Adding and Configuring Activity Report- Activity Row based

Overview

The Activity Report – Activity Row Based allows users to generate detailed, row-level insights into participant activities within an event. Each row in the report represents a specific activity instance, making it ideal for granular tracking, auditing participation, and analyzing engagement patterns. Users can customize the report by selecting events, applying participant filters, defining activity statuses, and choosing relevant report columns. Additional features such as scheduling, version control, and team assignment help streamline report management and accessibility.

Step-by-Step Approach

1. Add Report Type: Activity Report – Activity Row Based

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

2. Configure Report Details

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 Report Settings

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 Report Versions

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

Click on + Version to create a new version.

5. 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.

6. Manage the Teams Tab

The Teams tab helps manage access to the report.

Click on Add Team to assign a team.

7. Execute Row Action

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

Conclusion

The Activity Report – Activity Row Based provides a flexible and detailed way to analyze participant activities at a granular level. With configurable settings, version control, and team management, users can efficiently generate, manage, and share insights tailored to their reporting needs.

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