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:
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
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.