This article provides a comprehensive guide to getting started with report generation using the Reports module, covering how to create, configure, and export customized reports across the platform.
By the end of this guide, you will have a clear understanding of the essential features available for managing and comparing report versions, helping you keep track of event data and team-specific insights.
The report type "Event participant" at Event level will be used for this example.
1. At Event level, navigate to the Reports module and create a new report. Select the type "Event participants", give it the name of your choice and assign the relevant team.
2. In the detailed view of the report, click the Settings tab to configure your report:
- Filter: Only add the participants who match the added condition(s)
- Columns: Select the fields to appear in the spreadsheet (they will appear in the order specified)
- Schedule: Generate new report version automatically on a daily/weekly basis
3. Navigate to the Versions tab and generate a new version. Click the 3 dots on the version and select export, and click on download when the progress bar has reached 100%.
Creating a report, A to Z