Creating Custom Reports for Data and Analytics

For any event planner, data and reporting is an important element when reconciling or analyzing their event. Thankfully in PheedLoop, we have a powerful, flexible reporting system that allows you to generate reports on virtually any dataset - in real time! Our Custom Reports feature is an improvement to our previous default reports where you can now choose the individual fields you want to be shown in each data report. With any event, pre-built reports are already included in the dashboard such as the Registration Data Report or the Ticket Purchase Data Report.

There are over 40 report types with hundreds of field types to select from
Various filters exist for reports such as Start Date/End Date and Targeting Specific Sessions or Exhibitors among others
Reports can also be viewed immediately
inside of the dashboard by clicking into any report > Blue Action Button > View.
Larger reports can be generated in the background by clicking Blue Action Button > Generate Report. You will receive a notification when the report is ready for download.

Select your Custom Report:

Attendees Report
Registrations Report
Session Checkins Report
Gamification Report
Virtual Event Attendance Report
Payments Report
Ticket Purchases Report
Refunds Report
Product Purchases Report
Transactions Report
Promotion Reports
Proposal Reviews Report
Proposals Report
Proposal Reviewers Report
Sessions Report
Session Chat Data Report
Polls Report
Poll Responses Report
Session Q&A Report
Session Registrations Report
Session Virtual Attendance Report
Donations Report
Tables Reports
Form Responses Report
Meetings Report
Membership Transaction Reports
Exhibitor chat Data Reports
Exhibitors Report
Sponsors Reports
Exhibitor Leads Report
Exhibitor Virtual Attendance Report
Form Responses Report
Session Speakers Report

Create Your Custom Report:

Navigate to Data and Reports > Reporting > Custom Reports
Above the Reports table, select Create
Select your Report Type, name the report, and optionally add a description
Click into the Fields dropdown and select the fields you want populated inside of this report
If you would like to receive weekly reports for this custom report, toggle on the Enable Weekly Report Generation checkbox
1. Under the Day of week field, select the day of the week you wish to receive reports from.
2. Under the Time of day field, select the time to send emails.
3. Under the Recipients field, select the administrator(s) you wish to receive emails from.
Select Save Changes

Now that your report is created, you will want to generate the report in order to download it.

From the data table, select the newly created report
Above the Custom Reports table, select Actions > Generate Report
1. Alternatively, you may select Actions > View to view the report inside of the dashboard.
2. Select Actions > Open Report Builder if you would like to further edit your report. For more information, please review our Using the Report Builder article.
Refresh the page and select Download Previous Report

The report will automatically download in your browser. You will need to refresh the page in order to see the button. If the report is exceptionally large, it may take up to 30 seconds for the report to finish generating. In most cases, the report should take no more than a few seconds to generate.