You can usually find a predefined report in EventsAir to meet your needs. You can also apply filters to refine your reports. But sometimes you may want to display data differently.
For example, you may like the design and format of the Contacts Name and Address List Report shown below, but want to change Position to Email Address:
You can edit the report like this:
Highlight the default pre-defined report, Contacts Name & Address List.
Select the Copy button, and click Save in the pop-up. Now you can see the copied report in the list: Contacts Name & Address List (Copy).
Double-click on the name and rename it as you wish.
With the report still highlighted, click the Edit button, and the Report Designer will open so you can make changes.
The Report Designer is easier to use than it may look at first. It’s a powerful system so there are many different options, but editing is easy when you know how.
You'll see the Headings of your report columns in bold: in this case, ID, Name, Position, etc.
Below that, in square brackets, [ ], you can see the field names. This is where the data is being pulled from to create the report. For example, under the heading Position, you can see the field name [Position]. To create your report, information is pulled from this field for each attendee record you've asked for.
To change the title and the information appearing in this column, follow these steps:
Double-click on the word Position in the column header section.
Edit the text to read Email.
You’ve changed the title; now change the field underneath (so it will pull the correct data).
Click on the [Position] field in the details section, and then select Cut (the scissors icon at the top) to remove it.
On the right, select the Fields icon (it looks like a cylinder or stack of discs) and expand DataSource to show the list of Data Fields you can choose from.
Search for Primary Email.
To position your new data field and adjust the columns:
Click on Primary Email, and keep your left mouse button held down as you drag it across into your report. It should sit where the [Position] field was before – in the Detail band, and under your new “Email” heading.
Adjust the width your other headings and fields as needed, dragging the edges of each box to adjust them.
Click save (the floppy disk icon on the top) to save your newly edited report and exit out of the report.
You can now run this report and it will look something like this:
Editing Other Reports:
You can follow this same process to add or remove other column headings (and their matching Fields/data sources) as needed.