Procedure A: Running Event Center Registration Report for Salesforce – when WebEx is used for registration
Procedure B. Running Event Center Attendance Report for Salesforce - when jmp.com and/or Salesforce are used for registration
JUNE 5, 2020
Procedure A: Running Event Center Registration Report for Salesforce – when WebEx is used for registration
Running Event Center Registration Report for Salesforce – Run by Host who set up meeting
This report is for events where you used Event Center to Register attendees. The Registration Report lists Registrants until about 8 hours after the WebEx Event is over. Then the report lists, for each registrant, whether they Attended.
- From WEBEX>MY REPORTS run REGISTRATION REPORT
- Put in DATE RANGE and DISPLAY REPORT
- Click on EVENT Title you want. Do not click EXPORT here.
- Now EXPORT Report to get .csv
- Open or Save the.CSV file
- You will get a report with many columns.
- Edit it accordingly. I also attached a sample.
JUNE 8, 2020
Procedure B. Running Event Center Attendance Report for Salesforce - when jmp.om and/or Salesforce areused for registration
Running Event Center Attendance Report for Salesforce - Run by Host who set up meeting
This report is for events where you used jmp.com or Salesforce to Register attendees.
- Run Attendance Report with date range from MY WEBEX>MY REPORTS>WEBEX EVENTS>ATTENDANCE REPORT.
- See this message:
- Look for email
- Go to MY WEBEX>MY REPORTS>WEBEX EVENTS>ATTENDANCE REPORTS. (There is a link in the email, but you will still need to navigate.)
- Open CSV and grab the EVENT ID.
- EXPORT DETAIL REPORT using that EVENT ID.
- #3 and #4 will occur again. Go to MY WEBEX>MY REPORTS>WEBEX EVENTS>ATTENDANCE REPORTS. and open the .csv file. This will be your report to edit for salesforce team LIST LOAD.
