Reports FAQ - Working with the Report Results Window

Access

Access exists for running any report of type "Formatted HTML."

Page Areas

The page is divided into three areas:

Top: Action Bar
Mid: Record Display Area
Bottom: Row Controls

The Report Results window lists the records returned when you run a report (for example, from Reports / Analyze).

You can perform a number of actions on selected records. These actions include sending emails, exporting to various formats, and setting standard properties.

Action Bar

The Action Bar is at the top of the window.

The available actions depend on the report's type.

For example, the Compose Email action is only available for Registrations reports.

Actions

Compose Email is an action.
Manage Agendas is an action.
Video: Managing Agenda Using Reports (2 min.) is a video.
Print Itinerary is an action (see Itinerary Settings).
Export is an action.

Filter

To filter the results by initial letter of Last Name, click that letter. For example, click the letter “B” to display only attendees whose last name starts with “B.” Click Other to display those whose last name begins with a non-alpha character. Click All to return to the complete list.

If you have defined fields in the report as Drill-Down Filters, select values to apply for them. For example, if Attendee Type is a drill-down filter you can select from the drop-down list or leave it set to the default of [Any].

When you have selected the filter(s), click Drill Down to view the filtered report results.

See Reports/Analyze > Filters for information about defining drill-down filters.

Mass Action

1. Select rows in the record display area.

2. Select a Mass Action from the list, and click Go.

The mass actions available depend on the report type (and your user type), on the modules in use, and on the data set up. For example, mass actions available for Registration reports include:

Setting Standard Registration Properties, such as marking as Complete or Incomplete, marking as Test or Live, etc.
Changing Registration Status
Changing Attendee Type & Fee
Print Badges

Print Badges

1. Select rows in the record display area.

2. Select a badge (from the list of those set up on Manage > Badges and Barcodes > Badges).

3. Click Print to print that badge for all selected attendees, or click PDF to generate PDFs of them all (in a single zip file).

Record Display Area

The main area of the Report Results window displays the records that match the criteria set for the current report. Each row represents a record in the Certain database. Each column of the report results is equivalent to one data field configured in Reports > Columns.

Click the Row number in the first column of a row to see the details of that record. To select a record, select its check box in the Row column. You may also use the check box in the header row for that column to select all records on the current page of report results (or clear it to deselect all).

Click the up/down arrow after a column name to sort the records by that column in ascending order (A to Z or 1 to 10). Click it again to reverse the sort to descending order (Z to A or 10 to 1).

Row Controls

"Records x to y are shown" at the bottom of the page tells you what part of the full set of results you are seeing. For example, "Records 1 to 250 of 7800 are shown."

Next – Move forwards one page-full of records. (Available only if there are more to display.)

Previous – Go back one page-full of records. (Available only if you are past the first page.)