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

  • Survey report output issues

    Posted by: Jen Howver, 01-09-2026 13:43
    Discussion

    Has anyone else struggled with the way survey reports are generated? I had around 80 sessions, so the spreadsheet I received had 80 tabs, which is fine except that... I had to go through and name each ...

  • Weeks out report

    Posted by: Karina Sandoval, 01-09-2026 08:34
    Discussion

    Good morning, I am new at cvent and i am having a hard time with reporting in general. Does anyone know if there is a way to pull weeks out report if so, can you tell me how? Thank you! #Reporting ...

  • RE: error message

    Posted by: Sanjog Rana, 01-08-2026 16:35
    Discussion

    Hello Sara, This is a known issue that can occur when the report is generated for a very large date range for cross event reports. At this time, the issue has not yet been fully resolved, which is why ...

  • error message

    Posted by: Sara Schultz, 01-08-2026 14:07
    Discussion

    I am unable to pull my daily credit card transactions report under insights--cross events reports. usually the issue resolves within a few hours but i'm still getting an error message #Reporting #ReportingandInsights ...

  • Hi Kerry, Automatic (rolling) personal data obfuscation in Cvent is a continuous, threshold-based process that obfuscates contacts once they meet your configured inactivity / transaction criteria, not ...

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