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Registrant Reports

How to Use the Enrollment Report

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Enrollment Summary Report

Go to Reports > Registrant Reports > Enrollment Report. This report displays the enrolment information by event.

  1. Registration period for the report
  2. Display Mode (see the images below for more details)
    • List: List the events one by one with Event Name
    • Grid: Display the report like the step1 matrix using the matrix display name
  3. Display Enabled/Enabled Events
  4. Show Reserved Enrolment: This is applicable for those events that “the starting enrolment (reserved places)” is set to.
  5. Show Event Code: Display Event Code or not (applicable for List mode only)
  6. By clicking on this button, you’ll be downloading a tab delimited .txt file of this report
  7. By clicking on the current number of the registration, you’ll be taken to the Enrollment details report.

List Mode or Grid Mode

List Mode will simply list all the enrollment information along with the event name. Grid Mode will show them in the matrix organized by “Matrix Display Name” and “Matrix Column Headings” in each individual event setting just like the step 1 page. If two events have the same Matrix Display name but different Matrix Column Headings, two columns will appear.
If Step 1 Matrix is not used, List Mode might work better for you.

List Mode

Grid Mode

Enrollment Details Report

Once you click on the current enrollment number on the Summary Report, you’ll be taken to this report. This report shows all the registrants who registered during the registration period that is selected on the previous page.
Questions on the registration form can be added to this report by checking off the question fieldname on the grey tray on the left side. This settings will be saved by event.

  1. Show/Hide grey tray
  2. Questions on the registration form. Check off the items and click on “update” button. The items will be added to the report.
  3. By clicking on the column header, the report will be sorted by the column. (This is applicable for columns, Registrant Name, Reference # and Event Name only)
  4. By clicking on the registrant name, you’ll be taken to manage registrant
  5. By clicking on the reference #, you’ll be taken to the Official Receipt
  6. Download the tab delimited .txt file

Ad Hoc Reports

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ad_hoc_reports

Ad Hoc Reports, found under Reports > Registrant Reports, allow a user to define a custom report. This is quick and easy way to create a report from all the data captured from the registrant that cannot be found under any of the predefined reports. Events, registrants, columns, data and display of the report can be edited to suit the users need and a downloadable tab-delimited .txt file is available for import in Microsoft Excel.

Create a Custom Attendance Sheet for One Event

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  1. Go to Reports > Registrant Reports > Attendance Sheets
  2. Click on the word ‘Default’ or ‘Custom’ in the column ‘Current Settings’ for the relevant event
  3. You may have to maximize your browser window to view the default setting screen properly.
  4. The data to enter is broken down into the columns that will appear on the attendance sheet:
    Column Number This field is for your information only and cannot be edited. It represents the column order number.
    Column Headings (Optional) Enter the heading that will appear above the data. Note that up to four different types of data may be displayed in each column. In this example, the email address of the registrant will be displayed below the registrant’s name.
    Column Data Select any of the data from the drop down menu. All fields (including custom questions) from any registration forms are listed. Some fields, such as the registrant’s name, have several display options.
  5. If you would like the attendance sheets to have a place to check off attendance, make sure that one of the columns contains the Column Data ‘Attendance Grid’. It is an option in all of the drop down menus. You may even have multiple attendance grids on the same attandance sheet (for example, for different weeks).
  6. If an attendance grid is to appear, you must specify the length of the grid. This is done at the bottom of the screen, under ‘Attendance Grid Length’. For example, if you wish to represent one week, you might enter ‘7’.
  7. Click on  

Change Default Settings

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  1. Go to Reports > Registrant Reports > Attendance Sheets
  2. Click on  
  3. The data to enter is broken down into the columns that will appear on the attendance sheet:
    Column Number This field is for your information only and cannot be edited. It represents the column order number.
    Column Headings (Optional) Enter the heading that will appear above the data. Note that up to four different types of data may be displayed in each column. In this example, the email address of the registrant will be displayed below the registrant’s name.
    Column Data Select any of the data from the drop down menu. All fields (including custom questions) from any registration forms are listed. Some fields, such as the registrant’s name, have several display options.
  4. If you would like the attendance sheets to have a place to check off attendance, make sure that one of the columns contains the Column Data ‘Attendance Grid’. It is an option in all of the drop down menus. You may even have multiple attendance grids on the same attandance sheet (for example, for different weeks).
  5. If an attendance grid is to appear, you must specify the length of the grid. This is done at the bottom of the screen, under ‘Attendance Grid Length’. For example, if you wish to represent one week, you might enter ‘7’.
  6. Click on  

Using Attendance Sheets for the First Time

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The first time you use the attendance sheets feature, you will have to define the default settings. This means that you will have to decide which information collected on the registration form should appear on the attendance sheet. Each event may also have its own custom attendance sheet, but the default settings must still be defined.

  1. Go to Reports > Registrant Reports > Attendance Sheets
  2. Click on  
  3. You may have to maximize your browser window to view the default setting screen properly.
  4. The data to enter is broken down into the columns that will appear on the attendance sheet:
    Column Number This field is for your information only and cannot be edited. It represents the column order number.
    Column Headings (Optional) Enter the heading that will appear above the data. Note that up to four different types of data may be displayed in each column. In this example, the email address of the registrant will be displayed below the registrant’s name.
    Column Data Select any of the data from the drop down menu. All fields (including custom questions) from any registration forms are listed. Some fields, such as the registrant’s name, have several display options.
  5. If you would like the attendance sheets to have a place to check off attendance, make sure that one of the columns contains the Column Data ‘Attendance Grid’. It is an option in all of the drop down menus. You may even have multiple attendance grids on the same attandance sheet (for example, for different weeks).
  6. If an attendance grid is to appear, you must specify the length of the grid. This is done at the bottom of the screen, under ‘Attendance Grid Length’. For example, if you wish to represent one week, you might enter ‘7’.
  7. Click on  

You many now View an Attendance Sheet or Create a Custom Attendance Sheet for an Event.

View an Attendance Sheet

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  1. Go to Reports > Registrant Reports > Attendance Sheets
  2. A screen listing each event will appear. To view an attendance sheet for an event, click on the name of the event:
  3. The attendance sheet will appear, containing the data defined in the default settings or the custom settings.