Event Attendee Reports
This guide shows you how to access attendee information from your events.
Please note that access to Salesforce is only granted if you fulfil a role that requires use of this platform and with an active RPS E-Mail account. Attendee data should strictly be used in line with our GDPR Policy. If you have any questions or need setting up, contact us via volunteers@rps.org.
1 - Login
First, log into Salesforce. Navigate to the event you want to view the report of.
💡If you need help logging into Salesforce, have a look at this Guide.
2 - Open the Report
From the event page in Salesforce, select the dropdown arrow in the top right corner and then select Attendees Report.
3 - Read the Report Columns
The report will open and you will be able to view attendee and booking information. The column highlighted below shows you the ticket that was purchased and you're able define who booked onto which option.
4 - Export the report (optional)
If you wish to export the attendee data shown in this report, you can do so by selecting the dropdown arrow towards the top right of the report page, and selecting Export from the dropdown options.
❗We recommend to only export those when needed and delete them from your computer as soon as they are not needed anymore. If you have to send those to a committee member please only do this to a RPS email account and with the report being a password protected file.
A menu will appear with some options on how you can export the report. Formatted will export it as an Excel sheet in the same style as the Salesforce report you see. Details Only is our recommended option and allows you to choose other formats including CSV.
To export the Detail Only option, click into the box to select it, choose Excel Format .xlsx and then click the blue Export button. The report will be saved into your default download folder on your computer.
