Registration Dashboard

Overview

The Event Dashboard serves as the planner’s “home page” for an event.
The Registration Dashboard is the Registration Dashboard view of the Event Dashboard.
This view shows the latest summaries of registrations with charts and tables described below.
The dashboard remembers your preferred view until you switch back to the Setup Dashboard view by clicking Setup at the top of the page.

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 the event as a favorite, making it available from the Favorites global navigation icon.
Click the solid star icon to unfavorite an event, removing it from the Favorites list.
Event Details link goes to Event Details where you can edit those details and many more.

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 one to this event
Available only to a Registration Support user (A Certain user whose UserType is Registration Support) whose UserType is Registration Support and who’s classified as the Event Owner (As set by the event planner in Plan > Event Details) of the event.
Event Planners and Administrators assign roles from Event Setup > Details, but Reg Support users cannot access that page.

These two buttons determine the view shown of the sections below, which can be shown as charts or tables.
Graphical view shows data in charts.
Tabular view shows data in tables.
Certain remembers your choice of view when you change events.

Completed Registrations by Attendee Type shows a 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.

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.

Videos: All Certain University videos about Managing Registrations