Purpose
Any configurable report [Exhibitor Report, Exhibitor Order Report, etc.] has up to 4 sets of criteria that can be configured and saved for use again later. These saved report templates are listed in My Reports under the Reports toolbar at the top, as well as the main page for each report type. These saved report templates allow a user to reuse the criteria to run a fresh report with the latest data. Note: these saved reports are user specific.
Use
My Reports at the Report level
When pulling a configurable report, the user can choose display fields, search options, sort options, and export type. Below the View, Print, and Reset buttons is the option to enter a name for this set of criteria and then save it.
Once a report is saved, that user can access it by choosing the report name in the My Reports table at the bottom of the page.
My Reports in the Report Navigation
All the saved reports a user has created can be found under Reports and My Reports at the top of the page. The saved reports are listed by type of report (Exhibitor, Session, Booth, etc). The user can click on the desired report name to load the report, and then choose View Report to get the latest results.
Applicable Reports
Exposition Management
- Exhibitor Report
- Application Report
- Exhibitor Comparison Report
- Booth Sharing Report
- Exhibitor Custom Info Change Log Report
- Booth Report
- Press Release Report
- Product Management Report
- Show Specials Report
- Product Category Report
Company Management
- Company Report
- Priority Point Report
- Company Contact Report
Financial Management
- Exhibitor Order Report
- Exhibitor Invoice Report
- Exhibitor Payment Report
- Event GL by Item Report
- Event GL by Item Type Report
- Payment GL by Item Report
- Payment GL by Item Type Report
Conference Management
- Session Report
- Speaker Report
Proposal Management
- Proposal Report
- Proposal Status Report
- Presenter Report
Contact Management
- Contact Report by Type
Custom Reports
- Custom Fields Report
- Custom Form Report