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Open, Create and Export Reports

Learn how to open existing Reports and customize your own.

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Written by LDT
Updated over 2 weeks ago

Reports allow you to better understand your business, save you time by reducing repeated tasks and enables you to take action on insights so you can create better experiences for your participants.

You can open pre-built Reports designed to solve the majority of your key tasks like exporting your startlist or sharing data with your timing provider, as well as build and save Custom Reports for your specific requirements to save time for you and your team.


August 2025: new and improved Reporting features

To save time when building reports across your event portfolio and teams, we've recently added new, out-of-the-box Let's Do This Reports to both your Portfolio and Event-level views to help answer the most common report needs.

We've also improved our Reports navigation, workflows for creating your own Custom Reports and interacting with report columns and filters.

Watch the walkthrough:


Portfolio vs Event Reports

Let's Do This offers two ways to access your reporting data:

Portfolio Reports - Access reports that can show data across multiple events or focus on a single event. Perfect for getting a broader view of your business or comparing data across different events.

Event Reports - Access reports specific to an individual event. These contain the same reporting capabilities with additional event-specific standard reports already created for you.

Open a Portfolio Report

Portfolio reports allow you to view data across multiple events.

  1. Navigate to the Portfolio Reports section within your dashboard

  2. Click on the Let's Do This Reports tab to see all available standard reports

  3. Click on the Report you're interested in exploring (like Transaction Report or Confirmed Participants)

  4. When the report opens, use the event selector to choose whether you want to:

    • View data for a specific event.

    • View data across multiple events.

Open an Event Report

Event reports give you access to the same reporting functionality with additional event-specific reports already created.

  1. Go to the Events page within your dashboard

  2. Click on the Event you want to view Reports for

  3. Within an Event, click on the Reports tab

  4. Click on the Report you're interested in exploring from the expanded list of event-specific standard report


Explore the data in your report

AI-Powered Search

Use the AI-powered search bar to quickly search and filter to find exactly the data you're looking for within any report. Here's some tips on how to structure your search prompt:

  • Filter by dates, status, or attendance (e.g. "June", "confirmed", "to be transferred")

  • Sort data (e.g. "oldest bookings first", "alphabetically")

  • Customize columns (e.g. "pin email", "hide address")

Try:

  • "Show me all registrations from last month that were refunded"

  • "List participants who need to be transferred, starting with oldest bookings"

Apply Filters

To help you refine your data we've built Filters. Try it out by clicking on the Filter button:

  1. Click on the Columns you'd like to Filter by

  2. You'll then see your Filter applied

  3. If you change your mind you can Delete it

You can also apply filters directly to individual columns by clicking on the column header directly.

Column Controls

Hover over any column header to customize them:

  • Drag and drop columns into the order you want

  • Sort columns to organize your data

  • Pin columns so they're always in view

  • Apply filters directly to individual columns

  • Hide columns if they're not useful for your current task

Save a Custom Report

Once you've made changes to your column and filters, you can Save it as a new Custom Report so you can access the same customized view in the future.

Saved views will appear in your Custom Reports tab.


Access your Custom Reports

  1. Navigate to the Custom Reports tab in either Portfolio Reports or within a specific event

  2. Here you'll find all customized reports that you and your team have previously saved

  3. You can see when each custom report was created and who created it, making it easy to find the most relevant views

Your previously Saved View tabs are now Custom Reports.

If you've used this feature previously, your saved views were accessed as tabs within each report. Now you can access them via the Custom Reports section. If you have bookmarked links to previously saved views, they will still work and automatically redirect to the new location.


Share or Export a Report

Need to share your View with somebody else, like a member of the team or a third party? Click on the Share button to see your options.

  • Share: generate a link to the live Report that you can send to an external viewer. You will have the option of setting an access pin for security.

  • Export: select which file type you'd like to share. This will Export the current data you are displaying.

Need more help?

If you didn't find the answer you were looking for here, or something didn't make sense, use the ๐Ÿ˜ž emoji at the bottom of the page to message our team with your question or problem. We'll get back to you as soon as we can!

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