Hello and welcome back to another
Tip of the Week! This year we announced Cvent's newer, more modern reporting platform throughout your account following the sunset of our Legacy Reports. The New Reports are a complete revamp of the old reporting system where data is collected and displayed in a more visually appealing way. It also allows for data to be quickly manipulated and analyzed directly within the Cvent platform. You can even display reports in different languages, time zones, and locales (all of which are not available in Legacy Standard or Custom Reports). Now that you know how the New Reports have been updated, here are some useful tips to ensure you make the most out of them!
Reporting on Your Event:
- You can access event-level reports by going to your event and then to Reporting. Event reports are grouped by category, which helps you decide which report will have the information you need. A few examples of categories are Activity Reports, Common Reports, Email Reports, and Event Budget Reports amongst others.
Running an Event Report:
- You can run reports by customizing what data you want to see in your end report. You can also queue the report if you want to do other work while the report is running. Reports will only display data that was available when the report was initially run. Any data collected after will not display until you run the report again.
- If you make a change to the standard report (example - changing the data, fields, filtering, etc.), you can save that report for future use, and next time when you need a report on the same filters, you can do it with ease
- Once you have made the necessary changes to your report, you can save it to a portal or public webpage. Determine if everyone using the portal or public webpage will have access to the report or if only a select group will. Remember, you can set a content expiration date to ensure report content will no longer be visible to any users in the access portal after a certain time.
Pulling All Registration Details in One Report in the New Experience:
- If you are looking to pull in everything from contact details and travel requests to question responses, then the Invitee & Registrant Details report is the best place to start.
- Always set the end date far into the future so data update every time the report is accessed.
Questions for You:
- How has the new reporting system benefited you?
- Is there any other feature you would like to see within the new reporting system?
Let us know below!
#CventTip#ManagingVirtualEvents#ReportingandInsights------------------------------
Megha Jetley
Assistant Manager,
Cvent Marketing Department
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