Usage
Use this process when you want to share an existing report from a Cvent event with your officers. You can also customize the report by adding or removing fields before sharing it through the Reports tab in the Chapter Events Portal
Platform
Cvent
Steps
Ask Your Officer to Log In First
1. Before you can share a report, your officer or day chair must log into the Chapter Events Portal using their YPO credentials via Single Sign-On (SSO).
This step activates their access and allows you to assign them viewing rights.
Note: Reports can only be shared with active YPO Members and Spouses and Partners
Go to Your Cvent Event Reports
2. Open your event in Cvent. Navigate to the Reports section.
Select and Customize the Report
3. Choose the report you want to share. Make any needed changes (add/remove fields. Save the updated report.
Publish the Report
4. Click the Actions button (top right of the report). Select Publish to Access Portal.
Set the Content Expiration Date
5. Set a Content Expiration Date. We recommend two weeks after the event ends.
Visible to
6. Choose Visible to Only Selected Users.
Set Email Notifications
7. Select: Don't sent email notifications
Choose Who Can See the Report
7. Search for your officer by last name. Check the box next to their name to give access.
Publish
8. Click Publish
Notify your Officers
9. Let your officer(s) know the report is now available in the Chapter Events Portal under the Reports tab