Creating a New Report

To create a new report, navigate to the "Reports" page located in the top Global dropdown menu. Click the pink "Create New Report" button on the top left hand of the page.

Enter a name for your report. Note: Each report must have a unique name. Next, select your event/s in the "Select Your Event" dropdown. This will determine which event/s the report will pull data from.

Next, you will need to select the columns that you would like to view in your report. These columns are broken down into different categories, listed in the "Fields" section. In the "Click here to add fields to your report," dropdown, select the column headers that will be generated in this report. 

Once your report has been complied, choose the "Create Report" button to save the report OR choose the "Save & Generate Report" to run the report.

 

Creating a Template Report

To Create a New Report, you may choose to start with a template.

Click the pink "Start with a Template" button on the top left hand of the page. In the dropdown select the template you would like to use. Once the template is selected, a preview of the template will appear- displaying all fields. To use this template, click the pink "Start" button.

Enter a name for your report. Note: Each report must have a unique name. Next, select your event/s in the "Select Your Event" dropdown. This will determine which event/s the report will pull data from.

You may choose delete fields from this template report. To delete a field, click the "X" on the right of the row for each field you would like to delete. 

Once your report has been complied, choose the "Create Report" button to save the report OR choose the "Save & Generate Report" to run the report.

 

Managing Reports

You can manage your reports in the "Reports" page, found in the top Global dropdown menu. From this table, you will be able to view, edit, run or delete reports. 

To run a report, click the play button in the row the report (first icon).

To view a report, click the eye button in the row the report (second icon).

To edit a report, click the edit button in the row the report (third icon).

To delete a report, click the trash can button in the row the report (fourth icon).