Page Areas
The Report Results window has three areas: Top, Mid, and Bottom.
Top
The Top area contains the Action Bar. The Action Bar provides actions that can be applied to selected records.
Mid
The Mid area is the Record Display Area. Each row represents a record. Each column corresponds to a configured data field.
- Click the Row number in the first column to see the details of that record.
- To select a record, use the checkbox in its Row column.
- The header row checkbox can select or deselect all records on the current page.
- Use the up/down arrow after a column name to sort records in ascending or descending order.
Bottom
The Bottom area contains the Row Controls. It shows which records are currently displayed.
- Example: "Records 1 to 250 of 7800 are shown."
Action Bar
The Action Bar at the top of the window includes a set of actions. The available actions depend on the report type.
Available Actions
- Compose Email
- Manage Agendas
- Print Itinerary
- Export
- Filter
- Drill Down
- Mass Action
- Print Badges
Video
There is a video titled "Managing Agenda Using Reports" (2 min.).
Export
Export outputs data to external formats or prints the report results. Available formats include:
- Printable HTML
- Acrobat PDF
- Printable Excel
- Excel Spreadsheet
- Comma-Delimited
- Tab-Delimited Text
Filter
Filtering steps: 1. To filter by initial letter of Last Name, click that letter (e.g., “B”). 2. If fields exist as Drill-Down Filters, select values for them. 3. After selecting filters, click Drill Down to view filtered results. See Reports/Analyze > Filters for more.
Mass Action
Steps: 1. Select rows in the record display area. 2. Select a Mass Action from the list, and click Go.
Mass actions vary by report type and modules. For Registrations reports, examples include:
- Setting Standard Registration Properties
- Changing Registration Status
- Changing Attendee Type & Fee
- Print Badges
Print Badges
Steps: 1. Select rows in the record display area. 2. Select a badge from the list configured in Manage > Badges and Barcodes > Badges. 3. Click Print to print the badge for all selected attendees, or click PDF to generate PDFs for all (in a single zip file).
Record Display Area
The main area lists the records that match the report criteria. Each row is a record; each column is a data field defined in Reports > Columns.
- Click a Row number to view details of that record.
- Use the Row checkbox to select a record for actions.
- The header checkbox selects all records on the current page.
Row Controls
Row Controls show how many records are visible and how to navigate.
- The line at the bottom shows "Records x to y are shown".
- Next moves forward one page-full of records (if more exist).
- Previous goes back one page-full of records (if past the first page).
- You can adjust Rows/Page, Start Row, and Max Records to change the display.
Other notes
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Related articles
- Deleting and Restoring Single or Multiple Registrations
- Reports FAQ - Performing Mass Actions
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