Using a Report Template

Use one of concierge.com's template reports to download information about your event or your guests in a report.

You will be prompted to choose a template to start.  Don't see what you're looking for?  You can always create a new report instead!

Once you select the report you need, a window will pop up showing you all the fields that will be included in that report.  Then click "Start".

You will need to provide a name for your report, select up to 3 events to report on, the timezone where the event(s) is taking place, and the guest type (Guests and Companions, Guests Only, or Companions Only).  The Events and Timezone fields will give you a drop down menu from which to choose. You will find US Timezones under "America/___".

Next you will review the fields included in the report, and you can add/delete as needed.

There are some fields that allow you to even further customize and filter your report. For example, for "Guest Type" you can choose to show all guest types, or just invited guests, or just companions.

Once you are done reviewing/customizing that report, you can "Create Report" which will add it to your Reports list to be generated at a later date, or you can "Save and Generate" which will generate the report for you immediately.

Below is an example of a report that was generated. When a field is empty, it means no data was entered into that field for that particular guest.  In order to export the report, click the gear icon on the top right of the table.

When you click the gear icon, you will have the choice to export as a .csv, .pdf, print the data, export as a .xlsx, or email the report.  Your report will download onto your computer according to your specific computer settings.

In order to create another report or view all of your reports, go back to Account Tools - Reports.