Creating reports

Apr 20, 2014 12:53 pm

The Reports subtab within an event lets you create and run reports on the event's attendees. Reports display specific information about attendees as a list, and can also be downloaded as a file.

To create and run a report:

  1. In the Events Module, click Edit on the event you would like to run reports on.
  2. Switch to the Reports subtab. If any reports have already been created, you'll see them on this screen.
  3. Click the Add a new Report button.
  4. Give the new report a name and, optionally, a description.
  5. Place a check next to the data fields you'd like included in the report.
  6. Click Save. The report has been created and you will be returned to the list of reports.
  7. To run the report, click the View link next to its name. A new screen will appear, showing each attendee record along with the information that you chose to display when creating the report.
  8. To download the report as a CSV file, click the Export as CSV File button. This file can be opened with applications like Microsoft Excel.
  9. To return to the list of reports, click Cancel.