How-To Manage Reports in the Portals

NOTE The following are instructions for Portal Managers. Users can submit a request for a report to be published to the portal by following three easy steps.

One of the eComm specialist’s roles (and Super Users) in Cvent includes managing how stakeholders can access Cvent data in real-time, without a cost. Portal Managers can fFollow the steps below to create Portal Users and Publish Reports to the Portal for easy access. 

STEP 1 | Add User(s) to Portal

STEP 2 | Save Report with Naming Convention

STEP 3 | Publish to Portal

STEP 4 | Un-Publish from Portal

Troubleshooting