Creating Custom Event Reports

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Not finding an event report that quite fits your needs? Simply build your own. With the Custom Report Wizard, you can see up to 100 different fields organized just the way you want. Design it once and a custom report can be saved, copied, or modified at any time.

1 Access the Custom Report Wizard. Begin by selecting your event. Hover over Reporting and, under Reports, click Custom Reports.

Any saved custom event reports will be listed here. Click Create Custom Report.


2 Build your report. Select a report category from the dropdown. Report Type determines what the rows will contain.

Click Next.

The default columns for this report type will appear as a list. Reorder them by clicking and dragging the User-added image. Click User-added image to remove one. Don't see the one you need? Scroll down and click Add Field.... When the pop-up appears, choose a category from the dropdown, select the field, and click OK


For fields that contain numerical data, a total, average, minimum, or maximum can be calculated automatically and displayed at the end of that particular column. Just click the dropdown in the Calculations column and check the appropriate boxes.
 
User-added image
Get a tally of the rows in your report (see below) by clicking Yes beside "Display the total number of records."
User-added image
Click Next.

You can further organize your data by grouping similar results together. For example, all the invitees in the report below have been grouped by status.
 
User-added image

To create a group, click Yes in the Grouping Criteria section. Click Add Field..., then, when the pop-up appears, click Select next to the one you want to group by.

You can also specify the order in which your data is automatically listed. Under Sorting Criteria, click Add Field..., then, when the pop-up appears, click Select next to the one you want to sort by. In the example below, registrants will first be listed alphabetically by last name. Then, registrants with the same last name will be listed by age, oldest to youngest. Click and drag the User-added image to change which field to sort by first, second, or third.
 
User-added image
Click Next.

Don't run the report just yet. Overlooking the date field and range could result in the wrong data being pulled. The Date Field determines which particular date the range is based on. Date Range further filters the data. Using the generic options allows you to rerun the report at any time without having to modify the date range. Select Current Month when creating a report in June, and, when ran again in December, only December's data will appear.

 
User-added image

Need the number of registrants just from a particular company? How about transactions exceeding $1,000 made in October? Set up a simple formula in the Advanced Filters section to retrieve more precise data.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

Click Finish & Run Report.

 
NOTE: To export the data to a CSV, PDF, MHTML, XLS, or DOC file, click User-added image and select the format.

3 Modify the settings, if necessary. Click Modify Settings. Each step in the wizard will now appear in its own tab. You can change everything but the report category and type. Click Edit to make a change, then Save.

4 Save the report. Once everything's perfect and you've saved your changes, click Save Report.

Enter a name. In the Report Visibility section, establish which users will be able to see this report. If the report is public, you'll need to choose or create a category. Whatever you choose or create will appear in the Display dropdown back on the Report Selection page.

 
User-added image

If you have the feature, you can park the report by selecting the appropriate radio button and checking the boxes next to each group the report should belong to.

Click Save and rejoice. You'll never have to create that report again.
 
NOTE: Forgot to save your Custom Event Report? You can find it in the Display dropdown under Unsaved Reports. These reports are available to run, modify and move to the Saved Reports section for 7 days. 

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Not finding an event report that quite fits your needs? Simply build your own. With the Custom Report Wizard, you can see up to 100 different fields organized just the way you want. Design it once and a custom report can be saved, copied, or modified at any time.

1 Access the Custom Report Wizard. Begin by selecting your event. Hover over Reporting and, under Reports, click Custom Reports.

Any saved custom event reports will be listed here. Click Create Custom Report.


2 Build your report. Select a report category from the dropdown. Report Type determines what the rows will contain.

Click Next.

The default columns for this report type will appear as a list. Reorder them by clicking and dragging the User-added image. Click User-added image to remove one. Don't see the one you need? Scroll down and click Add Field.... When the pop-up appears, choose a category from the dropdown, select the field, and click OK


For fields that contain numerical data, a total, average, minimum, or maximum can be calculated automatically and displayed at the end of that particular column. Just click the dropdown in the Calculations column and check the appropriate boxes.
 
User-added image
Get a tally of the rows in your report (see below) by clicking Yes beside "Display the total number of records."
User-added image
Click Next.

You can further organize your data by grouping similar results together. For example, all the invitees in the report below have been grouped by status.
 
User-added image

To create a group, click Yes in the Grouping Criteria section. Click Add Field..., then, when the pop-up appears, click Select next to the one you want to group by.

You can also specify the order in which your data is automatically listed. Under Sorting Criteria, click Add Field..., then, when the pop-up appears, click Select next to the one you want to sort by. In the example below, registrants will first be listed alphabetically by last name. Then, registrants with the same last name will be listed by age, oldest to youngest. Click and drag the User-added image to change which field to sort by first, second, or third.
 
User-added image
Click Next.

Don't run the report just yet. Overlooking the date field and range could result in the wrong data being pulled. The Date Field determines which particular date the range is based on. Date Range further filters the data. Using the generic options allows you to rerun the report at any time without having to modify the date range. Select Current Month when creating a report in June, and, when ran again in December, only December's data will appear.

 
User-added image

Need the number of registrants just from a particular company? How about transactions exceeding $1,000 made in October? Set up a simple formula in the Advanced Filters section to retrieve more precise data.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

Click Finish & Run Report.

 
NOTE: To export the data to a CSV, PDF, MHTML, XLS, or DOC file, click User-added image and select the format.

3 Modify the settings, if necessary. Click Modify Settings. Each step in the wizard will now appear in its own tab. You can change everything but the report category and type. Click Edit to make a change, then Save.

4 Save the report. Once everything's perfect and you've saved your changes, click Save Report.

Enter a name. In the Report Visibility section, establish which users will be able to see this report. If the report is public, you'll need to choose or create a category. Whatever you choose or create will appear in the Display dropdown back on the Report Selection page.

 
User-added image

If you have the feature, you can park the report by selecting the appropriate radio button and checking the boxes next to each group the report should belong to.

Click Save and rejoice. You'll never have to create that report again.
 
NOTE: Forgot to save your Custom Event Report? You can find it in the Display dropdown under Unsaved Reports. These reports are available to run, modify and move to the Saved Reports section for 7 days. 

Did this article resolve your issue?

Yes
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What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Not finding an event report that quite fits your needs? Simply build your own. With the Custom Report Wizard, you can see up to 100 different fields organized just the way you want. Design it once and a custom report can be saved, copied, or modified at any time.

1 Access the Custom Report Wizard. Begin by selecting your event. Hover over Reporting and, under Reports, click Custom Reports.

Any saved custom event reports will be listed here. Click Create Custom Report.


2 Build your report. Select a report category from the dropdown. Report Type determines what the rows will contain.

Click Next.

The default columns for this report type will appear as a list. Reorder them by clicking and dragging the User-added image. Click User-added image to remove one. Don't see the one you need? Scroll down and click Add Field.... When the pop-up appears, choose a category from the dropdown, select the field, and click OK


For fields that contain numerical data, a total, average, minimum, or maximum can be calculated automatically and displayed at the end of that particular column. Just click the dropdown in the Calculations column and check the appropriate boxes.
 
User-added image
Get a tally of the rows in your report (see below) by clicking Yes beside "Display the total number of records."
User-added image
Click Next.

You can further organize your data by grouping similar results together. For example, all the invitees in the report below have been grouped by status.
 
User-added image

To create a group, click Yes in the Grouping Criteria section. Click Add Field..., then, when the pop-up appears, click Select next to the one you want to group by.

You can also specify the order in which your data is automatically listed. Under Sorting Criteria, click Add Field..., then, when the pop-up appears, click Select next to the one you want to sort by. In the example below, registrants will first be listed alphabetically by last name. Then, registrants with the same last name will be listed by age, oldest to youngest. Click and drag the User-added image to change which field to sort by first, second, or third.
 
User-added image
Click Next.

Don't run the report just yet. Overlooking the date field and range could result in the wrong data being pulled. The Date Field determines which particular date the range is based on. Date Range further filters the data. Using the generic options allows you to rerun the report at any time without having to modify the date range. Select Current Month when creating a report in June, and, when ran again in December, only December's data will appear.

 
User-added image

Need the number of registrants just from a particular company? How about transactions exceeding $1,000 made in October? Set up a simple formula in the Advanced Filters section to retrieve more precise data.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

Click Finish & Run Report.

 
NOTE: To export the data to a CSV, PDF, MHTML, XLS, or DOC file, click User-added image and select the format.

3 Modify the settings, if necessary. Click Modify Settings. Each step in the wizard will now appear in its own tab. You can change everything but the report category and type. Click Edit to make a change, then Save.

4 Save the report. Once everything's perfect and you've saved your changes, click Save Report.

Enter a name. In the Report Visibility section, establish which users will be able to see this report. If the report is public, you'll need to choose or create a category. Whatever you choose or create will appear in the Display dropdown back on the Report Selection page.

 
User-added image

If you have the feature, you can park the report by selecting the appropriate radio button and checking the boxes next to each group the report should belong to.

Click Save and rejoice. You'll never have to create that report again.
 
NOTE: Forgot to save your Custom Event Report? You can find it in the Display dropdown under Unsaved Reports. These reports are available to run, modify and move to the Saved Reports section for 7 days. 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Not finding an event report that quite fits your needs? Simply build your own. With the Custom Report Wizard, you can see up to 100 different fields organized just the way you want. Design it once and a custom report can be saved, copied, or modified at any time.

1 Access the Custom Report Wizard. Begin by selecting your event. Hover over Reporting and, under Reports, click Custom Reports.

Any saved custom event reports will be listed here. Click Create Custom Report.


2 Build your report. Select a report category from the dropdown. Report Type determines what the rows will contain.

Click Next.

The default columns for this report type will appear as a list. Reorder them by clicking and dragging the User-added image. Click User-added image to remove one. Don't see the one you need? Scroll down and click Add Field.... When the pop-up appears, choose a category from the dropdown, select the field, and click OK


For fields that contain numerical data, a total, average, minimum, or maximum can be calculated automatically and displayed at the end of that particular column. Just click the dropdown in the Calculations column and check the appropriate boxes.
 
User-added image
Get a tally of the rows in your report (see below) by clicking Yes beside "Display the total number of records."
User-added image
Click Next.

You can further organize your data by grouping similar results together. For example, all the invitees in the report below have been grouped by status.
 
User-added image

To create a group, click Yes in the Grouping Criteria section. Click Add Field..., then, when the pop-up appears, click Select next to the one you want to group by.

You can also specify the order in which your data is automatically listed. Under Sorting Criteria, click Add Field..., then, when the pop-up appears, click Select next to the one you want to sort by. In the example below, registrants will first be listed alphabetically by last name. Then, registrants with the same last name will be listed by age, oldest to youngest. Click and drag the User-added image to change which field to sort by first, second, or third.
 
User-added image
Click Next.

Don't run the report just yet. Overlooking the date field and range could result in the wrong data being pulled. The Date Field determines which particular date the range is based on. Date Range further filters the data. Using the generic options allows you to rerun the report at any time without having to modify the date range. Select Current Month when creating a report in June, and, when ran again in December, only December's data will appear.

 
User-added image

Need the number of registrants just from a particular company? How about transactions exceeding $1,000 made in October? Set up a simple formula in the Advanced Filters section to retrieve more precise data.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

Click Finish & Run Report.

 
NOTE: To export the data to a CSV, PDF, MHTML, XLS, or DOC file, click User-added image and select the format.

3 Modify the settings, if necessary. Click Modify Settings. Each step in the wizard will now appear in its own tab. You can change everything but the report category and type. Click Edit to make a change, then Save.

4 Save the report. Once everything's perfect and you've saved your changes, click Save Report.

Enter a name. In the Report Visibility section, establish which users will be able to see this report. If the report is public, you'll need to choose or create a category. Whatever you choose or create will appear in the Display dropdown back on the Report Selection page.

 
User-added image

If you have the feature, you can park the report by selecting the appropriate radio button and checking the boxes next to each group the report should belong to.

Click Save and rejoice. You'll never have to create that report again.
 
NOTE: Forgot to save your Custom Event Report? You can find it in the Display dropdown under Unsaved Reports. These reports are available to run, modify and move to the Saved Reports section for 7 days. 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Not finding an event report that quite fits your needs? Simply build your own. With the Custom Report Wizard, you can see up to 100 different fields organized just the way you want. Design it once and a custom report can be saved, copied, or modified at any time.

1 Access the Custom Report Wizard. Begin by selecting your event. Hover over Reporting and, under Reports, click Custom Reports.

Any saved custom event reports will be listed here. Click Create Custom Report.


2 Build your report. Select a report category from the dropdown. Report Type determines what the rows will contain.

Click Next.

The default columns for this report type will appear as a list. Reorder them by clicking and dragging the User-added image. Click User-added image to remove one. Don't see the one you need? Scroll down and click Add Field.... When the pop-up appears, choose a category from the dropdown, select the field, and click OK


For fields that contain numerical data, a total, average, minimum, or maximum can be calculated automatically and displayed at the end of that particular column. Just click the dropdown in the Calculations column and check the appropriate boxes.
 
User-added image
Get a tally of the rows in your report (see below) by clicking Yes beside "Display the total number of records."
User-added image
Click Next.

You can further organize your data by grouping similar results together. For example, all the invitees in the report below have been grouped by status.
 
User-added image

To create a group, click Yes in the Grouping Criteria section. Click Add Field..., then, when the pop-up appears, click Select next to the one you want to group by.

You can also specify the order in which your data is automatically listed. Under Sorting Criteria, click Add Field..., then, when the pop-up appears, click Select next to the one you want to sort by. In the example below, registrants will first be listed alphabetically by last name. Then, registrants with the same last name will be listed by age, oldest to youngest. Click and drag the User-added image to change which field to sort by first, second, or third.
 
User-added image
Click Next.

Don't run the report just yet. Overlooking the date field and range could result in the wrong data being pulled. The Date Field determines which particular date the range is based on. Date Range further filters the data. Using the generic options allows you to rerun the report at any time without having to modify the date range. Select Current Month when creating a report in June, and, when ran again in December, only December's data will appear.

 
User-added image

Need the number of registrants just from a particular company? How about transactions exceeding $1,000 made in October? Set up a simple formula in the Advanced Filters section to retrieve more precise data.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

Click Finish & Run Report.

 
NOTE: To export the data to a CSV, PDF, MHTML, XLS, or DOC file, click User-added image and select the format.

3 Modify the settings, if necessary. Click Modify Settings. Each step in the wizard will now appear in its own tab. You can change everything but the report category and type. Click Edit to make a change, then Save.

4 Save the report. Once everything's perfect and you've saved your changes, click Save Report.

Enter a name. In the Report Visibility section, establish which users will be able to see this report. If the report is public, you'll need to choose or create a category. Whatever you choose or create will appear in the Display dropdown back on the Report Selection page.

 
User-added image

If you have the feature, you can park the report by selecting the appropriate radio button and checking the boxes next to each group the report should belong to.

Click Save and rejoice. You'll never have to create that report again.
 
NOTE: Forgot to save your Custom Event Report? You can find it in the Display dropdown under Unsaved Reports. These reports are available to run, modify and move to the Saved Reports section for 7 days. 

Did this article resolve your issue?

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Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

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Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Not finding an event report that quite fits your needs? Simply build your own. With the Custom Report Wizard, you can see up to 100 different fields organized just the way you want. Design it once and a custom report can be saved, copied, or modified at any time.

1 Access the Custom Report Wizard. Begin by selecting your event. Hover over Reporting and, under Reports, click Custom Reports.

Any saved custom event reports will be listed here. Click Create Custom Report.


2 Build your report. Select a report category from the dropdown. Report Type determines what the rows will contain.

Click Next.

The default columns for this report type will appear as a list. Reorder them by clicking and dragging the User-added image. Click User-added image to remove one. Don't see the one you need? Scroll down and click Add Field.... When the pop-up appears, choose a category from the dropdown, select the field, and click OK


For fields that contain numerical data, a total, average, minimum, or maximum can be calculated automatically and displayed at the end of that particular column. Just click the dropdown in the Calculations column and check the appropriate boxes.
 
User-added image
Get a tally of the rows in your report (see below) by clicking Yes beside "Display the total number of records."
User-added image
Click Next.

You can further organize your data by grouping similar results together. For example, all the invitees in the report below have been grouped by status.
 
User-added image

To create a group, click Yes in the Grouping Criteria section. Click Add Field..., then, when the pop-up appears, click Select next to the one you want to group by.

You can also specify the order in which your data is automatically listed. Under Sorting Criteria, click Add Field..., then, when the pop-up appears, click Select next to the one you want to sort by. In the example below, registrants will first be listed alphabetically by last name. Then, registrants with the same last name will be listed by age, oldest to youngest. Click and drag the User-added image to change which field to sort by first, second, or third.
 
User-added image
Click Next.

Don't run the report just yet. Overlooking the date field and range could result in the wrong data being pulled. The Date Field determines which particular date the range is based on. Date Range further filters the data. Using the generic options allows you to rerun the report at any time without having to modify the date range. Select Current Month when creating a report in June, and, when ran again in December, only December's data will appear.

 
User-added image

Need the number of registrants just from a particular company? How about transactions exceeding $1,000 made in October? Set up a simple formula in the Advanced Filters section to retrieve more precise data.  

Begin by selecting a field from the first dropdown, choose an operator from the second dropdown, and enter a value in the textbox. If you only want to see registrants from the Thurman Alumni Association, your formula would be: Company equals Thurman Alumni Association.

 
User-added image

Click Finish & Run Report.

 
NOTE: To export the data to a CSV, PDF, MHTML, XLS, or DOC file, click User-added image and select the format.

3 Modify the settings, if necessary. Click Modify Settings. Each step in the wizard will now appear in its own tab. You can change everything but the report category and type. Click Edit to make a change, then Save.

4 Save the report. Once everything's perfect and you've saved your changes, click Save Report.

Enter a name. In the Report Visibility section, establish which users will be able to see this report. If the report is public, you'll need to choose or create a category. Whatever you choose or create will appear in the Display dropdown back on the Report Selection page.

 
User-added image

If you have the feature, you can park the report by selecting the appropriate radio button and checking the boxes next to each group the report should belong to.

Click Save and rejoice. You'll never have to create that report again.
 
NOTE: Forgot to save your Custom Event Report? You can find it in the Display dropdown under Unsaved Reports. These reports are available to run, modify and move to the Saved Reports section for 7 days. 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.