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John MacKenzie

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Activity overview

Latest activity by John MacKenzie
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    John MacKenzie created an article,

    Organizations Manager: Reports

        Run a Report The Run Report button produces the report for downloading.  The Download CSV button downloads the most recently run report. Reports Queue Status - Queued or Completed Name - repo...

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    John MacKenzie created an article,

    Set up user profiles in your event portal

    Profile Manager Profile Blocks Default Cover Photo Example Profile   Profile Manager From the Site Building Tools section of the Admin Panel, click Profile Manager. The Profile Manager allows you...

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    John MacKenzie created an article,

    Reviewing matchmaking reporting & analytics

      Meeting Analytics Meeting Activity Meeting Analytics As a part of the matchmaking feature, admins can view, sort, and download meeting analytics. Navigate to the Admin Panel and select Matchmak...

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    John MacKenzie created an article,

    Organizations Manager - Overview

    Organizations Manager allows working with exhibiting companies to permit them to log in and accomplish the tasks associated with their online presence and exhibiting experience.   Log into Admin Pa...

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    John MacKenzie created an article,

    Financial Report Overview

    The following Classic reports can be used for Financial information.   Accounts Receivable Report - companies with outstanding balances for the eventEvent GL by Item Report - data based on item GL ...

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    John MacKenzie created an article,

    Attendee Profile - Event Portal - New

    Login   If you are not signed into your profile automatically, you may log in in the upper right corner of the site.  You may use the password retrieval feature if you don't know your password.   ...

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    John MacKenzie created an article,

    Report Recipe: Proposal Grade Status by Reviewer Name

    Purpose: View the list of proposals, grouped by Reviewer and then by Grade Status to see how many proposal grades are outstanding.  Fields Included: Reviewer Name Grading Status Track Event Name P...

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    John MacKenzie created an article,

    Weekly Sales & Pacing Reports

    This suite of Business Intelligence and Reporting pacing reports can be added to any system that uses Financials.   Adding the Reports Running the Reports Report List   Adding the Reports In Bus...

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    John MacKenzie created an article,

    Report Recipe: Orders with Balance Due

    Purpose: Find all the orders with an outstanding balance due, for accounting or logistics purposes.  Fields Included: Event Name CoID Company Name Item Type Order Details Order Amount Order Amount...

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    John MacKenzie created an article,

    Report Recipe: Proposal Grade Status by Track

    Purpose: View the grading status of the proposal submission grouped by track then by grading status.  Fields Included: Track Grading Status Proposal Title Reviewer Name Grade Grading Comments Var...