Actionable Insights Releases for November 5, 2025

Integrations

New Meetings Management REST API Endpoint to Get URLs for Files Attached to MRFs

Introducing the new GET List MR Documents endpoint, a new way to retrieve files uploaded to the "Document Attachments" field on Meeting Request Forms (MRFs) via API. It returns a paginated list of document metadata for a specific Meeting Request, with an option to include direct download URLs for each file, enabling secure, automated access without manual steps.

Key highlights

• New GET endpoint to list document attachments for a given Meeting Request (MR).

• Returns a paginated list with a continuation token for fetching subsequent pages (default 10 files per page; max: 20).

• Optionally include a referenceLink that provides a URL to download the file.

• Supported filterable fields include: File ID, File Name, and Last Modified Date.

Detailed documentation for these REST API endpoints can be found on the Cvent Developer Portal.

Reporting

Build Your Own Reports - Financial Reports

We're excited to announce the addition of Financial Reports to Build Your Own Reports! This update enables users to create customized financial reports. Planners can now easily access and analyze financial data related to orders and transactions for their events using Build Your Own Reports.

What’s new

• The BYOR – Financials category includes four sub-reports: Transaction Details, Orders, Order Details, and Transaction Distribution Details

• The " Event—Financial Reports " permission drives access to the Financials category; users without it do not see it.

Sub-reports

• Orders: This sub-type provides details on orders created by attendees during their registration or modification. Each row in this report represents an order, displaying the order number, order date, amount ordered, paid, and due for that order.

• Order Details: This subtype offers a detailed breakdown of each item an attendee ordered. Each row in this report shows an item (with fees) that an attendee added or removed, along with the amount ordered, paid, and owed for that item.

• Transaction Details: This subtype lists transactions, including payments and refunds. It covers both online and offline transactions. Each row in this report shows details such as transaction amount, date, and type.

• Transaction Distribution Details: This subreport explains how the payment amount in a transaction is divided among different items in an attendee's order.

How do I access these reports?

• Navigate to the Event

• Click Reports

• Click on "Create Report" at the top right of the screen.

• Choose the Financials Report Type

• Select the Report Sub Type based on the data you want to view.

Additional Resources

Cvent Community: Do you have any questions about the updates we've rolled out this window? As always, get questions answered in the Community via the Open Forum.

Beta Program Opportunities: Help us make Cvent Products better by being the first to test products before they're widely available. Join Beta Programs.

Quarterly Product News Webinar: Stay tuned for our upcoming Q4 Product News webinar planned for November 19. Watch the recording of the Q3 Product News webinar here.