Managing the Overview tab

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Under the Analytics section (Host Analytics Dashboard) of the event creation flow, the Overview tab provides a summary of total ticket sales, event duration, event gross income, and total refund amount. This tab helps hosts quickly review their event’s overall, general information and access full summary reports.

This article covers:

Prerequisites for managing the Overview tab

  • Zoom desktop client
    • Windows: 5.7.6 or higher
    • macOS: 5.7.6 or higher
  • Zoom mobile client
    • iOS: 5.7.6 or higher
    • Android: 5.7.6 or higher
  • Pro, Business, Enterprise, or Education account
  • Zoom Events license

Notes:

  • There is a dependency with Windows' Webview package for Windows platform; while version 5.7.6 does support Zoom Events, it may cause a blank lobby experience for hosts.
  • For access to the latest Zoom Events and Webinar features, we strongly recommend hosts to update to the latest version of the Zoom desktop client/mobile application.

How to view the Overview tab's metrics

At the top of the page, you can view the following metrics:

  • Total Tickets Sold: This includes all free and paid tickets sold across all ticket categories (e.g. Early Bird, General Admission). Refunded tickets are not included in this metric.
  • Total Free Tickets Sold: This includes all free tickets sold across all ticket categories (e.g. Early Bird, General Admission). Refunded tickets are not included in this metric.
  • Gross Income: Gross revenue from all ticket sales, minus refunds.
  • Total Refund Amount: The total amount of refunds.
  • Final Duration: This measures the total session minutes across all sessions in this event.

Below these metrics, you can view each session’s ticket progress with a progress bar. A Refunded Ticket label is also included. Additionally, if you chose to create a fundraiser for your event, you can view your fundraiser information and goal.

How to download CSV reports

At the top right of the Overview page, click Download CSV. Then, select to download the following reports:

All summary reports

The all summary report includes metrics from the Event Details Page, Event Lobby, Event Sessions, Event Expo, Event Sponsors, and Event Source Tracking.

When you download a full report, it will download as a ZIP file, which contains all individual table summaries in Host Analytics Dashboard reports.

Chat Transcript

This includes metrics from the chats you have configured. This will indicate the type of chat (lobby, sponsor, expo, session).

The Chat Transcript report will display the following columns:

  • Chat's name
  • Sender
  • Message time (and timezone)
  • Messages sent
  • Reset Time (and timezone) [if applicable]
  • Reset by whom (if applicable)

Registration Report

This includes a list of registrations and their details. This report includes ticket-based entries.
Note: Data is updated every 4 hours.

The Registrant Report will display the following columns:

  • Display Name
  • Registrant Email
  • Marketing Opt-In: Attendees’ marketing opt-in preferences are displayed in this column.
  • Register Date (UTC): The date—according to the UTC timezone—the attendee registered for the event.
  • Ticket Type: The ticket type the participant registered with (such as regular attendee ticket, speaker, sponsor, and so on).
  • Ticket Name: The name of the ticket the participant registered with. The ticket names are defined by hosts.
  • Registration Questions - Ticket Name: Participants’ responses to the custom questions asked during registration.
    Note: The title of the column will be the custom question the host entered.
  • Event Attendance: The value Attended represents the specific registrant who has joined either the event lobby or any event session. The value Absent represents the specific registrant who has not joined either the event lobby or any event session.

Event Attendance Details

This includes a list of registrants, their registration details, registrants’ attendance (or absence) information, and special-role registration and attendance information. This report includes user-based entries.

Note: Data is updated every 4 hours.

The Event Attendance Details report will display the following columns:

  • Display Name
  • Registrant Email
  • Marketing Opt-In: Attendees’ marketing opt-in preferences are displayed in this column.
  • Lobby Attendance: The value Attended represents the specific user who has joined the event lobby. The value Absent is defined as the specific user who has not joined the event lobby.
  • Lobby Chat Sent: The number of chats sent in the Lobby by the attendee.
  • Survey Taken: The number of event-level and session-level surveys taken by the attendee.
  • Total Sessions Joined: This represents the total number of sessions the specific user joined during the event.
  • Session Name: The value Attended represents the specific user who has joined the specific event session. The value Absent represents the specific registrant who has not joined the specific event session.
  • Duration Spent in Session: The number of minutes the attendee spent in the session.
  • Chat Message Sent: The number of chats sent by the attendee in the lobby or in-session chats.
  • Reaction Sent: The number of reactions sent by the attendee in the session.
  • Q&A Submitted: The number of questions submitted by the attendee in the session.
  • Polls Taken: The number of polls the attendee participated in.
  • Raise Hands: The number of times the attendee raised their hand in the session.
  • Allow to Speak:
  • # Breakoutroom Joined: The number of breakout rooms the attendee joined during the session.
  • Profile Creation: Displays if an attendee created a profile or not.
  • Connections: Displays how many connections were made by the attendee in the event.
  • 1:1 chats: Displays the number of 1:1 chats from the event.
    Note: If networking or 1:1 chat feature is not enabled for the event, N/A will be displayed instead of 0 for the data.
  • # of Tickets: The number of tickets the attendee purchased for the event.
  • Ticket Type: The ticket type the participant registered with (such as regular attendee ticket, speaker, sponsor, and so on).
  • Ticket Name: The name of the ticket the participant registered with. The ticket names are defined by hosts.
  • Custom Questions: Participants’ responses to the custom questions asked during registration.
    Note: The title of the column will be the custom question the host entered.

Expo Attendance by Sponsor

This report includes metrics on an expo's sponsored booth performance, registrant details, and registrants' attendance (or absence) information.

  • When you select the Expo Attendance by Sponsor report option, a pop-up window will appear. In the pop-up window, select which sponsor attendance report(s) to download.
    • In the pop-up window, the host can use the search box to search for a sponsor(s).
    • The host can select more than 1 sponsor. When multiple sponsors are selected, their attendance reports will download in a ZIP file, which contains all individual sponsor attendance reports.
  • The Expo Attendance by Sponsor CSV reports will display the following columns of attendee data:
    • Sponsor Name
    • Display Name (attendee)
    • Email (attendee)
    • Booth visits
    • Click on booth
    • Marketing Opt-In: Attendees’ marketing opt-in preferences are displayed in this column.
    • Duration spent in session (in minutes)
    • PDF Download (per PDF file)
    • Attendee custom registration answers

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