Reports

Use Salesforce Reporting with Blackthorn to create custom reports in your Salesforce environment. This tool integrates with standard Salesforce functions, allowing you to analyze Attendee data, Event registrations, and Donations. It offers clear insights into your Event metrics, enhancing your data-driven decision-making.

The Events reports are located in the Blackthorn | Events Reports folder on the Reports tab.

Use Cases

Admissions Event Analysis

A university hosts admissions Events to engage prospective students. Leveraging Blackthorn's Quick Action Buttons, admissions officers can swiftly access the "Attendees Report," gaining valuable insights into Attendee demographics and engagement levels.

Personalized Event Invites

When using the AttendeeLink to send Event invitations, each Attendee has their own personal link to register for the Event. This means their basic information like their Attendee Full Name, Email, Contact, Phone and more will be prefilled, making registration a breeze!

Financial Analysis for Fundraising Galas

Hosting fundraising galas to support scholarships, the university utilizes the "Financials Report" quick action to obtain a comprehensive financial overview. This report aids in tracking donations, expenses, and overall Event profitability, empowering the fundraising team to strategize for future initiatives and enhance donor relationships.

Types of Reports

• Attendee Summary - Per Event: Shows Attendees for an Event
• Attendees With and Without Seats Report: Shows Attendees with and without a Seat Assignment for an Event
• Financials - Per Event Report: Shows Financials for an Event
• Budget & Expense - Per Event Report: Shows the Budget and Expenses for an Event
• Expense Entries - Per Event: Shows Expense Entries for an Event
• Events in the Next 7 Days: Shows Events coming up in the next week
• Attendance Summary - All Events: Shows who did and didn't attend the Events

We also have some buttons on the Event record that take you to a report and filter based on that one Event. For example, if you click on the Financials Report button on an Event record, the report only shows the Financials for that one Event.

Event Invoice Report

If you would like a quick report on your Event's paid and unpaid Invoices, add the Event Invoice Report button to your Event page layout.

View Form Responses Report

1. Click the App Launcher.
2. In the Quick Find box, enter and click “Reports.”
   
3. Click New Report.
   
4. In the Search box, enter and click "BT Events - Form Submission Answers."
   
5. Click Continue.
6. Enter a Report Name (required).
7. Enter a Report Description.
8. Select a Folder.
   
9. Click Save.