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  • 1.  Navigating Cvent Reporting: Tips and Tricks for Success

    Posted 07-17-2024 06:50

    Running reports is essential to managing an event or hospitality business effectively. Reports provide valuable insights into your business's performance, such as attendance rates, revenue generated, and customer satisfaction levels.  

    These insights allow you to make informed decisions, identify areas for improvement, and strategize for the future. Cvent provides extensive reports to ensure you can obtain the desired data and focus on the metrics that matter to you.

    Locate the Report You Need 

    Reference the list below to find out where the reports are located depending on the Cvent product you are using. 
      

    • Abstract Management reports - Begin by selecting your project. From the left-hand navigation, click Reports. 

    • Access Portal reports - Click the dotted icon in the top right, then select Admin from the dropdown. From the left-hand navigation, click Reporting, then Reports. 

    • Admin reports - Click the dotted icon in the top right, then select Admin from the dropdown. From the left-hand navigation, click Reporting, then Reports. 

    • Appointments Premium reports - Begin by selecting your Appointments Premium event. From the left-hand navigation, click Reports. 

    • Attendee Hub reports - Begin by selecting your event. From the left-hand navigation, click Reports, then Reports again.  

    • Business Intelligence reports - Begin by clicking Overview in the top navigation. Under Business Intelligence, click Launch now. Business Intelligence will open in a new browser tab. Click Reports in the top navigation. 

    • Cross Event reports - Click the dotted icon in the top right, then select Events from the dropdown. At the top of the page, hover over More and click Cross Event Reports. 

    • eMarketing reports - From the left-hand navigation, click Reports. 

    • Event reports - Begin by selecting your event. From the left-hand navigation, click Reports, then Reports again.  

    • OnArrival reports - Begin by selecting your event. From the left-hand navigation, click Reports, then Reports again. 

    • Passkey reports - From the top navigation, click Reports, then make sure the New Reports tab is selected in the top left. 

    • Sales & Catering CRM reports - From the left-hand navigation, click Reports.  

    • Sourcing Activity reports - Click the icon in the top-right, then select Suppliers from the dropdown. From the top navigation, click Reports. 

    • Survey reports - Begin by selecting your survey. From the left-hand navigation, click Reports, then Reports again. 

    • Transient reports - On the Transient Home page, click Corporate Transient & Consortia. In the top navigation, hover over Reports and select Standard Reports. Click View new reports. 

    Question for you-  

    • How often do you use the reporting segment in the product? 

    #CventTip


    #Reporting
    #ReportingandInsights

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    Megha Jetley
    Manager, Customer Marketing
    Cvent Marketing Department
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  • 2.  RE: Navigating Cvent Reporting: Tips and Tricks for Success

    Posted 07-18-2024 11:24

    I have been frustrated with reports because I can't get all of the fields that I need.

    • If I go into the event itself, none of the templates have what I need, so I have to search for and add many fields every time. 
    • I have created a cross event report where I enter the ID to pull data for one event, but some fields that I can find in the event are not available.
    • Even in the events, I could find some fields in certain events but not others.
    • When the event-level templates were introduced all of the existing reports our team had created were deleted. Why isn't there a grace period to keep reports that have already been created?
    • I followed the instructions to change the order of a report, and when I go into that screen it's in the right order, but when I pull the report it's still not.


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

    Anne Carey
    Manager, Compliance
    For: Boehringer Ingelheim GmbH
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  • 3.  RE: Navigating Cvent Reporting: Tips and Tricks for Success

    Posted 07-24-2024 11:37

    I'd like to learn more about segmentation in reporting.  I'm familiar with the term related to Attendee Hub audience segmentation and in the address book. Thank you!



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    Hallie Loeb
    Program Manager, Events & Experiences
    CDW USA
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  • 4.  RE: Navigating Cvent Reporting: Tips and Tricks for Success

    Posted 07-24-2024 12:32

    I use Cvent reporting every day in my job as the data analyst on our team. I like the reports but have experienced a few speedbumps that, if resolved could make reporting event better. 

    • "Old" reports used to allow you to select "All" for reporting fields, and no matter the data included in the report, all values in that field would be included. The "New" reports functionality doesn't work that way; it makes available any new data in the reporting field but doesn't automatically select it. This results in having to validate all options are selected every time you run the report. The solution, though counterintuitive, is to select None of the options. That way the report isn't filtered, and all the data will display. I made this change in my reports and now don't have to validate the data on each of the filters in the report. 
    • I often run Admin reports but the data fields available in Admin reports are fewer than in Cross Event reports. This requires me to run the Admin and Cross Event reports, then perform a VLOOKUP to include necessary fields in my reports. A WISH would be to expand the fields available in Admin reports, or make Admin reports available in Cross Event reports and include the option to add additional fields.

    Overall, we use Cvent as our system of record and the reports are very valuable to our business in managing spend, resource allocation and help shape our meetings management policy.



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    Andrea Sabin
    Sr Data Analyst
    Boston Scientific Corporation, Inc USA
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