Running an Event Report

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Follow the steps below to run an Event report.

1 Run the report. Begin by selecting your event. Hover over Reporting and, under Reports, click Reports.

Click the name of the report you want to run, or click Run to the right. 


 
NOTE: Not sure which report to run? Hover over Reporting and, under Reports, click Legacy Reports. Click the link in the Reports (New) column to the right of the old standard report. Your report will automatically generate.
 
Hover over the Data dropdown at the top, then click Change Report Data
 
User-added image

Determine what data you want to see (the options vary depending on the report), then scroll down and select the date range. 
 
Click the neighboring tab, Fields. The fields with the + could be associated to the report, while the fields with the check mark are associated to this report. Click the icons to determine what will and will not display in the report.
 
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NOTE: If you know which fields you would like to add, use the Display dropdown to narrow down the list of fields to that particular category, or the search bar.

Once you're done, click Run to generate the report.
 
NOTE: To review the report at a later time, click Queue Report while it runs. Once you're ready to view the queued report, click the Queued Reports tab, then the name of the report. The report will only display data that was available when the report was initially run. Any data collected after will not display.
If you need to make any last minute tweaks to the selected data, hover over Data and click Change Report Data once the report has been generated.

2 Filter the report. To add a filter to the report, hover over Data and click Filter Report Data in the top right of the report. Establish how the information will be filtered.

Click Apply.

 
3 Review the data. Quickly review the data. To filter the data further, hover over the ellipsis (...)
in the top right of the report's chart or grid, then click Edit.
 
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You can quickly remove a column, group the data, view data summaries, or customize the graphs.
 
4 Save or schedule the report, if necessary.
If you'll be referencing this report a lot or adding it to a portal, hover over ...Actions in the top right of the report and click Save As. This will save all of the filters and report settings, making it faster to review the data in the future. If you need to schedule a snapshot, click the User-added image icon in the Summary section.
 
NOTE: To export the info, hover over ...Actions and click Export.

5 Add the report to a portal, if necessary. Hover over ...Actions, and click Publish to Portals for the classic portals or Publish to Access Portals for the new access portal or public webpage. For a classic portal, check which portals the report will be added to, click Continue, then the pencil icon under Action. For an access portal or public webpage, click Select to the right of the portal or public webpage you would to add the report to.
 
NOTE: You won't be able to park these reports in your old parked reports group.

Determine if everyone using the portal or public webpage will have access to the report or if only a select group will. For select groups, use the Filter By dropdown to narrow down the search, then check which users or groups will have access.
 
 User-added image
 
Click Save to make the report access changes for your classic portal.

To alert users that the report is in the portal, switch "Notify users that they can view this report" to Yes.

Click Save or Publish.
 

 

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