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Cvent Event Reporting

Follow the steps below to learn how to report on events within Cvent.

 

Login to Cvent via SSO

Login using Pepperdine single sign-on

 

Event Level Reporting

Running a Report

  1. Begin in the event and select Reports under the Reports menu section.
  2. By default, saved reports will appear first. To see a list of existing reports organized by report type, click the Report Templates tab.
    Note: The list of reports can be narrowed by selecting the type of report from the Category dropdown menu.
  3. Click the name of the desired report.
  4. The report will automatically run and redirect to the report’s details page.
  5. Edit report settings, filter the results, and change reporting fields within the report data settings dropdown in the upper right-hand corner.

 

Setting the Report’s Criteria

  1. Under the Data menu, select Change report data
  2. Under the Selection Criteria tab, select the date range, invitee status, currency, and other report-specific criteria
  3. To determine which fields will display, click the neighboring tab, Fields
    1. Click the icons to determine what will/will not display in the report
    2. The fields with the + can be added to the report, while the fields with the checkmark are already associated with this report
  4. Once done, click the Run button
  5. To make changes to the selected data after the report has been run, hover over Data, and click Change Report Data

 

Filtering the Report

  1. To add a filter, hover over Data and click Filter Report Data
  2. Establish how the information will be filtered
    Note: Filters and functionality vary by report
  3. Click Apply

 

Editing Grid Settings

  • To filter data further, hover over the ellipsis (...) in the top right of the report's chart or grid, then click Edit
    Note: It is possible to remove a column, group the data, view data summaries, or customize the graphs.

 

Saving and Exporting Report Data

Saving a Report

  1. After customizing the desired report to include desired fields and filters, hover over the Actions menu on the report details page.
  2. Click Save As
  3. Name the report
    Optional: add a description about the report. Reports can be scheduled to run at specific intervals. Note, scheduled reports do not send in an email. An email notification will go out, but the recipient will still need to log in to Cvent to view the report. This is an ideal option for if it is important to know what registration data looks like at specific points in time, rather than viewing current data when needed.
  4. Click Save
  5. To run the report again, access the Saved Reports tab, then click the name of the saved report

 

Exporting Report to File

Note: Download report data to a spreadsheet file (.csv, .xlsx, and .txt formats available)

  1. After customizing the desired report to include desired fields and filters, hover over the Actions menu on the report details page
  2. Click Export
  3. Choose the preferred format for the export
  4. Optional: rename the file with a preferred title
  5. Click the green Export button
  6. Document will download and can be opened in preferred program