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Reporting

AI-Generated Content

This documentation page was initially generated by AI to bootstrap the documentation structure. Content may be incomplete or contain inaccuracies. We welcome contributions to improve it.

This guide covers how to generate and use reports in DELEGATOR.

Standard Reports​

Registration Summary​

Get a high-level overview:

  1. Go to Admin > Reports > Summary
  2. View key metrics:
    • Total registrations
    • Completion rate
    • Status breakdown
    • Trends over time

Participant List​

Export complete participant data:

  1. Go to Admin > Reports > Participants
  2. Select fields to include
  3. Apply filters if needed
  4. Export as CSV or Excel

Payment Report​

Track financial status:

  • Total expected revenue
  • Payments received
  • Outstanding payments
  • Refunds processed

Committee Distribution​

View assignment statistics:

  • Participants per committee
  • Countries assigned
  • Unassigned participants
  • Preference fulfillment rate

Custom Reports​

Building Custom Reports​

Create tailored reports:

  1. Go to Admin > Reports > Custom
  2. Click "New Report"
  3. Select data source
  4. Choose fields
  5. Add filters
  6. Save report

Available Data Fields​

Data you can include:

Participant Data:

  • Name, email, phone
  • Registration date
  • Application status
  • Committee assignment

Delegation Data:

  • Organization name
  • Supervisor info
  • Member count
  • Group status

Financial Data:

  • Fee amount
  • Payment status
  • Payment date
  • Payment method

Filters and Sorting​

Refine your reports:

  • Filter by status
  • Filter by date range
  • Filter by committee
  • Sort by any field

Scheduled Reports​

Automatic Generation​

Set up recurring reports:

  1. Create or select a report
  2. Click "Schedule"
  3. Set frequency (daily, weekly, etc.)
  4. Choose recipients
  5. Enable scheduling

Report Distribution​

Reports can be:

  • Emailed to team members
  • Downloaded from dashboard
  • Shared via secure link

Data Export​

Full Export​

Export all data:

  1. Go to Admin > Data > Export
  2. Select data types
  3. Choose format
  4. Start export
  5. Download when complete

GDPR Compliance​

For data requests:

  1. Use "Participant Data Export"
  2. Enter participant email
  3. Generate their complete data
  4. Provide to requester

Dashboards​

Admin Dashboard​

Real-time metrics on your dashboard:

  • Registration funnel
  • Recent activity
  • Team performance
  • System alerts

Sharing Dashboards​

Share view-only dashboards:

  1. Go to Admin > Dashboards
  2. Create or select dashboard
  3. Click "Share"
  4. Generate shareable link
  5. Set access permissions

Analysis Tips​

Making Data-Driven Decisions
  • Compare with previous years
  • Track week-over-week trends
  • Identify bottlenecks early
  • Monitor payment conversion