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. From the left-hand navigation, click Reporting, then Reports.

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

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.
 
   User-added image
 
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, use 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 User-added image in the top right of the report's chart or grid, then click Edit.
 
 User-added image

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 next to Schedule.
 
NOTE: To export the info, hover over ...Actions and click Export.

5 Publish the report to access portals, if necessary. Click Select to the right of the portal or public webpage you would to add the report to.

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.

Set a content expiration date, if desired. Beyond this date, content will no longer be visible to any users in the access portal. If you don't want the content to expire, leave the date blank.
 
User-added image 
 

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

Click Save.
 

 

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