Hi Daniel -
While it can be overwhelming and a little frustrating, what I would recommend is taking an hour of your day and creating 3 - 4 Saved templates for yourself. Start with the templates that have "details" in the title since those will be the most comprehensive and include most fields that you might be looking for. Not sure what types of reports you are running but determine what you are most asked about and create a catch-all report for each category. An example of reports that I might start with, include:
1) Event Details Report - To capture fields (particularly custom fields and custom questions) regarding your event (or events, if running a cross-event report)
2) Meeting Request Details Report - To capture fields (particularly custom fields) off of your Meeting Requests
3) Answer Details by Attendee - To capture information asked on your Registration Pages
4) Sent Emails Details - Used within a specific event to track Emails, Who they were sent to and actions taken
For these particular reports, include all available fields (although you will be limited - I believe it is 150 fields per report) so that you have a report that pulls in all fields that you might be looking for) and when you build it - save it with just a small window of information - example: a week's worth of data - specify it with the custom dates option. By saving it with a small window, the report will run faster vs. saving it with a month or year's worth of data which will take a long time to run. This way you can run the report, see if it includes the information you need and then if it does, update with the timeframe you are looking for.
Start with 3-4 "Go To" reports that you can rely on and then if needed, you can go out and explore the other templated reports that Cvent has available. Once you are familiar with what you are looking for you, you can also use those words in the Search bar when looking for a specific type of report (example: Attendees, Fees, Participants, etc.)
Another tip that I would recommend if you are having challenges with locating a certain report, is to open a ticket with Cvent Support. I will often times, open up a ticket at the end of my day explaining all the fields that I am looking for, but more importantly what I am trying to get out of the report. By explaining the end result you are looking for, that helps give the support team insight on the best report to run. More often then not, by the time I get into the office the next day, I've received a response with recommendations to try and step by step instructions on how to get what I need.
Hope this helps!
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Rebecca Yousif
Senior Administrator - Event Technology
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Original Message:
Sent: 06-19-2025 11:45
From: Daniel Austin
Subject: [Reports] Someone please tell me there is a better way.
My heart sinks every time I need to go create any kind of report in CVENT.
Find the correct template with the fields I need.
Hope that I don't pick any of the dead fields with no data instead of the correct ones which have exactly the same name. And the order that you select these fields impacts which one will have the field name change (e.g. Start Date -> Start Date 2)
Pull my hair out when I realize I was missing one field and I have to go back only to have to start again, or save a brand new copy of a template every time I run it and hope I can keep them sorted.
Dozens upon dozens of templates in different spots, and most with hundreds of available fields.
And yet, no single template that has everything.
Investigating user issues that I should normally expect to resolve in 15 minutes or less ALWAYS turn into hours.
Many investigated issues do not get resolved because I cannot compile enough of the correct data quickly enough before another issue comes up. When I can it typically requires referencing more than one report.
This is worse than looking for a needle in a haystack -- Instead I am looking for a needle in a haystack and I can never find more than half a needle.
Am I the only one struggling with this?
I know I could create the templates I need and save them --> trouble is I need hours upon hours of uninterrupted time just to find the fields I need, create scripts to merge templates together and run tests to generate the confidence that the selected fields represent what I think they should.
Someone out there has a better way. I am desperate to find out what it is because I can feel myself aging when I need to use this.
#Reporting
#ManagingEvents
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Daniel Austin
Training Coordinator
NSF InternationalUnited States
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