Custom reports allow you to filter and manipulate data based on the information found on your website and app, cover consumer info, payments (if your project is integrated with a payment gateway), and sessions. This guide will show you the basics on filtering, adding columns, saving a template and generating a report.

How to Access Reports

There are two (2) ways you can access custom reports. Follow the steps below to go to the Reports overview on the Platform:

1. From the Dashboard

  • From the Dashboard, enter into the Project.
  • Click the Overview button.
  • The Overview Menu will slide open. Select Reports.

2. From the Project Canvas

  • Click the "Select a Page" Dropdown Menu from the top right of the navigation
  • Select Analytics
  • Click the Analytics button to open the Overview Menu
  • Select Reports

Creating a Custom Report

Follow the steps below to create a custom report and save the report for future use.

  1. Under My Reports on the left side of the page, click +New to create a new report file

  2. Select which type of report you want to generate.

    The report types correspond with the information gathered on your web pages, data capture/check-in apps, as well as session and payment data.

    • Consumer Info: includes filters related to personal information such as first and last name, date of birth, postal code, city, whether or not a person has opted in for email communications, etc.
    • Payment: reports also have some of the same filters as consumer info, except payment reports can also include filters covering payment amounts, the currency used, payment date, receipt records, etc.
    • Sessions: reports include filters covering session dates, times, and locations, event capacity, number of people registered and waitlisted, and more.

    • Click the links at the bottom of this article to see specific report examples for more information.

  3. Once you’ve decided on a report type, add the columns you want to see in your report by clicking the + icon on the right hand side:

  4. Add filters to the report by clicking Add/Remove Filter on the left hand side:

  5. Once you’ve selected your filters, click Save to save the report as a template and then click Generate. Generating the report creates a .csv file (comma separated values) which you can download
  6. Your final report should look like this (with your own filters of course):

If you need further assistance, please email