What are Pre-set Reports?

Pre-set reports are common reports that have already been created for you - which allows quick access to your data.

Pre-set: Questionnaire Reports

This report gives you a quick peek at the count and quality of the registrant's responses to questions.

  1. You can view response tallies for each question
  2. You can view the actual responses by question (who answered which question and how they answered it - downloadable)
  3. You can share this report with 3rd parties (be mindful of privacy of registrant information)
  4. You can Download the response data into a .CSV file

Pre-set: Session Reports

There are two pre-set session reports (View examples of all Session reports here) - examples will open in a new window or new tab.

1. The Signups / Session Summary Report:

  • Displays a list of all session names, by group
  • Summary information is included such as the number of signups, number wait-listed, maximum allowed, number attended
  • Click a session name to see a downloadable report of all registrants, with detail

2, The Session Itineraries Report:

  • Creates an on-screen version of all registrant's session schedules
  • Creates a PDF file version of all registrant's session schedules
  • Each registrant's schedule is printed on a new page
  • Useful to hand out to registrants at check-in
  • Date ranges can be selected to include only registrants who registered during the date range
Pre-set: Session Reports

Pre-set: Sales Reports

There are five pre-set session reports (View examples of all Sales reports here) - examples will open in a new window or new tab.

Pre-set: Sales Reports

Pre-set: Post-Event Reports

This screen accesses results for each post-event survey that you sent. (View an example of a Post-Event report here) - examples will open in a new window or new tab.

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