Query (Find) Registrations

The Query Registrations page enables you to quickly find registrants using detailed searches.

Video: Finding a Registration (1 min.)

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.
As for any Report Results, you can then perform Actions (such as Compose Email or Manage Itineraries), or run Mass Actions (such as setting properties or changing status), or click a result number link in the first column to open that registrant's record.

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 (e.g. First Name, Last Name, etc.)
Custom Profile Data Fields (as set up for the account by an administrator, on Account Settings > Registration > Profile Data)
Standard Registration Fields (e.g. Attendee Type, Registration Status, etc.)
Registration Appointment Fields (if the Appointments Module is enabled, e.g. Primary Location, Number of Appointments, Number of Appointment Preferences)
Custom Registration Data Fields (as set up for the event on Plan > Event Setup > Questions)
Registration Financial Fields (e.g. Registration Fee Code, Total Charges, etc.)
Registration Accommodation Fields (e.g. Number Rooms Requested, etc.)
Primary Room Reservation Fields (e.g. Primary Room Hotel Code, Primary Room Arrival, etc.)
Standard Event Fields (e.g. Event Name, Event Code, etc.)
Location/Venue Fields (e.g. Event Name, Event Code, etc.)

Operator

The following operators are available:
= (Equals)
> (Greater than, numeric values only)
< (Less than, numeric values only)
>= (Greater than or equal to, numeric values only)
<= (Less than or equal to, numeric values only)
<> (Does not equal)
is one of (A list of items against which the field will be evaluated)
is not one of (A list of items against which the value cannot be in the list)
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

To add additional criteria, first select an appropriate value in the drop-down list of conjunctions at the beginning of the next row: and, or, )and(, )or(

Another set of Columns / Operator / Value fields is displayed. You can repeat that 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.

Date Filters

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. Options include Standard Profile Fields, Standard Registration Fields, Primary Room Reservation Fields, Standard Event Fields, and Location/Venue Fields.