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Create / Export Guest Reports

Create / Export Guest Reports

Owned by Sarah Kennedy
Last updated: Sept 07, 2021
2 min read

You can create dozens of different custom reports on your event guests using the Guest List.

First, use the Filters and Tags features of the Guest List to display any sub-set of guests, guest-types and related information that will form the basis of the report.

Then use the customizable export tool to create spreadsheets of those guests which include only the relevant information your report needs.

Examples of the kinds of filters you can apply to your Guest List include:

  • Registration Type - free, paid, 3rd party, by package

  • Guest status - invited, outstanding, confirmed, declined, waitlisted, bounced, attended

  • Guest Priority - apply hierarchy numbers to your guests (feature available when ‘Assigned Seating’ option is checked)

  • Linked guests

  • Tags - unlimited custom tags you create and apply to guests

  • Registration Question data - set questions for guests at registration and use their answers as filters

 

Once you have applied the necessary filters to your Guest List and have your desired sub-set of guests displayed, click the Export button to open the Export Panel

 

Use the checkboxes to select which fields you would like to include in your report.

The upper panel includes selections for each guest’s personal data

The lower panel allows you to select additional, event-related information to include for each guest. You may select as many options as you wish before Exporting.