Invitation report

Analytics: export invitation list

As you probably already know, you can export your invitee list and attendee list for a certain event.
(Click on the following links to go to these separate articles for more details: “Export invitation list" and "Export attendee list").

There is also a possibility to focus on long-term data. You can find the reports on the top bar:

You will have two options available:

In this article, we will talk about "Export invitation list". We will talk about "Export contact statistics" in another article.
(Click on the following link to go to this separate article for more details: “Export Contact Statistics").

After clicking on "Export invitation list", you will see the following:

• Start: choose the start date.
• End: choose the end date.
• Owner: here you can select an account owner. This is optional and not mandatory.

You will be given the following information in an Excel file (Some columns can be empty if this information was not available for that event):

• Ranking: ranking of the invitee on the invitation list.
• Event: name of the event.
• Cost: cost per person.
• Name: name of the invitee.
• Email: e-mail address of the invitee.
• Job title: job title of the invitee.
• Company: name of the company of the invitee.
• Ticketholder: ticketholder of the invitee.
• Account owner: account owner of the invitee.
• Maximum guests: the maximum number of guests the invitee could register.
• Guests: the number of guests the invitee has registered.
• Status invitation: the status of the invitation of the invitee.
• Status attendee: the status of the attendee.
• Mail status: the status of the mail of the invitee.
• Venue name: the name of the venue.
• Venue start date: the start date of the venue.
• Invitation date: the date when the invitee was invited.
• RSVP date: the date when the invitee needs to respond to the invitation.
• Confirmation date: the date when the invitee confirmed the invitation.
• Declination date: the date when the invitee declined the invitation.

Extended reporting (platinum feature)

If you have access to the platinum feature for extended reporting, you get an extended and more detailed overview and have the possibility to make a selection of which data you want to export.

You will have two options available:

After clicking on "Invitation report", you will see the following:

• Name: choose a name for your report.
• Report folder: choose the folder in which you want to save the report: public (visible for all users) or private (only visible to you).
  
• Period: choose the period of the data you want to export. This is optional and not mandatory.
  
• Filters: apply a filter on event owner and/or on ticketholder. This is optional and not mandatory.
   

Select the data you want to include in your report by activating the sliders and click 'Save'.

You will be given the chosen information in an Excel file (Some columns can be empty if this information is not available):

Events

• Event name: name of the event.
• Ranking: ranking of the guest in the invitation list.
• Status invitation: status of the guest in the invitation list. 
• Status attendee: status of the guest in the attendee list. 
• Invitation date: when the invitation mail was sent.
• Confirmation date: when the guest confirmed their registration.
• Declination / cancellation date: when the guest declined their invitation or cancelled their registration.
• Ticketholder: ticketholder name the guest is linked to
• Account owner name: account owner name the guest is linked to.
• Venue name: name of the venue the guest is attending.
• Venue start date: start date of the venue the guest is attending.
• RSVP date: RSVP date for the guest.
• Mail status: mail status of the guest.
• Guests: total number of guests in the guests invitation.
• Maximum guests: maximum guests per invitation in the event.
• Reference number: reference number of the event.

Contact details

• First name: first name of the contact.
• Last name: last name of the contact.
• Language: last language of the contact.
• Gender: gender of the contact.
• Salutation: salutation of the contact.
• Email: e-mail address of the contact.
• Mobile: mobile number of the contact.
• Phone: phone number of the contact.
• Job title: job title of the contact.
• Company: name of the company of the contact.
• Contact type: employee or business relations.
• Account owner: account owner of the contact.
• CRM ID: CRM ID of the contact.
• Customer number: customer number of the contact.
• Access code: access code of the contact.
• Is active: yes or no.

Address details

• Addressline 1
• Addressline 2
• City
• ZIP
• Country

Custom fields (contact)

Contact custom fields you created will be available here.
(Click on the following link to go to this separate article for more details: “Custom contact fields").

Custom fields (event)

Event custom fields you created will be available here.
(Click on the following link to go to this separate article for more details: “Custom event fields").