Category Archives: Analytics

Price Point Report

How to Download and Read Your Price Point Report

1. Under Excel Reports will be your Price Point Report.
2a. If your report has not yet been set up you will see a button that says Set Up (See Status Report Setup)
2b. If your status reports have been set you will see a View Button
3. Click View Button to download the excel report

Viewing your Price Point Report

1. Once downloaded and saved an excel file will show in your download folder.
2. Open the file to view the Price Point Report.
3. The Price Point Report is broken down into five tabs

Summary: The summary tab includes an overall breakdown of:

  • Total Amount Due
  • Net Paid
  • Balance Due
  • Total Amount Paid
  • Total Amount Refunded

Transaction Roster: The transaction roster takes in every transaction made during the course of your registration period, in addition to the information below

  • History ID: Unique ID if registrant.
  • Name: First and Last name of Registrant.
  • Company: The company of the registered attendee.
  • Payment Date:The date of when a payment was made
  • Payment Amount The total amount of that transaction.
  • Payment Information:The next six columns of the report contain the payers last 4 digits of credit card/check number; cardholder name; expiration date; payment type; approval code and request ID.
  • Show type:The registrants show type.
  • Total Amount charged: Total amount charged for this transaction
  • Total Amount Paid: Total amount paid for this transaction
  • Balance Amount: Any outstanding money owed or due
  • Campaign name: Name of campaign
  • Source Code: Source code the registrant used

Daily PaymentsThis tab includes every payment made by day and type including refunds.

Price Point Totals The price Point totals features each individual product at each price point, total amount due, net paid, and balance due.

  • Product Code The product code (this code may repeat if there are multiple prices for the same product)
  • Product Description: Detailed description of product
  • Quantity:Total quantity sold of each product
  • Product Price:The date of when a payment was made
  • Total Amount Due: The total amount of that transaction.
  • Net Paid
  • Balance Due

Over Under The Over Under tab includes and record that owes or is due money.

Asset Analysis

To access Asset Analysis:
1. Make sure to be in the Analytic Module and select Portfolio Reports from the “My Campaign” drop down
2. Then click “Outpost Reports”
3. Select Asset Analysis.

Asset Analysis

1. Under Analysis Analysis you will see three graphs.

  • Overall Unique Assets
  • Unique Video Assets
  • Unique Article Assets

Unique Views

1. Under Unique Views you will see three graphs.

  • Overall Assets
  • Video Assets
  • Article Assets

2. Click on the description to hide or show the featured information

Views Over Time

1. Under Views Over Time you will see a graph charting all views over time.
2. The information includes:

  • Views
  • Unique Views

3. Click the description to hide or show the given information

Assets Viewed over Time

1. Assets Viewed over Time you will see a graph charting all visitors over time.
2. The information includes:

  • Article
  • Image
  • Social
  • Video

3. Click the description to hide or show the given information

Distribution Reports

Adding a Distribution Report

1. Under Update Report Defaults click the plus icon () in templates to begin a new distribution.
2. A menu will appear above titled New Distributions

Description Name:
Persons to Receive Report(multiple addresses separated by a semicolon):

Report Distributions

1. After naming and deciding who will receive the report distribution, the next step is to select what report and days the report is sent.
2. The reports available for distribution is featured in the list below. Each one can be sent out Monday-Sunday
3. Check the boxes the report will be sent out.
Purchase Report
Source Code Report
Source Code Report by Catalog
Demographic Report
Region Report
State Report
Customer Type Report Not Validated
Customer Type Report
Country Report

3. Click the save icon () to save all changes
4. To edit a saved template click the edit icon () under templates
5. To delete a saved template click the trash icon () under templates

Update Report Defaults

Report Defaults

1. Updating your report defaults affects information in your Database File
2. Update your report defaults by selecting information the drop downs below.

Reports will include Data Thru: Select fromt he drop down how what time frame you wish to include your data from.
Include Non-Validated Records Select yes/no from the drop down if you wish to include records that have been validated or not.
Include Answer Text in DataFile Select yes/no from the drop down to include full answer text instead of answer codes in your report.
Include Product Text in Datafile: Select yes/no from the drop down to include full product text instead of product codes in your report.
First Day of Report Week Select from the drop down the day you wish to have your week begin.

3. Once all information is selected click the save icon () in the upper right of Reporting Defaults.

Templates

1. These templates will consist of your custom distributions.
2. See Distribution Reports.

Detail Analysis

To access Detail Analysis:
1. Make sure to be in the Analytic Module and select Portfolio Reports from the “My Campaign” drop down
2. Then click “Outpost Reports”
3. Select Detail Analysis.

Selection Criteria

1. In the “View” Drop Down you can select the criteria you wish to analyze.

  • Visitors
  • All Assets
  • Video Assets
  • Article Assets

2. In the “By” Drop Down you can select the criteria you wish to analyze.

  • Day
  • Week
  • Month
  • Year

3. Once all criteria is chosen click the “Generate” button

Analysis of your results (Visitors)

1. Your generated report will show the desired information by the selected criteria.

Date
Visitors
Unique Visitors
Registered Visitors

Analysis of your results (Assets)

Asset Name
Date
Visitors
Unique Visitors
Registered Visitors
2. At the bottom of the page will feature totals of each column

4. Your results can be exported to an Excel spread sheet by clicking the Excel Sheet icon () in the upper right of Analysis

Database File

How to Download and Read Your Database File

1. Under Excel Reports will be your Database file.
2a. If your report has not yet been set up you will see a button that says “Set Up” (See Status Report Setup)
2b. If your status reports have been set you will see a “View Button”
3. When you click the “View” button, your files screen will appear and will be prompted to name and save your report before viewing.
4. You can edit your report details by click the “Edit” Button (see Update Report Defaults)

Viewing your Downloaded Database File

1. Once downloaded and saved an excel file will show in your download folder.
2. Open the file to view the Database File.
3. The Database file is broken down into three tabs

Summary: The summary tab includes an overall breakdown of:

  • Show type counts; total amount charged; total amount paid
  • Count of all payments by type and total paid
  • Count of all products sold,price of point of product, and total charged
  • Count of all demographic question and answers

Date tab:Includes all information entered in during registration process

  • Creation Date: Creation date of registrant record
  • Modified Date: Modified date of registrant record
  • Batch: Represented by 0 (no) or 1 (yes) if this record has been put in a batch for later payment
  • History ID: Unique ID if registrant.
  • Address Template information: All information pulled from active address template (See Address Templates)
  • ShowType: The show type code of the Registrant
  • Transaction Details: All information pulled from transaction page, including amount paid, amount charged, and form of payment.
  • Demographic Information: All answered demographic questions per registrant.
  • Product information: All selected products per registrant.

Problem Records Tab: This tab will include any and all problem records that required special attention. You can search each attendee by the given information.

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

Visitor Analysis

To access Visitor Analysis:
1. Make sure to be in the Analytic Module and select Portfolio Reports from the “My Campaign” drop down
2. Then click “Outpost Reports”
3. Select Visitor Analysis.

Visitor Analysis

1. Under Visitor Analysis you will see three graphs.

  • Unique versus Total Visitors
  • Registered versus Total Visitors
  • Registered versus Unique Visitors

2. Click on the description to hide or show the featured information

Visitors Over Time

1. Under Visitors over Time you will see a graph charting all visitors over time.
2. The information includes:

  • Visits
  • Unique Visits
  • Registered Visits

3. Click the dscription to hide or show the given information

New Visitors over Time

1. Under Visitors over Time you will see a graph charting all visitors over time.
2. The information includes:

  • New Visitors
  • New Registered Visitors

3. Click the description to hide or show the given information

Dashboard

Excel Reports

1. Under Excel Reports will be your Database, PricePoint and additional saved custom reports.
2. To add click a new report click the plus icon () on the upper right.(see Configure Reports)

Database Report: This is a total overall report of your show. The database report includes information of total money collected, reg counts, products sold, demographic counts, attendee information and problem records.
Price Point: This report includes all financial information;

Summary:summary of all money collected, due and refunded;
Transaction Roster:a transaction roster of every transaction made with date, amount and
Daily Payments A record of all payments made by day.
Price Point Totals A break down of all money spent for products and reg types
Over Under: Report that shows any records that owe or are due money.

Registration Breakdown

1. This is breakdown of all the reg types that your registrants have signed up for.
2. On the left is a graph of all the reg types
3. on the right is a small report listing each reg type and the number of attendees under each.
4. An excel report can exported by clicking the excel button in the top right of Registration Breakdown

Product Breakdown

1. This is breakdown of all the products that your registrants have signed up for.
2. On the left is a graph of all the products.
3. on the right is a small report listing each product and the count of how many have been purchased.
4. An excel report can exported by clicking the excel button in the top right of Product Breakdown

SourceCode Breakdown

1. This is breakdown of all source codes that your registrants have used.
2. On the left is a graph of all the source codes
3. on the right is a small report listing each source code and the number of each time its been used.
4. An excel report can exported by clicking the excel button in the top right of SourceCode Breakdown