected the "All" filter for fields, the report would include all responses for that field, regardless of if the response was recorded the last time the report was run. The "All" filter automatically included all responses recorded within the timeframe I selected for the report.

Does anyone else have this issue? How can I overcome it? Reporting can be inaccurate if the manual step to select "all" isn't applied.

------------------------------
Andrea Sabin
Sr Data Analyst
Boston Scientific Corporation, Inc USA
------------------------------

Hey Andrea! Currently, the new values in the filters are not selected by default. We are working on adding a functionality to auto select new values.

------------------------------
Karan Govil
Product Lead
CventUnited States
------------------------------

Original Message:
Sent: 03-20-2024 09:13
From: Andrea Sabin
Subject: Ask the Expert - Event Reporting & Insights New Updates

I run weekly/monthly reports (previous week, or previous month) and have challenges with the current version of Reports and filters including all data in the report. I need to go to each of my filters and select "All" to ensure the data is reported accurately. The report doesn't seem to include new field responses from the previous week/month. It stays stuck on only the responses selected from the last time I ran the report. The new responses are available in the filter but not selected so I have to go to each filter and select "all". 

Example: I have the "Meeting Purpose" filter set to all. In total we have 15 different responses that could be selected by the registrant. Last week, only 10 of those responses were used, and I selected "all".  This week when I run the same report, 12 responses were recorded but only 10 of those responses were selected, the same 10 from last week. The two new responses must be manually selected. 

 In the previous version of Reports, when we selected the "All" filter for fields, the report would include all responses for that field, regardless of if the response was recorded the last time the report was run. The "All" filter automatically included all responses recorded within the timeframe I selected for the report.

Does anyone else have this issue? How can I overcome it? Reporting can be inaccurate if the manual step to select "all" isn't applied.

------------------------------
Andrea Sabin
Sr Data Analyst
Boston Scientific Corporation, Inc USA
------------------------------

Have you considered creating a visual metric on the dashboard that shows a pie chart with the various registration statuses on it?  For an invitation-only event, it's much easier to see a pie chart broken down with accepted, declined, cancelled, no response, visited on it than a linear graph that shows registrations but nothing else.

------------------------------
Julie-Michelle Davis, CMP
Meetings Manager
Amex GBT - USA
Remote Location - Texas
------------------------------

Hi Julie and thanks for this question!

We understand that for invitation-only events, having a pie chart breakdown with accepted, declined, cancelled, no response, and visited statuses would provide a clearer overview compared to a linear graph that only shows registrations.

We are pleased to inform you that Cvent is actively working on developing a Registration Overview feature, similar to the existing Session Overview. This new product is expected to be released later this year and aims to provide event planners with a comprehensive set of widgets that offer key insights into event performance.

One of the widgets planned for inclusion in the Registration Overview is a breakdown of registration numbers based on invitee statuses, such as cancelled, waitlisted, and abandoned registrations, among others. We appreciate your suggestion as valuable feedback, and we will explore options to incorporate additional registration statuses in a visually intuitive format.

------------------------------
Roman Novak
Senior Product Analyst
CventUnited States
------------------------------

Original Message:
Sent: 03-20-2024 09:56
From: Julie-Michelle Davis
Subject: Ask the Expert - Event Reporting & Insights New Updates

Have you considered creating a visual metric on the dashboard that shows a pie chart with the various registration statuses on it?  For an invitation-only event, it's much easier to see a pie chart broken down with accepted, declined, cancelled, no response, visited on it than a linear graph that shows registrations but nothing else.

------------------------------
Julie-Michelle Davis, CMP
Meetings Manager
Amex GBT - USA
Remote Location - Texas
------------------------------

 I am grateful for this session, and for the on-demand video. Still absorbing content as a new Cvent user.

------------------------------
Gina Rumbo
Events Coordinator
CDWUnited States
------------------------------

Hi Gina,

This session is live in the Open Forum. You will be able to access this thread to learn more about Reporting & Insights at any time.

Our experts have responded to the questions we have received here in this thread.

If you are looking for additional resources, feel free to check out our Learning Centers.

We do have a Reporting & Insight Learning Center available.

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

Original Message:
Sent: 03-20-2024 12:55
From: Gina Rumbo
Subject: Ask the Expert - Event Reporting & Insights New Updates

 I am grateful for this session, and for the on-demand video. Still absorbing content as a new Cvent user.

------------------------------
Gina Rumbo
Events Coordinator
CDWUnited States
------------------------------

Hi, 

Looking forward to the report revamp, and I've already started tweaking some of the new templates that are available. 

I'd love for the titles of the new report templates to be clearer as to which fields can be pulled, or maybe some kind of tagging would be nice? I always have to dig into a few of them before finding which one allows me to include registration questions, vs which ones are post-event reports with attendance, etc. 

Best,

------------------------------
Beline Falzon
Event Planner
Stanford UniversityUnited States
------------------------------

Hey Beline!
Thank you for your valuable feedback! 

We wanted to let you know that we have recently made some changes to the naming of our report templates to make them more standardized and user-friendly for planners. However, we understand that there is still room for improvement.

We are actively working on enhancing our search functionality to make it easier for you to find the specific information you need. Additionally, we are also working on displaying more detailed information about the field categories, so you can have a better understanding of the data returned from each template without having to run multiple reports. Stay tuned!

------------------------------
Karan Govil
Product Lead
Cvent
------------------------------

Original Message:
Sent: 03-20-2024 15:29
From: Beline Falzon
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hi, 

Looking forward to the report revamp, and I've already started tweaking some of the new templates that are available. 

I'd love for the titles of the new report templates to be clearer as to which fields can be pulled, or maybe some kind of tagging would be nice? I always have to dig into a few of them before finding which one allows me to include registration questions, vs which ones are post-event reports with attendance, etc. 

Best,

------------------------------
Beline Falzon
Event Planner
Stanford UniversityUnited States
------------------------------

Hi Cvent Team

In response to the comment below, it would be really helpful if you could have report samples in one place on the Cvent community so we can look at them to narrow down our needs before we go to create a report.  Often, we know what info we want on the end report so having a way to look at sample reports in the community would be very helpful.

..."We are actively working on enhancing our search functionality to make it easier for you to find the specific information you need. Additionally, we are also working on displaying more detailed information about the field categories, so you can have a better understanding of the data returned from each template without having to run multiple reports. Stay tuned!"

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

Original Message:
Sent: 03-28-2024 11:04
From: Karan Govil
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hey Beline!
Thank you for your valuable feedback! 

We wanted to let you know that we have recently made some changes to the naming of our report templates to make them more standardized and user-friendly for planners. However, we understand that there is still room for improvement.

We are actively working on enhancing our search functionality to make it easier for you to find the specific information you need. Additionally, we are also working on displaying more detailed information about the field categories, so you can have a better understanding of the data returned from each template without having to run multiple reports. Stay tuned!

------------------------------
Karan Govil
Product Lead
Cvent
------------------------------


Original Message:
Sent: 03-20-2024 15:29
From: Beline Falzon
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hi, 

Looking forward to the report revamp, and I've already started tweaking some of the new templates that are available. 

I'd love for the titles of the new report templates to be clearer as to which fields can be pulled, or maybe some kind of tagging would be nice? I always have to dig into a few of them before finding which one allows me to include registration questions, vs which ones are post-event reports with attendance, etc. 

Best,

------------------------------
Beline Falzon
Event Planner
Stanford UniversityUnited States

We often use email domains in reports to filter or identify employee, clients, etc.  While email domains are agnostic when it comes to upper and lower case (i.e.. an email typed as xyZ.COM will be sent just like xyz.com.  However in Cvent reports, they will be listed as 2 separate domains - they are not.  It would be great if domain filtering would also be case agnostic.

------------------------------
Heather Payne
Director, Conference & Event Marketing
RBC Dominion Securities, Inc.Canada
------------------------------

Hey Heather!

------------------------------
Karan Govil
Product Lead
Cvent
------------------------------

Original Message:
Sent: 03-21-2024 07:51
From: Heather Payne
Subject: Ask the Expert - Event Reporting & Insights New Updates

We often use email domains in reports to filter or identify employee, clients, etc.  While email domains are agnostic when it comes to upper and lower case (i.e.. an email typed as xyZ.COM will be sent just like xyz.com.  However in Cvent reports, they will be listed as 2 separate domains - they are not.  It would be great if domain filtering would also be case agnostic.

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Heather Payne
Director, Conference & Event Marketing
RBC Dominion Securities, Inc.Canada
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I use the same basic report on multiple events, especially for our full attendee reports where we are capturing all registrant details, sessions, custom questions, etc. I would love to have a template that would pull the same details on each of my events automatically so I don't have to reinvent it each time. I know the report templates pull basic information, however it's a rebuilding process each time as I still have to go in and update the report data and filters for each event, even though they are similar each time. 

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Denise Slee [Designation]
Meeting Technology Specialist
World TravelUnited States
------------------------------

Hey Denise!

Thank you for sharing your feedback! We are currently working on a feature that will allow you to create account level saved report templates. This means that you won't have to start from scratch for each event to build a report and can easily reuse them. Our goal is to have this feature ready for you by late 2024 or early 2025.

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Karan Govil
Product Lead
Cvent
------------------------------

Original Message:
Sent: 03-21-2024 08:26
From: Denise Slee
Subject: Ask the Expert - Event Reporting & Insights New Updates

I use the same basic report on multiple events, especially for our full attendee reports where we are capturing all registrant details, sessions, custom questions, etc. I would love to have a template that would pull the same details on each of my events automatically so I don't have to reinvent it each time. I know the report templates pull basic information, however it's a rebuilding process each time as I still have to go in and update the report data and filters for each event, even though they are similar each time. 

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Denise Slee [Designation]
Meeting Technology Specialist
World TravelUnited States
------------------------------

Hello,

I would love to have more information on the new Air Actuals report. The Category field is a bit of a problem for us. We used this report as a flight manifest before, but now that some participants are doubled, we can't rely on it. Would like to know the thought process that went through this.

Thanks!

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Cassandre Therrien
Technology Coordinator - MICE
Laurier Du Vallon
Québec, Canada
------------------------------

Hi Cassandre,

We understand that the Category field has presented some challenges for you, particularly in relation to participant duplications. Our aim was to consolidate all air actual history, including modifications and cancellations, into one comprehensive report. By doing so, we sought to provide you with a convenient and efficient "one-stop shop" for all your air actual data needs. Recognizing the importance of having access to the most up-to-date air actual information, we also understand the significance of being able to verify it against event registration plans and housing bookings.

To address your concerns, we have decided to continue supporting the Air Actual Details report until later in a year. During this time, we are planning to introduce a feature that will provide you with greater control over the report. This feature will allow you to choose whether you prefer to view the modifications history or solely the latest air actual record. Based on your selection, the report will be populated accordingly, ensuring you have the most relevant information at your fingertips.

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Roman Novak
Senior Product Analyst
CventUnited States
------------------------------

Original Message:
Sent: 03-21-2024 15:42
From: Cassandre Therrien
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hello,

I would love to have more information on the new Air Actuals report. The Category field is a bit of a problem for us. We used this report as a flight manifest before, but now that some participants are doubled, we can't rely on it. Would like to know the thought process that went through this.

Thanks!

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Cassandre Therrien
Technology Coordinator - MICE
Laurier Du Vallon
Québec, Canada
------------------------------

I'd like to know if there are any upcoming updates to reporting in regards to merging fields. For example on a dietary report, typically guests and invitees have different columns for restrictions- could we merge the restrictions into a single column

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McKenzie Madlan
SPECIALIST
Meetings & Incentives Worldwide, Inc.United States
------------------------------

Hey McKenzie!

Thank you so much for your feedback and suggestion!

We are currently working on a feature that will not only allow you to merge different fields into a single field but also perform basic mathematical operations. This means you'll have even more flexibility to customize and manipulate your fields according to your specific needs. Our aim is to have this feature ready for you by late 2024.

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Karan Govil
Product Lead
Cvent
------------------------------

Original Message:
Sent: 03-22-2024 12:32
From: McKenzie Madlan
Subject: Ask the Expert - Event Reporting & Insights New Updates

I'd like to know if there are any upcoming updates to reporting in regards to merging fields. For example on a dietary report, typically guests and invitees have different columns for restrictions- could we merge the restrictions into a single column

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McKenzie Madlan
SPECIALIST
Meetings & Incentives Worldwide, Inc.United States
------------------------------

Will reporting become more customizable?

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Kayla Sisco
Event Experience Manager
Meetings & Incentives Worldwide, Inc.United States
------------------------------

Hi Kayla,

The current reporting allows you to customize in a lot of different ways like adding/removing columns, reordering columns, defining the sorting criteria, grouping criteria, applying filters etc. and we keep on adding newer options regularly.  We are also working on a new report creation experience where you will be able to create a report from scratch and will still have all these capabilities. 

If you have any specific customization option that you would like to see, please feel free to submit an idea/suggestion. 

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

Original Message:
Sent: 03-22-2024 22:36
From: Kayla Sisco
Subject: Ask the Expert - Event Reporting & Insights New Updates

Will reporting become more customizable?

------------------------------
Kayla Sisco
Event Experience Manager
Meetings & Incentives Worldwide, Inc.United States
------------------------------

I don't know if it's something I'm doing incorrectly, or it's just the way the reports are set up, but if I just want to run a report to show accepted and cancelled attendees - I have to search down the reports to find a template that has cancelled attendees in it. 

I would like to just run the 'Registrant Details' report... and add the Invitee Status = 'Cancelled'... but I can't. That filter is grayed out. I feel like I should be able to do this with any report - the filter is there... but I can't change it when running the report. Again, it could be user error, but I've tried numerous things! Thank you!

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Leigh Anna Geraghty
National Investment Center
Annapolis, MD
Manager, Marketing & Sales Technology
------------------------------

Hi Leigh Anna,

The registrant details report only pulls invitees who are currently in "accepted" status. This report was created to help planners quickly get to the accepted invitees. For the use case you mentioned, you should be using the "Invitee Details" report. This report will let you filter invitees from all statuses. 

Also, we are currently in the process of consolidating our report list page so that you are able to find the report that you are looking for, easily. 

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

Original Message:
Sent: 03-26-2024 10:23
From: Leigh Anna Geraghty
Subject: Ask the Expert - Event Reporting & Insights New Updates

I don't know if it's something I'm doing incorrectly, or it's just the way the reports are set up, but if I just want to run a report to show accepted and cancelled attendees - I have to search down the reports to find a template that has cancelled attendees in it. 

I would like to just run the 'Registrant Details' report... and add the Invitee Status = 'Cancelled'... but I can't. That filter is grayed out. I feel like I should be able to do this with any report - the filter is there... but I can't change it when running the report. Again, it could be user error, but I've tried numerous things! Thank you!

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Leigh Anna Geraghty
National Investment Center
Annapolis, MD
Manager, Marketing & Sales Technology
------------------------------

We are having a difficult time with the GL Code reporting for admission items/sessions GL Codes ... so when I go to the Cross Event Reports and run the Event Fee Details report and add the 'GL Code' field to the report, the GL Code field does not populate any data. Any help would be appreciated - we really need a report to list all our items and GL Codes. Thank you!

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Leigh Anna Geraghty
National Investment Center
Annapolis, MD
Manager, Marketing & Sales Technology
------------------------------

Hi Leign Anna,

I know that we were recently working on getting the cross event GL reports updated especially after adding the ability to define 2 GL codes per fees (which was not a functionality in classic events). Adding this functionality essentially changes the way the reporting works as now each fee can possible have 2 GL codes and a certain attribution percentage towards each GL code. If you see a column that it not showing any data, I would request you to contact our customer service team, so that it can be escalated to the right team.

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

Original Message:
Sent: 03-26-2024 15:08
From: Leigh Anna Geraghty
Subject: Ask the Expert - Event Reporting & Insights New Updates

We are having a difficult time with the GL Code reporting for admission items/sessions GL Codes ... so when I go to the Cross Event Reports and run the Event Fee Details report and add the 'GL Code' field to the report, the GL Code field does not populate any data. Any help would be appreciated - we really need a report to list all our items and GL Codes. Thank you!

------------------------------
Leigh Anna Geraghty
National Investment Center
Annapolis, MD
Manager, Marketing & Sales Technology
------------------------------

Are there plans to create a better report that shows modifications to a registration record? The "answer change history" report is grouped by registrant, which is hard to read, and it includes every record because technically, fields were modified from no answer to having an answer. It would be helpful to see ONLY actual modifications (after registration was submitted) and stating what the modification was.

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Caroline Livingston
MIT Conference Services
------------------------------

Hi Caroline,

This is a great suggestion and I can see this being a great help for planners who only want to look at any modifications done by invitees after the initial registration. This can help them in taking the appropriate actions based on the changes made during the modification. We do not have anything on our current roadmap that addresses this, but we can surely add it to our backlog and start taking a look on how we can solve this in the future. 

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

Original Message:
Sent: 03-26-2024 15:36
From: Caroline Livingston
Subject: Ask the Expert - Event Reporting & Insights New Updates

Are there plans to create a better report that shows modifications to a registration record? The "answer change history" report is grouped by registrant, which is hard to read, and it includes every record because technically, fields were modified from no answer to having an answer. It would be helpful to see ONLY actual modifications (after registration was submitted) and stating what the modification was.

------------------------------
Caroline Livingston
MIT Conference Services
------------------------------

Will there ever be more flexibility in design and artwork and building 'layers' of images maybe instead of having to custom build in photoshop outside of cvent first? Maybe more 'template' style pieces too to work with (I know you have a cvent templates site) but then they require needing a cvent designer and would love to be able to do more of that one our own.

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Rachel
NJ
------------------------------

Hi Rachel,

We do allow you to use CSS and code widgets to add custom code and interactions that are not currently available out of the box. We are exploring more options to make the customization of these components more user-friendly while giving more options but we are still working on possible solutions with our user experience team at this time.

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

Original Message:
Sent: 03-27-2024 10:52
From: Rachel Sigley
Subject: Ask the Expert - Event Reporting & Insights New Updates

Will there ever be more flexibility in design and artwork and building 'layers' of images maybe instead of having to custom build in photoshop outside of cvent first? Maybe more 'template' style pieces too to work with (I know you have a cvent templates site) but then they require needing a cvent designer and would love to be able to do more of that one our own.

------------------------------
Rachel
NJ
------------------------------

Hi everyone! Thank you for these fantastic questions! Our experts will be live in ~15 minutes to begin responding to your questions.  :) 
If you have any additional questions or thoughts, don't hesitate to share them here.  

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Megha Jetley [Designation]
Assistant Manager
Cvent Marketing Department
------------------------------

Do you have a direct link to join this meeting? Unfortunately, I cannot download the ics file

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Lynn Kijowski [Designation]
Sr. Mgr., Event Operations
IEEE
------------------------------

Original Message:
Sent: 03-28-2024 10:14
From: Megha Jetley
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hi everyone! Thank you for these fantastic questions! Our experts will be live in ~15 minutes to begin responding to your questions.  :) 
If you have any additional questions or thoughts, don't hesitate to share them here.  

------------------------------
Megha Jetley [Designation]
Assistant Manager
Cvent Marketing Department
------------------------------

I have a link in the calendar, but it just takes me here.

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Carey (my nickname)

Anne Carey
Manager, Compliance
For: Boehringer Ingelheim GmbH
------------------------------

Original Message:
Sent: 03-28-2024 10:32
From: Lynn Kijowski
Subject: Ask the Expert - Event Reporting & Insights New Updates

Do you have a direct link to join this meeting? Unfortunately, I cannot download the ics file

------------------------------
Lynn Kijowski [Designation]
Sr. Mgr., Event Operations
IEEE
------------------------------


Original Message:
Sent: 03-28-2024 10:14
From: Megha Jetley
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hi everyone! Thank you for these fantastic questions! Our experts will be live in ~15 minutes to begin responding to your questions.  :) 
If you have any additional questions or thoughts, don't hesitate to share them here.  

------------------------------
Megha Jetley [Designation]
Assistant Manager
Cvent Marketing Department

Hi Lynn,

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.

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

Original Message:
Sent: 03-28-2024 10:32
From: Lynn Kijowski
Subject: Ask the Expert - Event Reporting & Insights New Updates

Do you have a direct link to join this meeting? Unfortunately, I cannot download the ics file

------------------------------
Lynn Kijowski [Designation]
Sr. Mgr., Event Operations
IEEE
------------------------------


Original Message:
Sent: 03-28-2024 10:14
From: Megha Jetley
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hi everyone! Thank you for these fantastic questions! Our experts will be live in ~15 minutes to begin responding to your questions.  :) 
If you have any additional questions or thoughts, don't hesitate to share them here.  

------------------------------
Megha Jetley [Designation]
Assistant Manager
Cvent Marketing Department

How do you access this?

------------------------------
Carey (my nickname)

Anne Carey
Manager, Compliance
For: Boehringer Ingelheim GmbH
------------------------------

Original Message:
Sent: 03-28-2024 10:14
From: Megha Jetley
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hi everyone! Thank you for these fantastic questions! Our experts will be live in ~15 minutes to begin responding to your questions.  :) 
If you have any additional questions or thoughts, don't hesitate to share them here.  

------------------------------
Megha Jetley [Designation]
Assistant Manager
Cvent Marketing Department
------------------------------

Hi Anne

The session is now live here in the open forum. Our experts are now live and are responding to the questions we have received here in this thread. 
Please feel free to ask your question here :)

------------------------------
Megha Jetley [Designation]
Assistant Manager
Cvent Marketing Department
------------------------------

Original Message:
Sent: 03-28-2024 10:33
From: Anne Carey
Subject: Ask the Expert - Event Reporting & Insights New Updates

How do you access this?

------------------------------
Carey (my nickname)

Anne Carey
Manager, Compliance
For: Boehringer Ingelheim GmbH
------------------------------


Original Message:
Sent: 03-28-2024 10:14
From: Megha Jetley
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hi everyone! Thank you for these fantastic questions! Our experts will be live in ~15 minutes to begin responding to your questions.  :) 
If you have any additional questions or thoughts, don't hesitate to share them here.  

------------------------------
Megha Jetley [Designation]
Assistant Manager
Cvent Marketing Department

Hey there experts, 
Glad to connect 

I wanted to ask when creating reports, is it possible to add the map feature directly to the report or is this all manual?

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Judy Smadu
Director
HelmsBriscoe - USA & CanadaUnited States
------------------------------

Hi Judy,

Thank you for the question. Just to make sure that we understand the question here, when you say mapping a feature directly with report are you referring to Event features. If that is true, We do have some reports that are visible based on the event features being enabled in the event. For example the agenda reports will only show if you have the agenda feature enabled in the event. In addition to that we also control columns that are available in the reports based on features enabled. One example around that is columns like Amount ordered, Amount paid and Amount due will only show when pricing is enabled. 

I hope that answers your question !

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

Original Message:
Sent: 03-28-2024 10:43
From: Judy Smadu
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hey there experts, 
Glad to connect 

I wanted to ask when creating reports, is it possible to add the map feature directly to the report or is this all manual?

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Judy Smadu
Director
HelmsBriscoe - USA & CanadaUnited States
------------------------------

Is there a timeline for getting the Group Air module reporting back up and running?

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Lauren Becker
Senior Event Technology Coordinator
Aflac
------------------------------

Hey Lauren,

We support Group Flights in our travel module today https://support.cvent.com/s/communityarticle/Setting-Up-Group-Flights and have a report "Group Flight Overview" to show the summary of pick up counts against the inventory. Additionally, once a group flight is picked up, it becomes a part of invitee's air actuals and all the air actual reports will show that data for each invitee as well.
If you have any additional requests for group flight data, please feel free to submit an idea/suggestion in the community.

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Karan Govil
Product Lead
Cvent
------------------------------

Original Message:
Sent: 03-28-2024 10:48
From: Lauren Becker
Subject: Ask the Expert - Event Reporting & Insights New Updates

Is there a timeline for getting the Group Air module reporting back up and running?

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Lauren Becker
Senior Event Technology Coordinator
Aflac
------------------------------

Hey Experts,

Can you compare Session attendance from one event to session attendance from another event? (Ex. I am interested in knowing how many people were registered for a similar session at last year's event on Week 3 of registration, so I can track and project final attendance based on weekly registrations for a particular session.)

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Cate Liverman
Director- Constituent Relations
UVA Medical Alumni Association and Medical School FoundationUnited States
------------------------------

Hi Cate,

You can compare session attendance event to event. To do that expand Agenda menu in the left hand side navigation and open Session Overview. Then hit Compare data in the top right hand corner and select Event to event. The feature allows you to lay out 4 events side by side including your current event. 
We don't yet offer an advanced date filter for session comparison and will take this as a feedback for the future product enhancement. 

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Roman Novak
Senior Product Analyst
CventUnited States
------------------------------

Original Message:
Sent: 03-28-2024 11:00
From: Cate Liverman
Subject: Ask the Expert - Event Reporting & Insights New Updates

Hey Experts,

Can you compare Session attendance from one event to session attendance from another event? (Ex. I am interested in knowing how many people were registered for a similar session at last year's event on Week 3 of registration, so I can track and project final attendance based on weekly registrations for a particular session.)

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Cate Liverman
Director- Constituent Relations
UVA Medical Alumni Association and Medical School FoundationUnited States
------------------------------

Wow, thank you all for your amazing contributions. And of course, special shout-out to our experts who shared such helpful insights with us today. We will be closing this thread, however, if you have additional questions, you can continue the conversation or ask any more questions you have in the open forum .

Be sure to ask your questions or share feedback.

Thank you and have a great day!

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Megha Jetley [Designation]
Manager
Cvent Marketing Department
------------------------------