Eventact Reports

Eventact reports turn your event data (registrants, payments, abstracts, sessions and app activity) into lists you can view, download, share, or pull into other systems. Most of the time you can start from a ready-made report. When you need something specific, you build your own.

Where to Find Reports

Every module has its own Reports page: Registration, Abstracts, Reviews, Event App, and at company level, Contacts and Projects. Each page shows two lists:

• Predefined reports are ready-made by Eventact. Open one and view or download it. Some ask for a date range or another input first.
• User-defined reports are the ones you and your team build.

Use the subject filter to narrow the list, for example Tickets, Accommodation, Accounting or CRM in Registration, or Posters, Attendance or Speaker Management in Abstracts.

Build Your Own Report

1. On the module's Reports page, click Add Report and give it a name. Turn on Private if only you should see it.
2. Add columns. Search the field list and add what you need. Drag to reorder and rename column headers inline.
3. Filter. Set a condition on any column, such as a status, a date range or a selected menu option. Use an advanced filter for predefined conditions or to compare two fields.
4. Sort. Add one or more sort levels and drag them into priority order.
5. Save. The report now appears in your user-defined list.

View, Download and Manage

Open any report to see it on screen. Number columns get a totals row automatically. From the report's page you can:

• View it in the system
• Download it as Excel or PDF
• Refresh it to pull the latest data
• Edit, Copy or Delete it

Copy is handy for reuse: copy a report you built for one event into another event in the same company, and skip rebuilding it.

Share Reports with People Outside the Back Office

You can give a report to someone who isn't a manager, such as a hotel partner, a committee member or a sponsor.

1. Open the report and click Add Access under Remote Access.
2. Pick the contact. For user-defined reports you can also tick Allow to edit so they can update records.
3. Send them your event's External reports page link. Copy it, or share it by email, WhatsApp or LinkedIn from the Reports page.

The contact logs in and sees only the reports you granted them. They can view, refresh and download them as Excel. Remove access at any time from the same card.

Connect a Report to Other Systems (API)

Any user-defined event report can feed a CRM, a BI tool or a partner's system.

1. Open the report and click Enable under API Access.
2. Copy the URL. Use Show API Data to preview the JSON.
3. Call the URL with your Eventact API key. It returns the report's rows exactly as you defined them.

Change the report's columns or filters and the API output changes with it. Click Cancel to turn API access off.