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Custom reports and re-ordering fields

  • 1.  Custom reports and re-ordering fields

    Posted 05-05-2021 14:33
    Hello. I have a saved custom report (in the new reports, not legacy) but when I export the report to Excel, the columns are not in the order that works best for me. I have not found any way within the Cvent Reports interface where I can change the order of the fields to my liking. So every time that I run the report, I have to rearrange the columns in Excel. I have not found an article that addresses this. Is this even an option? Thanks.
    #ReportingandInsights

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    Shelley Cohen
    Meeting Manager
    JHU WSE Energetics Research Group
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  • 2.  RE: Custom reports and re-ordering fields

    Posted 05-05-2021 15:09
    If you run the report in Cvent and then click on the 3 blue dots to the right of the attendee information, there is an option to edit the report fields. You can sort them there by clicking and dragging the fields.

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    Jayne Ferro
    Support Staff Specialist
    NYSUT
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  • 3.  RE: Custom reports and re-ordering fields

    Posted 05-05-2021 15:20
    Hi Jayne,

    Thanks so much for this information. I don't think I would ever have found that on my own. I do have one question though. Can this order be saved so that I don't have to go through this process every time I run the report? That's really what I'm after.

    Thanks again.

    Shelley Cohen

    ------------------------------
    Shelley Cohen
    Meeting Manager
    JHU WSE Energetics Research Group
    ------------------------------



  • 4.  RE: Custom reports and re-ordering fields

    Posted 05-05-2021 15:24

    Hi, yes, once you click the Update button at the bottom it will save your changes going forward.

     

    Please note my new email address is Jayne.Ferro@nysut.org.

     

    Jayne Ferro,

    Support Staff Specialist

    NYSUT Meetings and Facilities    

    800 Troy-Schenectady Road

    Latham, NY 12110

    518-617-0270

    CWA 1141 - Standing Together - Union Strong

     






  • 5.  RE: Custom reports and re-ordering fields

    Posted 05-05-2021 15:27
    Wonderful! Thank you so much!

    ------------------------------
    Shelley Cohen
    Meeting Manager
    JHU WSE Energetics Research Group
    ------------------------------



  • 6.  RE: Custom reports and re-ordering fields

    Posted 05-05-2021 15:31

    It took me awhile to find that too! Glad I could help.

     

    Please note my new email address is Jayne.Ferro@nysut.org.

     

    Jayne Ferro,

    Support Staff Specialist

    NYSUT Meetings and Facilities    

    800 Troy-Schenectady Road

    Latham, NY 12110

    518-617-0270

    CWA 1141 - Standing Together - Union Strong