Hi Jenny!
I usually start with the "Registrant Details" report because it has almost everything you could want to view.
- Run the report, then click "Data>Change Report Data" in the top right corner.
- From there, click "Fields" - you'll see all the fields that are available to display in the report. Click the plus sign next to the ones you want, and deselect any that are already chosen that you may not want.
- Click "Run"
- I usually delete the top two graphs if I don't need them, so I can focus on the data list, but that's up to you.
- You can edit the order of the data by clicking the three ellipses on the right side of the data list, then clicking "Edit" - then just drag and drop the fields into the order you want, and click "Update."
- Once you have the data the way you want it, click "Actions" and "Save As" to name and save the report in your event.
If the data you want is not in this report, you may have to start with a report that is more geared towards what you are looking for (financials, for instance) and do the same steps with it, but this one is pretty all-inclusive for the most part.
Hope that helps!
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Tori Martinez [Designation]
Event Technology Specialist
Direct Travel
United States
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Original Message:
Sent: 01-16-2024 13:39
From: Jenny Royal
Subject: Custom Reports
I cannot find any information on creating my own custom report. None of the templates have the full information I am looking for and I have been looking for over an hour trying to find help in the community area. Please help because the videos I have run across and started watching also do not show you how to create a custom report.
#ReportingandInsights
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Jenny Royal
Online Registration
SaladmasterUnited States
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