Articles in this section

See more

Reports Summary

Avatar
John MacKenzie
Updated
Follow

Skip to section:

Click a link below to skip to a specific section in this article.

Report Types

Exposition

Company

Financial

Conference

Proposal

Contacts

Printing & Email

 

 

Report Types

Pre-Configured

Reports of this type have preset fields, and a set configuration. Many reports of this type are combinations of multiple data sets, such as Orders, Invoices and Payments, for quick summaries.

Configurable

These reports have a large selection of possible fields that can be selected from drop down lists. The user can select the fields in any order, set report specific filters, and sort options, and save their criteria to use again later.

A few tips to get the most out of Configurable reports:

  1. View all available columns before creating a report, you may discover something useful
  2. Utilize filters to create specific reports
  3. Utilize the Sort By feature to create a point-of-view
  4. Utilize the various export options (i.e.: Excel vs. HTML)
  5. Exporting to Excel allows you to further manipulate the data
  6. Save reports you plan to use often by giving it a name and clicking the save button. This feature is found at the bottom of all configurable reports.

Email

These reports aid in communication with Exhibitors, Speakers, and other contacts that are within the system. Emails are sent to a selected group of contacts [Speakers, Presenters, Exhibitors, etc.]. Email contents are managed in Template Management.

Document

These reports are intended to be printed and can be formatted in Template Management.

Exposition

Exposition reports are all related to the floor plan, exhibitors, and related information.

Event Summary Report

View the Full Event Summary Report Article

Module: Floorplan Management

Type: Pre-Configured

Purpose: To summarize an Event, including Square Footage and Financial Information

Notes: This report is a high level overview of an event.

Fields Include: Event Name, NSF Assigned, NSF Reserved, NSF Available, Number of booth assigned, Number of booth reserved, Number of booth available, Total Number of Booths,  Number of Exhibiting Companies, Total Number of Exhibitor Badges, Total Revenue, Total Invoiced Amount, Total Amount Paid, Total Invoice Amount Due, Total Amount Due

Format(s) Available – HTML, ASCII

Application Report

View the Full Application Report Article

Module: Booth Space Application

Type: Configurable

Purpose: Allows the user to create custom sets Application Data

Notes: Save your report criteria, search, and sort options using the “describe your search and save” functionality so that you can pull the same report again with fresh data.

Fields Include: Company Name, Requested Booth Details (size, configuration, etc.), Application contact information (Name, Title, Address, etc.)

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Application Proof Report

View the Full Application Proof Report Article

Module: Booth Space Application

Type: Template

Purpose: Print out application for proofing and using at space draw.

Notes: Refine your search by Application Status, Event, Drawing Number, Priority Points, and/or Date Range

Template Id: 64 - ApplicationProof

Format(s) Available: HTML, or Word

Exhibitor Report

View the Full Exhibitor Report Article

Module: Floorplan Management

Type: Configurable

Purpose: Allows the user to create custom sets of Exhibitor Data.

Notes: Save your report criteria, search, and sort options using the “describe your search and save” functionality so that you can pull the same report again with fresh data.

Fields Include: Company Information (Address, etc.), Booth Information (size, Number, etc.), Exhibitor Information (Booth Contact Address, etc.)

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Exhibitor Comparison Report

View the Full Exhibitor Comparision Report Article

Module: Floorplan Management

Purpose: Compare Exhibitors between 2 or more shows based on Booth Space, Dollars spent, or both.

Type:Pre-Configured

Fields Include: Company Name, Company Contact, Company Email, Company Phone, Booth Size, Amount, Compared Event Booth Size, Compared Event Amount (in $), Difference between Event Booth Size and Compared Event Booth Size, Difference between Event Amount and Compared Event Amount.

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Booth Sharing Report

View the Full Booth Sharing Report Article

Module: Floorplan Management

Purpose: show what booths are being shared and which exhibitors are sharing booths.

Notes:The Main (or Parent) Exhibitor is displayed first, and is bold. The Co Exhibitors are listed after the Main Exhibitor and are not bold.

Type: Pre-Configured

Fields Include: Booth Number, company Name, GL Code, Associations, CoBoothID

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Contractor Report

View the Full Contractor Report Article

Module: Floorplan Management

Purpose: Report is for the Decorator/General Service contractor to pull exhibitor reports. The hyperlink to company info has been removed, and no financial information is available.

Notes: Contractors have their own log in, and user access level.

Type: Configurable

Fields Include: Company Information (Address, etc.), Booth Information (size, Number, etc.), Exhibitor Information (Booth Contact Address, etc.)

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Exhibitor Custom Info Report

View the Full Exhibitor Custom Info Report Article

Module: Floorplan Management, Custom Fields

Purpose:Report on Custom Exhibitor Fields

Notes: This is the Exhibitor Report, with the addition of the Exhibitor Custom Fields.

Type: Configurable

Fields Include: Company Information (Address, etc.), Booth Information (size, Number, etc.), Exhibitor Information (Booth Contact Address, etc.)

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Booth Report

View the Full Booth Report Article

Module: Floorplan Management

Purpose: Report on Booth-centric data.

Notes: This report shows information about all the booths, and can be filtered by booth status (assigned, reserved, available)

Type: Configurable

Fields Include: Booth Information (size, Number, status, etc.), Exhibitor Information (Booth Contact Address, etc.)

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Booth Inventory Report

View the Full Booth Inventory Report Article

Module: Floorplan Management

Purpose: Get a booth count by booth size.

Notes: There are sections for NES, Halls, Pavilions, SubExpo, and Maps, in addition to the overall summary of booth space.

Type:Pre-Configured

Fields Include: NES (NES Size, Total # of each size, Total NES, Total Area of NES) Pavilion (Booth Size, Available, Reserved, Assigned, Total NSF, Assigned NSF, Total Count, Total Area) Hall (Booth Size, Available, Reserved, Assigned, Total NSF, Assigned NSF, Total Count, Total Area), SubExpo (Booth Size, Available, Reserved, Assigned, Total NSF, Assigned NSF, Total Count, Total Area), Booth Report Results (Booth Size, # Available, # Reserved, # Assigned, Total, Total NSF, Total Count, Total Area), Map Report (Booth Size, # Available, # Reserved, # Assigned, Total, Total NSF, Total Count, Total Area),

Format(s) Available: HTML

Booth Activity Report

View the Full Booth Activity Report Article

Module: Floorplan Management

Purpose: Quick Overview of Attendee activity on the public site.

Notes: This report is broken down by Company and booth, to show the attendee click thrus to the booth, and click thrus to the company URL.

Type:Pre-Configured

Fields Include: Company, Company Number, Booth No. Attendees, Booth Click Thrus, URL Click Thrus

Format(s) Available: HTML, ASCII

Exhibitor Guide Reports

View the Full Exhibitor Guide Reports Article

Module: Floorplan Management

Purpose: Create Printed Show Guide material.

Notes: There are 3 Exhibitor Guide Reports, Profile, Product Category, and Brands

Templates: Profile - #21 Show Guide; Product Category - #31 ExhibitorListCategory Brands - #32 Brands

Type:Printed Document

Fields Include: Company (Address, Contacts, etc.), Booth (Size, Number, etc.) and Exhibitor (Address, Contact, etc.)

Format(s) Available: HTML, Word

EDC by Exhibitor

View the Full EDC by Exhibitor Article

Module: Floorplan Management, EDC Management

Purpose: List of Exhibitors and which Contractor they have designated.

Notes: Use this report if the goal is to see the Exhibitors listed out individually.

Type:Pre-Configured

Fields Include: Company Name, Booth Number, Booth Contact Info (Address, Phone, Fax, etc.), EDC Info (Name, Phone, Email, Type, Date Received)

Format(s) Available: HTML

Exhibitor by EDC

Module: Floorplan Management, EDC Management

Purpose: List of Contractors and which Exhibitors have designated them.

Notes: Use this report if the goal is to get a table of Contractors, with their contact information, and the Exhibitors that selected them.

Type: Pre-Configured

Fields Include: Contractor name, Contractor Address, Contractor Phone/Fax/Email, EDC Type, Insurance Status, Date Received, Exhibitor Name, Booth Number, Booth Size, Booth dimension.

Format(s) Available: HTML

Booth Personnel Count Report

This is a legacy report that is not recommended for use.

Booth Personnel Report

This is a legacy report that is not recommended for use.

Booth Change Log Report

View the Full Booth Change Log Report Article

Module: Floorplan Management

Purpose: See the Booth changes made each day.

Notes: The report can be pulled for a date range, and/or for a specific user.

Type: Pre-Configured

Fields Include: Date, Company name, Booth number, column name, old value, new value, operator

Format(s) Available: HTML

Booth Log Report – Detailed

View the Full Article

Module: Floorplan Management

Purpose:View a detailed report of all the changes made to booth information.

Notes: Search for transactions for a single operator, date, or event; then if needed narrow these results by transaction type

Type: Pre-Configured

Fields Include: Transaction type, operation, log time, Company Name, Company Number, Booth number, Width, Length, Area, Operator, Hall title, Map Name, Pavilion Name, Sub Expo, Booth Type, Booth Coordinates

Format(s) Available: HTML, ASCII, Excel, PDF, XML

CAD Import Download

View the Full Article

Module: Floorplan Management

Purpose: Allows Decorator/General Service contractor to download a copy of the Floorplan that can be imported into the original CAD drawing.

Notes: The Decorator/GSC can also use a2zCADConnect for this same purpose.

Type: Pre-Configured

Format(s) Available: CAD Script

Press Release Report

View the Full Press Release Report Article

Module: Floorplan Management

Purpose: Create reports for Press Releases that Exhibitors have added to the Exhibitor Console.

Type: Configurable

Fields Include: Press Release Id, Booth Id, Booth Label, Company ID, Company Name, Company Number, Press Release Title, Press Release Body, Press Release Date.

Format(s) Available:

Product Management Report

View the Full Product Management Report Article

Module: Floorplan Management

Purpose: Create reports for Products that Exhibitors have added the Exhibitor Console.

Type: Configurable

Fields Include: Product ID, Booth ID, Booth Label, Company Id, Company Name, Company Number, Product Name, Product Description, Product Detail, Sell, Price, Inventory, Inventory Threshold, Small Image, Large Image, Product Type

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Show Specials Report

View the Full Show Specials Report Article

Module: Floorplan Management

Purpose: Create reports for Show Specials that Exhibitors have added to the Public Site via the Exhibitor Console.

Type: Configurable

Fields Include: Show Special ID, Booth Id, Booth Label, Company ID, Company Name, Company Number, Show Special Title, Show Special Body, Show Special Date

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Product Category Report

View the Full Product Category Report Article

Module: Floorplan Management

Purpose: Create reports for the Product Categories that an Exhibitor has selected on the Public Site via the Exhibitor Console

Type: Configurable

Fields Include: Booth ID, Booth Label, Company ID, Company Name, Company Number, Product Category ID, Product Category Text, Sub Product Category ID, Sub Product Category Text

Format(s) Available: HTML, ASCII, Excel, PDF, XML

Booth Log Report

View the Full Booth Log Report Article

Module: Floorplan Management

Purpose: Exports a text file of all the changes made to the floor plan.

Notes: This report is best used for auditing purposes by the decorator, and not for researching changes. Use the Booth Change Log – Detailed for researching changes.

Type: Pre-configured

Fields Include: Transaction Type, Operation, Booth number(s), Booth Dimensions, Date and Time of transaction, Operator

Format(s) Available: ASCII

Exhibitor Custom Info Change Log Report

View the Full Article

Module: Floorplan Management, Custom Fields

Purpose: View the changes to the Exhibitors Custom Field answers

Notes: Narrow the search results by event, operator, and/or a date range

Type: Pre-Configured

Fields Include: Date, Company Name, Booth Number, Column Name, Old Value, New Value, Modified Date/Time, Operator

Format(s) Available: HTML

UDC Report

View the Full UDC Report Article

Module: Floorplan Management

Purpose: To show the Booth Upgrade, Downgrades, and Cancellations. This report also shows any financial impact that occurs at the time of the Upgrade, Downgrade or Cancellation.

Type – Pre-Configured

Fields Include – Event Name, Company ID, Company Name, Action Type, Old Booth Label, Old Area, New Booth Label, New Area, Action Date, Action Reason Code, Action Notes, Action Operator, Original Salesperson, Downgrade/Cancellation Fee, Change in Revenue

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Company

Company reports allow the user to pull information out of the system regarding global company information including Contacts, events in which they have/have not exhibited, notes, and priority points.

Company Report

View the Full Company Report Article

Module:

Purpose: Create custom reports of the Company Records.

Notes:This report can be pulled for “Participating In Show” (select Show(s) from dropdown) and “Not Participating in Show” (select show(s) from dropdown) to create a list that shows what Companies have not signed up for this year’s event but were in last year’s event, or vice versa.

Type: Configurable

Fields Include: Company Information, Financial Information, Custom Company Fields

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Priority Point Report

View the Full Priority Point Report Article

Module: Priority Points

Purpose: Create reports for Companies that include their Priority Points

Type:Configurable

Fields Include: Company Fields (Company Name, Address, etc.), Priority Points Starting, Priority Points Earned, Priority Points Override, Priority Points Total

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Company Contact Report

View the Full Company Contact Report Article

Module: Company Management

Purpose: Create contact lists using a contact type hierarchy.

Type: Configurable

Fields Include: Company Fields (Company Name, Address, etc.), Contact Fields (Name, Address, Type, etc.)

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Company Notes Report

View the Full Company Notes Report Article

Module: Company Management

Purpose: Search and Report on Company Notes, based on Keyword, Company Name, Operator, and Date Entered criteria

Type: Pre-Configured

Fields Include: Company Notes, Date Entered, Operator

Format(s) Available: HTML

Financial

This set of reports allows the user to review all the financial data for events with the Financial Module.

Exhibitor Order Report

View the Full Exhibitor Order Report Article

Module: Financial Management

Purpose: Create reports based on orders.  This report is also capable of displaying the ordered items, quantities, order date, salesperson, etc.

Note: This report also allows the user to filter orders by date, salesperson and item type.

Type: Configurable

Fields Include: Company Id, Order #, Company Number, Order Amount, Order Amount Invoiced, Paid Order Amount, Order Amount Balanced, Uninvoiced Order Amount, Item Ordered, Item Type, Salesperson, Operator, Order Date, Order Details, GL Account, Item Price

Format(s) Available: HTML, Excel, ASCII, PDF, XML

 

Exhibitor Payment Report

View the Full Exhibitor Payment Report Article

Module: Financial Management

Purpose: Create reports based on payments. This report displays all information captured on the payment window.

Notes: This report allows filtering by payment method, amount range and date range.

Type: Configurable

Fields Include: Company ID, payment ID, Company Name, Invoice Number, Amount, Payment Date, Tracking Number, Card Number, Card Type, Payment Date, Payment Mode, Payment Details , Operator

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Accounts Receivable Report

View the Full Accounts Receivable Report Article

Module: Financial Management

Purpose: A high-level overview of total order amounts, payments and balances.

Type: Pre-Configured

Notes: This report pulls and displays the same information as the Summary Accounts Receivable Report. 

Fields Include: Company Name, Company Number, Total Order Amount, Total Amount Paid, Balance, Due By

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Event GL by Item Report

View the Full Event GL by Item Report Article

Module: Financial Management

Purpose: Compare event order totals to budget at the item level.

Notes: This report allows filtering on Item Type.

Type: Configurable

Fields Include: Item Id, Item, Item Type, Quantity Ordered, Order Amount, Invoiced Amount, Payment Amount, GLCode, Budget, Inventory

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Event GL by Item Type Report

View the Full Event GL by Item Type Report Article

Module: Financial Management

Purpose: Compares event order totals to budget at the item type level.

Notes: The point of view for this report is controlled by the available Sorts.

Type: Configurable

Fields Include: Item Type ID, Item Type, Quantity Ordered, Order Amount, Payment Amount, GL Code, Budget, Inventory, Item Type GL

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Payment GL by Item Report

View the Full Payment GL by Item Report Article

Module: Financial Management

Purpose: Reports on payments at the individual payment level.

Notes: This report differs from the Exhibitor Payment Report because the Exhibitor Payment Report totals all payments for the exhibitor when displaying the data.  This report is most useful for events that have payment schedules where each exhibitor will be submitting multiple payments in order to pay their balance.

Type: Configurable

Fields Include: Payment ID, Order ID, Order Amount ID, Invoice ID, Item, GLCode, Company ID, Company, Amount, Operator, Payment Mode, Item Type, Event, Tracking Number, Payment Date, Payment Details, Date Modified

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Payment GL by Item Type Report

View the Full Payment GL by Item Type Report Article

Module: Financial Management

Purpose: Reports on Payments at the Item Type Level

Notes: This report differs from the Exhibitor Payment report by allowing you to narrow the report results to a single item type, or GL Code.

Type: Configurable

Fields Include: Payment ID, Order ID, Order Amount ID, Invoice ID, Item, GLCode, Company ID, Company, Amount, Operator, Payment Mode, Item Type, Event, Tracking Number, Payment Date, Payment Details, Date Modified

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Payment Summary Report

View the Full Payment Summary Report Article

Module: Financial Management

Purpose: A very high-level overview of payments by payment method and date.

Notes: This report allows a user to view all payments by payment method, or, payments of a selected payment type.  Each row of this report will represent a different date.

Type: Preconfigured

Fields Include: Payment Date, # of Payments of Selected Mode, Total Amount of Money for Selected Mode, Sum of all Selected Modes.

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Item Summary Report

View the Full Item Summary Report Article

Module: Financial Management

Purpose: Shows a snapshot of quantities, order amounts, invoice amounts and payment amounts by Item.

Type: Pre-Configured

Fields Include: Item, Item GL Code, Order Quantity, Order Amount, Invoice Amount, Paid Amount, Summaries by Item Type.

Format(s) Available: HTML

Financial Summary Report

View the Full Financial Summary Report Article

Module: Financial Management

Purpose: A snapshot of all financial activity to date within the a2z system, for a single event.

Type: Pre-Configured

Fields Include: Financial Summary at Event Level, Summary by Item Type, Summary of Item Types, Payment Summary, Over Payments Summary

Format(s) Available: HTML, Excel

Expo Financial Activity Report

View the Full Expo Financial Activity Report Article

Module: Financial Management

Purpose: High-level overview of the financial activity within a2z at the event level.  Available filter includes: Salesperson.

Notes: This report is useful to provide a snapshot of sales and space for an event at the salesperson level.

Type: Pre-Configured

Fields Include: Over All Summary [Total Sq. Ft. Sold Sq. Ft., Reserved Sq. Ft., # of Reserved Booths, #of Exhibitors, Net Value Sold (Space Only), Total Paid (Space Only), Balance Due], Booth Space Details [Item Type, Assign Sq. Ft., Order Amount, Amount Paid], Contract Details [Total]

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Financial Log Report

View the Full Financial Log Report Article

Module: Financial Management

Purpose: The Financial Log Report is useful for very detailed financial auditing.  This report produces a text file that shows every financial transaction, manual and automatic.

Type: Pre-Configured

Fields Include:  Action, Order Details, Payment Details, Operator, and Company Name.

Format(s) Available: Text File

Export to Financial System

Module: Financial Management, Financial Export Module

Purpose: Export Orders out of the system for import into an accounting system.

Export to Financial System Batch Report

Module: Financial Management, Financial Export Module

Purpose: Export batches of Orders out of the system for import into an accounting system.

 

Conference

Session reports give the user access to pull out all information regarding conference sessions, speakers, and related information.

Session Report

View the Full Session Report Article

Module: Conference Management

Purpose: Create reports based on Conference Sessions

Type: Configurable

Fields Include: Conference Session Data (Session Title, Date, Description, etc.); Speaker Data (Speaker Name, Title, email)

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Speaker Report

View the Full Speaker Report Article

Module: Conference Management

Purpose: Create reports based on Speaker data

Type: Configurable

Fields Include: Speaker Data (Speaker Name, Address, etc.); Session Title

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Room Overlap Report

View the Full Room Overlap Report Article

Module: Conference Management

Purpose: show which rooms have 2 or more sessions assigned to the same room number during the same time.

Type: Pre-Configured

Fields Include: Session title, Session Date, Session Time

Format(s) Available: HTML, ASCII

 

Program Guide Report

View the Full Program Guide Report Article

Module: Conference Management

Purpose: Facilitate the printing of the Program Guide, using all the session data.

Notes: Use the Template to format the Program Guide.

Type: Document

Template: #31 Program Guide Report

Fields Include: Session Data; Speaker Data

Format(s) Available: HTML, Word

Itinerary Report

View the Full Itinerary Report Article

Module: Conference Management

Purpose: Shows how many attendees have added a particular session to their itinerary (favorite the session)

Notes: If you click on the NUMBER in the same row as the session name, you will get a list of the Attendees who have added this session to their itinerary.

Type: Pre-Configured

Fields Include: Session Name, Attendee Count

Format(s) Available: HTML

Session Description Report

View the Full Session Description Report Article

Module: Conference Management

Purpose: Create short session descriptions, for printing purposes.

Notes: Filter by Event, Session Type, and/ or SubExpo; Sort by Session Date, and/or Session Start Time

Type: Pre-Configured

Fields Include: Session Date, Session Time, Session Title, Room Number,  Association, Track, Session Description, Speakers

Format(s) Available: HTML

Speaker Showcase Report

Module: Conference Management

Purpose: Create a Speaker Guide, complete with Bio and Session list, for printing.

Notes: Filter by Event, Session Type, and/ or SubExpo; Sort by Session Date, and/or Session Start Time

Type: Pre-Configured

Fields Include: Speaker Name, Bio, Session Title, Session Date, Session Start/End Time.

Format(s) Available: HTML

Speaker Index Report

Module: Conference Management

Purpose: Create a list of speakers, by last name. There is one row per session the speaker is associated with, sorted by Date and Time.

Notes: Filter by Event, Session Type, and/ or SubExpo; Sort by Session Date, and/or Session Start Time

Type: Pre-Configured

Fields Include: Contact Name, Session Title, Session Date

Format(s) Available: HTML

Session at a Glance Report

Module: Conference Management

Purpose: Create a printable grid listing the Date, Time, Room number, Track, and Association for each session.

Notes: Filter by Event, and/ or SubExpo; Sort by Session Date, and/or Session Start Time

Type: Pre-Configured

Fields Include: Date, Time, Room Number, Session, Logo, Tracks, Association

Format(s) Available: HTML

Session Log Report

Module: Conference Management

Purpose: See the changes that have been made to the sessions, including additions and deletions of session data.

Notes: The report can be pulled for a date range, and/or for a specific user.

Type: Pre-Configured

Fields Include: Log Date, Session Title, Field Changed, Old Value, New Value, Operator, Operation type

Format(s) Available: HTML

 

 

HandOut Report

View the Full HandOut Report Article

Module: Conference Management

Purpose: View a list of the handouts that have been uploaded by Speakers

Notes: Use this report to see who has uploaded handouts, which session they have been uploaded for, and the title of the handout.

Type: Pre-Configured

Fields Include: Session Title, Handout title, Speaker Name

Format(s) Available: HTML

Sign Report

View the Full Sign Report Article

Module: Conference Management

Purpose: Create Room signs

Notes: This report is intended to create an ASCII file that can be used to make room signs.

Type: Pre-Configured

Fields Include: Room Number, Session Date, Session Time, Session Number, Session Title.

Format(s) Available: HTML, ASCII

Stage Guide Report

Module: Conference Management

Purpose: This report gives the results of the Presentation Equipment Request Form

Type: Pre-Configured

Format(s) Available: HTML, Excel, ASCII, PDF, XML

 

Proposal Management

Proposal reports give the user access to all the fields related to Proposals, Presenters, and related fields.

Proposal Report

View the Full Proposal Report Article

Module: Conference Management; Call for Papers Management

Purpose: Create Reports based on Proposal Data

Notes:

Type: Configurable

Fields Include: Proposal Data (Title, Description, etc.); Submitter Data (Name, Address, Email, etc.), Speaker Data (Name, Address, Email, etc.), Custom Proposal Fields

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Proposal Status Report

View the Full Proposal Status Report Article

Module: Conference Management; Call for Papers Management

Purpose:  Create reports to track the status of Proposals

Notes:

Type: Configurable

Fields Include: Proposal Title, Submitter, Track Name, Status, Methodology, Learning Objectives, Duration, Abstract, Speakers, Format, Ability Level

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Proposal Log Report

View the Full Proposal Log Report Article

Module: Conference Management; Call for Papers Management

Purpose: Audit changes to Proposals

Notes: This report can be pulled for a specific operator, operation, or date range.

Type: Pre-Configured

Fields Include: Log Date, Proposal Title, name of field changed, old value, new value, Operator, Operation

Format(s) Available: HTML

Presenter Report

View the Full Presenter Report Article

Module: Conference Management; Call for Papers Management

Purpose: Create Reports based on Presenter Data

Type: Configurable

Fields Include: Proposal Title, Date Submitted, Date Modified, Presenter Data (Name, Address, Title, Email, etc.)

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Review Committee Report

View the Full Review Committee Report Article

Module: Conference Management; Call for Papers Management

Purpose: Lists the contacts in the system that are Graders for the selected event

Notes: Use this report to verify who is set up as a grader, and for which track. Copy and paste into Excel to create a mail merge/email list.

Type: Pre-Configured

Fields Include: First Name, Last Name, Email, Tracks

Format(s) Available: HTML

Track Reviewer Report

View the Full Track Reviewer Report Article

Module: Conference Management; Call for Papers Management

Purpose: Lists out the Graders for the event by track

Notes: Use this report to check the right contacts are associated with each track

Type: Pre-Configured

Fields Include: Track Name, Reviewer Name

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Proposal Summary Report

View the Full Proposal Summary Report Article

Module: Conference Management; Call for Papers Management

Purpose: Show the number of proposals for each track

Notes: use this report to see how many graders you need per track, or what tracks are trending high/low.

Type: Pre-Configured

Fields Include: Track Name, No. of Proposals

Format(s) Available: HTML

Proposal Presenter Report

View the Full Proposal Presenter Article

Module: Conference Management; Call for Papers Management

Purpose: To show how many presenters are associated with each track

Notes: narrow the report to see how many submitters for each track type by proposal status (Submitted, In Progress, Withdrawn, Approved or Declined)

Type: Pre-Configured

Fields Include: Track Name, No. of Presenters

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Approved Presenter Report

View the Full Approved Presenter Report Article

Module: Conference Management; Call for Papers Management

Purpose: Get the contact information for all the presenters of approved proposals

Type: Pre-Configured

Fields Include: Proposal Title, Name, email, Company, Address1, Address2, City, State, Zip, Phone, Fax

Format(s) Available: HTML, ASCII

Rejected Presenter Report

View the Full Rejected Presenter Article

Module: Conference Management; Call for Papers Management

Purpose: Get the contact information for all the presenters of rejected (declined) proposals

Type: Pre-Configured

Fields Include: Proposal Title, Name, email, Company, Address1, Address2, City, State, Zip, Phone, Fax

Format(s) Available: HTML, ASCII

Proposal Committee Report by Track Name

View the Full Proposal Committee Report by Track Name Article

Module: Conference Management; Call for Papers Management

Purpose: Easy to print report gives all the proposal information, including grades, notes, and an average grade.

Notes: Narrow your search results by Track.

Type: Pre-Configured

Fields Include: Proposal Title, Track, Proposal Id, Duration, Format, Session Type, Ability Level, Abstract, Learning Objectives, Methodology, Presenter Info (Name, Email, etc.) Graders, Grades, Grader Comments, Average Grade.

Format(s) Available: HTML

Proposal Committee Report by Format

Module: Conference Management; Call for Papers Management

Purpose: Easy to print report gives all the proposal information, including grades, notes, and an average grade

Notes: Narrow your search results by Session Format or Duration

Type: Pre-Configured

Fields Include: Proposal Title, Track, Proposal Id, Duration, Format, Session Type, Ability Level, Abstract, Learning Objectives, Methodology, Presenter Info (Name, Email, etc.) Graders, Grades, Grader Comments, Average Grade.

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Proposal Grade Report

View the Full Proposal Grade Report Article

Module: Conference Management; Call for Papers Management

Purpose: Gives a simple listing of all the proposal grades.

Notes: The report is separated by track, then by proposal.

Type: Pre-Configured

Fields Include: Track Name, Proposal ID, Proposal Title, Reviewer Name, Grade, Comment, Average Grade

Format(s) Available: HTML

Contacts

This report set gives the user access to pull information regarding global contact information. Contacts are any person with a record in the system, including speakers, presenters, exhibitor contacts, and attendees who have created a profile on the public site.

Contact Report

View the Full Contact Report Article

Module: Contact Management

Purpose: Report on Contact Information

Notes: Narrow results by Contact Type, and sort by up to two different fields at once.

Type: Configurable

Fields Include: Contact Name, Address, Phone, Fax, Email, Ecode, password, member Id, custom contact fields (if applicable)

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Event Specific

Exhibitor Item Report

View the Full Exhibitor Item Report Article

Module: Financial Management

Purpose: Summary of Item Types by event.

Type: Pre-Configured

Fields Include: Item, Quantity, Amount

Format(s) Available: HTML, ASCII

Unassigned Booth Space Orders Report

View the Full Unassigned Booth Space Orders Report Article

Module: Floorplan Management, Financial Management

Purpose: List out Booth Space Orders that have not been associated with a booth.

Type: Pre-Configured

Fields Include: Order Id, Order Date, Item, Price, Quantity, Total Order Amount, Operator, Company Name, and Company Number

Format(s) Available: HTML, ASCII

Custom Fields Report

View the Full Custom Fields Report Article

Module: Custom Fields

Purpose: Create Reports that show the answers to the custom questions that have been created in the system

Type: Pre-Configured

Fields Include: Event Name, Form Name, Question Statement, Question Response, Question Type, Control Type, Exhibiting As, Booth Label, Booth Size, Booth Dimension

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Custom Form Report

View the Full Custom Form Report Article

Module: Custom Forms

Purpose: Create Reports that show the answers to the Custom Forms that have been created in the system

Type: Pre-Configured

Fields Include: Event Name, Form Name, Question Statement, Question Response, Question Type, Control Type, Submitter Name, Booth Label, Date Created, Date Modified

Format(s) Available: HTML, Excel, ASCII, PDF, XML

Printing & Email

Reports in this section are formatted using Template Management, and used to communicate with a contact [Exhibitor, Speaker, Presenter]

Exhibitor Confirmation Letters

View the Full Exhibitor Confirmation Letters Article

Module: Expo Management

Purpose: To communicate with exhibitor whose booth was just confirmed or assigned.

Template: 30 - Exhibitor Confirmation Letter

Recipients: Confirmed/assigned exhibitors

Notes: This report can be sent to an individual company from Booths tab under the Company record, or to multiple recipients via Reports menu.

Missing Exhibitor Information

View the Full Missing Exhibitor Information Article

Module: Expo Management

Purpose: To remind exhibitors to review and update their booth info

Template: 38 - Missing Exhibitor Information

Recipients: exhibitors who have not logged in and verified their booth information for the given event.

Notes: an exhibitor is assumed to not have verified their information unless they log in and hit Submit on their booth profile.  If an exhibitor needs to be excluded from the report (for instance because their record was edited in GlobalAdmin or is known to be correct), they can be marked to not appear on the list for this report from Booth Info screen accessible from the Booths tab of the Company record by use of “Booth Profile Submitted” checkbox.  Once checked, the checkbox cannot be unchecked.

Missing Custom Exhibitor Fields

Module: Expo Management

Purpose: To remind exhibitors to update the custom fields.

Template: 39 - Missing Custom Exhibitor Fields

Recipients: Exhibitors who have not updated Custom Exhibitor Fields

 

Statements Report

View the Full Statements Report Article

Module: Financials

Purpose: To send statements or invoices under Automatic financials.

Template: 36 – Statement Report

Recipients: Any company with a statement for the given event.

Notes: This report can be sent to an individual company from Financial Summary tab under the Company record, or to multiple recipients via Reports menu.

Missing Speaker Information

View the Full Missing Speaker Information Report Article

Module: Conference / Speaker Management

Purpose: To remind speakers to review and update their speaker profiles.

Template: 42 – Missing Speaker Information

Recipients: Conference speakers who have not updated their contact information or their biography.

 

Proposals Not Reviewed

Module: Call for Papers

Purpose: To advise submitters that their proposal has entered review process but has not yet been graded.

Template: 44 – Proposal Not Reviewed

Recipients:  submitters associated with proposals in Submitted status.

Accepted Speaker Email Blast

View the Full Accepted speaker Email Blast Article

Module: Call for Papers

Purpose:  To advise presenters that the proposal was accepted and they are now listed as speakers.

Template: 45 – Accepted Speaker Email Blast

Recipients: Speakers associated with proposals that have Accepted status.  Please note also the Speaker Confirmation report, which sends to all speakers associated with sessions.

Rejected Presenter Email Blast

View the Full Rejected Presenter Report Article

Module: Call for Papers

Purpose: To advise the presenters whose proposal was declined.

Template: 40 - Rejected Presenter Email Blast

Recipients: Presenters associated with proposals whose status is Declined.

Proposal Not Submitted Email Blast

View the Full Proposal Not Submitted Article

Module: Call for Papers

Purpose: To remind submitters to complete the proposal submission process by verifying all information is complete and Submitting the proposal.

Template: 58 – Proposal Not Submitted Email Blast.

Recipients: Submitters associated with proposals whose status is In Progress.

Speaker Confirmation Report

View the Full Speaker Confirmation Letter Article

Module: Conference/Speaker management

Purpose: To communicate with session speakers.

Template: 41 – Speaker Confirmation Report.

Recipients: Speakers associated with sessions.

Booth Personnel Report

This is a legacy report that is not recommended for use.

Missing Booth Personnel

This is a legacy report that is not recommended for use.

Related articles

Powered by Zendesk