Event reports

The Run Reports button displays several event-specific reports that can be immediately run for any event. To use these reports, do the following:

1. Go to Events > Find events.
2. Search for and open the event.
3. Click the Dashboard tab.
4. Click the Run reports button.

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   Note

   Edits made to the Informal name, Title, and Organization in the Edit registrant information window during registration will apply only to the current event and any related reports generated afterward.

Print badges

Displays a report containing registrant badge information. The badges display the full name, informal name, title, organization, city, state/province, and country of each registrant. This report is configured to print badges on Avery 5392 badge stock. To configure the Print Badges report results, you can adjust the following parameters:

• Event
  Code: The unique event identification code determined during your initial event set up.
• (optional) First Name begins with: Enter a first name to display badges only for people with that name.
• (optional) Last Name begins with: Enter a last name to display badges only for people with that name.
• Include Guests: Select Yes or No from the drop-down list. If you select Yes, guests are grouped together with the primary registrant and their badge will display only their name and a note that they are a guest of their primary registrant.
• PDF and Excel icons: Select an icon to export the report as the designated file type.

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  Note

  You must export a report as a PDF in order to preserve the Avery 5392 formatting for printing.

Print confirmations

Prints event confirmation notices for the selected event, including line item prices and amount due. To configure the Print confirmations report results, you can adjust the following parameters:

• Display Organization Logo: Select Yes or No from the drop-down. If you select Yes, the organization’s logo will be included on the report.
• Display Organization Name: Select Yes or No from the drop-down. If you select Yes, the organization’s name will be included on the report.
• (optional) Registrant ID: Enter the ID of an event registrant to display a confirmation for that individual.

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  Note

  You must export a report as a PDF in order to preserve formatting for printing.

Registrant directory

Displays a report that lists all event registrants and their information. To configure the Registration Directory report results, you can adjust the following parameters:

• Event: The name of the event.
• Include Cancelled: Select Yes or No from the drop-down list. If you select Yes, cancelled registrations are included in the report and are distinguished by an asterisk (*).
• Include Guests: Select Yes or No from the drop-down list. If you select Yes, guests are grouped together with the primary registrant and their badge will display only their name and a note that they are a guest of their primary registrant.
• Include Email: Select Yes or No from the drop-down list.
• Include Full Address: Select Yes or No from the drop-down list.
• Include Phone: Select Yes or No from the drop-down list.
• PDF and Excel icons: Select an icon to export the report as the designated file type.

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  Note

  You must export a report as a PDF in order to preserve formatting for printing.

Registration option registrants

Displays a list of registrants and the organizations they belong to for each registration option. To configure the Registration Option Registrants report results, you can adjust the following parameters:

• (optional) Report Title: Enter a descriptive title for your report.
• Event: The name of the event.
• Show Registrants for: Select either Registration Options or Program Items in order to display the registrants that are listed for each option.
• Include Cancelled: Select Yes or No from the drop-down list. If you select Yes, cancelled registrations are included in the report and are distinguished by an asterisk (*).
• Include Wait List: Select Yes or No from the drop-down list. If you select Yes, guests are grouped together with the primary registrant and their badge will display only their name and a note that they are a guest of their primary registrant.
• PDF and Excel icons: Select an icon to export the report as the designated file type.

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  Note

  You must export a report as a PDF in order to preserve formatting for printing.

Program item registrants

Displays a list of registrants and the organizations they belong to for each program item. To configure the Program Item Registrants report results, you can adjust the following parameters:

• (optional) Report Title: Enter a descriptive title for your report.
• Event: The name of the event.
• Show Registrants for: Select either Registration Options or Program Items in order to display the registrants that are listed for each option.
• Include Cancelled: Select Yes or No from the drop-down list. If you select Yes, cancelled registrations are included in the report and are distinguished by an asterisk (*).
• Include Wait List: Select Yes or No from the drop-down list. If you select Yes, guests are grouped together with the primary registrant and their badge will display only their name and a note that they are a guest of their primary registrant.
• PDF and Excel icons: Select an icon to export the report as the designated file type.

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  Note

  You must export a report as a PDF in order to preserve formatting for printing.

Print certificates

Prints certificates of completion for each attendee of the selected event. To configure the Event certificates report results, you can adjust the following parameters:

• (optional) ID: Enter the name of the event.

• (optional) Title: Enter a descriptive title for the type of certificate: for example, a Certificate of Completion.

• (optional) Completion Text: Enter the completion text.

• Display Event Name: Select Yes or No from the drop-down. If you select Yes, the event name will be included on the report.

• Display Event Dates: Select Yes or No from the drop-down. If you select Yes, the date of the event will be included on the report.

• Include Financial Entity Logo: Select Yes or No from the drop-down. If you select Yes, the logo of the Financial Entity will be included on the report.

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  Note

  The Include Financial Entity Logo parameter uses the logo of the Financial entity for the selected event, if there is one defined. If there is no Financial Entity defined for the event, the logo parameter uses the Meetings entity. If there is no entity defined for Meetings, the entity defined as the default Financial Entity for the system will be used.

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  Note

  You must export a report as a PDF in order to preserve the formatting for printing.

Planning report

Displays a summary of the event definition, with an option to include function summaries. The function summaries display time, date, and attendance information, as well as the space, resource, speaker, and staff requirements defined in the function Plan.

See Specifying resources for an event for more information.

Weeks out report

Displays the number of registrants for the selected event by the number of weeks prior to the event’s begin date. Select an Event from the drop-down to display registrant information.

View invoices

Displays a query menu that allows you to view results of event-specific invoices. These results can be refined by choosing All invoices or Open invoices from the Select a query drop-down. The following parameters are also available:

• Generated on between: Enter a date range
• Invoice number: Enter a value for invoice number
• Registrant name contains: Enter a value for the registrant name
• Registrant ID: Enter a value for ID of the event registrant
• Bill to name contains: Enter the Bill to name for the event registration

Query results can be exported in the following file formats: Word, Excel, PDF, CSV and XML.

An Event Invoice report, which includes all the invoices for the selected event, can then be printed using the Print All Invoices button. This report can be exported as a PDF or Excel file.