One report of all leads registered for an event - broken down by event | Community
Skip to main content
S
sdutoit-2
New Participant
November 10, 2017
Solved

One report of all leads registered for an event - broken down by event

  • November 10, 2017
  • 1 reply
  • 2162 views

We have several event programs with registrations (status change) in each.

I have been asked to create a report of all registrants, by event and send this through daily to the events team. I would prefer this to be automated. Also the lead has the ability to enter the number of guests they would like to bring with them. I would like this to be included in the report as well.

Thanks

Simone

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Gerard_Donnell4

Hi @Simone Du Toit​,

This could be done in Revenue Cycle Analytics very easily. See screenshot below, you would just have to make your field for number of guest visible to it as well.  Do you have it as part of your licence?

For the other way which you could do within the standard program you will need to create a smart list with the set up below.  In the people tab you would edit the view to show the fields you want.  This does not allow you to add program name to the view though.  As a way around it you could create a new field and when someone signs up for an event you could have a flow step that writes the name of that event in the field and then pull that field into the view. 

The only thing with this is that if they sign up for two or more events in 24 hours they would only show up once in the list.

Thanks,

Gerard

1 reply

Gerard_Donnell4
Gerard_Donnell4Accepted solution
New Participant
November 10, 2017

Hi @Simone Du Toit​,

This could be done in Revenue Cycle Analytics very easily. See screenshot below, you would just have to make your field for number of guest visible to it as well.  Do you have it as part of your licence?

For the other way which you could do within the standard program you will need to create a smart list with the set up below.  In the people tab you would edit the view to show the fields you want.  This does not allow you to add program name to the view though.  As a way around it you could create a new field and when someone signs up for an event you could have a flow step that writes the name of that event in the field and then pull that field into the view. 

The only thing with this is that if they sign up for two or more events in 24 hours they would only show up once in the list.

Thanks,

Gerard

    S
    sdutoit-2Author
    New Participant
    November 14, 2017

    Thanks Gerard, this works a treat.

    Regards

    Simone

    Terms & ConditionsAccessibility statement

    Loading footer...