Your video guide to Reporting in EventsAir!
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NOTE: EventsAir Version 16 is here and if you've already updated, your screen won't look exactly like this video. In the newer version:

These questions have been collated from the 3 regional webinars. Some questions were asked by more than one person, so you may not see the exact same wording you used in your question. Also we can only answer in general terms, so bear in mind your specific situation may need a different solution.

For a detailed guide, read our Reports Overview article

Under the Contact report library, you’ll see the Certificate of Attendance report which is a pre-made certificate you can edit and add images etc.

However, to add specific content in your certificate, such as sessions or functions attended, you’re best off finding a report that already includes the specific details you want and then altering this to be your certificate. There’s a very brief rundown below.

(We’ve created an FAQ on this, too.)

We recommend testing this with a couple of records once you’ve finished editing to make sure each certificate is on its own page and that the desired details are showing as you would like.

For details on presentations or functions to be included on a certificate, you could use the Attendee Information Sheet, under contact reports, but we tend to not recommend that as it can be overkill for what you need (and take a long time to run). Instead, we recommend using a report inside the module you want to include information from, so in this case Presentation reports, and then editing that to create your certificate (as explained above). Amending reports in this way is much simpler and easier to follow and doesn't take as much work to shape it into what you need.

Yes, because you can only edit a report/receipt format if it's a copy of another report/receipt already in the library (either a default report/receipt, or something you already copied). After cloning/copying the report (or receipt format), you can rename it and edit it as you wish and those changes will only affect your new copy.

Again, please look into what’s available using a Comprehensive Export, but also we’ll be making announcements soon about the API and that may be more in line with what you’re trying to achieve.

When you copy a report, you have three options for access to the report:

Not really – you need to save and exit the report editor to be able to preview or test your report.

Yes, or alternatively you can see a name badge directly from an attendee’s record (we recommend testing name badges using this method anyway).

Unfortunately, this doesn’t appear to be possible via an expression in the editor. However, this can very easily be accomplished if you export the data to Excel, then highlight the column you want to check and use Conditional Formatting >> Highlight Cells Rules and the Duplicate Values option. This will quickly identify duplicates.

Sometimes, there can be issues when sharing the image if it came from a local file. This usually doesn’t cause a problem but if you test your report and that seems to be the problem, adding the image through AIRDrive or another web-based storage can help resolve this issue.

The marketing subtag value is the ‘answer’ to a marketing tag and the 'tag' name is the marketing tag question. You can include this in a Comprehensive Export, and you can see these in the default report under Marketing. Alternatively, the Attendee Information Sheet allows you to add it as a data field.

There are some situations (such as if you have more than one marketing tag question, or if you want the subtags - responses - to appear in a particular order) where you'd need to create a calculated field with an expression that checks for the 'tag name' for each subtag, then prints the subtag value for that specific tag.

You could also use the report filter to only show in your report those who used a particular sub-tag as a response to marketing tag.

If you'd like some further training regarding this, please reach out to your account manager to setup some training.

If you’re not seeing a particular field, first check that the name badge type is one where that field will be included, such as Contact (with key module data), or even Contact (with all module data) although this can take longer to generate. You could also try using a custom field: see this FAQ How do I put my custom fields into my name badge?

If your looking to filter for specific marketing subtags, ie. you want to show only one marketing tag, you will need to create a custom expression that checks the marketing tag or 'tag' name to see which one it is and then shows the marketing tag, filtered for that specific one, for the record.

As above, depends on the report. Some reports don’t give you access to all the fields, by the nature of the data structure. This is why you may not see the fields you want if they’re from a different module. So you can either:

(a) run a Comprehensive Export from Express Actions – that way you can include anything, and ‘pretty up’ the data however you like.

(b) choose the default Marketing report and add what other values you need, or use a custom field instead OR use the Attendee Information Sheet report and remove all unnecessary fields (can take a long time to run).

(c) Talk to your account manager about further help, building a custom report and/or doing some additional training.

You can first edit the report to ensure any unwanted elements are removed. Then when previewing the report, before exporting to Excel, use the properties tab on right (cog icon), under XLS Export Options, select the RAW DATA option as this can help ensure the data comes across correctly for your export.

Yes, you can just edit a label directly, or even drag in another over the top to replace it – we just did the other way in the video to show you.

This can be used to contain multiple other elements (called ‘controls’ in the report editor) – for example, you can put a label and image together in one box, or two different custom fields.

For the best understanding of these expressions, you can watch the recording again. However, the main expressions we used were the IiF(,,) and StartsWith(‘’,’’) expressions.

The IiF(,,) function requires a data field to tell it what to check against – to see if it’s true or false – and also information about what to do if it’s true and what to do if it’s false. You can think of it like this:
​Iif ([My Data Field], [What to do if True], [What to do if False])

So if we’re asking “check the Registration Type field to see if says Junior Member, and if it does, make the background yellow – otherwise, make it white”, our expression would read:

In this case, we're using the == to say "if registration type matches exactly with Junior Member", then saying what to do if that's true, and what to do if it's not true.

The other expression was StartsWith('','') . For this, you need to specify where to look, and what to look for at the start of whatever it is. Unlike the Iif(,,) there are two sets of single quotation marks in the default expression. But you can remove the first set if you're using fields from the fields list in the Report Explorer. The second set requires a value to be entered between the two quotation marks to tell the system what to check at the start of the element. You can look at it in this way:
​StartsWith([My Field Without Quotations],’my value’)

So in the expression below, we're saying "check under the custom field that I set up under registration" and "look for anything starting with 6".

In the examples in the webinar video, we also looked at other variations, such as having multiple options to check against with different ‘true’ results. For more info, watch the video again or review the other help materials.

We’re taking DevExpress and making it work with our system, but there are some functionalities we don’t use. If there’s something specific you’d like to achieve, reach out to us and we’ll see how we can help (see the new resources, too). It’s hard to cover everything because it’s a very complex tool and everyone uses it differently – and there are multiple ways to do things. Please reach out for help and we’ll assist however we can. Some other tips:

There are a couple of options. First, in the Reporting Panel, under Agenda report libraries, you have the Session Statistics Report which shows you total scanned in and scanned out. The Agenda List by Attendee will show you when each attendee scanned into and out of a session.

For a virtual or hybrid event, you can make use of the Analytics in the OnAIR portal to run reports on live polling, live Q&A and attendance during or post session.

Scripting was removed as it presented possible security issues and violation of PCI Compliance.

To make your Quick Reports or Quick Exports available for your clients, be sure you’ve enabled web publishing in the report/export properties and set the privacy [we do NOT recommend making reports public]. At this point, add an authorized email address that your client has access to. Then provide the QR Code or link to your client and they’ll be able to access the report or export without logging into EventsAir. If it’s a Quick Export, the export can be downloaded as an Excel document. For Quick Reports, you can set it as a PDF by default. If you don’t choose PDF as the default view, your client will see an external version of the Preview Viewer where they can access the report.

Unfortunately there’s no default report that contains these items but you can edit most exhibition reports to include Profile, by dragging the Profile field in from the fields list. You could also add also other information like company logo, using the Original String field under URI in the report editor.

A brochure is a file, not a data field, so you can’t add it to a report from the report panel, but you go into your AirDrive and then under Contact files >> Exhibition >> Brochures, you can select which items you want and run a report or export to get the data, which will include links to the files. (Same process if you want to see who’s uploaded a company logo.)

If you are having issues running your report or it’s taking a long time, it’s usually because:

If there’s still a problem, try troubleshooting by undoing each change you have made, one at a time, to see where the issue is.

This is only a test event with not many attendees, but you should also notice some speed and overall performance improvements and we’re working on more in the coming months. This also includes things like faster speeds when searching with filters etc. As ‘not many attendees’ is a relative term, check with Support if in doubt. Your ‘small event’ may be fairly large!

So in the webinar library, if there’s not an accounting one visible just let us know and we can give you access to an older one. And we’ll put it on the list!

We’ll do what we can - if you’re looking for additional content on reporting in EventsAir, please take a look at the reporting article that has been recently updated to include additional information about creating your reports.

For more in-depth training you may also want to ask your account manager for additional training hours.