Creating and modifying reports
|Begin by clicking Creat a new report. You will be shown a view where you can choose what information you want to include to be shown in the report.
|From here you can access the report you have created. You can also remove the report you have created.
Information of the report and link
|Write a name for the report, you can also tap the address of the event location and the date of the event to be shown below the header.
|Fields, after this choose which fields you want to show on the report. You can also change the order of the columns of the report by clicking and dragging the desired information field with the left button of the mouse.
|From the status section you can choose which registrations will be shown on the report. Those statuses will be pre-selected on the report which the system treats as participants by default.
|Filter report by check-in status.
|Filter report by tickets.
|Filter report by discount codes.
|The report can be filtered based on registration form data.
|Select also expiration date for the report. After this date the report link will not be working anymore.
|Click Save report at the end.
|Once you have saved the report, the link to the report is shown. This is the link to the report, which you can share. The report will be automatically updated.
Sharing reports via email
You can now also share the report via email to multiple recipients.
|Press the green pen icon to go to edit the report.
|Add recipients. If there are many recipients, separate them with a comma. For example, firstname.lastname@example.org, email@example.com.
|You can edit the subject here.
|By default, the message uses the text in the image. You can edit this as you wish. However, be sure to include the variables ($REPORTNAME$ and $REPORTLINK$) in the message.
|Send a message.
Read more here.
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You can create modified reports for different stakeholders. You can create multiple reports and you can choose which information your stakeholders need. The reports you have shared will be updated continuously, and they do not require signing in. The shared reports only include the information fields you have chosen, that way you can create easily for instance a report containing food allergies for catering services or names and mobilephone numbers for the bus driver.
With sharing of the reports, you can also ease the internal communication. You can create reports which are constantly up to date and share the links to all those who are organizing the event. Everyone can access the up to date information they need without any sign-in credentials.
Shared reports are copied when copying an event. All you need to do is to share the new report links to your target groups.