Report Builder Cards

The Report Builder now displays six new or updated datasets: Presentations, People, Planner Itineraries, Registrants, Credit Claims, and coming soon—Media Items (on integration). The data from these fields are available for reports.

The cAdmin module provides reporting tools such as the Report Builder dashboard, facilitating real-time data access across abstract management, speaker/faculty management, presentation management, and virtual/hybrid meeting applications. These self-service reporting options are accessible to all our clients.

The Report Builder displays the following datasets:

Presentations: These reports help our AV partners and other Presentation Management users track media for reporting purposes. The reports can also show Session Role order to help provide meeting organizers with oversight and quality control.

The process for Report Builder is as follows:
1. Click Create New Report.
2. Click and drag Available Fields to Selected Fields. Then click I’m Done Choosing Fields.
3. Click Select Output and choose a report output type.


People: This dataset gives an administrator the People details information tied to a person within the association rather than a particular meeting. Clients are talking about creating Speaker directories or repositories, and this report would be the place for them to start.

Planner Itineraries: This dataset is the same data found on the Onsite > Itinerary dashboard and helps our clients find analytics about how much content is consumed. Future versions will include the actual content selected. This has the potential to help our clients further segment the registrants and target them with marketing information that would align with the sort of content they have added to their itineraries.

Registrants: This dataset is the same data found under Onsite > Registration dashboard. This dataset provides information on registrant badge numbers, registration code, location, SSO ID, and more. We have found that registration codes are the most likely means for clients to segment their members and meeting attendees. These codes can help find how each segment interacts with onsite and virtual content.

Credit Claims: This dataset is the same data found under Onsite > Certification dashboard. Administrators may need to track Certificate types for reporting to accreditation agencies or financial reconciliation since CME courses are often purchased.

Media Items: This dataset is the same data found under Presentations > Media item types. Administrators will track conversion statuses, review statuses, presentation duration, dates, IDs, creation dates, and more.  Our AV partners need these reports to bill clients for their services.