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

  • If you've ever exported a report just to remove canceled registrations or test records, you don't have to. With Cvent's Build Your Own Reports, you can filter your data during report creation, so the ...

  • Discussion

    Hi Jen, Thanks for your question. You're not missing a hidden setting-the multi‑tab export you used is a detail‑style Session Feedback report that's great for auditing but not ideal for quick analysis, ...

  • Another set-and-forget method is to set up a Planner Alert for Session Capacity. It allows you to select a capacity (ie-90%) for your Optional Sessions. ------------------------------ Michele Runge Event ...

  • RE: Waitlist Report

    Posted by: Pamela Munson, 01-16-2026 13:03
    Discussion

    Thank you!

  • RE: Waitlist Report

    Posted by: Sanjog Rana, 01-16-2026 10:40
    Discussion

    Hello Pamela, To run a report showing attendees who are currently on a waitlist along with the date they were added: Event-level waitlist report Navigate to Event > Reports > Report Templates. Select ...

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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

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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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