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Jennifer

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    under review  ·  1 comment  ·  General  ·  Admin →
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    1 comment  ·  General  ·  Admin →
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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 $140

    Anita 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. :-)

    Jennifer shared this idea  · 

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