Topic:

How do I group attendees on a Custom Report?

Solution:

Grouping criteria can be added to any Custom Report created for your registration form. This feature can be used to group your reporting results in order to display attendees in a particular category on the report. All Custom Reports can be set up to group attendees by various criteria such as location, status, Agenda Items, Custom Fields, and more. For example, you can create a report to display all of your attendees and group them by Registrant Type or even by selections that they made to a specific Custom Field or Agenda item.

To add grouping criteria to a Custom Report:

1. Create a new Custom Report (or edit an existing one). This will open the edit window for the report.
2. Add the appropriate Fields and Filters to the report.
3. Click on the Sorting & Grouping tab from the top of the window.
4. Select the field that you wish use to group the attendees on this report from the Group By dropdown menu.
5. Click OK to save your changes and run the report.

Your report should now display sub-sections for the category that you are grouping by. You can click on each section to expand or collapse it when the report is run in HTML format.

Additional Information:

• Reports exported to Excel, CSV, XML, & Text formats will not group data in the exported results.
• Custom Cross-Event reports can not be grouped using the same method.

Related Links:

• How do I create a custom report?
• How do I download a report to Excel?
• How do I run name badges (or labels) from a custom report?

Keywords: Grouping, Category, Categories, Sub-section, Sub-sections, Subsection, Summary, Summaries