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Organizing New Reports in Access Portals

  • 1.  Organizing New Reports in Access Portals

    Community MVP
    Posted 9 days ago
    Looking for a way to organize reports. We have for example, one planner who does 100+ events a year, who would like to have her reports categorized by active meetings, and past date meetings, so that she can still pull older ones if she needs to, but they're separate from her active ones for easier viewing. On parked reports we accomplished this by giving her 2 separate parked report groups for archive and active, but that doesn't quite work with an access portal log-in. I saw a help article mentioning something like this with dashboards, but working with near 200 separate planners each year, creating a dashboard for each of them isn't feasible. Is there a way to categorize their reports like this? Thanks in advance.
    #ReportingandInsights

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    Kelly Ohlert
    Manager of Operations Groups
    Stryker
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  • 2.  RE: Organizing New Reports in Access Portals

    Community MVP
    Posted 9 days ago
    Hi Kelly, Could you give access to a personal email address and a work address having each type of report be availble to each type of email address?  How about naming convention so that they could be filtered by the type?  @Beline Falzon, do you have a suggestion for Kelly's challenge?  I bet you do! :)​

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    Michele Gebrayel
    Corporate Event Manager
    DuCharme, McMillen & Associates, Inc.
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  • 3.  RE: Organizing New Reports in Access Portals

    Community MVP
    Posted 8 days ago
    Edited by Loretta Peterson 8 days ago
    HI Kelly,

    I'm going to be posting a Tip of the Week on reporting next week which includes information on naming and coding conventions as Michelle noted previously.

    We are using the following:

    Year- Month-Date | Event Title | Internal Job # (whatever your organization uses)
    YEAR-MODA | Event Title | Internal Job#
    Example:  2021-0402 | Virtual Wine Tasting | JOB00000​

    This allows people to sort by date and identify by several values.  We will be using this naming standard across multiple solutions.  Having a consistent coding and naming standard will provide data integrity and assist your team with cross solution reporting and event management.

    @Beline Falzon  I agree with Michele, what are you using?
    ​​

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    Loretta Peterson
    Events Associate
    CDW
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  • 4.  RE: Organizing New Reports in Access Portals

    Community MVP
    Posted 8 days ago
    Just want to add we also add the type of report which can be applied to other reports such as "Registration", "Hotel", "Finance" and so on.  The key is to keep the naming consistent across the team.

    For example, for our feedback surveys we use:

    Year- Month-Date | Event Title | Survey Type [Customer - Partner - Coworker]| Internal Job # (whatever your organization uses)
    YEAR-MODA | Event Title | Survey Type Internal Job#
    Example:  2021-0402 | Virtual Wine Tasting | Customer | JOB00000

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    Loretta Peterson
    Events Associate
    CDW
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  • 5.  RE: Organizing New Reports in Access Portals

    Cvent Staff
    Posted 8 days ago
    HI Kelly,

    I would say both Michele and Loretta's responses are great suggestions! We just released a sorting functionality within the Access Portal, so with different naming conventions (as Loretta mentioned), users will easily be able to sort reports. 

    Additionally, we will eventually be releasing the category feature in the future. When this comes out, you'll be able to categorize the reports in the portal. Stay tuned!

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    Erica Wise
    Lead Client Success Advisor
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