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.
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.
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.
Comments
0 comments
Please sign in to leave a comment.