Downloading, Saving and Sharing reports

Downloading, Saving and Sharing reports

How to Download?

You may download any system information into an excel file.

Note: there are different reports under each different tab heading.

Depending on the module(s) you have available, there are many standard downloads available such as:

  • Primary Contact tab, All Submissions
  • Primary Contact tab, Submission Review Status (All authors in certain submission final review status)
  • All Authors tab, All Authors in a Session
  • Presenter tab, Presenter Program Schedule
  • Reviewers tab, Submission Review Scores
  • Reviewers tab, Review Complete Counts

How to Download:

  1. Click Dashboard
  2. Click your Speakers Module (or select the module you want to create the report from)
  3. Click Reports button
  4. Use the tabs on the top to filter or drill down into the group of people you want to download (Primary Contact, All Authors, Presenters etc.)
    NOTE: These tabs are created automatically based on the modules and functionality of your specific conference management system.
  5. Click the Go button to the right of the group you want to download.
  6. More Sub-Filters may be available, if so select your sub-filters and click Advance.
  7. Click Download Excel
  8. Click the Check boxes beside the fields to be included in the download file, or use the Check All button to select everything
  9. Scroll down and Click Download button (to download immediately) OR Enter a filename for your report, then Click Save & Download button
  10. Locate the downloaded file (A pop-up window may automatically appear, asking if you want to open the file)

How to create and save a report that can be run regularly?

For example: I want to create a Report that I can send to my committee.

  1. Click Dashboard
  2. Click your Speaker Module (or Attendee or Exhibitor Module)
  3. Click the + sign in the My Reports box
  4. Locate the report you want to pull on a regular basis and click Go
  5. Click Share Report link

  6. Provide a Report Name and other access requirements, then click the SAVE button next to the report name entered

  7. Click Download Excel button and select the fields you wish to have in the report
  8. Update the Access settings, if you wish
  9. Click Save & Download button next to the Report Name to save
    Once the report is saved, it will be listed in the My Reports section.
  10. Click the Open button
    NOTE: You may share the link to the report with anybody (i.e. board members, executive committee). When they click the url, the most recent data will be downloaded to their computer to view.

Once you have saved your Report, it will appear in the My Reports box.

Click the Open button beside your report will open the following pop-up window, which you can share the report.

How to delete a saved report?

  1. Click Dashboard
  2. Click your Speaker Module (or Attendee or Exhibitor Module)
  3. Open the saved report
  4. Click the Delete button


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