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Creating Custom Reports

Creating downloadable custom reports from the Guest List tool can be extremely useful when planning your wedding. Below is a quick overview on the easiest way to get the data you need:

  • When on the Overview tab, click 'Reports' beneath the 'More' drop-down



  • Select which custom report you wish to work with based on the event and type of custom report. Note that the types of fields you wish to download vary based on the type of custom report you choose (see below for a full list of fields)



  • Select the fields you wish to export. You can use the up and down arrows to choose what order the fields display in your final report, as well as a preview of the data below when choosing fields

  • Click "Export" to download a .CSV file of your data

 

Types of Fields

 
Below is a list of the types of fields you can export when creating a custom report. Please note that they are the same regardless of event (ceremony, reception, etc.): 


'Guests' Custom Report

  • First Name
  • Last Name
  • Email
  • Phone
  • List
  • RSVP
  • Table
  • Seat
  • Meal
  • Household Address
  • Needs Hotel
  • Notes


'Invitations' Custom Report

  • Household Name
  • Household Side
  • Household Address
  • Needs Hotel
  • Notes
  • Inside Envelope
  • Outside Envelope
  • Save the Date Sent
  • Invitation Sent


'Gifts' Custom Report

  • Gift
  • Gift Received Date
  • Thank You Sent Date
  • Notes
  • Household Name
  • Household Address
  • Household Notes

 

 

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