EventGen Reports and Analytics
- 1 Overview
- 2 Registrant Reports
- 2.1 Tickets Report
- 2.1.1 You can filter by:
- 2.2 Registrants Report
- 2.3 Everything Report
- 2.4 Dashboard Reports
- 2.5 Registration Forms Reports
- 2.6 Fulfillment Action Prospect Report
- 2.7 Session Report
- 2.8 Session Information Per Registrant
- 2.9 Activities Report
- 2.10 Activity Information Per Registrant
- 2.11 Add-Ons Report
- 2.12 Add-on information Per Registrant
- 2.1 Tickets Report
- 3 Order Reports
- 4 Payment Reports
- 5 Analytics
- 6 Summary
- 6.1 Order Reports
Overview
EventGen offers comprehensive, detailed information on the event data you need.
Registrant Reports
Tickets Report
It includes: 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).
From the Managed menu, click on the Ticket number.
You can filter by:
Ticket Type: ex. Standard Ticket, VIP Ticket.
Source: ex. Mobile App, Import, Directory.
Attendance: Filter by Registered (all), Attended, and Absent.
Registrants Report
It includes any selected field that is recorded on the registrant’s profile.
Click on the Registrant number and then click on Export
Everything Report
It combines the above two 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.
(Custom) Check-ins Report:
Part of the 'Everything' export.
Includes registrants' names and emails and activity log such as Event 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.
Click on Export from the drop-down menu on the event name.
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.
From the Managed menu, click Dashboard.
Under Registrations by Source, click on the data needed.
You can filter by:
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).
From the Managed menu, click Registrations and click on the export icon next to the number of submissions.
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.
From Fulfillment Actions, search for your Event and click Export.
Session Report
Includes the event’s Session names and the number of Tickets/ Registrants for each add-on.
From Events, click on the drop-down menu and choose Sessions.
From session, click on Export.
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.
From Events, click on the drop-down menu and choose Sessions.
From session, click on Export Logs.
Activities Report
Includes the event’s Activity names and number of Tickets/ Registrants for each activity.
From Events click on the drop-down menu and choose Activity.
From Activity, click on Export
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.
From Events click on the drop-down menu and choose Activity.
From Activites, click on Export Logs
Add-Ons Report
Includes the event’s add-on names and the number of Tickets/ Registrants for each add-on.
From Events click on the drop-down menu and choose Add-Ons.
From Add-Ons, click on Export
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, Add-on Number of unique redeems, Add-on Number of redeems, and Add-on Number of registers.
From Events click on the drop-down menu and choose Add-Ons.
From Add-ons, click on Export Logs
Order Reports
Summarized Order Report
It contains 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
You can filter by: Event & Date Range
Itemized Order Report
It inRegistrant 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.
You can filter by: Event & Date Range
From the drop-down menu on the event, choose “Orders”
Then, click on Export and choose whether to export “Summary Report” or “Itemized Report”
Payment Reports
Payment Logs Report
It includes the 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.
From the Managed menu, Choose Orders from the drop-down menu, click Payment Logs and click Export
Cash Payment Report
It contains Order no., Status (Success or Failed), Type (Cash or Card), Total, User, and Settlement Status (Settled or Unsettled).
From the Managed menu, Choose Orders from the drop-down menu, click Cash Logs and click Export
Transaction Report
The transaction report contains all transactions, including event names, dates, order numbers, registration types, and registrant details such as email, name, and company. You can access it by going to Setup Icon > Events > Managed > Transaction and clicking on Export.
Analytics
Organizer Dashboard (Web App)
It includes:
Number of all registrants, no. of attended, and no, of absent.
Recent registrant profiles: showing clickable names of recent registrants for easy access to the profiles.
Registrant status pie chart: showing attended vs absent, each one is clickable to view on a list (with ability to export).
Ticket type pie chart.
Registration source pie chart.
Registration by date: showing the number of registrants on each day.
Top ticket types: Tickets sorted by number of registrants.
Top activities: Activities sorted by number of registrants.
Top add-ons: Add-ons sorted by number of registrants.
Top sessions: Sessions sorted by number of registrants.
You can access the Dashboard from Managed then click on Dashboard.
Mobile App Event Summary Dashboard
This dashboard includes the following:
Event Log History: Shows an activity log for registrations, badge printing, and event check-ins & check-outs.
Event Statistics: Shows the total number of registrants with a circular progress graph visualizing attended vs total, while showing the number of attendees and the number of absent registrants beside the graph.
Ticket Type Statistics, Session Type Statistics, and Activities Statistics: Shows all ticket types, all sessions, and all activities along with the number of total registrants, number of attended, and number of absent registrants for each of them.
Click the Summary tab at the bottom of the screen
Mobile App Registrant History and Current Activity
Access any registrant’s profile and observe their activity log (ex. Registration, Check-ins). Also, view their current activity (ex. If they are checked in into a session) and change it (ex. Check them out of the session, or revoke their access).
Click the Registrants tab at the bottom of the screen.
Select Registrant.
Click History.
Mobile App Registrant List and Filters
Access the list of registrants and use the following filters: All (show all attendees), Absent, In (checked in to the event), and Out (checked out from the event). Each attendee has a status beside their name (with color codes for easier readability).
You can find it in the Registrant tab at the bottom of the screen.
Summary
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. | 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 | Part of the 'Everything' export. | 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. |
|
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. |
|
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). |
Name | Description and Included Data | |
Analytics |
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Organizer Dashboard (Web App) | Included data:
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Mobile App Event Summary Dashboard | This dashboard includes the following:
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Mobile App Registrant History and Current Activity | Access any registrant’s profile and observe their activity log (ex. Registration, Check-ins). Also, view their current activity (ex. If they are checked in into a session) and change it (ex. Check them out of the session, or revoke their access). | |
Mobile App Registrant List and Filters | Access the list of registrants and use the following filters: All (show all attendees), Absent, In (checked in to the event), and Out (checked out from the event). Each attendee has a status beside their name (with color codes for easier readability). | |
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