Identify Reporting Requirements.
In this step, it's all about planning which reports to rebuild. Look at your saved standard reports across your events and surveys to see which make sense to recreate - don’t assume you need to recreate every single report you have in your account.
Given the current environment, you also may not have any reports to build out because you don't have any events running - and that's okay! This can still be your chance to jump into the new reporting framework, play around, and get comfortable. It will put you in a better spot to understand how you can structure future reports.
TIP: Resource reminder! The New Reports page in the Solution Evolution Hub is loaded with our best New Reports support materials.
Develop a Transition Strategy.
Identify Roles & Responsibilities
It’s important to think through who is impacted by this change, and what kind of reports those users run. The “who” might just be you, and your reporting transition timeline is determined solely by you. Or, maybe you have a small handful of users and you’ll be working together through your account's Solution Evolution.
Establish Timeline & Priorities
Now it's time to prioritize the order in which you'll build your reports. It’s all up to what makes the most sense for your unique organization.
- Starting by event launch date. Do you have an event coming up soon that is already built, or will be built soon? It might make the most sense to rebuild your reports and save them in this new event, so they're ready to go when your event launches. Customize each report with the specific data you're looking to capture. And the best part - if you save these reports, they'll all come over when you copy the event in the future!
- Starting by complexity. You can also start by tackling your complex reports first. They will only get easier with practice! Get familiar with advanced grouping and sorting, adding multiple fields, and widget customization.
Determine How You Get the Value.
Take time to identify room for improvement within your reports. You’ve taken trainings, know your timelines, and reviewed your old reports within your events. Now it’s time to think, “What can we improve as we start to rebuild our reports?” You know your organization and what data means the most.
TIP: Reimagine your events in New Reports. It’s more than “lift and shift”, but rather a great time to revisit templates and learn about how you can optimize them. There are many new customization options to take advantage of.
New Reports offer greater functionality than ever available in Cvent Reporting, such as WYSIWYG editing, changes happening right before your eyes, easier grouping and sorting, automatic inclusion of graphics and charts, and overall a much cleaner look and feel.
It’s important to set SMART goals to help you track success for your evolution. You want to make these specific so that your goal is direct, measurable by adding in quantifiable success, attainable by making sure your goal is realistic and you have the tools you need, relevant that it aligns with your company’s mission, and time-based so your goal has a deadline. An example of a SMART goal when moving to New Reports could be Customize 3 complex reports for ABC Event that clearly prove ROI by the end of 2020.