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  • 1.  Report Templates

    User Group Member
    Posted 11 days ago
    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 10 days ago
    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

    Posted 9 days ago
    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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