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:

  • Go to Expo Classic

  • On the left hand side, you'll see Data Reports at the bottom

  • PRO TIP: hover your mouse over the i's to learn more information on how to better use Expo Pass Classic and 2.0

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):

  • Go to Expo Classic

  • On the left hand side, you'll see Data Reports at the bottom

  • PRO TIP: hover your mouse over the i's to learn more information on how to better use Expo Pass Classic and 2.0

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.


If you have any other questions, please reach out to Event Success or review other help articles in our:

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