How to Download a List of Registrants?
This download will generate an excel file with ALL registrations containing registration status values that are Complete, Incomplete. Pending and Cancelled.
Use the filter feature in excel to filter the list using the Status column. e.g. Filter the list on Complete to see all registrants who are paid in full
- Click Dashboard
- Click Attendee Module
- Click Reports button
- Under the Attendees tab, click on Go beside All Attendees
To obtain a report that is specific to a status of Complete, Incomplete, Pending or Cancelled, click Go beside the relevant report
- Click Download Excel
- Select the fields to include in the report
- Click Download button
How do I email / download a list of registrants that selected a certain response on the registration form?
Click Dashboard Click your Attendee Module Click Reports button Under the Attendees tab, click on Go beside Specific Registration Values Select the option response from the Select Values list If applicable, select a Registration Status filter E.G. ...
How to Download a Financial Report of Member Dues From the Admin Dashboard, click Dues Management in the left side menu Click Go button beside the Payment Records Select which member types to include in the report Hint: Hold down CTRL / COMMAND ...
How to download video files?
NOTE: Videos cannot be downloaded in bulk and must be downloaded one-by-one. Click Dashboard Click Speaker module Click Reports button Click Presenters tab Click Go for All Presenters #2 report Click Advance Click Download Excel In the list of ...
How to set a Favourite list of Registration reports?
Click Dashboard Click Attendee module Click Reports button Navigate to the report that you want to mark as a favourite e.g. Pending Attendees Click the Star so it appears 'coloured in' Click the Favourites tab, the 'Starred' report will be listed ...
How to Download a List of Group Members?
Click Dashboard Click Contacts Module Click Download button Click Go beside All contacts by Group Select the group(s) you want to download and click Advance button To multi-select, hold down the CTRL/Command key and click to select To only select ...