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Create a Custom Report (dynamic Participant Lists)

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A Dynamic Participant List is your Best Friend when it comes to reporting! 

  • You can utilize this feature to create custom reports - as many as you want!
  • You can also send a direct link to your report to someone who doesn't have a Trippus account, without having them to sign in. This link refreshes in real time, so no more are the days of people pestering you 24/7 for updated reports.

Follow these steps:

  1. Click Reports in the left event menu
  2. Click Custom Reports
  3. Click New Report (green button)
  4. Go through all tabs and select the fields you'd like shown on your report. At least one category needs to be selected.
    Tip! If you select Demand for any option, the report will only show participants who have the selection you have demanded. However, you cannot set Demand for more than 1 to a maximum of 2 values, then the report will probably be empty as the admin does not think "and/or", but "and plus and" - which means that almost no booking has selected all criteria. Then you can instead make a report per value you want Demand for.
  5. Click Confirm
    Name your report in the Save as... field and click Save and you have your new report.
    If you have opened an existing report and made changes and want to save it as a new one - rename it and click Save As...
    If you have opened an existing report, made changes and want to save it with the updates, click Save and it will be updated.
     
  6. Click Show for your report.
  7. From here as an admin, you can send everyone in this list an email or text, or export this list to excel!

Share dynamic participant List

If you copy the reports unique URL, you can share it with anyone so they can see a live updating list of participants.

As an admin you see options to send e-mail or text message or export to Excel. Only logged-in Trippus users with access to this event can have options to send email/text. 

If you share the link with someone (for example an external customer, a hotel or similar) they will not have the option to send email or SMS directly from the report, but only the option to export to Excel.
So be careful with what information you include in the report if it is to be shared with others who are not admin users (if you show information about mobile number and email, the recipient can of course still contact participants in other ways than via the report).

 

Admin view of Dynamic Participant List

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Non-Admin view of Dynamic Participant List

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Excel features

When you click To Excel the report will automatically set to save with the event name and date of save.

Inside Excel, the workbook is already set up with data filter to make it easier for you.

The difference under tab Personal Information for Person, Lastname and Firstname is that for Person, first and last name end up in the same column in Excel.

 

Re-order fields

At this time it is not possible to re-order fields in Trippus. You can simply download the report to Excel and rearrange the columns there if you need!