Adding and Configuring Global Report – Event Participants

Overview

The Global Report – Event Participants enables users to generate comprehensive insights into participants associated with a specific event. This report is useful for tracking participant data, applying filters, and analysing engagement across events. Users can customise report settings, define columns, and manage report versions to ensure accurate reporting and streamlined access control.

Step-by-Step Approach

1. Add Global Report – Event Participants

On the General Dashboard, navigate to Reports.
Click on the + Report button.
In the Type dropdown, select Global Report – Event Participants.
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.
Participant Filter: Apply filters to refine participant selection.
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.

This configuration allows users to efficiently create and manage Event Participants reports, ensuring accurate data tracking, flexible customization, and controlled access across teams.

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