INTRODUCTION
Feature Summary: Create reports with detailed event performance data.
Use Cases: Use this feature to produce reports on event activity for any time period. Enable filters to generate reports with 40+ columns of data.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Click REPORTS > EVENTS > REGISTRANT DETAIL. A new page displays.
Reporting period
Use calendar icons to set the time frame (From and To) when reservations were made and event start and end dates. Optionally, set start and end times. Use a blue button to quickly set the period (e.g. last month). Use the Event Session(s) field to focus the report on one or more event sessions.
Report filters
Enable any combination of filters to narrow the results in the report. For example, system users could generate a report for all events with the Adult Clinic category or limit the report to a specific membership type.
Optionally, check the Group Full Event Registrations box. If enabled, a member in a full registration will only be tracked once on this report. With the setting unchecked, you'll see a registration for each event date within this full-registration event.
Scroll through the Setup Report Output table and use the checkboxes to include or hide data fields in the final report.
Running the report
To create a report, click the Run Report button at the top or bottom of the page. CourtReserve displays the report in a new browser tab.
Downloading a report
System users have two options: click the Export to Excel button to save the table as an .xlsx file or click the Export to PDF button.
Saving a report
On the Registrant Detail page, click the Save Report button to keep the report on the platform. Enter a report name and select a Visibility option. Private means only the user who created the report can see the report. Shared means users with report access can view this document.
To view previous reports that were saved, click the Saved Reports button. Users with access can click the Load button to view a report.