System reports Participant module

In the participant module you can make Excel reports.
Please go to the Participant Module -> Reports

An online setup congress has more reports to choose from:

Participant data
An overview of the participants including the booked items, hotels and transport.

Accompanying person data
An overview of the accompanying persons and their associated participant.

Category registration data
A list of registrations for a specific category.

Registration type data
A list of registrations for a specific registration type.

Registration event data
A list of registrations for a specific registration event.

Accompanying person event data
A list of registrations for a specific accompanying person event.

Participant attendance data
An overview of the participation and presence of the participants.

Registration date summary
A summary of the number of participant registrations by date.

Category summary
A summary of the registrations per category.

Country summary
A summary of the registrations per country.

Events summary
A summary of all the event bookings.
The Event summary report allows you to create up to 10 of your own custom reports. You can determine which registration types, accompanying person events and/or registration events are included in the summary.
Use the 'Include all data' option to get an overview of all events.

With the 'Create custom report' option, you can select which events should be included in the report.
Click on the various tabs, Registration types, Accompanying person events and Registration events to check the boxes for the events you want to include in your report. 
Please note that you are free to create and edit these custom reports, however a reporter account can only view these reports.

Event collections summary
A summary of all the event collections.

Registration and finance summary
A summary of the registrations, payments and balance of the conference.

Marketing campaign summary
A summary of the marketing campaigns.
You have the option to include all participant data and to include or exclude cancelled participants.

Participant mailing status summary
A summary of the participant mailing statuses.

Cancellation fee data
An overview of the cancelled participants and their cancellation fees.

Payment data
An overview of the payments that were made by your participants or manually entered into the system.

Invoice data
An overview of the invoices that were created for your participants.

Participant mailing data
An overview of the mailings that were sent out to your participants.

After choosing a report and clicking the 'Export' button, a new screen will appear.
Below is an example of the Participant data export. Depending on the report you can make selections for the data that should appear in your Excel.

The checkboxes at the bottom of the screen allow you to save/remember the selection you made or remove that selection.

On the Security tab you can set a password for this Excel. 

Please note that you can also set a password which will automatically be used for all Excel reports in all modules you make. More information can be found in the Congress settings.

System Reports can also be sent to an email address. To send your report, please first apply the desired settings on the 'General' and 'Security' tabs of the report dialog.

Once you have configured your report, open the 'Email' tab and fill in the fields shown. Please ensure that you enter a valid email address. Once you click the 'Send Email' button, the system will generate the report and attach it to an email that will be sent based on the information you have provided.

File account to open links in the Excel report
Please note that if there are links in your reports, for example, a link to a participant photo or an additional file, these links are not accessible to everyone. You need to have an account to be able to open/view these links.
Please click here for more info about creating a 'File access' account.