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  • 1.  Report Templates

    User Group Member
    Posted 05-11-2022 09:35
    Is there a way to create a report template to save and use in all events? I am constantly changing the report and would like to have  a template that i could just keep using.
    #ReportingandInsights

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    Amanda Sharp
    Marketing Specialist
    Insight Direct USA, Inc.
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  • 2.  RE: Report Templates

    Posted 05-12-2022 10:42
    RegOnline, the company that Cvent bought a few years ago had the ability to create report templates, it was very useful. We wish that Cvent would implement the feature in Flex.

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    Brittany Ray
    Operations and Programs Administrator at American College Dance Association
    American College Dance Association
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  • 3.  RE: Report Templates
    Best Answer

    User Group Member
    Posted 05-13-2022 10:47
    I work around this in a few ways. I build the report in my Flex Template so that anytime I use that template it's in the event already. OR create the report in Cross Events reports, and then just filter it to the event title.

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    Beth Vriesen
    Events Registration Administrator
    Associated Bank Corporation
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  • 4.  RE: Report Templates

    User Group Member
    Posted 05-23-2022 13:13
    Hi Amanda, 

    Alas, like Beth I achieve your goal by copying my events over and over so that my report templates are available without having to rebuild them. Note that the titles get copied over as well, so if you've included the name of the event in the report title you'll have to go in and edit that.

    Having event-level report templates would be a great feature to suggest in the IDEAS section! You'd have my vote :) 

    Best,

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    Béline Falzon
    Event Planner
    Stanford UniversityUnited States
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  • 5.  RE: Report Templates

    User Group Member
    Posted 05-23-2022 19:01
    Hi Amanda!

    We just build out our report "templates" in our "event templates" so that when we copy an event it already has the template saved. I do agree having a try template resource like "budget templates" would be great for a lot of features! I miss the question library and other template features Classic had.

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    Katie Dreifus
    Registration Manager
    PwC Management Services LPUnited States
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