Create a Custom Report

There are four types of custom reports:

• Transaction Reports allow queries of the confirmed transactions that have taken place. The results have one record per transaction in the system.
• Registrant-Event Reports allow queries of registrant information on a per-event basis. The results have one record per registrant per event. Financial data is also available.
• Registrant Reports allow queries of registrant information on a per-registrant basis. The results have one record per registrant. Financial data is also available.
• Event Reports allow queries of event information. The results have one record per event. Financial data is also available.

When you create a new report, a tab for that report type appears under custom reports. Any other reports of that type will also be available by clicking on that tab.

How to Create a New Report

1. Go to Reports > Custom Reports
2. If reports already exist, then you will have to click on the “Define New Report” tab.
3. Enter the name of the new report and click on the button above the textbox.
4. If no other reports of that type exist, a new tab will be created.
5. Click on  
6. Check off any fields that you would like to appear in the report and enter the following settings:
   

   Custom Heading	Enter the title of the heading as it will appear in the report.
   Column	Enter the column number for the data in that field.
   Type	Select ‘Word/Date’ or ‘Number’
   Sort	If you would like this field to be the data used to sort the report entries, select ‘Yes’. A textbox will appear where you may enter the number of the priority of the sort. For example, data will be sorted using the field with a sort of ‘1’ before it is sorted by a field with a sort priority of ‘2’.
   Group	If you would like the data to be “grouped” by this field, select the checkbox. For example, if the field ‘Event’ was checked off, all entries with the same value for ‘Event’ will be merged on the report as one entry.

7. Click on  
8. Click on  
9. Enter the following settings:
   

   Name	You may edit the name of the report by entering a new name in the textbox.
   Record # Limit	Enter the maximum number of records in the report.
   Line Numbers	To enable line numbers, click ‘Yes’. To disable line numbers, click ‘No’.

10. Click on  

Filtering Report Data

The Report Conditions settings are optional, and may be used to further define which data to display.

11. Click on  
12. Click on ‘New’ next to the field to which the condition should apply
13. Enter the following settings:
    

    Operator	Select the operator for the condition. Note that ‘matches’ and ‘is equal to’ are not the same. Matches is not case sensitive and can use wildcards. With ‘matches’ and ‘does not match’ you can use the following wildcards: ‘_’ represents any one character, and ‘%’ represents any number of characters.
    Value	Enter the Value that should be compared.

14. Click on  
15. You may enter more conditions for the same field by repeating steps 12-13. Under ‘Mode’ you can select whether all conditions should be met or any conditions should be met for the entry to be displayed.
16. Click on