Watch this video to learn how to turn the Encompass Registration Summary Optimized Export and Email Reporting data into easily updateable analytic dashboards.
The dashboards you will build watching the video are:
- Event Summary with breakouts by classmates, registrants, families, and event-related email
- Purchases Summary
NOTE: The video uses Excel for Office 365. If your Excel version is different, you may want to reference these resources from Microsoft for using the “Get & Transform” or “Power Query” functionality of Excel to connect to data.
NOTE: You will be prompted for your name and work email address to access the video.