Reporting and Finance
Exports
Forge can export your event data to CSV or Excel for use in external reporting tools, data validation, or import into other systems. Exports are generated on-demand and contain data pulled live from Salesforce at the moment of export.
Available Export Types
| Export type | What it contains | Typical use |
|---|---|---|
| Attendee List | All attendees for the event with registration status, ticket type, check-in status, and all form answers | Badge printing, on-site check-in backup list, CRM import |
| Registered Only | A filtered attendee list showing only Registered status attendees | Catering headcount, name badge printing |
| Waitlist | All Waitlisted attendees with their waitlist position and registration timestamp | Waitlist management and communication |
| Form Responses | All registration form question answers linked to attendee names and email | Survey analysis, dietary planning, breakout group assignments |
| Session Enrollment | All session enrollments showing attendee name, session, enrollment status, and check-in status | Session room setup, badge printing with session schedule |
| Transactions | All payment transactions for the event with amounts, status, fees, and refunds | Finance reconciliation, accounting import |
| Invoices | All invoices with status, amounts, due dates, and payment records | Accounts receivable reporting |
| Speakers | All speaker records with bio, title, company, headshot URL, and session assignments | Programme guide printing, marketing assets |
| Sponsors | All sponsor records with level, contact, logo URL, and contract value | Sponsor deliverables tracking |
| Discount Codes | All discount codes with usage count, redemption amounts, and remaining uses | Promotion performance reporting |
Export Filters
Most export types support one or more of the following filters to narrow the export to a specific subset of data:
- Registration status (Registered, Waitlisted, Cancelled, or any combination)
- Ticket type (export only attendees who purchased a specific ticket)
- Date range (registrations created between two dates)
- Session (export only attendees enrolled in a specific session)
- Checked-in status (Yes/No)
- Custom form answer filter (export only attendees who answered a specific question with a specific value)
Running an Export
- Navigate to the event Reporting tab and click Exports, or go to the global Reporting > Exports page for cross-event exports.
- Select the export type from the dropdown.
- Apply any filters.
- Choose the output format: CSV (comma-separated, UTF-8) or Excel (.xlsx).
- Click Export. For exports under 5,000 rows, the file downloads immediately. For larger exports, you receive a notification when the file is ready (typically within 60 seconds).
- Download the file from the notification or the Recent Exports list.
Exports contain personal data
Attendee exports contain personally identifiable information (names, email addresses, phone numbers) sourced from Salesforce. Handle exported files according to your organization's data handling and privacy policies. Do not store exported CSV files in unsecured locations. Delete files containing PII when they are no longer needed.
Cross-Event Exports
The global Reporting > Exports page lets you run an Attendee List or Transaction export across multiple events simultaneously. Select the events to include using the event picker, apply date range filters, and export. Cross-event exports are limited to 50,000 rows per export; for larger datasets, run separate event-level exports.
Scheduled Exports
Scheduled exports (beta) let you configure an export to run automatically on a recurring schedule and deliver the file to an SFTP server or email address. This is useful for nightly attendee list syncs with badge-printing systems or daily registration reports for event staff.
Export Column Reference
The Attendee List export always includes a standard set of columns. Form answer columns are appended dynamically based on the form elements configured for the event.
| Column | Source | Notes |
|---|---|---|
| Attendee ID | conference360__Attendee__c.Name | Auto-number; safe to share externally as a reference |
| First Name | conference360__First_Name__c | PII — handle with care |
| Last Name | conference360__Last_Name__c | PII — handle with care |
| conference360__Email__c | PII — handle with care | |
| Ticket Type | conference360__Event_Item__c.Name | Linked via the registration |
| Registration Status | conference360__Attendee__c.conference360__Status__c | Registered, Waitlisted, Cancelled |
| Registration Date | conference360__Attendee__c.CreatedDate | UTC datetime |
| Checked In | Boolean derived from check-in records | Yes/No |
| Check-In Date | Timestamp of the most recent check-in event | UTC datetime; blank if not checked in |
| Salesforce Contact ID | conference360__Contact__c | Safe internal reference; never shown in UI as display text |
| [Form question label] | conference360__Form_Element__c answer | One column per form element; column header = question label |