Open Forum

 View Only
  • 1.  Attendees Who Claimed Credits

    Posted 22 days ago

    Hi, I need to pull a report on who claimed credits. 


    #Reporting

    ------------------------------
    Ana Ramos
    Franchises and Relationship
    Blue Cross and Blue Shield AssociationSpain
    ------------------------------


  • 2.  RE: Attendees Who Claimed Credits

    Posted 21 days ago

    Hello Ana,

    If you need to check who has claimed event or session credits, you can use the following options:

    1. Per Event – Attendees and Their Credits 
    Use the Credit Overview report:

    • Open the event in Cvent.

    • Go to Reports → Reports.

    • Under Attendee, run Credit Overview.

    • (Optional) Click Data → Change report data and set Include Credits = Expired and Not Expired, then run the report to view all awarded credits.

    • You can filter, save, or export the report as needed.

    2. By Person Across Events – Credit History for a Contact

    • Click the App Switcher (top right) → Contacts.

    • Search and open the contact.

    • Go to Contact History → Event Credits.

    • Filter or export the credit history if needed.

    3. Session-Level Detail per Person
    To see which sessions each person claimed credit for:

    • Go to Reports → Reports.

    • Run Assessment Details.

    • Apply filters (event, date, invitee) if needed.

    • Use Edit → Groupings and group by First Name / Last Name to view each person with their credited sessions.

    • Export if required.

    Let me know if you need help generating any of these reports.

    Regards,



    ------------------------------
    Sanjog Rana
    Subject Matter Expert
    Cvent Client Services
    ------------------------------