If you would like to run a report based on the event lead assigned to an event, you can do so by utilizing the Event Totals page. To access the Event Totals page, click into the Main Menu in the top left-hand corner and select 'Reports' > 'Event Totals,'
On the Event Totals page, you can generate a report filtered by a specific team member or a selected date range. The report will display which team member is assigned as the Event Lead for each event.
Reports on A Specific Team Member
In the 'Search' section at the top of the Event Totals page, use the 'Search For' drop-down menu to choose 'Event Lead' from the available options. You can then put your desired Event Lead in the field to the right. For this example, I will use 'Support Director' as my Event Lead.
From there, use the 'Filters' section to narrow down your results even further. .
Using the 'Showing' drop-down menu, you can also choose which list you would like the results to come from. For example, if I want to run a report for the previous month, I would use the 'Past Events' list for my results.
Your results will appear at the bottom of the page in the 'Event Totals' section. From there, you can use the 'Settings' menu to tailor the data included in your report.
All Event Leads Within A Time Range
You will use a similar approach to run a report to show events within a certain time frame and their Event Lead. Instead of searching by a specific team member, you can use the 'After Date' and 'Before Date' fields to search within a time frame.
From there, utilize your 'Showing' drop-down menu to choose which list you want the results to come from based on your previously selected time range. Once your results have loaded, use the 'Settings' menu to turn on your desired columns, making sure to toggle on the 'Event Lead' column.
From there, export your data using the 'Export' button in the top right-hand corner. This will put your results into a CSV file which can be opened and viewed in your desired spreadsheet platform!