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Registrant Reports

Report

Description and Included Fields

Filters Available Before Exporting

Tickets Report

Attendee Name, Ticket Type, Registration Date/Time, Registration Source, and No. of Times the Badge was Printed, Email and Phone Number links (Mailto: and Tel: links).

Ticket Type: ex. Standard Ticket, VIP Ticket.

Source: ex. Mobile App, Import, Directory.

Attendance: Filter by Registered (all), Attended, and Absent.

Registrants Report

Any selected field that is recorded on the registrant’s profile.

Any field value: Using the standard Captello prospect filter. Also allows filtering with activity (ex. Marketing Email Open, Form Submission, Being Part of a List).

‘Everything’ Report

A combination of the above 2 reports, exporting ticket information and any selected registrant profiles.

The export includes the event metadata such as Event Name, Event Type, Event Start Date, Event End Date, Event Organizer, Number of Registrants, Number of Attendees, and Number of Absentees.

N/A

Dashboard Reports

Clicking a number on the dashboard will show the ticket list of the clicked attendees. This allows exporting registrants by session or addon attendance (by clicking the numbers on sessions/addons). However, the session/addon names are not included in the report.

Ticket Type: ex. Standard Ticket, VIP Ticket.

Source: ex. Mobile App, Import, Directory.

Attendance: Filter by Registered (all), Attended, and Absent.

Registration Forms Reports

Any data entered on the event’s registration form. Also gives the option to export prospect fields (any data on the registrant profiles).

Clicking the prospect number allows filtering with any prospect field.

(Custom) Check-ins Report

Custom-built by the engineering team. Mainly includes Part of the 'Everything' export.
Includes registrants' names and emails and activity log (ex. such as Event Status, First Event Check-in , Session date, First Event Check-out date, Last Event Check-in date, date/time stamp). Each activity is in a row including registrant information and session name.Custom.Last Event Check-out date, Number of Check-ins, First Check-in Duration, and Last Check-in Duration.

N/A

Fulfillment Action Prospect Report

When a fulfillment action is taken from the event (based on registration, event check-in, session check-in, etc..) a list of prospects can be exported from the history log of each fulfillment action. The report can include any fields from registrant profiles.

Any field value: Using the standard Captello prospect filter. Also allows filtering with activity (ex. Marketing Email Open, Form Submission, Being Part of a List).

Session Report

Includes the event’s Session names and number of Tickets/ Registrants for each add-on.

Session Information Per Registrant

Includes registrants' names and emails and session logs such as Session Status, First Event Check-in date, First Event Check-out date, Last Event Check-in date, Last Event Check-out date, Number of Check-ins, First Check-in Duration, and Last Check-in Duration.

The export will also include an additional sheet with the session metadata such as Session Name, Session Start Date, Session End Date, Session Number of Registers, Session Number of Attendees, Session Number of Absents, Session Number Check-in, and Session Number Check-out.

Activities Report

Includes the event’s Activity names and number of Tickets/ Registrants for each activity.

Activity Information Per Registrant

Includes registrants' names and emails and activity logs such as Activity Name, Registered, Registration Date, Attended, Status, First Check-in date, First Check-out date, Last Check-in date, Last Check-out date, Number of Check-ins, First Check-in Duration, and Last Check-in Duration.

The export will also include an additional sheet with the activity metadata such as Activity Name, Activity Category, Activity Start Date, Activity End Date, Activity Number of Registers, Activity Number of Attendees, Activity Number of absentees, Activity Number of checkins, and Activity Number of checkouts.

Add-Ons Report

Includes the event’s add-on names and number of Tickets/ Registrants for each add-on.

Add-on information Per Registrant

Includes registrants' names and emails and add-on logs such as Has Access, Access Date, Access Credit, and Access Credit Used.

The export will also include an additional sheet with the add-on metadata such as Add-on Name, Add-on Category, Add-on Start Date, Add-on End Date, Addon Number of unique redeems, Addon Number of redeems, and Add-on Number of registers.

Order Reports

Report

Description and Included Fields

Filters Available Before Exporting

Summarized Order Report

Order No., Event Name, Discount Code, Subtotal, Fees, Discount Total, Tickets (no. of tickets purchased in the order), Items (no. of items in the order), Registration Source (ex. Directory, Mobile App, Import),

System User (the user who registered the attendee on the mobile app), Directory User (in case of directory registration.), Date

Event, allowing exporting data for all events at once.

Date Range

Itemized Order Report

Registrant names and emails and every single item is on a separate row (even items purchased in the same order). Item type, item name, and item price are included for each row.

Event, allowing exporting data for all events at once.

Date Range

Payment Reports

Report

Description and Included Fields

Filters Available Before Exporting

Payment Log Report

Order no., Status (Success or Failed), Type (Cash or Card), Total, Source (ex. Mobile App), User, Transaction Reference, Card Type (Visa, Mastercard, etc..), Card Last Four Digits, and Failure Reason.

Event, allowing exporting data for all events at once.

Date Range

Cash Payments Report

Order no., Status (Success or Failed), Type (Cash or Card), Total, User, and Settlement Status (Settled or Unsettled).

Event, allowing exporting data for all events at once.

Date Range

Users

Settlement Status (Settled, Unsettled and All).

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