Turn on the report tuner first

1. Open Reports for your event and look at the badge next to your report name. If it reads ACCOUNT, this event is using the columns, filters, and sort that come from your account's shared template, exactly as they are. Edit now, and you're editing the copy every other event in your account uses too, so a colleague running next month's conference gets your changes whether they wanted them or not.
2. Click Override columns in the Report Tuner panel on the left. This switch decides where your changes land: on your event alone, or on the shared template everyone uses. Do this first, every time.
3. Two things change once the switch is on. The badge now reads CUSTOM, so you can tell at a glance this event has its own version, and an Unsaved Changes flag appears next to Save, telling you nothing is committed yet.

Columns, Filters, and Sort each have their own override switch. Turning one on changes nothing about the other two, and turning it off later reverts this event back to the shared account template.

Choose your columns

1. With the columns tuner on, the columns in your report turn from read-only labels into rows you can work with. First name, last name, and email carry a padlock and a green tick: they're always in the file and can't be removed. Everything else has a drag handle on the left and a small cross on the right, grouped underneath into registration fields, profile fields, and the custom questions from your own form.
2. Click any field under "Available to add," such as Dietary Requirements, to add it to your report. New columns land at the bottom of your selected list, which is usually not where you want them, so drag them into place. That order is the column order in your file, left to right, and the three required columns stay pinned at the top no matter what.
3. Click the small cross beside any column to take it out. Nothing happens to your data: every registration still has that field. You've only changed what this one report puts in a file.

Filter down to the registrations you want

1. Click Filters, then turn on Override filters the same way you turned on Override columns. Each tuner is separate, so this switch only affects filtering, nothing else.
2. Click Add filter rule. Every filter has three parts: a field, an operator, and a value. Add more than one rule, and a registration has to satisfy all of them to make it into your file, so treat each rule as narrowing what's left rather than adding to it.
3. Pick a field, such as Organization, then an operator. The operators on offer change with the kind of field: a text field gives you options like contains and does not contain, a date field offers before, after, and between, and a status field lists your real statuses to choose from.

Watch the Matching card while you build a filter. It shows a dash until every part of the rule is filled in, then updates live. A dash doesn't mean the filter returns nothing. It means Express is still ignoring a rule you haven't finished. If Matching ever shows a dash, a piece of your rule is missing.

4. Finish the rule, for example Organization contains Advisors, and the Matching count updates to show exactly how many registrations qualify. The live preview underneath redraws to match, so you know what's going into your file before you make it.

Set the sort order, then save

1. Click Sort and turn on Override sort. Like the other two tuners, this one is independent: it comes from the account template until you switch it on.
2. Pick a field and a direction to sort by. One level of sorting is often enough for a list you're checking rather than filing. If you're handing this list to someone who needs to find a name in it, click Add secondary sort and add a second level, such as first name A to Z, so records group by what matters most and order alphabetically inside each group.
3. Two levels is as far as sorting goes in Express, which is enough to keep a report readable. Your report is built. Click Save.

Because the tuner switches were on, Save writes this as an override that belongs to this event alone. With all three switches off, that same Save would have gone into the account template and reached every event using it. That's why the switch goes on first: not so you can undo it later, but so the save at the end lands somewhere safe.

Apply your report to the registration list

1. Click Registrations. The Unsaved Changes flag is gone and the badge still reads CUSTOM: your report saved as an override for this event.
2. Your registration list opens showing attendees as cards, which don't have columns. Click the list icon at the top right to switch to a table, since a report is about columns.
3. Click View: All registrations to choose which report shapes this list. This dropdown is also where you reach your pinned report templates and the template manager.

Export to CSV or XLSX

1. Select your report from the pinned list. Each one shows its shape underneath: how many columns, whether it filters, how it sorts, so you know what you're picking. If you've overridden a report for this event, the summary still describes the shared account version, but the report you get is yours.
2. Your report runs against the real list: one row instead of three, seven columns with Dietary Requirements on the end, and the header reads the true total. Your filter, your columns, your sort, all on screen. The event itself hasn't changed. Only the view has.
3. CSV and XLSX buttons appear in the toolbar once Express knows which report you're exporting. Click either one to download your list in that format.

Quick recap