Generating Post Event Reports

Post Event Reports

Post Event Reports give you an automated summary of your event’s performance, delivered as a PDF straight to your inbox as an Event Administrator. Instead of navigating through multiple dashboards to piece together key metrics, the report consolidates Registration, Check-In, Session, Exhibitor, Sponsor, Financial, and other analytics into a single document. You can have the report sent automatically the morning after your event ends, or generate one on demand at any time.


Content

  • Accessing Post Event Reports
  • Setting Up Delivery Settings
  • Configuring Report Sections
  • Understanding Report Sections
  • Generating a Report on Demand

Accessing Post Event Reports

From the Event Dashboard, navigate to Data & Reports > Reporting > Post Event Reports.

This page is divided into three areas: the Delivery Settings, where you control how and when the report is sent, the Reports Section, where you choose which report sections to include, and the Last Generated By area, which shows who last generated the report and when.



Setting Up Delivery Settings


The Delivery Settings area controls whether the report is emailed automatically and who receives it.

  1. Toggle on the Automatic post-event report delivery checkbox to have the report generated and emailed automatically the morning after your event’s end date.
    1. You can select which team members should receive the automatic report using the Recipients field. If this is toggled off, you can still generate and download the report manually at any time (see the next section). 
    2. You can select which team members should receive the automatic report using the Recipients field. If no recipients are selected, the report will be automatically emailed to all team members.
  2. Alternatively, you can select the Send Report via Email button to choose recipients and immediately email the report to them, without having to wait for the automatic email.

  1. Select Save Changes



Configuring Report Sections


The Reports Section lets you toggle individual sections on or off. Only the sections you enable, and that contain data, will appear in the generated PDF. If a section is enabled but your event has no relevant data for it, that section is automatically omitted from the report.


The available report sections are:

  • Registration & Attendance - Total registrations, registrations by category, completion rate, ticket sales, active waitlist, and promotions
  • Check-In Analytics - Total check-ins, check-in rate, first and last check-in times, peak check-in hour, and virtual vs. on-site breakdown
  • Session Analytics - Sessions held, total attendance, average attendance, capacity utilization, top sessions, sessions by track, and feedback/ratings
  • Exhibitor Analytics - Total exhibitors, leads captured, average leads per exhibitor, and top exhibitors
  • Sponsor Analytics - Total sponsors, sponsors by tier, and booth visits
  • Networking & Meetings - Meetings scheduled, meetings attended, and attendance rate
  • Financial Summary - Total revenue, revenue by ticket type, average registration value, refunds, and promotions
  • Engagement & Gamification - Participants, points earned, prizes claimed, and scavenger hunt activity
  • Virtual Event Metrics - Virtual attendance, lobby chat activity, session chat activity, and watch time
  • Ancillary Services - Housing reservations and donations
  • Mobile App Adoption - Attendees who accessed via app, adoption rate, and first access by day

Note: The Mobile App Adoption section requires your event to be using PheedLoop Go 2.0. This data is not available for events using PheedLoop Go! If the app is not enabled, this section will not appear in the report regardless of the toggle setting.


To configure which sections are included:

  1. Under the Reports Section, toggle on or off each section you would like to include or exclude
  2. Select Save Changes

Understanding Report Sections


Each section of the Post Event Report pulls data from specific areas of the platform. Below are details on what is included in key metrics across the report.


Registration & Attendance


Total Registrations includes all registrations for your event that have not been canceled. This count includes both completed and incomplete registrations—anyone who started the registration process and was not canceled is counted. Partially completed registrations are included in this number.


Active Waitlist reflects the number of people who have joined a waitlist for any of your event’s tickets but have not yet converted to a purchase.


Check-In Analytics


The Check-In Analytics section reports on event-level check-ins (badge scans and door check-ins), not session-level check-ins. Session check-in data is reported separately under the Session Analytics section.


The check-in rate is calculated as the number of check-ins divided by the number of ticket purchases (not registrations), since a single registration can cover multiple tickets and attendees.


All check-in times displayed in the report are localized to the timezone configured on your event. If no timezone is set, the report defaults to America/Toronto (Eastern Time).


Session Analytics


Average Attendance is calculated as the total number of session check-ins divided by the total number of sessions, rounded to one decimal place. This represents the mean number of check-ins per session across all sessions, and reflects total check-in records rather than unique attendees.


Financial Summary


Total Revenue represents the sum of all verified payment amounts across your event. This is a gross figure that aggregates payments from all configured payment gateways and methods, including Stripe, PayPal, Authorize.net, Bambora, Moneris, Chase, as well as non-gateway methods such as complimentary, check, wire transfer, and credit memos.


There are a few important details to keep in mind when reviewing Total Revenue:

  • The amount shown is the base payment amount only and does not include processing fees or taxes, which are tracked separately
  • Refunds are reported as their own line item in the report and are not subtracted from Total Revenue
  • Only payments marked as verified in PheedLoop are included in this total

Because of these factors, the Total Revenue figure in the Post Event Report may differ from the totals shown in individual payment gateway dashboards such as Stripe. Stripe displays only its own transactions, typically includes fees in the charged amount, and may show net-of-refund figures. The PheedLoop report provides a consolidated gross view across all payment methods.


Generating an Report on Demand


You do not need to wait for the automatic delivery to access your report. You can generate a Post Event Report at any time, even before your event has ended.

  1. From the Event Dashboard, navigate to Data & Reports > Reporting > Post Event Reports
  2. Select Generate and Download Updated Report
    1. The report is generated as a PDF based on your current section toggle settings and the data available at the time of generation.
  3. The PDF will be automatically saved to your downloads.

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