- 1 year ago
- Updated
Access
- Setup Dashboard > DASHBOARD
- or Manage > Registrations
The Event Dashboard serves as the planner’s “home page” for an event. This page is the Registration Dashboard view of the event.
The dashboard shows the charts and tables described below. These charts and tables show the latest summaries of registrations.
Certain remembers the Registration Dashboard as the preferred view until the next time the view changes back to the Setup Dashboard view. The next switch back happens by clicking Setup 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).
Click the outline star icon in the header to mark an event as a favorite. The favorite icon makes the event available from the Favorites global navigation icon.
Click the solid star icon to "unfavorite" an event. Unfavoriting removes the event from the Favorites list.
Event Details
Event Details opens the Event Details page. The Event Details page lets you edit event details and more.
Buttons
These buttons (at top right) lead to pages for these actions:
- Find — 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 also 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
Two buttons determine the view shown of the sections below. These sections can be shown as charts or tables.
Certain remembers the choice of view when you change events.
- Graphical view shows data in charts.
- 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?