Custom Report Request SOP

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This article is for Cadmium employees and contractors ONLY and should not be distributed.

This article outlines the process and procedures for requesting a custom report as well as a link to the checklist which will be used to determine if Cadmium can produce the requested custom report for Eventscribe including Scorecard, Education Harvester, Expo Harvester, Website, Mobile App, and Survey Magnet.

Custom Report Request Process

Operations team member (Ops) or Strategic Account Manager (SAM) (whoever received the request) reviews the Custom Report Feasibility Checklist to determine feasibility

NOTE

If help is needed, reach out to the Product Manager, Eventscribe (Meghan Capiaghi). Specify that you need help determining feasibility and specifically for which items.

If the request came in through operations and it’s feasible, Ops passes along the request to the SAM to proceed with contracting the custom report. Specify that feasibility has already been confirmed.
SAM works with the customer to contract the custom report.

IMPORTANT NOTE

Custom reports are a fixed price and 12-week turnaround time. We are not able to accommodate rush timeline requests.

The price varies based on if it’s a new versus revision request. If a report is offered for no charge, a $0 order is required. An engineering estimate is NOT required in order to charge the customer.

Ops enters a Development Request (DR) with the report requirements outlined below.
Once the report has been created, have the customer test it with real or test data and confirm that no further edits are needed before closing the ticket.

New Report Requests

Below is a list of what to include in new report requests.

Due Date

Please keep in mind the standard 12 week turnaround time

Report Title

Report title should not include the year as reports should be re-used year after year

Report Format

Should the report export to Excel or Word?

Records to Include

What criteria should be used for a record to be included in the report?
- i.e. “Submission Type: Poster”, “Only Complete Submissions”

Report Order

How should the records be ordered?
- i.e. Submission ID ascending, Presentation Title in alphabetical order

Data to Include

Which columns or data points are needed for display in the report?
- Indicate the label of the information in the report and the field within the applicable task or worksheet field
- i.e. Description: AbstractField1

Example File

Provide an example file to show the desired formatting (especially for Word reports)
- Add the example file after the DR has been created.

Sample Custom Report Request Text:

Format - Excel

Include all completed submissions

Column Name/data - [explanation if needed]:

Submission Reviews AVG

Overall Impression AVG - [no data - this is for the client to fill in]

Submissions Final Decision

Submitter First Name

Submitter Last Name

Breakout Proposal Title - [Submission Title]

Abstract Description (short session description) - [Abstract Field 1]

Session Style - [Custom Long Field 21]

Session Style: Other - [Custom Long Field 22]

Key Topic 1 - [Custom Long Field 7]

Report Revision Requests

Below is a list of what to include in report revision requests.

Due Date

Please keep in mind the standard 12 week turnaround time.

Report Title

Data Changes

What data changes are needed for the revision?
- Indicate the label of the information in the report and the field within the system.
- i.e. Description: AbstractField1

Example File

Provide an example file that indicates what needs to be changed using highlighting
- Add the example file after the DR has been created

Sample Custom Report Revision Request Text:

Add Keyword 1 (Custom Long Field 7) column after Submitter Email.

NOTE

Most custom reports are designed to be used year after year (unless greyed out) and the year listed on the report list indicates what year the report was created.

Last modified Apr 23, 2025