In this article:

• Where is it?
• What data can you include?
• Adding columns to the report
• Shaping data with filters
• Saving your custom report
• Exporting reports
• Commonly-used reports

Where is it?

The Attendee List is in the Attendees tab:

You’ll use these tabs of the Attendee list to shape and save your reports:

Think of the Attendee List as a flexible database. You can change it throughout your event, showing exactly the information you need at any time.

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What data can you include?

The Attendee List can display a wide range of data, including:

• Details about each Attendee, Company Rep, and Guest
• Information about how they request and schedule meetings
• Details of their interest in Activities
• Information about webcast views
• Details about hotels and transportation (if you’re using these features)
• Any custom fields you’ve added to your registration forms

To see your options, head to the Columns tab. Use the Select menu to scroll through all the available data:

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Adding columns to the report

When you know what data you want on your custom report, the first step is to add those columns to the Attendee List.

Head to the Columns tab. There, you can add, remove, and re-order the columns as needed. Click Apply to save the changes:

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Shaping data with filters

With your columns in place, it’s time to choose some filters. You might not need to see every Attendee on your Attendee List - only those that meet specific criteria.

In the Filters tab, you can choose from many kinds of filters. Again, they’re related to:

• Attendee, Company Rep, and Guest details
• Activity, Hotel, and Transportation details
• 1x1 meeting requests and scheduling
• Custom fields you’ve created

There are two menus of available filters you can use. Depending on your needs, you might use one or the other, or both together:

In the example below, we need to see all the Company Reps who haven’t booked any meetings yet.

• We’ll first filter by Role, to see all the Company Reps.
• Then we’ll add the filter for Without Confirmed Meetings:

You can also combine the filters in the secondary menu, to get precise information.

In this example, our team has been busy confirming that registered Attendees will be at our event.

• We’ve already filtered the list by Role, to see all the Attendees.
• We’ll add a second filter to see which of them hasn’t yet confirmed their attendance:

Removing filters

• Click the X button to remove one filter.
• Click Clear to remove all current filters.

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Saving your custom report

As you filter your Attendee List to different views, you might want to save some of them to access later.

To save any view as a report, head to the Custom Report tab. Use the menu to choose New.

Give your report a name, choose whether to share it with your team, and click Save:

Now, you can access this report any time. Head to the top right corner of the Attendee List, and use the Load report menu to choose your custom report:

You’ll also find a selection of handy default reports in this menu. When you’re ready to return to the full Attendee List, choose Standard Layout.

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Exporting reports

While you’re using the Attendee List, you can export your current view to Excel at any time. The export will contain only the data captured by your current filters.

Head to the top right corner of the page. Choose Bulk Actions, then Excel:

Commonly-used reports

In the Reporting section of this knowledge base, you'll find instructions for running useful Attendee reports, as well as lots of other reports.