Power BI Reports for Sponsors & Exhibitors

A Sponsor/Exhibitor assigned to a Company Sponsor Booth will have access to Sponsor Reports in the Sponsor & Exhibitor Portal. Click the links below to navigate to Sponsor & Exhibitor Reports related topics.

 

To view reports, we recommend using Chrome, Firefox, Edge, or Safari with cross-site cookie tracking enabled. 

 

Accessing Reports

1. Navigate to the Sponsor & Exhibitor Portal. 

 

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2. From the left menu, select Reports

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3.Click Reports to launch the Reports page.

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List View

Select Sponsor & Expo to expand the options and navigate to the report’s menu. Select the View Report button to access the report details. 

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Grid View

Select the View Report button on the report’s tiles.

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Select the View Report button to access a specific report. 

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Event Cloud Report User Interface (UI)

The following features are consistent across all reports. No matter which reports you are viewing, these concepts remain the same.

  • Header Title: Displays the report title.
  • Table or Graph: Data displayed in a table of graph format.
  • Filters: Options to filter the data within the report. Filter-types will vary across different report types.

In the upper right area of reports, control buttons allow Admins to customize their view:

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Focus Mode expands the report to fit the screen. If a report only has one table or graph, the Focus Mode option will not appear.

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More options (3 dots) further defines the displayed data:

  • Export Data: Allows a user to select the data and file format type to export.
  • Show as a table: Will show data as a table if not already in a table format.
  • Spotlight: Will fade all other data outside of the spotlighted graph.
  • Get insights: This option will not populate any data.
  • Sort descending/ascending: Will sort the data to appear in descending or ascending order. In a report with a data table, the data is grouped with a hierarchy that goes from left-to-right. Columns can be sorted alphabetically according to the group they are in on the left side of the screen.
  • Sort by: Allows a user to sort the data by selectable columns.

 

Individual Sponsor Overview Report

The Individual Sponsor Overview Report shows Sponsor page views favorited, as well as more detailed information about how attendees interacted with sponsor pages.

 

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Social Media Clicked

The total count social links have been clicked on Sponsor pages.

Page Views

This column displays the total count of visits (per user) to a Sponsor Booth.

Favorited by Attendees

Number of users who clicked the star icon to mark this Sponsor page as a favorite.

Booth Staff Meetings

 

The total number of meetings Booth Staff associated with a company participated in during the event period.

Video Views

 

The total number of times the welcome video on a Sponsor page has been played for each Sponsor.

Chat Transcripts

 

Displays the chat transcript along with user information from the chatroom on a Sponsor page.

Session and Sponsor Booth chats are separate from Attendee to Attendee (A2A) chats.

Resource Downloads

 

The total number of times users clicked to initiate a download of any resources or videos posted on the Sponsor page. Note, the same user could be counted multiple times, as this counts the number of downloads, not unique users.

 

The Attendee Lead Details tab lists all attendees who visited a Sponsor or Exhibitor page and clicked the Email me more information button.

 

Sponsor_Attendee_Leads.png

 

Full Name

The display name for the attendee that clicked the Email Me More Information button.

Company

The company name of the attendee that clicked the Email Me More Information button.

Title

The job title for the attendee that clicked the Email Me More Information button.

Page Views

The number of times the user visited the sponsor booth.

 

If a Sponsor is associated with more than one Sponsor/Exhibitor Booth, the Filter to Sponsor option on the right-hand menu to select the radio button for the Booth data you wish to display.

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Meeting Details for Your Sponsor Staff

The Meeting Details for Sponsor Staff Report displays all the meetings that sponsor staff participated in. As a Sponsor, you will receive an overview of all sponsor meetings that occurred within your assigned Sponsor Booth(s).

 

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Sponsor

The sponsor’s company name.

Sponsor Staff Name

The staff member who participated in the meeting.

Meeting Type

This column populates the Meeting Type selected by the Requester when scheduling the Appointment.

Common Meeting Types include Peer to Peer, Sponsor, and Expert meetings.

Meeting ID

A unique identifier for each Meeting, this ID will auto populate when a Meeting is requested in the Event Cloud site.

Subject

This column populates the Meeting Subject. The subject is inputted by the Requester when scheduling the Appointment.

Status

This column displays the Meeting Status (Cancelled, Pending Approval, or Approved).

Time Slot

This column displays the Time Slot (date/time) associated with a Session. The Time Slot populates from the Session Details page.

If no Time Slot is added, the column will be blank.

Location

This column displays the Location (physical or virtual meeting) associated with a Session. The Location populates from the Session Details page.

If no Location is added, the column will be blank.

Participant Role

The Event Cloud role(s) associated to the user accessing the Sponsor Booth.

Participant Name

The full name of the user accessing the Sponsor Booth.

Participant Email

The email address of the user invited to the Meeting.

Invitation Status

The invite status of the user invited to the Meeting (Accepted, Pending, Declined).

Meeting Checked In

This column displays the meeting participation per user.

 

Virtual Events

Yes: The user accepted the Meeting invite.

No: The user did not accept the Meeting invite.

 

In-Person Events

Yes: The user checked in at the physical location.

No: The user did not check in at the physical location.

Created Date

The date the user profile was created in the Event Cloud site. In some reports, this column will display Date Created or Created Date.

Additional Information

This column displays additional meeting data that was entered by the Meeting Requestor.

 

Sponsor Resource Download Details

The Sponsor Resource Download Details Report displays all sponsor resources (such as PPT or videos) and which users downloaded them.

 

Event Cloud Admins will see every user that downloaded the resource, but Sponsors will see only those users who chose to share their information by clicking the Email me more button.

 

  • Resource Video Downloads: The top of the report shows the number of times any user clicked to initiate a download of any resources or videos posted on the Sponsor page. Each resource title is shown, along with the number of users who downloaded it. Note, the same user could be counted multiple times, as this counts the number of downloads, not unique users.

  • Users' details that downloaded resources: The bottom of the report shows a list of names. Each resource title is shown, along with the information about the person who downloaded it.

 

Sponsor Name

This column displays the name assigned to an Event Cloud Sponsor.

Resource ID

A unique identifier assigned to each Resource.

Username

The Username is a unique login (typically email address) assigned to Event Cloud participants.

Company

The Company associated to the Event Cloud site user. This field can be updated in Profile Settings.

User Title

The job Title of the Event Cloud site user. This field can be updated in Profile Settings.

Roles

The Standard Event Cloud Roles assigned to each user will appear in this column. The Standard roles can be updated by Event Admin users in the Users section of the Event Cloud Site.

 

Exporting a Report

Click the three dots (upper right-hand corner), to launch the More Options menu and export report data. If the report has been filtered (with rows included or excluded), the data that is exported will also be filtered.

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  • Data with current layout – The standard .xlsx file with all data in plain-text.
  • Summarized data – An .xlsx file that includes the dataset inside a table. Can be used to easily create pivot tables from the table.

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