Registration Card Report

The Registration Card Report is a summary of information collected for constituents registered for an event.

This report includes the Registration Card message for additional customized information. The Registration Card message is assigned through the Event Follow-Up tab.

Note: Because the Registration Card Message is used in a report format that does not support HTML, only plain text should be used for this message type. Many Code Snippets (merge fields) also will not work in the Registration Card Message.

One use for this report is to print a copy for each constituent prior to an event and use it during registration to gather additional information on paper about the constituent. The report can be generated for a single registration at a time or for all active registrations for a particular event.

To run the Registration Card Report for a single registration:
  1. Click on the Registrations bar in the table of contents. 
    OR
    Click on the Reports bar in the table of contents and select Registration Reports.

  2. Select Registration.

  3. If necessary, use the search function to limit the list of registrations. In the displayed list, click the row selector at the left end of the registration for which you want to generate a report.
    Note:
     You must highlight a single row before running this report. Checks in registration row checkboxes will be ignored.

  4. From the Generate Report drop-down, select Registration Card and click Go. The report will open in a new window.

To run the Registration Card Report for active registrations for a particular event:
  1. Click on the Events bar in the table of contents. 
    OR
    Click on the Reports bar in the table of contents and select Registration Reports.

  2. Select Event.

  3. If necessary, use the search function to limit the list of events. In the displayed list, click the row selector at the left end of the event for which you want to generate a report.
    Note:
     You must highlight a single row before running this report. Checks in event row checkboxes will be ignored.

  4. From the Generate Report drop-down, select Event Registration Card and click Go. The report will open in a new window.

Within the report window, you can use the toolbar controls to navigate from page to page, change the zoom level, search for specific text, export the report to a variety of file types, refresh the report or print the report.

Comments