Excel Reports

Adding and editing your Excel Reports

1. Under Excel reports will be your current saved custom reports.
2. To add a new report click the Plus Icon () on the upper right of Excel reports
3. On the right hand side are fields to fill out in order to generate or save a new custom report

Selected Report

1. Enter the report name.
2. Click the Save Report button in order to save your custom report after selecting the below criteria.
3. Click the Generate Report button to generate your custom report, once you’re finished selecting all the needed information below.

Template Information

1.

Report Options

1. Select yes/no from the drop down to include records up to today’s date.
2. Select yes/no from the drop down to include only full paid records in the report.
3. Select yes/no from the drop down to include records that were created today.

Delivery Options

1. Enter in the comment box all the e-mails you wish to include on the report, separate e-mails with a comma (,)
2. From the Drop down select a time of delivery based on EST
3. Select the days the report should be distributed (Sunday-Saturday)

Excel Sheets to Include

1. Each report has its own properties. Each report can be included into one combined report by clicking the tab.
2. Once the desired report tab is clicked, select yes/no to include the report
3. Available reports include:

Reg Types Summary:

  • This report includes registration types by count, total amount charged, total amount paid.
  • If adding a comparison report: Compares on event to another by days away from the Event Start Date.

Reg Type Details:Summarizes Registration Types by: Web/Pre-Registered, Onsite, Verified Count.
Reg Type Categories:

  • Summarizes the Registration Category(attendee, exhibitor) Types by count, total amount charged, total amount paid.
  • If adding a comparison report: Compares one event to another by weeks away from the Event Start Date.

Reg Type By Week:

  • Summarizes the Registration Types By Week: by count, total amount charged, total amount paid.
  • If adding a comparison report: Compares one event to another by days away from the Event Start Date.

Reg Type Category by Week:

  • Summarizes the Registration Category Types By Week: by count, total amount charged, total amount paid.
  • If adding a comparison report: Compares one event to another by weeks away from the Event Start Date.

Product Summary:

  • Summarizes the Products: by count, total amount charged, total net paid.
  • If adding a comparison report: Compares one event to another by days away from the Event Start Date.

Product Details:

  • Select yes/no from the drop down to include transaction detail for specific products
  • Enter the products you wish to see in this breakdown with transaction details
  • Summarizes the Transactions received by Days out from Start of Event for the products specified.

Demographic Summary:

  • Summarizes the Demographic Responses by: Count
  • Compares one event to another by days away from the Event Start Date.

Transaction Details:

  • Summarizes the Transactions received by Days out from Start of Event.

Session Summary:

  • Summarizes the # of people that registered for a session.
  • Summarizes the # of people that attended a session.

Attendee Summary:

  • A list/email address of who went to what session.
  • The session they attended.
  • Their responses to follow-up demographic questions.

HML Leads by Attendee:

  • A list attendees and how many types their badge was scanned or swiped.

HML Leads by Customer:

  • A list companies and the # of leads they got.

Attendee Roster:

  • A list of attendees.

All Swipes Report:

  • A list of sessions and the registered attendees from each one
  • Attendee Demographic Data
  • Whether attendees pre-registered or signed up at the door
  • Whether pre-registered attendees showed up
  • A list of sessions and the attendees from each one

Session Detail Report:
Hotel Report:

  • A list of all attendees who singed up for a hotel
  • Check and Check Out Date of registrant
  • Payment information

Notes:

  • A list of all attendees with included notes pulled from internal use

Session Roster:

  • A list of all sessions and session information
  • Start and End times
  • Shows which attendees are signed up for each session

Demographic Roster:

  • A list of all demographic question
  • How each demographic question was answered by each registrant

Totals Report:

  • A list showing total registered for each reg type
  • Shows the total of each show type checking in by day

Events to Compare to

1. The list below feature all past event under your show profile.
2. Select multiple shows you wish to compare against your current registration data.
3. Click the Save Icon () in the upper right of Events to Compare To to save your selection