This Reports page under Groups includes the report described below.
It is available if the Registration Groups sub-module (of the Event Module) is enabled for your event. It is in Plan > Configure > Options.
Most of the figures are only reported if the Qualification and Approvals sub-module (of the Event Module) is also enabled for the event.
Search by Name or Code
To filter the groups displayed, enter part of the Group Name or Group Code to by.
As you type the first few characters, the list of groups displayed in the report refreshes.
The report shows only the matching groups.
Group Summary Report
This report shows the numbers of registrations for an event. The report groups registrations by their Approval Status. The report groups registrations within any Groups set up on Groups > Group List.
This report might be considered a "Groups" version of the standard report. The standard report is All Registrations by Approval Status. The standard report is available on the Event Dashboard. The standard report does not go down to the group level.
Export and drill-down
- Click the Excel icon to export the contents of the report to an Excel file.
- Click any of the numbers in the report to see a list of those registrations in that group.
Report columns
The report includes the following columns:
| Column | Description | |---|---| | Group Name | The name of the group. The name is 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. This is the total of the original capacity for each one. The original capacity is set up on Groups > Group List. The Capacity value is the original capacity minus the number of complete registrations in the group. Note: Blank = unlimited total remaining capacity. The value is 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. 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. There is one column per custom field. The custom fields are set up on Groups > Custom Fields. | | Approval Status Name (1... n) | The number of complete (not cancelled) registrations with this approval status. There is one column per approval status. The approval statuses are set up on Manage > Qualification > Approvals. The approval statuses on registrations are set by internal users. Internal users set approval statuses on the Registrations per Rule page. The internal users set approval statuses based on 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.