Reporting & Insights Learning Center

Reporting & Insights
Learning Center

Get the most out of your event reporting and insights.

Understanding what motivates your customers to engage with your staff, brand, and products is critical for event success. Cvent reports and insights help you better understand revenue opportunities that validate your event ROI while better understanding expressed interest. 

Explore Reporting & Insights resources

Getting started

Welcome to Reporting & Insights! We’re excited to get started and help launch your event.

Recommended training

This course will show you how to run and customize report templates, create a portal, and add users so they can run reports themselves, and how to run reports on multiple events.

Popular topics

 
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Reporting basics

All Registration Details in One Report
Which report should I run?
Which sourcing report should I run?
How do I get my report out of Cvent?
Why won't my report open in Excel?

Customize

Managing Your Report's Criteria and Fields
Filtering Data in Your Report
Using Custom Event Fields
Customizing Your Report Widgets
Adding General Ledger Codes

Admin

Creating and Assigning Tags to Reports
Scheduling Snapshots of Your Reports
Creating an Access Portal or Public Website
Publishing a Report to Access Portals
Exporting Your Account Information

Manage

Using Summary Views
Can I copy a report into another event?
Saving a Report
How do I delete a saved report?

Additional Support

Account Usage Overview Report
Adding Advanced Criteria to Reports
How Attendee Participation is Tracked
Using Engagement Scoring

FAQ

Why is my report taking forever to run?
Is my report displaying real-time data?
Why is my report exporting in GMT?
What does the "Created By" field mean?

Join the conversation

Reporting discussions

  • RE: Creating attendee reports

    Posted by: Karma O'Neill, 03-27-2026 17:31
    Discussion

    Thank you! Get Outlook for iOS

  • RE: Creating attendee reports

    Posted by: Megan Burns, 03-27-2026 14:37
    Discussion

    Hi Karma, "Session Attendance History" is going to be the best report for this if you used OnArrival to mark participants, or manually marked participants. If you did not track participation and/or just ...

  • Discussion

    Oh my goodness! Thanks for your note. I'm going to try this right now. It looks very promising and I definitely didn't try this yet. :) Happy Friday! Lauren ------------------------------ Lauren Contalonis ...

  • Discussion

    Hi Lauren - You can't use just any excel file for importing information back into Cvent. You'll probably need to download and populate an "import template" file. Here's an article that walks you through ...

  • RE: Cross Event Report

    Posted by: Rebecca Yousif, 03-27-2026 12:21
    Discussion

    Hi Adam - In order to pull a general question into a Cross-Event Report, you'll want to "tag" that question. Here's an article that will walk you through creating question tags and how to use them. When ...

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Product news

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Submit a product idea

Submit and vote on fresh product ideas and enhancements to help drive the future of Cvent and power your virtual, hybrid, and in-person event programs. We look forward to hearing your feedback!

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Beta Program Opportunities

Cvent's Beta Programs let you try new features early and shape the final product with your feedback. Join us to influence future product developments.

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Customer stories


Morningstar

“Cvent provided us that one source of truth. Having that data in one spot makes things quicker, makes it easier for us to get leads to Sales faster, and then just serves as proof points for the success of our conference. Our ability to show our leadership attendance, revenue, leads…all of these things have supported us and raised our profile within the company.”

Caroline DeCamp, Senior Director of Experiential Marketing

See full customer story


CAIS

“When we’re resourcing and budgeting, we’re really looking at the data and reporting that shows pre and post-event impact. And what we’ve seen through that data is that it’s proving events are really a strong ROI for the firm.”


Joanna Munjack, Director of Events

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