The Event Sponsorships By Contact Report provides the ability to view sponsors with various filters. The report allows you to filter by event date range, event category, calendar, event name, membership category, and to filter by displaying contacts.
- Click Reports in the Navigation Panel.
- Use the Quick Filter option to show only Events reports.
- Select Event Sponsorships by Contact Report.
- Select desired filtering criteria:
- Event Date Range: Select the date(s). If no selection is made all events will be included in report results.
- Event Category: Select the desired category. If no selection is made, all categories will be included in report results.
- Calendar: Select the desired calendar. If no selection is made, all calendars will be included in report results.
- Event: Select the event that you would like to report on. If no selection is made, all events will be included in report results.
- Membership Category: Select the desired category. If no selection is made, all categories will be included in report results.
- Display Only Contacts: If your events included sponsors that were not contacts in the database, you may filter them out by selecting to include only those that are contacts in the software.
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Display Options:
- Fields to Display: Default fields are included in the report. You can add or remove fields as needed.
- Summarize By: If needed, select a summarize by option. This will group the report results by the field selected. For example, if you are running a report for all of an event's sessions, you may wish to summarize by the Session Name.
- Display Mode: Select Detail to view details of sponsors or select Summary to view a total of sponsors (without sponsor names).
Click Run Report.
See the following for Common Report Functions: