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Event Reports

The Event Report tabs provide data on registrants and attendees of Events, as well as the ability to add new registrants to an event and update the information of an existing registrant.

Report Tab

Each event will have its own report tab, under which the most recent registrants will be displayed, along with their registration date and status and their payment amount, date, and method.

 

Most registrations will be added to the system and be updated automatically, but Registrant information can also be added and edited manually via the "Add Registration" and "Update Registration" Buttons.

Clicking Add Registration will bring up a list of all your active contacts. Selecting one and clicking Save and Continue will let you add the registration status of the contact, as well as their payment status, amount, date, and method, if applicable.

To update a registration, check the box to the left of a registrant's name and click Update Registration to be taken to the registration update page.

Here, a contact's registration status can be changed to registered, attended, cancelled, no show, or leave it as it is. Payment status can be changed to Pending, Received, Overdue or Failed Payment amount, latest

payment date, and the method used to pay are also tracked here.

Registrations that paid via credit card cannot have their payment information manually updated.

Each event report list can be exported via the export button into Microsoft Word, Microsoft Excel, or Adobe PDF formats, and printed out as a hard copy with the print button.

To the right of the general registration report print button is a button for printing registrant badges before an event, so you can identify and verify registrants during an event.

To use the tool, simply select the the registrants to create badges for from the registration report, and click the Event Badge button. Next, select the order in which contacts should appear, along with the size and layout of finished badges. Next, determine what information you wish to appear on each line of the badge, as well as the font, size, and justifiction for each. Then click generate badges to create a printable copy of each selected contact's badge.

For printing mailing slips, select the registrants you want to send printed materials or products to and click the mailing label button. Next, select the order of contact

appearance and style and layout of the mailing slips. Afterwards, choose the font, size, and justification of the registrant names and addresses, as well as if the country also appears on the label. Then click generate addresses for the printable copy of a mailing slip for each registrant selected.