Calendar-level registration reports
When you invite people to an event or let them sign up from your published calendar, you have two options for tracking and managing registration information. You can display and export a registration report for:
This topic covers the second option, calendar-level registration reports.
Can I extract registration data using an automated feed?
Why generate calendar-level registration data
While you rely on event-level registration data to manage day-to-day tasks related to offering events, calendar-level registration data gives you an overall picture of how event registration is working.
For example, using calendar-level data, you can analyze registration patterns for a month or year to see which events or event times are most popular, if your events are reaching the right audiences, and more.
How to generate and export a calendar-level registration report
- In your Trumba editing environment, click the name of the calendar you want to report on.
- Under Tasks, click Registration Report.
- On the Registration Report page, under Calendar, the name of the calendar you want to report on should be listed. If it's not, select it.
- Start Date is the date of the earliest event you want to report on. By default, it's today's date.
Click the calendar control to select a date in the future.
If you want the report to include events scheduled before today's date, type a past date in the Start Date text field.
Tip To generate a report for all events scheduled on one day, use the same date in both the Start Date and End Date fields.
- End Date is the date for the most future event that you want to report on.
Click the calendar control to select an end date.
If you want to use an end date in the past, type the date in the End Date text field.
Tip If you leave End Date blank, the end date for the report is the date of the most future event for which someone has registered.
- Attendee Email is the email address of a specific attendee that you want to report on.
To return all attendees, leave this field blank.
- Click Run Report.
A report that looks similar to the following image (your report most likely includes other fields) shows up immediately just below the calendar name and date options.
Calendar-level registration report.
Tips
- Columns in the report match fields from the basic or custom event registration forms associated with events the report covers. If events use a mixture of forms, each field from each form is represented by a column in the report. By default, the report includes a sortable Reg Form column.
- If you set one or more custom fields to show in registration reports and feeds, columns for those fields appear in the report between the Event Date/Time and Attendee Name columns.
Custom field columns, registration report
How do I set custom fields to show in registration reports and feeds?
- If one or more events required paid registration, the report includes additional columns between the No. and Response Date columns:
- Amount, which lists the amount each registrant paid.
- Price Label, which lists the label assigned to each pricing option, if the event offered multiple pricing options.
I'd like more information about paid registration.
How do I set up multiple pricing options?
- To sort the data, click one of the first eight column headings.
Clicking a column heading sorts the data.
- Review the report to make sure it covers the events you expected.
- If you want to modify the report dates or even switch to another calendar, change settings, and then click Refresh Report to generate a new report.
- If the report looks good and you want to export the data so you can manipulate it in Microsoft® Office Excel or another spreadsheet or database program, go on to the next step.
- To export the report data as a text file in comma separated values format (.csv), click Download as CSV. In the dialog box, choose the program with which you want to open the .csv file, or save the file to your computer. By default, the report name is registrationreport.csv.
