Custom Reporting in GC Events

Custom reporting delivers enhanced configurability enabling you to export the GC Events data you need, exactly how you need it. 

How it works:

Custom Reporting Dashboard:

• Navigate to Custom Reporting in the GC Events menu and you will arrive on the custom reporting dashboard. 
• From the custom reporting dashboard, you can search custom reports and use the icons in each row to download, edit, clone, or delete an existing custom report. 
  • Please note: Once a custom report has been deleted, it cannot be restored. 

Creating a New Custom Report:

• From the custom reporting dashboard, click the New Custom Report button in the upper right corner of the screen.
• Report basics: Give your custom report a name and establish the type of custom report you would like to create by following the prompts provided.
  • What type of events report would you like to create?
    • Registration Report: A registration report will create one row for each event registration; this will include information about the primary registrant and their guests on the same row of the report. 
    • Guest Report: A guest report will create separate rows for each individual registered for the event; information about the primary registrant and each guest will be included on separate rows. 
  • If creating a Guest Report, how would you like the report to be formatted? 
    • Consolidated Guest Report: A consolidated guest report will include a single row for each individual registered for the event; if registered for multiple activities, these will be consolidated in the available Activities Summary column.
    • Activity Row Report: For complex events with multiple activities, an activity row report will include a separate row for each individual activity registration. 
  • How would you like to handle the FMV and Gift portion of event-level tickets:
    • FMV + Gift on the same row: Displays the fair market value and gift portion of the event-level ticket on the same row.
    • FMV + Gift split into separate rows: Displays the fair market value and gift portion of the event-level ticket on separate rows.
  • Click Save & Next

• Filters: Determine what data should be included in the custom report using the filtering options provided.
  • Date Range: 
    • All dates
    • Initial registration date
    • Last registration update 
      • Please note: The ‘Last Updated’ date only reflects when activities or add ons are added to a registration for a complex event. Other changes do not trigger an update.
    • Paid registrations deposit date
  • Events: Select which event’s data should be included in the custom report.
    • All Events
    • Selected Events
  • Activities: Select which activities’ data should be included in the custom report (complex events only).
    • All activities for within the events above
    • Selected list of activities within the events above
  • Click Save & Next

• Columns: 
  • Browse or search the list of Available Columns and use the plus icon to move each column to the Columns Added To Report list. 
    • Alternatively, you can use the Add All button to move all Available Columns to the Columns Added to Report. 
  • To change the order in which your columns will appear in your report, drag and drop each column name within the Columns Added To Report list.
  • Delete individual columns added to your report using the trash can icon.
    • You can also use the Remove All button to move all selected columns back to the Available Columns list.

• After configuring the Report Basics, Filters, and Columns, you can save the report or save & export the report.
• Once saved, you can download, edit, clone, or delete the custom repot from the custom reporting dashboard.

Configuring Report Column Aliases: 

• The report column aliases feature allows you to assign an alternate name for the default columns used in GC Events custom reporting; this feature may be useful if you need the column names to match the names of fields in your CRM.
• From the custom reporting dashboard, navigate to the tab called Report Column Aliases.
• Use the New Alias button and select the default column name you would like to configure as well as the alias you would like to assign.
  • Please note: Report column aliases will apply to all custom reports built in GC Events.