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

 
Please enter a keyword

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

  • Huddle of the Week time! This week we're spotlighting a small‑but‑mighty upgrade in the Actionable Insights bundle: the improved chart layout in report PDF exports. With this release, every chart in ...

  • RE: Attendees Who Claimed Credits

    Posted by: Sanjog Rana, 03-06-2026 15:15
    Discussion

    Hello Ana, If you need to check who has claimed event or session credits, you can use the following options: 1. Per Event – Attendees and Their Credits Use the Credit Overview report: Open the event ...

  • Attendees Who Claimed Credits

    Posted by: Ana Ramos, 03-05-2026 13:26
    Discussion

    Hi, I need to pull a report on who claimed credits. #Reporting ------------------------------ Ana Ramos Franchises and Relationship Blue Cross and Blue Shield AssociationSpain --------------------- ...

  • Discussion

    Hello! I am trying to see if it's possible to fetch entire reports via a particular API call. I couldn't find something like this in the developer portal (might've missed something). Or is something similar ...

  • RE: Copied Event - Event Code

    Posted by: Julianna Hampshire, 02-16-2026 10:09
    Discussion

    Hi Tiffany, Yes, if you navigate to general> event information you should be able to see the event code of the newly copied event there. Hope that helps! Julianna ------------------------------ Julianna ...

Stay connected

Check out the forum to learn from other Cvent users and share your own experiences with #Reporting.

You can also receive a personalized email digest of discussion posts to keep up with the topics that interest you. Subscribe to forum topics in your profile.

Subscribe to Reporting discussions

Product news

Subscribe to product updates to stay up to date on product enhancements and new features available.

Subscribe to Reporting updates

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!

Submit a Reporting idea

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.

Join upcoming Beta Programs

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

See full customer story