mirror of
https://github.com/odoo/documentation.git
synced 2026-03-26 13:59:55 +07:00
6c2674f175
closes odoo/documentation#16911 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>
194 lines
8.8 KiB
ReStructuredText
194 lines
8.8 KiB
ReStructuredText
================
|
|
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`
|