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 Company List is in the Companies tab:

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

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

(Back to top)

What data can you include?

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

• Details about each Company
• Details about Company Contacts
• Information about how they request and schedule meetings
• 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:

(Back to top)

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 Company List.

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

(Back to top)

Shaping data with filters

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

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

• Company details
• Company Contact 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’ve organized our participating Companies into regions.

We’ll first filter by Group Name, to see all Companies in our North region.

Then we’ll add the Without Confirmed Meetings filter, to see which of these haven’t scheduled any meetings yet:

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

In this example:

• We’ve already filtered the list to see all of our South region companies.
• We’ll add a second filter to see which of them hasn’t yet filled out their Profile page:

Removing filters

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

(Back to top)

Saving your custom report

As you filter your Company 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 Company List, and use the Load report menu to choose your custom report:

When you’re ready to return to the default Company List, choose Standard Layout from this same menu.

(Back to top)

Exporting reports

You can export any Company List view (or saved report) in Excel format. You can open the file in any spreadsheet software.

The export will contain only the data in your current filtered view.

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 Company reports, as well as lots of other reports.