Report Locations in Eventact

Reports in Eventact can be created in the following sections:

Company Level

Report areas: General, Accounting

Registration

Report areas: General, Tickets, Invitation Codes, CRM, Gates

Agenda

Report areas: General, Submission Integrity, Agenda, Posters, Session Proposals, Attendance, Speaker Management

Event App

Reports related to Event App usage and activity.

Predefined and User-Defined Reports

  • Predefined reports: provided by the system
  • User-defined reports: created by selecting columns, filters, and sorting
New report creation

User-defined reports are available both in the relevant page view and under Reports → User Defined Reports.

Create a Custom Registration Report

  • Go to Registration → Registrants.
  • Open the Views dropdown on the right.
  • Click New.
  • Enter a report name.
  • Click Add Column and select the required fields by entering the field name in the search window.
New report creation
  • (Optional) Add custom filters to any column:
    • For Registration Status, you can apply a multi-select filter like in the screenshot (e.g., Has these values and/or But not any of to exclude specific statuses such as Incomplete, Canceled, Deleted).
    • For numeric columns, typical conditions include: Equals, Smaller than, Bigger than.
    • For text fields, typical conditions include: Equals, Not equals, Contains, Not contains, Starts with, etc.
  • (Optional) Or add fixed filters: Credit Charged, With hotel order, etc.
  • (Optional) Define sorting.
  • Click Save.
New report creation

After saving, the report appears:

  • In the Views dropdown on the Registrants page
  • In Reports → User Defined Reports

Share, Download, or View Reports

From the Reports page it is possible to:

  • View the report in the system
  • Download as Excel or PDF
  • Share by external link
New report creation

To share externally, grant access to a person from Contacts.

API Access to Reports

User-defined reports can be enabled for API access.

This allows external systems or websites to retrieve report data based on the report definition and assigned permissions.

Read more