Customize Webex Events Dashboard Reports

1

Sign in to Webex Site Administration and go to Reports > Webex Events, and then select Report templates.

2

In the Action column, select Edit for the report template that you want to customize.

3

If applicable, select the Sub Type for the report.

The Sub Type drop down list appears only for reports in the Registrant/Attendee/Recording Download category.

4

Select the desired fields based on the report type that you are creating and then select Next.

Remove unnecessary fields from the dashboard report templates to improve performance.

5

(Optional) Change the order of the fields that appear on the report.

  1. In the Order of fields box, select a field that you want to move. The Order of fields box contains all of the fields, except the one you selected in the Sort by drop-down list.

  2. To make a field appear to the left of another field in the report, select Up. To make a field appear to the right of another field in the report, select Down.

6

Select Save.

Create a New Webex Events Report

1

Sign in to Webex Site Administration and go to Reports > Webex Events.

2

Select Create New Report.

3

In the Report name field, enter a name for the new report.

4

In the Description field, enter a description for the new report.

5

From the Report category drop-down list, select the type of report.

If you choose the Registrant/Attendee/Recording Download type, the Subtype drop-down list appears.

6

From the Subtype drop-down list, select a subtype for the report.

7

Select the type of events to display—Scheduled events or Held events.

8

Check the check boxes for the fields that you want to appear in the report, and then select Next.

9

From the Sort by drop-down list, choose the sort method for report.

10

(Optional) Change the order of the fields that appear on the report.

  1. In the Order of fields box, select a field that you want to move. The Order of fields box contains all of the fields, except the one you selected in the Sort by drop-down list.

  2. To make a field appear to the left of another field in the report, select Up. To make a field appear to the right of another field in the report, select Down.

11

(Optional) Search for a specific instance to include in your report.

  1. Enter an Event Name or a Program Name.

  2. Enter a User Name.

  3. Specify a date range.

12

Select Save.

Open a Saved Webex Events Report

1

Sign in to Webex Site Administration and go to Reports > Webex Events.

2

In the Saved Reports section, in the Report Name column, select the link for the report that you want to view.

Download Webex Events Reports

1

Sign in to Webex Site Administration and go to Reports > Webex Events.

2

In the Saved Reports section, in the Report Names column, select the name of the report that you want to download. Format drop-down list:

3

From the Format drop-down list, select one of the following options:

  • CSV
  • XML
4

Select Download Report.

A appears.
5

In the File Download dialog box, select Save this file to disk, and then select OK.

6

In the Save as dialog box, specify a location to save the report, and then select Save.

Edit a Saved Webex Events Report

1

Sign in to Webex Site Administration and go to Reports > Webex Events.

2

In the Saved Reports section, in the Report Name column, locate the report that you want to edit.

3

In the Action column, click Edit.

4

Make the desired changes and then select Next.

Remove unnecessary fields from the dashboard report templates to improve performance.

5

(Optional) Change the order of the fields that appear on the report.

  1. In the Order of fields box, select a field that you want to move. The Order of fields box contains all of the fields, except the one you selected in the Sort by drop-down list.

  2. To make a field appear to the left of another field in the report, select Up. To make a field appear to the right of another field in the report, select Down.

6

Select Next.

7

(Optional) Search for a specific instance to include in your report.

  1. Enter an Event Name or a Program Name.

  2. Enter a User Name.

  3. Specify a date range.

8

Select Save.

Delete Webex Events Reports

1

Sign in to Webex Site Administration and go to Reports > Webex Events.

2

In the Saved Reports section, in the Report name column, select the check box for the report that you want to delete. Or, to delete all reports, select Select All.

3

Select Delete.

4

Select OK to confirm that you want to delete the saved report.