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Events and Person Reports

Events and Person Reports

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Events Report

When to Use This Report

This report returns a list of events and can optionally include information about the person associated with the event. This means that if you're running a report of conversions and a given person has converted twice in the time period, they will show up twice in this report. This report is a good way to pull in custom event data that you've set on a controller.

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How to Rearrange and Rename Columns

The "Mappings" section, located in the Advanced menu, is where you'll specify your report column names, your values (i.e., the source of the data populating the rows), and your column order. To rename a column, simply replace the text in the first field. To reorder a column, use the up and down arrows.

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Predefined Mappings

The list of predefined mappings, located below the list of mappings described above, is a great starting place for finding specific pieces of data from the event or person associated with the event to pull into the report.

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Using the predefined mappings also means you don't need to know the syntax for any of the data attributes associated with the event or with the person. For example, you could use the predefined Event ID mapping without having to know that the value for the "event_id" key is "event.id". Once you've selected from the list of predefined mappings, you can reorder the columns by using the up and down arrows to the left of the key field for any of the predefined mappings.

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Additional Settings and Filters

Also in the Advanced section, you can specify the file formats, delivery method, and other event-specific filters for the report.

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Person Report

When to Use This Report

This report returns a list of people and can optionally include aggregated information about the events they've done. This means that if you're running a report of conversions and a given person has converted twice in the time period, they will show up once in this report.

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How a Person is Defined

The person is the latest version of the person. If the person was updated after the events that identified the person, then the report will return the updated person.

How to Rearrange and Rename Columns

The "Mappings" section, located in the Advanced menu, is where you'll specify your column names, your values (i.e. the source of the data populating the rows), and your column order. To rename a column, simply replace the text in the first field. To reorder a column, use the up and down arrows.

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Predefined Mappings

The list of predefined mappings, located below the mappings described above, is a great starting place for finding specific pieces of data from the person associated with the events (e.g. the friend) or from the related person associated with the events (e.g. the advocate) to pull into the report.

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Using the predefined mappings also means you don't need to know the syntax for any of the data attributes associated with the people. For example, you could use the predefined Person ID mapping without having to know that the value for the "person_id" key is "event.person_id". Once you've selected from the list of predefined mappings, you can reorder the columns by using the up and down arrows to the left of the key field for any of the predefined mappings.

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Person and Related Person Mappings

Use the Person function to specify attributes that you want to include about the person (e.g. the friend, event.person_id) or the related person (e.g. the advocate, event.related_person_id). The Person function looks at someone who has done an event (or someone related to someone who has done an event) and pulls the information off their profile. The predefined available values can also be selected using the Predefined Mappings button.

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Event Mappings

Use the Event function to specify attributes you want to include about the person (e.g. the friend) or the related person (e.g. the advocate) at the time of the event. The Event function looks at someone who has done an event (or someone related to someone who has done an event) and pulls the information off the event.

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Sums

Use the Sum function to sum up values of a data attributes across multiple events. For example, you could use this to see the total amount someone has spent on converted events.

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Counts

Use the Count function to count the number of events a person has done in a given time period. For example, you could use this to see the total number times someone has had a converted event.

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Campaigns

Use the Campaign function to retrieve information related to the campaign that the person or the related person participated in, such as the name of the campaign.

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Additional Settings and Filters

Also in the Advanced section, you can specify the file formats, delivery method, and a number of event-specific filters.

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