diff --git a/content/applications/marketing/events.rst b/content/applications/marketing/events.rst index c83affee5a..27762e6823 100644 --- a/content/applications/marketing/events.rst +++ b/content/applications/marketing/events.rst @@ -264,3 +264,4 @@ Gain invaluable insight into event-related revenues with customizable reports an events/event_sponsors events/registration_desk events/revenues_report + events/attendees_report diff --git a/content/applications/marketing/events/attendees_report.rst b/content/applications/marketing/events/attendees_report.rst new file mode 100644 index 0000000000..aa549824ae --- /dev/null +++ b/content/applications/marketing/events/attendees_report.rst @@ -0,0 +1,193 @@ +================ +Attendees report +================ + +The Odoo **Events** application creates custom reports based on event-related data and analytics. + +The following documentation focuses on reporting options related to event *Attendees*. + +.. _events/attendees_report: + +Attendees reporting page +======================== + +To access the *Attendees* reporting page, navigate to :menuselection:`Events app --> Reporting --> +Attendees`. + +Reporting views +--------------- + +Once opened, the :guilabel:`Attendees` page offers five different view options. + +.. tabs:: + + .. tab:: Graph + + By default, the :guilabel:`Attendees` page opens in the :icon:`fa-area-chart` + :guilabel:`(Graph)` view, allowing users to visually compare attendance data across events. + + The graph view provides three available charts to display different insights about event + attendance: + + - :icon:`fa-bar-chart` :guilabel:`(Bar)`/:icon:`fa-line-chart` :guilabel:`(Line)`: Compare + attendance trends across events. + - :icon:`fa-pie-chart` :guilabel:`(Pie)`: View attendance distribution across events. + + .. image:: attendees_report/attendees-graph.png + :alt: Graph view in the Attendees reporting graph view in Odoo Events. + + For more information about customizing the graph view, see the :doc:`Reporting + <../../essentials/reporting>` documentation. + + .. tab:: Pivot + + The :icon:`oi-view-pivot` :guilabel:`(pivot)` view displays a pivot table, allowing users to + break down subsets of attendee-related data into specific categories or groups for more + precise analysis. + + For example, using the :ref:`Group By ` options, users can + organize an event's total registration count (subset) by its count for each ticket type + (group) to draw more granular insights about each ticket type's popularity across events. + + .. image:: attendees_report/attendees-pivot.png + :alt: Pivot view in the Attendees reporting graph view in Odoo Events. + + For more information about using the pivot view, see the :doc:`Reporting + <../../essentials/reporting>` documentation. + + .. tab:: Kanban + + The :icon:`oi-view-kanban` :guilabel:`(Kanban)` view displays a Kanban, providing users with + an at-a-glance overview of all registered attendees across events along with their ticket + type and registration status. + + By applying specific :ref:`Group By ` options, users can + group all attendees by specific criteria (e.g., registration status or ticket type) into + separate, vertical stages to get a quick overview of their attendees' records. + + .. note:: + In *Attendees reporting*, only attendees **without** a specified ticket type can be + dragged between stages. + + .. image:: attendees_report/attendees-kanban.png + :alt: Kanban view in the Attendees reporting graph view in Odoo Events. + + For more information about using the Kanban view, see the :ref:`Kanban + ` documentation. + + .. tab:: List + + The :icon:`oi-view-list` :guilabel:`(list)` view displays a list of all registered attendees + along with additional information such as contact information and registration status. + + The list view provides users the option to view detailed records of their attendees in a + centralized view. By applying the :ref:`Group By ` options, + users can then collapse long lists of records into smaller groups by specific criteria such + as event or ticket type. + + .. image:: attendees_report/attendees-list.png + :alt: List view in the Attendees reporting graph view in Odoo Events. + + For more information about using the List view, see the :ref:`List + ` documentation. + + .. tab:: Cohort + + The :icon:`oi-view-cohort` :guilabel:`(cohort)` view displays the percentage of event + registrations per time interval over a certain time period. + + The cohort view allows users to view broader registration patterns over a customizable time + frame. For example, users can track the change in percentage of registrations over days, + weeks, months, or years to identify trends at specific moments in time. + + .. image:: attendees_report/attendees-cohort.png + :alt: Cohort view in the Attendees reporting graph view in Odoo Events. + + For more information about using the Cohort view, see the :ref:`Cohort + ` documentation. + +The option to select a :ref:`measure ` from the :guilabel:`Measures` +drop-down menu is available only on the Kanban, pivot, and cohort views. Additionally, only the +:guilabel:`Count` option is available as a measure for the :guilabel:`Attendees` reporting page. + +.. _events/attendees_report/filters: + +Filter options +-------------- + +The :guilabel:`Filters` column in the search bar's drop-down menu sorts attendee data by specific +criteria in any given view. Multiple filters can be selected at once. + +The :guilabel:`Filters` column has the following options: + +- :guilabel:`Ongoing Events`: Filter by ongoing events. +- :guilabel:`Taken`: Filter by events with sold tickets. +- :guilabel:`Unconfirmed`: Filter by unconfirmed attendees. +- :guilabel:`Registered`: Filter by registered attendees. +- :guilabel:`Registration Date`: Filter by a specific registration date. Click the + :icon:`fa-caret-down` :guilabel:`(down)` arrow to reveal a list of month, quarter, and year + options. +- :guilabel:`Event Start Date`: Filter by a specific event start date. Click the + :icon:`fa-caret-down` :guilabel:`(down)` arrow to reveal a list of month, quarter, and year + options. +- :guilabel:`Attended Date`: Filter by a specific attendance date. Click the :icon:`fa-caret-down` + :guilabel:`(down)` arrow to reveal a list of month, quarter, and year options. +- :guilabel:`Last 30 days`: Filter by the last 30 days of attendee data. +- :guilabel:`Archived`: Filter by archived attendee records. +- :guilabel:`Add Custom Filter`: Create a :ref:`custom filter ` to analyze + event-related attendee data. + +.. _events/attendees_report/groups: + +Group By options +---------------- + +The :guilabel:`Group By` column in the search bar's drop-down menu sorts attendee data by specific +criteria in any given view. Multiple grouping criteria can be selected at once. + +.. note:: + Grouping options are **not** available in the Cohort view. + +The :guilabel:`Group By` column has the following options: + +- :guilabel:`Partner`: Group data based on the partner of attendees' registered events. +- :guilabel:`Event`: Group data based on attendees' registered events. +- :guilabel:`Ticket Type`: Group data based on the type of event ticket purchased by attendees. +- :guilabel:`Status`: Group data based on attendees' registration status. +- :guilabel:`Registration Date`: Group data based on a specific registration date. Click the + :icon:`fa-caret-down` :guilabel:`(down)` arrow to reveal a list of day, week, month, quarter, and + year options. +- :guilabel:`Campaign`: Group data based on marketing :ref:`campaigns + `. +- :guilabel:`Add Custom Group`: Create a :ref:`custom group ` to organize data by + additional fields. Click the :icon:`fa-caret-down` :guilabel:`(down)` arrow to reveal a drop-down + of grouping options. Multiple selections can be made. + +.. example:: + A local production company recently organized a music festival and wants to measure the + distribution of ticket registrations across concerts. Using the event attendance report, the + production company created a graph showing the count of ticket registrations in the last 30 days, + grouped by individual events and attendees' ticket types. + + .. image:: attendees_report/attendees-sample-report.png + :alt: A sample report in Attendees reporting in Odoo Events. + + To create this report, use the default graph view, with the :icon:`fa-bar-chart` + :guilabel:`(Bar)` and :icon:`fa-database` :guilabel:`(Stacked)` options selected. Remove the + default filters in the search bar. + + Then, click the :icon:`fa-caret-down` :guilabel:`(down)` arrow to the right of the search bar to + open the drop-down menu of filter and grouping options. + + Select the :guilabel:`Last 30 days` filter from the :guilabel:`Filters` column to filter the + data. + + Next, select the :guilabel:`Event` and :guilabel:`Ticket Type` options from the :guilabel:`Group + By` column **in that sequential order**. This groups the data by event, then by ticket type. + + .. important:: + The order in which the options are selected in the :guilabel:`Group By` columns directly + affects how the data is grouped and displayed in the report. + +.. seealso:: + :doc:`revenues_report` diff --git a/content/applications/marketing/events/attendees_report/attendees-cohort.png b/content/applications/marketing/events/attendees_report/attendees-cohort.png new file mode 100644 index 0000000000..a39844b44f Binary files /dev/null and b/content/applications/marketing/events/attendees_report/attendees-cohort.png differ diff --git a/content/applications/marketing/events/attendees_report/attendees-graph.png b/content/applications/marketing/events/attendees_report/attendees-graph.png new file mode 100644 index 0000000000..2adb40aa92 Binary files /dev/null and b/content/applications/marketing/events/attendees_report/attendees-graph.png differ diff --git a/content/applications/marketing/events/attendees_report/attendees-kanban.png b/content/applications/marketing/events/attendees_report/attendees-kanban.png new file mode 100644 index 0000000000..501e64ae16 Binary files /dev/null and b/content/applications/marketing/events/attendees_report/attendees-kanban.png differ diff --git a/content/applications/marketing/events/attendees_report/attendees-list.png b/content/applications/marketing/events/attendees_report/attendees-list.png new file mode 100644 index 0000000000..3176a63ab6 Binary files /dev/null and b/content/applications/marketing/events/attendees_report/attendees-list.png differ diff --git a/content/applications/marketing/events/attendees_report/attendees-pivot.png b/content/applications/marketing/events/attendees_report/attendees-pivot.png new file mode 100644 index 0000000000..f31a91af49 Binary files /dev/null and b/content/applications/marketing/events/attendees_report/attendees-pivot.png differ diff --git a/content/applications/marketing/events/attendees_report/attendees-sample-report.png b/content/applications/marketing/events/attendees_report/attendees-sample-report.png new file mode 100644 index 0000000000..781fe52d4c Binary files /dev/null and b/content/applications/marketing/events/attendees_report/attendees-sample-report.png differ