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------------------------------
Danni Czark
Senior Associate, Online Community Marketing
Cvent
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