Reporting by User
Whilst reporting on the participants you work with is the main focus of the system, it is possible to report by User in some areas.
For instance, every session that takes place is assigned to a Session Registrar, which will be one of the Upshot users on your account.
Additionally every instance of a Timeline Event added to an attendee's profile is registered against a 'recording user.'
The below will explain how organisation's can report on these areas and make use of pre-built Reporting Templates to support them with this.
Reporting by Session Registrar
Every session recorded on the system will have a session registrar.
Click here to download a Reporting Template for reporting by Session Registrars.
By copying data from an organisation's Attendance Report export into the pre-built Reporting Template organisations can quickly see key stats around their Session Registrars like below.
The different tabs within the template will highlight how many sessions, hours or people engaged with by an organisations different session registrars. As well as information about this specifically in relation to a certain project or activity.
For guidance on how to use the Reporting Template, please see the video below.
Reporting by Timeline Events - Recording User
Every Timeline Event recorded on an Attendee's profile will also capture the 'recording user' - i.e. which Upshot user added the Timeline Event.
Click here to download a Reporting Template for reporting by user in relation to Timeline Events.
By copying data from an organisation's Timeline Event Report export into the pre-built Reporting Template, organisations can quickly see key stats around their users like below.
The different tabs within the template will provide information about the amount and type of Timeline Events recorded by each Upshot user, as well as the link between the user and attendees in terms of Timeline Events.
For guidance on how to use the Reporting Template, please see the video below.