Pulling All Registration Details in One Legacy Report

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Need to know who registered for what, how they answered in the process, and what they owe you, but don't have time to run three reports? Pulling in everything from agenda details to question responses, the Registrant Ad Hoc with Financials legacy report is the best place to start.
 
NOTE: Using new reporting? Reference this article instead.

1 Access your reports. Begin by selecting your event. Hover over Reporting and, under Reports, click Legacy Reports.

From the Display dropdown, click Other Financial Reports to shorten the list.

 
NOTE: If you haven't enabled fees in Event Configuration, the Other Financial Reports section will not appear.
Click Registrant Ad Hoc with Financials.
 
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2 Filter by date and registration type. By default, this report pulls every registration from the day you launched the event until today. You can narrow this window of time by clicking the User-added image or typing in the date fields. In the example below, only people who registered after April 3rd and before April 18th will appear in the report.
 
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NOTE: Planning on saving or parking this report? Set the end date far into the future so data updates every time the report is accessed.
The Select Registrant Type section contains two boxes. The Available box lists registration types that could be associated to the report, while the Selected box displays what is associated. Select a registration type (hold the Ctrl key to select more than one), then use the arrow buttons to move it from one to another.
 
 
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3 Include fees, payments, and registration items. This report will show the order total, amount received, and anything due for each registrant. Allowing people to bring guests in your Classic or Flex event? You can list them separately or combine their totals with the primary registrant. Choose from the dropdown under Select Financial Cost.
 
NOTE: If you select Combined Totals, guests' names will not be listed.
Select the admission items, tracks, sessions, or optional items to include in the Select Registration Items section. Whatever you add to the Selected box will be a column in the report.
 
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4 Include registrant's answers. Any registration questions or post-event questions you created will be listed. Check the boxes beside those you want to appear in your report with the registrants' responses.
 
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5 Include registrants' personal information. Under Select Additional Contact Fields, choose the contact and custom contact fields you want from the Available box, then use the arrow buttons to move them to Selected. These fields become columns in the report. Change their order using the up and down arrow buttons.

6 Run the Report. Once you're done, click Run. It may take a few minutes for your report to process.

Click the appropriate buttons to Save, Export, or generate a Printer Friendly version of your report. To return to the Report Selection page, click Close.

Click a registrant's name to open their record for this event.
 
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To return to the Report Selection page, click Close.

 

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