Event Reporting

Event Reporting

To access event reports, follow these steps:

1. Navigate to Event Management: Go to the Event Management section.

2. Click on Reports: Next to the desired event, click on the reports link.

3. Explore Report Categories: As we have added several reports over the years, the options have been categorized for easier navigation.

Query Creator:

- Use the Query Creator to search event attendees based on the options you set up during event setup.

- Creating multiple-choice options for custom items in the event will help you run custom queries.

- If you need assistance with setting up a query, please reach out to our support staff via email.

Attendee Reports:

- Attendee Report - Summary: This report provides a convenient summary of attendees. It includes their name, address, phone number, email, package, registration date, and payment status. You can sort the report based on various columns.

- Attendee Report - Individual Reports: View individual reports, including transaction summaries, summaries with custom fields only, and PDF invoice documents.

- Attendee - Package/Numeric Counts: This report displays a table showing available packages for the event, their costs, and the total number of attendees who have selected each package.

- Attendee Report - Table & Table 2: This report presents attendee information in a wide-view HTML table format.

- Attendees Export - Comma-Delimited: Export attendee information and payment details in a comma-delimited format compatible with software like Microsoft Excel and Libre Office.

Active Members Not Registered:

- This report helps you identify full members who have not yet registered for the event.

Attendance Reports:

- Attendance Report Summary: After the event, this report provides an overview of attendee data, indicating who signed up and attended, and who signed up but did not attend.

- Attendance Report Summary (CSV Version): Same as the above report, but in an easy-to-save CSV format.

Sign-In Sheets:

- Sign-In Sheets 1-6: Use these sheets to track attendee presence and maintain accurate records. Choose the sheet that suits your needs best and print it before the event.

Payment/Invoice Reports:

- Payment Status Report: Get a quick overview of who has paid for the event and who still owes money.

- Payments Export (Comma-Delimited): Similar to the payment status report, this report is in CSV format for easy record keeping.

- PDF Invoices - All Transactions: If you need to provide invoices to all attendees, regardless of payment status, use this report to print all the invoices at once.

- PDF Invoices - Unpaid: Quickly generate bills for unpaid attendees.

- Fee Breakdown Report: This report displays all charges that attendees may incur during sign-up, including package prices and custom field charges.

- Check/Credit Report: This report shows attendee counts and dollar totals for checks and credit card transactions. It also provides details on pending, received, voided, or refunded payments. Admins can download a CSV version for record keeping.

Nametags:

- Choose from various nametag versions, including Avery-based PDFs or custom sizes. There's even an option with a barcode for organizations with barcode scanners. Explore the available options to find the best fit for your needs.