Custom Reports

Updated 6 days ago ​by Peter Grant

How do i create a custom report?

Click on your name in the top right corner of the platform then click on "Company Settings"

In the Company settings menu to the left, under "Reports" click on "CUSTOM"

Next click on "+ NEW REPORT" in the top left corner.

Type in the name of the report and press the blue "CREATE" button.

Now your report has been created, you can choose the criteria.

Add Widget

To create the report start by choosing your Widget.

Click "ADD WIDGET"

Type the name of the report

Choose the source and type then press the blue create button.

Source and Type

Choose your source and view type:

  • Attendees - Timeline
  • Attendees per events - Bar or Pie
  • Templates - Pie
  • Places - Pie
  • Budgets - Line
  • List of registrants - Table
  • List of events - Table

Once your widget has been created you can drag the bottom right corner to enlarge the size.

Filters

Use the dates to filter your events or use the Report events search bar to choose certain events.

Fullscreen

To view your widget reports in a better view, click the "Full screen" button in the top right corner.

How do i edit a report?

To edit a report click on the blue button on the right side of the report.

Then click the "EDIT" button in the top right corner

Now you will be able to edit an existing report.

How do i delete a custom report?

To delete a report, click on "EDIT" in the top right corner.

Then tick the check box of the report you wish to delete and press the "REMOVE" button in the top right corner.

How do i delete a widget inside my report?

To delete a "Widget" inside your custom report, Firstly click the blue button of the custom report.

Then press EDIT in the top right corner.

Then click on the "3 dot" icon in the right top corner of your widget and press "Remove Widget"

Press the red REMOVE button to ensure removal.


How Did We Do?