Event List (Reports-Only Users)

For "Reports Only" users  – Accessed automatically after logging in.

When you log into Certain as a Reports Only user, you see this list of the reports available to you in current and upcoming events in which you are assigned a role.

Click the name of a report to run it on the data in that event.

Technical background for administrators and event builders.

• Roles: Administrators set up roles at the account-level. A role's information includes the users available to fill it.

• Users: Administrators may also make a user availability for a role via that person's user record.

• Reports: Event Builders and Administrators can make reports available to role-based users when creating or editing the reports.

• Events: Event Builders and Administrators can assign roles to users when setting up an event (provided the account has roles set up in it, and users made available to fill them). See Role Assignments in Event Setup > Detail.

Filter – By default, only Current and Upcoming events are listed.
    To select a different view, select from the drop-down list:

• All events – All active events in the current account.

• Current and Upcoming Events – Events that end in the future.

• Recently Ended Events – Events that ended in the last 90 days.

• Archive – Events older than 90 days.

• Inactive Events – Events that are not active.

Event List

The list shows the Start Date, Name and Location of each event.

The reports available are listed below the event headings, with these three columns.

(You can click a column heading to sort the events by the values in that column, and click it again to reverse the sort order.)

• Report Name – Click the name to run that report on the data in that event.

• The report opens in a separate window, which you can close when you've finished with the report.

• Description 

• Edit – The  icon indicates that you can't edit the report.

Logging Out

To log out of Certain, whatever page you are on, click  >   Logout, in the global navigation icons in the top right corner of the page.