Create a registration report with all data - including financial details.
Please create a report that pulls all data for each registered individual, including financial details. This is critical for reconciliation.
Could you provide a sample report?
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Jennifer commented
I don't have a sample report, as I can't currently pull the report, but this is the data I would like - pulled into a report by individual:
1) Suppress or remove al "deleted" registrations. It's bothersome to have to remove them from an active registration report.
2) Registrant contact details - name, email, address, phone, etc.
3) The registration field name. (In our case this is multi-layered - we have member, non-member, or student, and then one-day, two-day, or three-day.)
4) The registration amount for the above field.
5) The field names for any add-ons that have a charge. (In our case this would be a lunch add-on, or CEU tracking.) These should pull into a report as separate line items.
6) The amount associated with each separate line item.
7) The total paid by the individual for their entire registration.Example:
Joe Cool; 21 Easy Street; Chicago; IL; 12345; 555.555.5555; jcool@test.com; Non-member Registration - One Day; $100; Thursday Box Lunch; $15; CEU Tracking; $25; Total Paid $140Anita Coffee; 65 Slow Road; Boston; MA; 12345; 800.555.5555; acoffee@test.com; Member Three Day; $300; ; ; Total Paid $300
Pull this into a spreadsheet so we can sort by name, registration type etc. and get instant totals for each column and see the details.
Better yet, create a report tool where we can select what fields we need to pull into a report so you don't have to keep creating reports. :-)