Customizing a report is done through the report settings panel which is accessed by clicking on the report settings icon in the top righthand corner of the report:

Please note the following important points:

  1. The saved settings of a report are kept even if you leave the report and come back to it. The settings are not temporary like the quick filter (which is forgotten after a refresh).
  2. The saved settings of a report is applied to all users accessing the report. This means that customizing a report will result in all your colleagues and collaborators seeing the same customizations on that report.

Clicking on the report settings icon will open up the customization panel:

Below are described in detail all the settings available.

Note: After editing the report's settings, click the green Save button at the bottom of the panel in order to save and apply them.

1. Select and Re-arrange Your Columns

This portion of the panel allows you to select which columns which you want to appear in the report, as well as the sequence in which they appear.

In the box on the left are the columns which are available for you to choose. In the box on the right are the columns which appear in the report.

To add a column to the report:

1. Click on the column in the box on the left.

2. Click on the Add button in the middle.

Tip: You can also simply doubleclick on the column in the left box.

To remove a column from the report:

1. Click on the column in the box on the right.

2. Click on the delete button which appears on the right.

Tip: You can also simply doubleclick on the column in the right box.

To reorder your columns:

1. Click on the column in the box on the right.

2. Click on the up or down arrow on the right.

2. Sort by a Column

This option allows you to choose the column by which to sort the report by default. For example, the All Tickets report is sorted by the Ticket # column in descending order by default.

3. Filter the Report

You can filter your report based on the columns that it contains.

To filter a report:

1. Click on the Enable filters checkbox:

2. This will reveal the filter options and criteria:

3. Choose the column which you want to filter from the first dropdown. 

4. Select the operator (that you want to apply on the chosen column) from the second dropdown.
Note: Based on the column chosen in the previous step the operators available in the dropdown will vary. 

5. Enter a value in the last textbox. 

6. If you want to add another filter, click on the Add Filter button. 

7. If you have more than 1 filter, you can define the Filter Pattern. For example, if you have 3 filters:

you could set the pattern as: (1 and 2 and 3) or (1 or 2 and 3) for example.

8. As a final example, to filter your Tickets report to show only Standard tickets which were purchased in 2014 and all VIP tickets, the filters criteria and pattern would be as follows:

Note: Filtered reports are identified by a Table filtered notification on the right-hand side of the report:

Tip: Clicking on the Table filtered notification will open the report settings panel where you can edit the filters.

4. Report Page Size

This option allows you to define how many items (records) you want to show per page in the report. The default number is 10.

5. Report Aggregation

The Report Aggregation option allows you to add key numbers (with a descriptive label) to the top righthand corner of your report.

Example 1

For example, under the All Tickets report, you could show the total price of all tickets as an aggregated value in the report. The settings would be the following:

Which will result into this on the report:

Example 2

As another example, under the Participation report (under the Attendees report category), you could show the number of companies which attended your event. The settings for this would be the following:

Note: You would want to do a count of unique values in this case because there can be participants from the same company attending your event.

This will result into this on the report:

To set up an aggregation:

1. Click on the Enable aggregation checkbox:

2. This will reveal the aggregation options and criteria:

3. Under Operation, choose the operation which you want to apply on a specific field. The options for operation are:

  1. Sum
  2. Average
  3. Max
  4. Min
  5. Count # of Rows
  6. Count # of Unique Values
  7. Count # of Non Empty Values
  8. Count # of Empty Values

4. Under Field, choose the field on which you want the operation to be applied.

5. Under Label, insert a text which will appear as the label for the aggregated number on the report.

To add an aggregation:

Click on the Add Aggregation button.
Note: You can have a maximum of 5 aggregations for each report.

6. Report Metadata

You can edit the report file name under this section before exporting.

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