Power BI Reports for Sponsors & Exhibitors

1. Navigate to the Sponsor & Exhibitor Portal. 

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. 

Grid View

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

Select the View Report button to access a specific report. 

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:

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.

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.

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

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

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.

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).

The sponsor’s company name.

The staff member who participated in the meeting.

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.

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

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

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

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.

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.

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

The full name of the user accessing the Sponsor Booth.

The email address of the user invited to the Meeting.

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

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.

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

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

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.

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

A unique identifier assigned to each Resource.

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

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

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

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.

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.

• 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.