Reports FAQ - Registrations to Review

This report displays the number of registrations in several miscellaneous categories. You can click a number to view a detailed list of the registrations in a separate Report Results window. You can click to export the report to Excel.

Deleted Registrations

Deleted Registrations are registrations that were "deleted" from the event by clearing the Is Active? check box in the registration.

Test Registrations

Test Registrations are registrations that were entered when the form was in test mode.

Test Registrations are also registrations that were marked as "test" registrations.

Potential Duplicates

Potential Duplicates are certain finds potential duplicates by performing a search on the first three letters of the first name and the entire last name.

All registrations that match the criteria are displayed in a Report Results window.

> Note: This report is not run automatically each time the page is loaded. > In order to search for potential duplicates, you must run the report by clicking the Click to update list of potential duplicates ( Profile Name: Click to update list of potential duplicates based on profile first and last name or Profile Email: Click to update list of potential duplicates based on profile email links.

Positive Net Payment received

Positive Net Payment received are registrations where payment was entered but some potential issue exists.

There are several categories that are listed below.

Balance Due

Balance Due are attendees who have paid some money but still owe charges for the event.

Paid But Incomplete

Paid But Incomplete are attendees who have paid but have not completed their registration.

Pending

Pending are pending attendees who need attention from the planner to place them into an Active registration status.

Denied

Denied are attendees who were marked denied by the planner.

Cancelled

Cancelled are attendees who have paid but cancelled.

Inactive

Inactive are attendees who paid but have been removed from the database by the planner.

It is not recommended to delete registrations with payments because it can cause problems later when reconciling transactions.

> Any comments about this Help topic? © 2020 Certain, Inc. > Note: Help topics may include features about to be released.

Source:

Keywords: Reports FAQ, Registrations to Review, Potential Duplicates