Running an Event Legacy Report

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Follow the steps below to run a legacy report.

1 Select a report. Need to pull information for an event? Begin by selecting your event. Hover over Reporting and, under Reports, select Legacy Reports. Click the name of the report you want to run.

Or are you looking for data across multiple events? If so, hover over Cross Events, select Cross Event Legacy Reports, and c
lick the name of the report you want to run.

2 Enter all relevant information. Sections will vary depending on the selected report, but some of the most common are outlined below.

In most reports, you'll be prompted to select the date range first. Do so by clicking the User-added image or typing in the date fields.
 
User-added image
 
NOTE: Planning on saving or parking a report? Be sure to set the end date far into the future so data updates every time the report is accessed.

The Select Registrant Type section contains two boxes. The Available box lists registrant types that could be associated to the report, while the Selected box displays what is associated to this report. Select the registrant type, then use the arrow buttons to move it from one to another.
 
User-added image

The Select Additional Contact Fields section is also set up with the Available and Selected boxes. Select the information in the Contact Fields and Custom Contact Fields, then use the arrow buttons to move it from one to another. Whatever is chosen here will be columns in the report. Change their order by using the up and down arrow buttons to rearrange them.
 
3 Run the Report. Once you have configured your settings, click Run to generate the results. It may take a few minutes for your report to process.

Depending on the report you run, you'll be able to click the hyperlinked text for more information. For example, if an invitee's name is hyperlinked, clicking on it will take you to their invitee record.
 
User-added image
Click the appropriate buttons to Save, Export, or generate a Printer Friendly  version of your report. To return to the Report Selection page, click Close.
 

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