Creating Reports
Event Organizers (Owners, Admins, and Staff) can create reports to obtain Event data.
Reports are created within your Event Dashboard. Just click on Analyze > Reports.
There, you will be prompted to create your first Report or add another report to your list.
Then, you will need to choose the type of report that you need. The columns you'll be able to add to the final spreadsheet will vary depending on the Report Type you have chosen.
There are four main report types:
- Attendee Reports: These reports provide data related to the Guests and their attendance throughout the Event.
- Order Reports: These reports provide data from ticket sales for each individual attendee.
- Session Statistics: These reports provide a count of the number of individuals who attended the Event's Sessions. This report does not include a breakdown per attendee.
- Poll Reports: These reports provide data from the answers provided to the poll questions added through each Session. This report does not include data captured through a third-party polling service (like Typeform, for example).
We have a more detailed exploration of these Reports and the data they contain here. {TBD}
Report Page
When more than one Report is created, you will see them listed under the Reports Page. To the left, there will be a section labeled Actions. From there, you can:
- Clone to library: Saves report templates in the group for use in other events
- Duplicate: Creates an identical copy of a report
- Edit: Build report, change report name, add recipients
- Export: Emails an .xlsx file of the report to the email address of the group member who requested it
- Delete: Deletes the entire report
Editing Reports
Using the Attendee Report as an example, this is what the Report Dashboard will look like:
Once created, a Report's name can be edited. However, the Report Type cannot be changed. A new report needs to be created.
Under Report Preview you can get a glimpse of what the report would look like once exported. Using the button labeled Add New Columns you can choose which fields will appear in the report. By being able to design the report, you can control which bits of data you would like to keep out of the final report.
After you have selected your desired columns, clicking on Reload will generate a preview of the report before it is exported!
Exporting Reports
There are two ways you can export your reports: by scheduling reports to be sent out at certain intervals or by manually exporting them from the Analyze tab.
Scheduling Reports
If you want to automated the delivery of your reports, you can Schedule them to be delivered from within this same page.
After toggling on Scheduled Reports, you can go ahead and edit the conditions of their delivery.
- You can set up a customized Subject Line for the email delivered.
- You can select the recipients of the Scheduled email. Any Group Member can be added as a recipient! Other guests, exhibitors or sponsors, however, cannot be added to the list unless they are made a member.
- You can customize the Frequency with which they would be delivered. Likewise, you can set a start and end date for report delivery. You can schedule a report to start being delivered at the beginning of the Event and to end a few days after it has finalized, for example.
- Lastly, if you only want updates to be delivered (after the first report is received) toggling on Updates Only would ensure you don't get redundant data.
When your set up is complete, click on Save to prevent your changes from being lost. Note: Saving at this section does not save the entire report, just its scheduling segment.
Manual Exports
You can export reports manually by clicking on Export Reports on the top-right. 
You will then receive an email with a download link for the report. The file you will receive will be in .xls format!
If you would like to export all reports at once, you can do this with a single click from the tabs found within the Analyze section. Under Overview, this option looks like this:
Lastly, you can also manually export them from the main Report Page, by clicking on the Export button under Actions.
Download History
Organizers can also keep track of who has accessed reports by checking the Export History graph at the bottom of the Page. The name of the person who requested and downloaded the Report will be visible. Likewise, under Download you will see the download link for each of the variation of the report that was sent out to its desired recipients. Clicking on it will let you access the spreadsheet, as well!
I hope this article helped! If you have any questions, feel free to reach out to support team at support@boomset.com.