The organization-level Registrations report shows you detailed registration data on an organization level, across all of your sites. If you only have one site in your organization, it will just display that site’s data.
Navigation, Filtering & Sorting
To view this report, navigate to the Reporting icon and select the Reports option under the Analytics header. Then, navigate to the Registrations & Members dropdown in the left-sidebar and select Registrations.
You can filter the data by selecting options from the filters at the top of the report. Selecting options within these filters will change the data you’re seeing for the top chart of this report:
- Registration Date
- Site Name
- Grouped Program Name
- Program Name
- Registration Status
- Registrant Full Name
- Team Name
Any of the columns can be sorted by selecting the arrow in the column title, and choosing which sort option you would like to use.
The chart can also be sorted, exported or filtered by hovering over the top right corner of the chart and selecting your desired options.
Extracting Custom Form Fields
To extract custom form fields in the Registrations reports, right click on the Registration Custom Form Fields or Member Custom Form Fields columns and click Extract columns. This will display a menu where you can click to select as many custom form fields as you want to add as table columns.
After selecting these fields, click Confirm. You will now see the custom form fields as new columns in the table.
Exporting, Bookmarks, Sending, and Scheduling
This chart can be exported or filtered by hovering over the top right corner of the chart and selecting your desired options.
If you added any filters to customize this report to your needs, you can save that filtered report as a bookmark so that you are able to access it in the future. You can bookmark the report by clicking the bookmark dropdown in the bottom right of the report and selecting Save as new bookmark.
You can also save one of your Bookmarks as the default, so that bookmarked filtered report that will open when you navigate to that specific Analytics report.
⚠️ Currently, bookmarks cannot be scheduled to send. You are able to export your bookmarked report at any given time, but cannot schedule it to send ahead of time. |
This report can be exported by selecting the arrow next to the Export Registrations tab in the bottom left corner of the screen, and you can also schedule or email reports by clicking the three horizontal lines then selecting Schedule export or Send now.
You can choose to schedule exports at specific days and times, and with specific conditions (e.g. only if new data has occurred).
You can then choose email addresses—whether they’re part of your organization or not—to send it to, and the cadence you would like the export to occur at. Depending on the report or dashboard, you can export the data as CSV, Excel, or PDF.
⚠️ Be sure that the Run queries as recipient checkbox is not checked when sending reports to any recipients besides yourself. |