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Tip of the Week #13: New Reports

  • 1.  Tip of the Week #13: New Reports

    Cvent Staff
    Posted 07-01-2020 11:27

    Hello, Cvent Community, and happy first day of July! For this week's edition of Tip of the Week, we wanted to share some key best practices within New Reports. These tips can be applied to New Reports in any part of the platform, whether that is Event-level, Cross-Event reporting, or Contact and Admin reporting.

    Whether you have already migrated over to New Reports or are just beginning to check them out, these helpful features will give you excellent insight into ways to efficiently gather your event program data and review/analyze it in the most effective manner.

    Let's start by where to access these - within your event, you can navigate to Reporting and select Reports (New). You will see various categories, such as Common Reports, Email Reports, and Registration Reports. Select the report you are interested in running to review these next details:

    • Filtering:
      • Once you select to run the report, the data will populate, and you will then be able to continue to customize to your preference. One of the most important functions is the ability to filter the report data. On the right-hand side of the screen, you have a "Filters" icon. Once toggling this icon to display the menu, you can select from various fields to filter and apply your changes. You can even choose to Edit Filters if the data you are looking to filter is not listed by default.
        • As a great example, in the Registrants report you can filter by Registration Type, Amount Due, Admission Item, among others.
    • Grouping:
      • Sometimes you don't want to eliminate the data, but you do want to organize it for a clearer vision. This is the perfect opportunity to utilize Grouping in New Reports. Within the report, click the ellipses on the right-hand side and select Edit. Then, select Groupings. You can select up to 3 fields to group your data by and choose if you would like to display the total records per grouping.
        • A few examples of grouping would be by Company, Work City or Country, Registration Type, or Last Registration Date.
    • Export Charts:
      • A huge enhancement within New Reports are the graphic and chart-based widgets. You have the ability to edit, group, and customize the chart type to ensure it displays your data in the best way for you and your stakeholders. To take it to the next level, you have the option to export the chart to Excel. You can use the graphic in a presentation or simply an email and will save you time rather than manipulating and creating your own.
    • Scheduling:
      • It is important to stay up to date on your data, and sometimes it is easier to simply get an email in your inbox without logging into your account. Within New Reports, you can set a schedule when saving the report. First navigate to Actions > Save As, then click the pencil icon next to Schedule. Here, you can choose how often it repeats, such as daily or weekly, the date range and time/time zone, and if email notifications should be enabled. Then, click Apply changes and save, and you are all set.
        • NOTE: Need to pass along this information to a stakeholder or colleague? Check out Access Portals, which allows you to publish your reports and grants them secure access to view the relevant data.

    If you are just beginning your migration to New Reports, be sure to review the Solution Evolution Hub within the Community. Have you already migrated over and have additional tips to share with other Cvent users? Let us know what your favorite enhancement from Classic Reports to New Reports are. As always, let us know if you have any questions. #CventTip


    #ReportingandInsights

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    Danni Czark
    Senior Associate, Online Community Marketing
    Cvent
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  • 2.  RE: Tip of the Week #13: New Reports

    Posted 07-05-2020 09:18

    Scheduled reports.

    Something I suggested to David Quattrone a couple years ago...
    Scheduled reports would be more useful if they ran and attached the report to the email, rather than having to log in. Such reports can be a resource hog, so limit the number of days a report will run before needing to resubscribe.

    To take the current scheduled reports up a notch, wrap the report url around the log in.
    Currently you click on the link in the scheduled email and need to log in. Then you need to go to saved reports. Or click on the link again.
    Be better once you log in you are redirected to the report.

    Stay safe.



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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 3.  RE: Tip of the Week #13: New Reports

    Posted 23 days ago
    I completely agree with Steven!  This would be helpful to be able to send to clients, too, rather than having to download the report and then send.  Prior to Cvent, we used Starcite and we could have the scheduled report scheduled and sent directly to a client so there was nothing to remember on our end.

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    Kayla Sisco
    Convention Coordinator
    Impact XM
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  • 4.  RE: Tip of the Week #13: New Reports

    Posted 23 days ago
    it all sound good have to try it when we migrate to this new report portal. we are waiting for the migration,

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    Ahmad Khalil
    Administrative Officer - ICT
    Education International
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  • 5.  RE: Tip of the Week #13: New Reports

    Posted 23 days ago
    Thank you.  Just getting started and all info helps.

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    Edward House
    Tech Support
    Virginia Association for Supervision and Curriculum Development
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  • 6.  RE: Tip of the Week #13: New Reports

    Posted 22 days ago
    Edited by Béline FALZON 22 days ago
    Hello,

    Is the Access Portal already live? We are using Parked Reports still and I'm wondering when the transition needs to happen.
    We heavily rely on these parked reports to have colleagues self-sufficiently access live content. While it's not pretty, it works well.

    Best,

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    Béline FALZON
    Event Planner
    California Teachers Association
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  • 7.  RE: Tip of the Week #13: New Reports

    Posted 22 days ago
    The portal has been live for some time. I like it much better than the old parked reports system.

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 8.  RE: Tip of the Week #13: New Reports

    Posted 12 days ago
    I believe there may be an updated Reports Portal, I know I have seen articles talking about an updated Meeting Request Form wherein you can use a site designer like tool to customize the look and feel (badly needed!).

    Still waiting for our migration over to this new MRF so perhaps the same is happening for the Reports Portal as well.

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    Ravenna Legare
    Assistant to Director of Communications
    California County Superintendents Educational Services Association (ccsesa)
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  • 9.  RE: Tip of the Week #13: New Reports

    Posted 22 days ago
    The portal is live and its nice since you can customize it for your organization as well.

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    Kristina Johnson
    Meeting Planner
    LEO Events

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    Kristina Johnson
    Meeting Planner
    LEO Events
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  • 10.  RE: Tip of the Week #13: New Reports

    Cvent Staff
    Posted 22 days ago
    Hi Béline,

    This Solution Evolution Hub in the Cvent Community is a great resource that you can utilize when migrating from one Cvent solution to another. For example, there is an entire section of resources dedicated to moving from Parked Report Groups to Access Portals.

    We also have a great training that you can register for that walks through what you need to know for your transition to Access Portals. We'll help you identify the key differences between the legacy solutions and Access Portals as well as show you how to build an Access Portal step-by-step. You can register here: Solution Evolution: New Reports/Access Portals


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    Julia Plymack
    Lead Client Success Advisor
    Cvent
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