Hi all! I'm excited to be posting the next edition of Tip of the Week. TOPIC: New Reports
There have been several inquiries in the Cvent Community regarding reporting. Below is some information and ways to mitigate some of the challenges people are experiencing with reporting.
Where are Sessions and Admission Items in Cross Event Reports?
If you are looking for a cross event report that includes registration by Session Name or Admission Item, you will find this data under "Agenda Items". Use the Agenda Item Type filter to choose which Agenda Item data you want included in your report.
Cross Event Session Reports
Cross Event Reports > Agenda Items - Registration Details
Cross Event Reports > Agenda Items - Registration Summary
Admission Item = Agenda Item NameSession Name = Agenda Item Name
Session Code = Agenda Item CodeFilter by Agenda Item Type if you only want to include sessions.
Coding and Naming StandardsHow we build out our events as it relates to reporting not only provides the data that is needed for KPIs and metrics, but it also enhances event management efficiencies. Use naming and coding standards to help keep data consistent event over event.
YearMoDa | Event Name | Internal Job# or other identifier2021-0330 | Virtual Wine Tasting | JOB00000
Coding in this manner helps with sorting, searching and identifying specific events using various methods of identification. This can also be applied to Session Coding.
Field Data List by Report Workbook
Creating the Workbook
One of the challenges with the new reporting module is finding the field data we need within each Cvent-templated report. You can create an Excel Workbook of report fields by copying and pasting the fields for each report to a worksheet.
While this is not foolproof when Cvent updates their reports, this will give you a good starting point for creating reports without having to pop in and out of reports in Cvent looking for the field data you need.
Using the Field Data List by Report Workbook to Create Reports
One of the challenges expressed is not having the ability to create a singular report to include all of the data needed. Build strategy will help mitigate this. Now that you have the fields for each report, you can blueprint your report(s) in Excel. By using Excel, you can see more of the fields, easily order the fields for your report and think out the filtering and sorting, then apply your information in Cvent. This approach is an effective way to create a larger, comprehensive report or group of reports to help get your metrics and to enhance event management. Refer to the image for an example.
Build Reports into Your Registration Site Templates
You are able to template your reports within a registration site template.
What are your reporting hacks? - Let me know below!