Report: Registration List (Companies)
How it’s used:
• Once you’ve registered all participating Companies, you can run this report.
• This report is a handy reference for reaching out to the main Company contacts.
In this article:
Running the report
- Step 1. Head to the Companies tab. Choose Company List:
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Your event might have a different name for the Company role, like Sponsor or Corporate. - Step 2. Go to the Columns tab. Here, you can add and remove columns. Click Apply to save the changes.
- For this registration list, it can be helpful to include contact details for the main Company contact. Scroll to the Contacts section of the menu to add these details:
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Your event might have slightly different names for these columns. - You now have a contact list for all of your registered Companies. You can export it or save it to reference later (see below).
Exporting the report
To export the report in spreadsheet form, head to the top right corner of the page. Click Bulk Actions, then choose Excel.
You can open the exported file in any spreadsheet software:
Saving the report
Want to save this report so you can quickly access it later?
Head to the Custom Report tab. Choose New from the menu. Then give the report a title, choose whether to share it with your team, and click Save:
