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How Do I Add and Configure Global Report – Events?

Azavista Support
Updated

Adding and Configuring Global Report – Events

Overview

The Global Report – Events enables users to generate comprehensive insights at the event level. This report is useful for tracking event-related data, analysing performance, and customising outputs based on selected columns. With features such as scheduling, version management, and team-based access control, users can efficiently manage and distribute event reports.

Step-by-Step Approach

1. Add Global Report – Events

  • On the General Dashboard, navigate to Reports.
  • Click on the + Report button.
  • In the Type dropdown, select Global Report – Events.
  • 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.
  • 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.
  • SuperAdmin Access: Configure this option to allow elevated access control.

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 enables users to efficiently create and manage event-level reports, ensuring accurate data tracking, flexible customization, and controlled access across teams.

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