Registration Dashboard

Access:

Setup Dashboard > DASHBOARD
or Manage > Registrations

The Event Dashboard serves as the planner’s “home page” for an event.

This is the Event Dashboard’s Registration Dashboard view. This view includes charts and tables. These charts and tables show the latest summaries of registrations.

The dashboard remembers the chosen view until the next switch back to the Setup Dashboard view. The switch back to Setup Dashboard uses the Setup option at the top of the page.

Videos: All Certain University videos about Managing Registrations

Details common to both Setup and Registration Dashboards

Header

The header displays the Event Name, Dates and Times, Location, and Mode (e.g., Test or Live).

The page can mark an event as a favorite using the outline star icon in the header. This favorite marking makes the event available from the Favorites global navigation icon.

The page can remove an event from favorites using the solid star icon. This removal removes the event from the Favorites list.

Event Details

Event Details lets you edit event details and many more.

Event Details is available at Event Details.

Buttons

These buttons lead to pages for specific actions.

The buttons appear at top right.

Find — Search for registrations
Add Registration — Create a new registration record
Import — Import registration data from an external file.
Assign Roles — Assign roles and a user for each role to this event.

Assign Roles is available only to a Registration Support user.

A Registration Support user is “A Certain user whose UserType is Registration Support”.

The Registration Support user must be classified as the Event Owner.

The Event Owner classification is set by the event planner in Plan > Event Details.

Event Planners and Administrators assign roles from Event Setup > Details. Registration Support users cannot access that page.

Charts and Tables

These two buttons determine the view for the sections below.

The view can be shown as charts or tables.

Certain remembers the chosen view when changing events.

— Graphical view.

The graphical view shows data in charts.

— Tabular view.

The tabular view shows data in tables.

Click the name of a section below to display more details about that section of the page.

| Section | What It Shows | |---|---| | Completed Registrations by Attendee Type | Summary of all complete registrations, grouped by their attendee type. Charts: Click any bar on the bar chart, or any segment in the pie chart, to see a list of those registrations. Table: Click any number, or an attendee type name in the first column, to see a list of those registrations. | | All Registrations by Status | The numbers of complete and incomplete registrations, grouped by their registration status. Charts: In either of the two pie charts ( Complete Registrations and Incomplete Registrations ): move the cursor over a segment to see the number and percentage of registrations it represents, or click a segment to see a list of those registrations. Table: Move the cursor over a status to see its description and classification. Click any number in the report to see a list of those registrations. | | Registrations to Review | Only displayed when you click the link. Shows the numbers of test, deleted and potential duplicate registrations. Click any number in the report to see a list of those registrations. |

How do I perform common tasks in the Registrations area?

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