Reports: How to create a Registration Changes Report

Reports: How to create a Registration Changes Report

A Changes Report compares the current data returned by a Report to the data returned by the same Report at an earlier date and time. It lists the Additions, Deletions, and Changes between the two data sets.

> Note - Changes reports cannot be run with large sets of data. It is recommended that the report size be limited to 5,000 records when working with a changes report

You can set up any Reports of the following types as Changes Reports:

• Registrations
• Registration Agenda
• Roommates
• Room Reservations
• Registrations and Travel
• Travel Flights
• Travel Reservations

Changes Reports are most useful when you need to send information to a Vendor regularly. The Vendor receives information about Records that are new, those that have been removed, and those that have changed since the last time they received the Report.

> Note: Do not select Lock Report until you have finished building or modifying a Report. Once it is locked, it will not be editable.

Creating a Registration Changes Report

1. Navigate to Event > Reports.

2. After you finish building a Report, an additional option will appear under Report > Setup > Changes Report Options to lock the report.

• This option is available if you selected a Registrations, Registration Agenda, or Roommates and Room Reservations Report Type.

3. Select Lock report to allow Changes Report options, and specify the changes and labels as you would like to see them in a Changes Report.

• For example: If you want to highlight new records, you could show new records under the label, ADDITIONS.

4. Click Save.

5. Click Run Report if you want to view the Report data.

• Note: When you run a Changes Report, you will be presented with a wizard to select which data you want to return. You cannot run a Changes Report until the current data has been exported at least once.

6. When a Changes Report is run it will be displayed in the Report Results window (unless it has been defined to export directly to another format) via the Display Format under Reports > Display .

• When the Report is displayed in the Report Results window it will not show the Additions, Cancellations, and Modifications groupings.
• There will be an additional column (to the right of the “Row” column), called “Changes” that will contain a value of Additions, Cancellations, or Modifications (depending on what was entered under Reports > Setup ) for each row.

7. When the Changes Report is exported, the groupings will be applied.

• The following export formats will be displayed with groupings:
• Printable HTML
• Acrobat® PDF
• Printable Excel®