View and Export Speaker Sign-Up Analytics

Public Engagement Suite data around Speaker Sign-Up requests can be viewed and exported for reporting.

Important Note

Public Engagement Suite analytics can only be accessed if the Public Engagement Suite add-on has been enabled. For more information or to enable the feature, please contact your Customer Success Manager or Account Manager.

View Approved Speaker Sign-Up Requests Data

1. Sign in to your solution if you have not already

2. Navigate to the Analytics module:

   

3. Click the Data Fields button to add Written Comments data fields to your view:

   

4. Select the Items category on the left side of the Edit Columns modal:

   

5. Check the checkboxes next to the Data Fields (columns) you desire to add to your view, and ensure that the List of Approved Speaker Sign-Up Requests box is checked:

   

   Note:

   The “Item Name” checkbox will be automatically checked any time any of the other Data fields (columns) are checked.

6. Select other categories on the left side of the Edit Columns modal and make additional selections, if desired:

   

7. Click the Refresh View button:

   

8. Approved Speaker Sign-Up Requests will appear in the List of Approved Speaker Sign-Up Requests column:

   

   Notes:

   • Approved requests will appear as the speaker’s email address.

   • You can click a column’s name to sort its entries alphanumerically:

     

9. Click the Filters button to add filters that further narrow down your data, if desired:

   

   1. Click the Add Filter button:

      

   2. Type or select a Data Field from the dropdown list:

      

   3. Type or select a Condition from the dropdown list:

      

   4. Type or select an option from the conditional option dropdown list, if applicable:

      

   5. Click the Add Filter button to add additional filters, if needed:

      

   6. Click the Apply button:

      

   7. Filtered results will appear:

      

10. Click the Save View button to save this data as a custom view that can be pulled later without manually selecting data fields and filters, if desired:

    

    1. Fill in the Save View information fields:

       

       • View Name: Enter a unique name for the analytics view

       • View Access: Select Private to Me to save this view for your personal use only, or select Share with Organization to save this as an organization view

    2. If desired, check the My Default View checkbox to make this the default view of your Analytics module:

       

    3. Click the Save View button to save the view with your customizations:

       

    4. Your custom Approved Speaker Sign-Up view will now appear as an option in your Views dropdown:

       

Export Approved Speaker Sign-Up Requests Data

1. Sign in to your solution if you have not already

2. Navigate to the Analytics module:

   

3. Click the Views dropdown list and select a view to export, if desired:

   

4. Click the Data Fields button to add custom data fields to your view, if desired:

   

5. Select the Items category on the left side of the Edit Columns modal:

   

6. Check the checkboxes next to the Data Fields (columns) you wish to add to your view, if desired; ensure that the List of Approved Speaker Sign-Up Requests box is checked:

   

   Notes:

   • The “Item Name” checkbox will be automatically checked any time any of the other Data fields (columns) are checked.

   • If you selected a saved view in step 3, some checkboxes may already be checked.

   • To view all available Written Comments data fields, check the Select All checkbox:

     

7. Select other categories on the left side of the Edit Columns modal and make additional selections, if desired:

   

8. Click the Refresh View button:

   

9. Approved Speaker Sign-Up Requests will appear in the List of Approved Speaker Sign-Up Requests column:

   

10. Click the Filters button to add filters, if desired:

    

    1. Click the Add Filter button:

       

    2. Type or select a Data Field from the dropdown list:

       

    3. Type or choose a Condition from the dropdown list:

       

    4. Type or select an option from the conditional option dropdown list, if applicable:

       

    5. Click the Add Filter button to add additional filters, if needed:

       

    6. Click the Apply button:

       

    7. The selected filters will be applied

11. Click the Export View button:

    

12. Navigate to the Export to: field, then type or select CSV or XLSX to indicate the desired file type for your exported view:

    

13. Click the Export View button:

    

14. Your view will export automatically and appear in your computer's Downloads folder

15. Click the Cancel button to close the Export View modal: