Exporting Reports: Attendees Report

Learn how to see the details of your event's attendee engagement, 1:1 meetings, attendee profile information, and attendee meeting information.

To be covered

• Export Attendees Information
• Export Attendees Engagement: Meetings (who met whom)
• Export Engagement (1:1 meetings and open chat data)
• Export Attendee Data All In One File To CRM

Export attendees information:

1. Navigate to the Admin panel - Attendees 
2. Click on Attendees export on the right side of the tab.
3. You will receive a csv file to your email with these details.

   First name
   Last name
   Company name
   Joined at 
   Email 
   Number of meetings 
   Authentication provider 
   Opted out of networking

Export attendees engagement information (Meetings)

1. Navigate to the Admin panel - people
2. Select Attendees, then click on 'Meetings export' on the right side of the tab.
   
3. You will receive a csv file to your email with these details.
   

   Date
   Time
   Status
   Table
   Requester
   Email
   Requester Name
   Requester Company Requester
   Title Receiver
   Email Receiver
   Name Receiver
   Company Receiver
   Title
   Created 
   Changed status

Export 1:1 Open chat data

1. Navigate to the Admin panel - attendees
2. Click on 'Open chat export' on the right side of the tab.
   
3. You will receive a csv file to your email with these details:

Number of open chats
Open chat with

Export attendee data to CRM

1. Go to the admin panel and navigate to Integrations.
2. Click on Export data under Other. 
   
3. Here you will get the attendee export file and the meetings data in one file. The csv file contains:
   

   First name
   Last name
   Email
   Company name
   Job title
   Operates in
   Event name
   Event date
   Joined at
   Number of meetings
   Meetings with
   Number of open chat
   Open chat with
   Opted out of networking
   Networking about
   Exploring getting or buying
   Offering or selling
   Seeking a job in
   Offering a job in
   Seeking investment for
   Investing in
   Looking for a mentor in
   Mentoring in

4. To import the csv file to your CRM, ensure it meets its requirements. Usually, all csv files have the same format however the values such as titles vary per company. The values above need to match with your CRM's. The best way to find that out is by going to their Help Center or Knowledge Base.

Last updated - July 2022. 

Written by Natasha Santiago. 

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