Adding and Configuring Activity Report- Participant Row Based

Overview

The Activity Report – Participant Row Based enables users to generate detailed, row-level insights into participant activities within an event. Each row represents an individual participant activity, making this report ideal for tracking engagement, auditing participation, and analysing behaviour at a granular level. Users can configure report settings, apply filters, customise columns, and manage report versions for better control and reporting flexibility.

Step-by-Step Approach

1. Add Activity Report – Participant 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.

Configure Basic Details

• Select Type as Activity Report – Participant Row Based.
• Enter or edit the Report Name.
• Select the relevant Teams to assign access.

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 the Report 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 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.

This configuration allows users to fully customise and manage participant row-based activity reports, ensuring accurate tracking and efficient reporting workflows.