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How Do I Add and Configure Global Report -Participant Order?

Azavista Support
Updated

Adding and Configuring Global Report – Participant Order

Overview

The Global Report – Participant Order enables users to generate detailed insights into participant orders associated with events. This report is useful for tracking order data, applying advanced filters using AND/OR logic, and customising report outputs. With features such as scheduling, version management, and team-based access control, users can efficiently manage and analyse participant order information.

Step-by-Step Approach

1. Add Global Report – Participant Order

  • 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 using AND/OR combinations to refine participant selection.
  • Event Filter: Apply filters using AND/OR combinations to refine event 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):

  • View Report Online: Go to More Options (⋮) and select this option to open the report in the browser.
  • Export Report Version: Go to More Options (⋮) and select this option to download the report for offline use.
  • Change Name: Go to More Options (⋮) and rename the report version for better identification.
  • Delete: Go to More Options (⋮) and 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:

  • Unassign: Go to More Options (⋮) and remove a team from the report when access is no longer needed.

Summary

This configuration enables users to efficiently create and manage participant order reports, ensuring accurate data tracking, flexible filtering, and controlled access across teams.

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