Basic Reports

There are several fixed reports that are available for almost all registration forms. They are accessed by clicking 'REPORTS' from the left menu bar. All of the reports listed above 'Custom Report Setup' are fixed reports. Some reports may not be listed depending on your form (for example, the Payments report is not listed for forms not involving payments). 



The fixed reports are used for these purposes: 

DASHBOARD - Provides basic information regarding your event, such as Registration Count, payment received, etc. 

PRIMARY REGISTRANTS - Lists all the primary registrants who have registered (does not include any subguests added on a form) 

*ALL REGISTRANTS - Lists all the registrants who have registered,including any subguests added on a form. 

*PAYMENTS - Lists the Primary registrant of each registration, along with basic payment information, including balance owing. 

ALL TRANSACTIONS - Lists the individual payment related transactions for all registrants of the event. These entries are the same as those provided on the Payment Summary screen for individual registrants.  Refer to the 'All Transactions Report' for some useful information about this report.

DUPLICATE REGISTRATIONS - Lists potential duplicate registrations. 

PENDING REGISTRATIONS - Lists registrations marked as pending. 

DELETED REGISTRATIONS - Lists deleted registrations. 

SUMMARY - Provides a way to choose specific fields to report on. 

LIMITS - Lists the number of available spots when Limits are active. 

NOTES - Lists all notes added to registrations. 





Filtering 

Many reports have a filter box at the top of various columns, allowing you to limit the data that is displayed. To add a filter, follow these steps: Type any part of the word that might match what you are looking for, then press Enter. The search does not care about the case of the phrase. 



Example 1: On the 'Primary Registrants' report, if searching for the last name 'Robertson' , you could simply type 'bert' and press enter. Any last name containing 'bert' would be displayed , including 'Robertson'. 
Example 2: On the 'All Transactions' report, to find all Amex transactions, type 'x' in the CCtype field. It will match any occurence of 'x' in that column, which would be limited to Amex transactions. If you like typing, you could also type 'amex' as the search phrase. In this case, it will still find 'Amex', since it is a non case-sensitive search. 

To clear existing filters to show all data, simply click the 'Clear Filters' button. 



Sorting 

Most reports can be sorted by clicking the header label for the column you want to sort on. For example, to sort on First Name, click 'First Name' at the top of the First Name column. 

There are 3 states to the sort: 

1. Not Sorted

2.Sort Ascending (A-Z, Smallest-Largest, Oldest-Newest)

3. Sort Descending (Z-A, Largest-Smallest, Newest-Oldest)


By default, the column will be 'Not sorted'. When you first click the header, it sorts ascending. When you click a 2nd time, it sorts descending. Clicking a 3rd time cycles that column back to not sorted. The column you last chose to sort on is saved in your browser session. This means that if you go to another page in the back-end of the system, then return to the page, it will recall the last sort. When you close the browser or turn off your computer, the saved sort order is not retained and the report will open using the default sort set up for that report.  

Page Size

Most reports also have an option to choose the number of rows displayed per page. The drop-down displays various selections up to a maximum. If the current number of entries in the report is less than the maximum, it will display the total number of rows as the maximum. For example, if the maximum is normally 500, but there are currently only 279 entries in the report, then the maximum will show 279. The page size you last chose to sort on is saved in your browser session. This means that if you go to another page in the back-end of the system, then return to the page, it will recall the last page size for that report. When you close the browser or turn off your computer, the saved page size is not retained and the report will open using the default page size for that report. 

Downloading 

Most reports provide the ability to download into 3 formats: csv, excel, or pdf. If you download to csv or excel, any filters and sorting you have set on the screen will be retained in the download. If you want to download all data for that report, make sure to 'Clear Filters' first.


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