Custom report: roll call

Custom report: roll call

A roll call report enables you to create a customised attendance list for a specific event. This is especially useful for anyone who needs a clear overview of who is attending.

Follow the steps below to create and save your custom roll call report.

Step 1: Access the Ticket Attendance Report

1. Navigate to E-commerce > Reports in the left-hand menu.
2. Open the Ticket Attendance report.

This report will act as the base for your custom roll call.

Step 2: Filter by Event

1. In the Fields filter, select Add filter.
2. Choose Events as your filter type.


3. Search for and select the event you would like your roll call report to be based on.


This ensures the report only shows attendance data for your chosen event.

Step 3: Customise Your Fields

To create a clean and useful roll call report, you can tailor which fields are displayed.

Remove Unnecessary Fields
  1. Remove any active fields that are not relevant to your roll call by clicking on the 'X' button


Reorder Fields
  1. Click and hold the three lines to the left of a field.
  2. Drag and drop to reorder the fields as needed.



Add Additional Fields
If you need to add fields back in, or include additional information:
  1. Select Add system field to include standard system data.
  2. For Data Capture Questions:
    1. Choose Add global DC field to include questions set globally.
    2. Choose Add assigned DC field to include questions linked to a specific event or ticket type.


This allows you to include attendee details such as access requirements, membership numbers, or other relevant information.

Step 4: Refresh the Report

Once you have finalised your filters and fields, click Refresh to update the report with your changes.

Step 5: Save Your Custom Report

1. Click Save.

2. Give your report a clear and recognisable name.
3. Optionally, add a description for future reference.

Saving your report means you will not need to recreate it each time.

After Saving
Once saved, you can:
  1. Download the report when needed.
  2. Schedule it to be sent to you by email, for example, as a monthly attendance update.

Your custom roll call report is now ready to use and can be accessed at any time from your saved reports.

Alert
Please note: Reservations cannot be included in roll call reports, as a reservation is an order that has yet to be completed. For this reason, a separate report for all reservations is to be made. We are actively working on improving this


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