Setup Booth or Catalog Reports

Overview

Booth or catalog reports are accessed by the booth or catalog administrator and detail activity inside of a booth or catalog. Setup reports by customizing the fields that the administrator can view and making those additional fields available to specific booths or catalogs.

In this article:

1. Log into the site
2. Go to your dashboard
3. Navigate to Booth Report Settings
4. Select or adjust the fields
5. Select booths or catalogs

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Step by Step Walkthrough

Step 1 - Log into the site

Find the “Login” button in the upper right-hand corner of the site’s homepage or login directly from the site’s login screen.

Step 2 - Go to your dashboard

If you are not taken to your dashboard after logging in, click your name and then "My Dashboard" in the upper right-hand corner of the site.

Step 3 - Navigate to Booth Report Settings

From the dashboard, select Reports, and then "Booth Report Settings" or "Catalog Report Settings" in the left-hand side navigation bar.

Step 4 - Select or adjust the fields

Select a report, then expand the accordion to manage the reports settings. Reports will always contain the attendee or member's first name, last name, and email address. Select any additional fields from the attendee record to include in the reports. 

Note: the event and forms report are generally standard for all booths or catalogs so make sure to select all booths or catalogs. The lead report is optional and the booths or catalog that get the report must be selected.

Step 5 - Select booths or catalogs

Select the booths or catalogs that will have the report viewable.  When finished, click "Save".