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.

Changes reports cannot be run with large sets of data.

The recommended maximum size for a changes report is 5,000 records.

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 information needs to be sent to a Vendor regularly.

The Vendor receives information about Records that are new, about Records that have been removed, and about Records that have changed since the last time they received the Report.

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

Creating a Registration Changes Report

1. Navigate to Event > Reports.

2. After finishing building a Report, the system will display an additional option under Report > Setup > Changes Report Options to lock the report.

3. The option to lock the report is available if the selected Report Type is Registrations, Registration Agenda, or Roommates and Room Reservations.

4. Select Lock report to allow Changes Report options.

5. Specify the changes and labels as you would like to see them in a Changes Report.

6. For example, to highlight new records, show new records under the label ADDITIONS.

7. Click Save.

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

9. When a Changes Report runs, the system presents a wizard to select which data to return.

10. You cannot run a Changes Report until the current data has been exported at least once.

11. When a Changes Report is run, the Report Results window will display the data via the Display Format under Reports > Display.

12. When the Report Results window displays the data, the Additions, Cancellations, and Modifications groupings will not appear.

13. There will be an additional column named Changes to the right of the Row column.

14. The Changes column will contain a value of Additions, Cancellations, or Modifications.