INTRODUCTION
Feature Summary: Create event reports with detailed data.
Use Cases: This report can display 40+ columns of data, which means organization managers can get a granular look at event participation.
Module 6 is an seventeen-part quick-start guide highlighting the key steps admins should complete when running reports. This article is Part 8.
Part 8: Create a Pickleball Event Registrant Detail Report
SETUP REQUIREMENTS
Click REPORTS > EVENTS > REGISTRANT DETAIL. A new page displays.
Use the Event Session(s) field to focus the report on one or more event sessions. Manually set the start and end dates (and times) of the reservation period or the start and end dates of the event period. Optionally, click the fields to select pre-built periods (e.g. Current Year).
Enable any combination of filters to narrow the data set. For example, system users could generate a report for one specific pickleball instructor or use the Registration Status field to see how many members are canceling.
Optionally, check the Member 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. For instance, you could include custom fields that a system user added to event registration forms and generate a report with those responses.
Running the report
Click the Run Report button (at the top or bottom of the page). A new tab opens with the report in a table format. Click a button to export the report (.xlsx or PDF).
To filter table data, click the filter icon, select an operator (e.g. is equal to), and enter a value. To change the sort order, go to a column heading and change the direction of the arrow.
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.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of Module 6's video that covers the information in this article.
Watch the entire Module 6 video to learn about Reporting.