Query (Find) Registrations

The Query Registrations page enables you to quickly find one or more registrants. The searches can be very detailed.

How to Use the Query Registrations Page

• Build your query using the options included in the Filters section below.
• The default columns to query are First Name, Last Name, Email, Reg Code, Organization, and Username.
• Change and/or add columns as necessary.
• Click to display a Report Results window listing the registrations that match your query.
• In Report Results, you can perform Actions such as Compose Email or Manage Itineraries.
• You can run Mass Actions such as setting properties or changing status.
• You can click a result number link in the first column to open that registrant's record.

Video: Finding a Registration

Video: Finding a Registration (1 min.)

Filters

Use this section to find registrants based on profile and/or registration information.

Columns

• There are five columns pre-selected, joined by "and": First Name, Last Name, Email, Reg Code, and Organization.
• To change any of them, select a data field from the drop-down list.
• The fields available are under several sub-headings:
• Standard Profile Fields
• Custom Profile Data Fields
• Standard Registration Fields
• Registration Appointment Fields
• Custom Registration Data Fields
• Registration Financial Fields
• Registration Accommodation Fields
• Primary Room Reservation Fields
• Standard Event Fields
• Location/Venue Fields

Operator

• Operator – Select the operator to use in assessing the Value you enter or select.
• The operators include:
• = (Equals)
• > (Greater than)
• < (Less than)
• >= (Greater than or equal to)
• <= (Less than or equal to)
• <> (Does not equal)
• is one of (A list of items against which the field will be evaluated. The field value must be found in the list for the condition to be met. Note: Each item must be separated by a comma from the next, with no intervening space, as in: value1,value2,value3.)
• is not one of (A list of items against which the value will be evaluated. The field value cannot be in the list for the condition to be met. Note: Each item must be separated from the next one by a comma, with no intervening space, as in: value1,value2,value3.)
• contains (String of characters that appears anywhere within the field.)
• does not contain (String of characters that should not be found anywhere within the field.)
• begins with (String of characters at the beginning of the field.)
• does not begin with (String of characters that should not be found at the beginning of the field.)
• ends with (String of characters at the end of the field.)
• does not end with (String of characters that is not found at the end of the field.)
• is blank (The field has nothing in it.)
• is not blank (The field has any value in it.)
• Value – Enter the value on which to search.
• To add additional criteria, first select an appropriate conjunction at the beginning of the next row: and, or, )and(, )or(. A new set of Columns / Operator / Value fields is displayed. You can repeat this for additional sets as necessary, combining the conjunctions to make your logic as complex as required.

Standard Filters

Use this section to find registrants based on any combination of these four filters:

• Complete — [Any], Yes, or No. Is the person's registration complete?
• Registered — [Any], Yes, or No. Is the person registered?
• Status Type — Accepted, Pending, Cancelled, or Denied. (Every registration status is classified as being one of these four types.)

Date Filters

Use this section to find registrants based on when various registration-related actions occurred.

For each of and Interval #2:

• Time Period — Select an existing time period or specify your own date range. Enter your own date (MM/DD/YYYY) and time (HH:MM AM or PM) in the From and To text fields or use the pop-up calendar.
• Interval #1 — Select a date field to evaluate:
• Standard Profile Fields (Profile Date Created, Profile Date Created, or Date of Birth)
• Standard Registration Fields (Reg Date Created/ Modified/ Cancelled/ Closed/ Completed/ Registered/ Accepted, Badge Print Date, First Availability, Last Availability)
• Primary Room Reservation Fields (Primary Room Date Created/ Modified/ Cancelled)
• Standard Event Fields (Event Start Date, End Date, Date Closed, Date Created, Date Modified)
• Location/Venue Fields (Date Created)

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