Group Reports is a page under Groups in the Event Module.
Group Reports is available if the Registration Groups sub-module is enabled for the event.
The setting is configured at Plan > Configure > Options.
Most figures are reported only if the Qualification and Approvals sub-module of the Event Module is also enabled for the event.
Filtering Groups
Group filtering is by Name or Code.
To filter the groups displayed, enter part of the Group Name or Group Code to search by.
As you type the first few characters, the list of groups displayed in the report refreshes, showing only the matching groups.
Group Summary Report
Group Summary Report shows the numbers of registrations for an event, grouped by their Approval Status, within any Groups set up on Groups > Group List.
This report is a Groups version of the standard report All Registrations by Approval Status, available on the Event Dashboard, which does not go down to the group level.
Click the Excel icon to export the contents of the report to an Excel file.
Click any of the numbers in the report in order to see a list of those registrations in that group.
Columns and definitions
Group Name – The name of the group, as set up on Groups > Group List.
Code – The Group Code.
User – The group's Associated User, if any.
Capacity – The total remaining capacity for all the group's attendee types.
Note: Blank = unlimited total remaining capacity, even though some attendee types may have limited capacity.
(Reason: A blank capacity for an attendee type on the group record means unlimited, so there is no limit to the possible grand total of group members.)
Coordinators – The group's coordinator(s), if any.
Incomplete – The number of incomplete registrations in the group.
Not Yet Qualified – The number of complete (not cancelled) registrations who do not yet have an Approval Status.
Custom Field Name (1 ... n) – The value of this custom field for this group.
Approval Status Name (1 ... n) – The number of complete registrations with this approval status.
(The approval statuses on registrations are set by internal users on the Registrations per Rule page, based on the recommendation statuses set by external reviewers on the Review Qualifications page.)
Navigation
If the number of groups is more than can be displayed on one page, use the First / Previous / Next / Last controls at the end to page through the list.