ⓘ This article is for Event Organizers
Do you need to pull a session report with the names of your attendees who have registered for each session - no worries! Here is a short video on how to pull a session data report, followed by a step-by-step guide.
In the world of events, virtual, in-person or hybrid, details are everything. Inputting session and video information can be overwhelming at first, but here's an article that can help you pull a data report to ensure the data was inputted correctly!
There are two ways to check your data:
OPTION 1: General overview, quick scan, no download
OPTION 2: In-depth Overview, can use as checklist, download to computer
Estimated time to complete for each: 5 minutes
OPTION 1: General overview, quick scan, no download
STEP 1:
Navigate to your event in Expo Pass
On the left hand side, you'll see Data Reports at the bottom. Click on this section.
Step 2:
Under Data Reports, you'll see Sessions, click it and your page will refresh with your Sessions
Click the checkbox next to Session Name to highlight all boxes. This will allow you to double check the details for all of the sessions
On the right hand side, choose the filter icon
Step 3:
Once you click on the filter icon, deselect all the pre-checked items and choose the information that is going to be most relevant.
Please see the image below for suggested filters on what will be most relevant for you event
When you've selected your filters, click apply
Step 4:
The filters have been applied to the selected sessions
Check out the information supplied and you've completed your overview session report!
Step 5:
Once you have your report Data Fields selected, we recommend clicking the "link" icon and saving this URL somewhere that you can find it again easily (like in your Notes).
Later, when you want to come back to this report, you can paste this URL into your browser and this report will pull up for you (so you don't have to go back and build it again).
OPTION 2: In-depth Overview, can use as checklist, download to computer
Step 1 (same as above):
Navigate to your event in Expo Pass
On the left hand side, you'll see Data Reports at the bottom. Click on this section.
Step 2 (same as above):
Under Data Reports, you'll see Sessions, click it and your page will refresh with your Sessions
Click the checkbox next to Session Name to highlight all boxes. This will allow you to double check the details for all of the sessions
Step 3:
Under Actions on the top right, use the drop down menu to click Export
When the report is ready to be downloaded, you will see a Green notification on your screen
The file will be downloaded as a CSV (comma delimted) (.csv) file. From here you can save the file into Excel.
Step 4:
Open your Excel sheet - it may look messy - DON'T FRET!
To clean up your file, allowing you to focus and manage the data that is most relevant for your session setup, we strongly recommend that you delete the "Session Description" column. In addition, here is a list of other columns that you may want to delete as well.
Step 5:
Good news - you've finished cleaning it up!
Now if you're wondering what to look for - look for blanks and empty cells
The most important column will be Webinar Type
Why is this the most important? If you have nothing here, that means there is no video, recording or live session. Nothing will play during the session!
Step 6:
We recommend highlighting cells in a different color that are missing information and/or may need more attention. For example, we strongly recommend that ALL Sessions have a "Webinar Available At Date and Time" - so that the session Countdown timer is visible (vs. someone going into an empty session that has not yet started).
This new file can be your checklist on where to focus next, especially if your event is just a day or two away.