How to create custom reports with the Report Builder

The Report Builder is a new tool inside of the Data Portal for standalone Studio webcasts that empowers you to build custom reports that deliver specific data requirements.

This feature is only available for webcasts created after the 14.2 Product Release.

The first step when building a custom report is to name your report. Following that step, select how the User List will be filtered by choosing the appropriate “Filter By” option for your data. Your options are:

  • Attendee (Both Live and On Demand)
  • Attended Live
  • Attended On Demand
  • Registered
  • Registered Did Not Attend


The next step is to select whether you want to use a date range to carve a segment of your data for your custom report, or you can leave it empty to get all the data available. Note that this date range refers to the dates attendees registered for the webcast, not the dates when the attendee viewed the webcast. You can use this “From Date/Time” and “To Date/Time” filter to explore attendee behavior after a specific marketing push, for example.

Next, you should determine what data (user details) should be included in this custom report by checking or unchecking the boxes next to the fields in the following sections:


Registration Fields

Select from a range of Stock Profile Fields.

User Login Data

Select from a range of login data based on the user’s webcast attendance.

User Technical Data

Select from a range of technical data based on the user’s registration and attendance.

User Interactivity

Select from a range of interactivity based on the user’s engagement when viewing the webcast.


Select from a range of presentation content based on the user’s interaction when viewing the webcast.

Registration Survey Questions

Select from a range of webcast specific Registration Survey Questions present during Registration.


User Custom Profile Fields

Select from a range of tenant specific Custom User Fields present during Registration.

Once you have built your report, click on “SAVE & RUN REPORT” in the bottom right hand corner of your browser:


Running the report will create a CSV file for you to download to your computer. It will also add your report to a list of available reports in the main Report Builder menu that can be generated whenever necessary:


Finally, if you click on the name of one of the reports you previously created, you can edit any of the selections you made before you run the report again. Just remember to click “SAVE” or “SAVE & RUN REPORT” if you want those changes to remain in the Report Builder.

Note:  All reports will download directly to a CSV file.  The report will not display in the browser.

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