[ADD] Events: Create Attendees report page

closes odoo/documentation#17023

X-original-commit: 6c2674f175
Signed-off-by: Kai Wen Li (kaili) <kaili@odoo.com>
Co-authored-by: meval1006 <meval@odoo.com>
Co-authored-by: meval1006 <meval@odoo.com>
Co-authored-by: Felicia Kuan <freakyotaku@gmail.com>
Co-authored-by: Felicia Kuan <freakyotaku@gmail.com>

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

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 <events/attendees_report/groups>` 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 <events/attendees_report/groups>` 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
+       <studio/views/multiple-records/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 <events/attendees_report/groups>` 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
+       <studio/views/multiple-records/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
+       <studio/views/timeline/cohort>` documentation.
+
+The option to select a :ref:`measure <reporting/choosing-measures>` 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 <search/custom-filters>` 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
+  <marketing_automation/campaigns>`.
+- :guilabel:`Add Custom Group`: Create a :ref:`custom group <search/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`