Adding and Configuring Activity Group Report - Participant Based

Overview

The Activity Group Report - Participant Based enables users to generate detailed insights into participant engagement across selected activities within an event. This report is useful for tracking participant behavior, monitoring activity completion, and analyzing engagement trends.

Users can configure the report by selecting events, applying participant filters, choosing activities, and customizing report columns. Additional features such as report scheduling, version management, and team assignment help streamline reporting workflows and ensure better control over report access and updates.

Step-by-Step Approach

1. Add Report Type: Activity Group Report - Participant Based

On the General Dashboard, navigate to Reports.
Click on the + Report button.
In the Type dropdown, select Activity Group Report - Participant Based.
Enter or edit the Name of the report.
Select one or more Teams to assign access and ownership.

2. Configure the Details Tab

The Details tab allows you to define the basic information of the report.

Name: Enter or update the report name for easy identification.
Description: Enter or edit a description to explain the purpose of the report.

3. Configure the Settings Tab

The Settings tab is used to define the scope and structure of the report.

Event: Select the event for which the report will be generated.
Participants with no activities: Select or unselect this option to include participants who have not performed any activities.
Participant Activity Status: Choose the relevant status (such as active or inactive).
Participant Filter: Apply filters to refine participant selection.
Activities: Select the activities to be included in the report.
Report Columns: Choose the columns to define how the data will be displayed.
Schedule the Report: Configure scheduling if the report needs to run automatically at specific intervals.

4. Manage the Version Tab

The Version tab allows you to manage different versions of the report.

Click on + Version to create a new version.

Execute Row Actions (Version Management)

Go to More Options (⋮), select View Report Online: Open the selected report version in the browser.
Go to More Options (⋮), select Export Report Version: Download the report for offline use.
Go to More Options (⋮), select Change Name: Rename the report version for better identification.
Go to More Options (⋮), select Delete: Remove the selected version if it is no longer required.

5. Manage the Teams Tab

The Teams tab helps manage access to the report.

Click on Add Team to assign a team.

Execute Row Action

Go to More Options (⋮), select Unassign: Remove a team from the report when access is no longer needed.

Summary

The Activity Group Report – Participant Based provides a flexible and structured way to analyse participant activity and engagement. By configuring report settings, managing versions, and assigning teams, users can generate meaningful insights while maintaining control over report access and updates.

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