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How to edit and export an Attendee Summary report

Vero

Updated by Veronica D.

You can use the Attendee Summary report to view and export all the information you've collected from your attendees and their answers to your custom questions. Go to your event's Manage page, then look under "Analyze" to select "Event Reports" to get started. Also, if you added multiple dates/times to your event schedule, be sure to set the Individual Date Selector to a specific date to view and export attendee information related to an individual event within your overall event schedule.

NOTE: eblink{Learn how to edit attendee information after attendees register for your event=>https://www.eventbrite.com/support/articleredirect?anum=27564}.

1. Go to your Manage page.

Manage Events is the third option in the account menu, and the Manage link is located under your event's name.
Manage Events is the third option in the account menu, and the Manage link is located under your event's name.

After eblink{logging in=>https://www.eventbrite.com/login target=_blank} and eblink{creating an event=>https://www.eventbrite.com/support/articleredirect?anum=5035}, click or tap on your event from the Manage Events page, then select "Manage."

TIP: eblink{Visit Analytics=>https://www.eventbrite.com/support/articleredirect?anum=7720} to see a visual representation of key metrics for your events.

2. Select Event Reports (under Analyze).

Analyze is the fifth section in the Options Menu, and the Event Reports link is third in this section.
Analyze is the fifth section in the Options Menu, and the Event Reports link is third in this section.

In the options menu, scroll to the middle until you see the "Analyze" section.

NOTE: If you have an eblink{event schedule with multiple dates/times=>https://www.eventbrite.com/support/articleredirect?anum=3467}, you can edit and export attendee information for an individual event in your overall event schedule. Just choose a date from the "Individual Event Selector" at the top of the page.

3. Select the "Attendee Summary" report.

Click "Attendee Summary" from the "Common Reports" section.
Click "Attendee Summary" from the "Common Reports" section.

Click "Attendee Summary" from the "Common Reports" section.

TIP: To view payment information and fees for all orders in your event—as well as eblink{issue any refunds=>https://www.eventbrite.com/support/articleredirect?anum=3399}—look at the eblink{Orders report=>https://www.eventbrite.com/support/articleredirect?anum=6549}.

4. Customize your "Attendee Summary" report.

Click Show columns to choose the data to display on your report. Under "Attendee Summary: Since sales started", you can choose another Report Type to reference, select other events to combine report data, change the Date Range or Attendee Status, choose the data to display under Congifure Columns, and/or search for attendees by first name, last name or email address.
Click Show columns to choose the data to display on your report. Under "Attendee Summary: Since sales started", you can choose another Report Type to reference, select other events to combine report data, change the Date Range or Attendee Status, choose the data to display under Congifure Columns, and/or search for attendees by first name, last name or email address.

Under "Configure Columns," choose "Show columns" to select the columns and associated information that should be included in your report. Then choose "Update Report" to update the attendee information shown below for reference.

TIP: You'll notice "Save column types" below the options to be included on your report. Select this to name your report and save it for later.

PRO TIP: If you'd like to eblink{combine information from multiple events on one report=>https://www.eventbrite.com/support/articleredirect?anum=3269}, select “Show events” to select any other events.

5. View your "Attendee Summary" report.

Move the horizontal scroll bar below attendee information to the right to reference additional columns of information.
Move the horizontal scroll bar below attendee information to the right to reference additional columns of information.

You can view the Report Results, which will include the answers to any eblink{custom questions set up using a customized order form=>https://www.eventbrite.com/support/articleredirect?anum=3262}.

TIP: You'll have to scroll right in the "Report Results" to see the additional information you collected from attendees.

PRO TIP: Click or tap on an order number to view that attendee's information. You'll be taken to the orders report for your event.

6. Edit attendee information and order information.

The Quick Actions dropdown appears to the left of each attendee's information. Click and choose Edit Attendee Info to update the information provided by the attendee during registration.
The Quick Actions dropdown appears to the left of each attendee's information. Click and choose Edit Attendee Info to update the information provided by the attendee during registration.

Access the "Quick Action" drop-down menu next to an attendee's order to: • eblink{Edit Attendee Info=>https://www.eventbrite.com/support/articleredirect?anum=27564}: For example, contact, shipping, and work information. • eblink{Refund this Attendee=>https://www.eventbrite.com/support/articleredirect?anum=3399}: The attendee will get a refund and email notification. • eblink{Cancel an order=>https://www.eventbrite.com/support/articleredirect?anum=3874}: For free orders only. The attendee will receive an email notification. • eblink{Delete an order=>https://www.eventbrite.com/support/articleredirect?anum=3874}: For free orders only. The attendee won't receive an email notification.

EXAMPLE: If you have to eblink{cancel your event=>https://www.eventbrite.com/support/articleredirect?anum=5217} and have already eblink{emailed your attendees=>https://www.eventbrite.com/support/articleredirect?anum=3327}, you may choose to delete an order rather than cancel it so that the attendee doesn't receive another email notifying them of the canceled order.

7. Choose a file type to download.

Export your report data by clicking either Excel or CSV. Further edits can be made once downloaded to your computer or device.
Export your report data by clicking either Excel or CSV. Further edits can be made once downloaded to your computer or device.

Choose "Excel" to export your "Attendee Summary" report as an .xls file or "CSV" to export a .csv (comma-separated value) file.

TIP: Check the "Downloads" folder on your computer to open the report.

NOTE: If you're a subuser that's been granted permissions to view and manage events, make sure the main account holder selected the "Access to aggregate financial data" permission for your subuser account. Without it, the export buttons will not show. You can find the main account holder's email address by clicking Account Settings (in the Account Menu at the top of the page).

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