Open Forum

Expand all | Collapse all

Cross Event Reports: Custom Reports: How to schedule reports??

  • 1.  Cross Event Reports: Custom Reports: How to schedule reports??

    Posted 11 days ago
    Hello! I am able to schedule the email delivery of a Cross Event Reports (New): Saved Reports for a bi-weekly delivery to email. I do not see how to schedule a report created in Cross Event Reports: Custom Reports.
    Any tips? Thank you!!
    #Classic-Creating/ManagingEvents
    #Flex-Creating/ManagingEvents

    ------------------------------
    Karen Berndt
    Program Manager
    Cisco Systems
    ------------------------------


  • 2.  RE: Cross Event Reports: Custom Reports: How to schedule reports??

    Cvent Staff
    Posted 8 days ago
    Edited by Julia Plymack 8 days ago
    Hi Karen,

    When you mention scheduling a report to be delivered via email at a designated interval are you referring to the reporting snapshots feature? This feature is only available within our new reporting framework in individual events in Reporting > Reports (New) and Cross Event Reports (New) for cross-event reporting and is not available in regular event custom reports within Reporting > Standard Reports or Custom Reports or Cross Events > Cross Event Reports > Custom Reports. Are you able to use a report in Cross Events > Cross Event Reports (New) instead and modify it to add all of the necessary fields?  Scheduling Snapshots of Your Reports

    If you must use a Cross Event Custom Report or a Standard or Custom Report within an individual event, you could consider saving these reports and publishing them to a portal and then setting up a reminder email within the portal to go out at a specified interval to remind you to log in and view the reports. Publishing Your Content to a Portal


    ------------------------------
    Julia Plymack
    Lead Client Success Advisor
    Cvent
    ------------------------------