Open Forum

 View Only
  • 1.  Creating standardised reports

    Posted 09-27-2022 11:49

    Hi Community,

    I've been looking to utilise reporting on an account wide basis.

    I want to use the same custom event report format on multiple events within the future, however I cannot find a way to either create a new 'Report Template' or save a report format within the saved reports tab across all events.

    Is there a workaround for this, or maybe something I missed?



    Cameron Warburton
    Inconnection UK LtdUnited Kingdom

  • 2.  RE: Creating standardised reports

    Posted 09-28-2022 14:44
    Hi Cameron, 

    I hope that you are doing well. Unfortunately we do not have report templates that you can carry from event to event. But you can create a cross event report and pull in the particular events that you want to showcase, instead of building out the same report in each of the individual events. I am attaching an article HERE that goes over running cross event reports. 

    I hope that this is helpful:)

    Suzanne Dolan
    Client Success Advisor