Filtering Data in Your Event Report

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Seeing too much data on your reports to find what you are looking for? Maybe you only want to look at a particular registration type, session, or hotel. Filtering eliminates extra data that you don't need to view. To filter the data in your new reports, follow the steps below.

1 Customize your report. Begin by selecting your event. Hover over Reporting and, under Reports, click Reports. Run your report, making sure to add in all of the fields you'll need to view.

2 Select your filter options. Once you have the data you need, click Filters to the right of the report or hover over Data, then click Filter Report Data.


Additional options will appear to the right-side of the report. Several fields from your report will appear by default. If you do not see the field you would like to filter by, click the Edit Filters link in the top right-hand corner. Toggle the fields you want to display to green, and the fields you do not need to grey.
 
NOTE: Not all fields are available as filters. To verify a field can be used, hover over Data, click Change Report Data, then the Fields tab, and toggle to field to green. Click Run, then re-check what filters are available by returning to Filters > Edit Filters.

Click Apply.
 

3 Establish your filters. Some filters will appear as a series of check boxes while other filters will use operators. For the check box options, check the box next to any value you wish to display on the report.
 
NOTE: If there are several filter values, a search will appear making it easier for you to locate the values you need.

For filters using operators, your options include:
  • Equals
  • Does Not Equal
  • Between
  • Less than or equal to
  • Less than
  • Greater than or equal to
  • Greater than
  • Blank
  • Not blank.
Find the operator that best fits your situation, then enter or select the values you want to filter by. For example, filtering "Amount Due" by "Greater than 0" will only display registrants with a balance due, and "Last Registration Date" between "1/1/2020 and 12/31/2020" will only display those who registered during the 2020 calendar year.
 
 User-added image
 

Once you have finished perfecting your filters, click Apply. The filtered data will now be visible in your report.

4 Save your report, if necessary. If you'll be referencing this report frequently 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. To export the info, hover over ...Actions and click Export.

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