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For those using the Events Module for multi-events such as Reunion, is there a function to print or report on an individual and what they are registered for. I was thinking of a registration 'sheet' for each person that lists the events they registered for and if they owe any money. If you do this is it a standard report or custom.
Thanks for your response.
Tina Gorski-Strong, The Wheeler School
I tried to do this but unless the participants are all constituents you can't show all events they are registered sorted by event name. Basically, it will sort by event then name. So though Jane Smith is registered for Event 1, 2, and three, it will sort as:
Event 1
Jane Smith
John Smith
Event 2
John Doe
and so on. The blackbaud support said this is because RE doesn't know that the Jane Smith from Event 1 is the same Jane Smith from Event 2 if she doesn't have a constituet record to link her.
We have run a participant query with and sorted it by the participants last name. We only list a person as paid or not paid under status. If they are not paid we go back into the record to see what balance they owe. We have very few unpaid so it works for us right now.
Love to hear how anyone else is handling this though.
I'm desperately trying to find a work-around for this as well. We recently held our annual Alumni Reunion and found that the inability to create a report for the individuals that tells them what they are registered for is a HUGE downfall of the events module in RE. HUGE.
This is the process that I settled on. It had its problems, but I had to try something
First, I set up Reunion 09 event which attempted to capture ALL registrants. I did this mainly because I needed a way to charge people a registration fee when they registered through NetCommunity. While it had its issues (some in NetCommunity bipassed registering for this event despite instructions on the site--I did not find a way to REQUIRE them to select this one), the concept seems to work decently enough. It helped us to have a general understanding of how many people are registered, as one of the drawbacks of a multi-event event is that the people sign up for a variety of events, making it hard to look at the numbers for the individual events and know how many people are coming back on-campus.
I set up the rest of the events as necessary, all of them are in a group entitled Reunion 09.
Then, in order to get individual registration confirmations, I ended up creating a constituent query that included constituents registered for an event in the Reunion 09 group. I had it export names, class year, event name, date registered, registration fee, and comments. (I included addresses & phone/email as well). I then exported it to Excel and was able to work with the data better in Excel. I created a pivot report for my purposes--I was able to visually see which constituents did not register for the Reunion 09 event, as well as track their class years, specific registration groups (class lunches, fee categories, etc). After fighting with the data for a few days, I gave a student worker task of sorting through the data and format it so that each person's name was listed ONCE (along the side), the events were along the top, and the total number of people registered for each event inputed accordingly. This gave us the ability to create a merged document and print off confirmations this way.
Admittedly, this was ENTIRELY TOO cumbersome for my liking. We ended up misplacing some names and registrations. I believe this is because we were trying to stay on top of registration packets and confirmations, so would pull this list every week or so. A few registrations fell between the gaps, we also got some duplicate registrations this way. But this could have been avoided had I taken the time to double check the registration packets against the Reunion 09 group participant query (made simpler by Excel's Pivot chart)
Perhaps someone else could give us a better work around.
I don't have a huge amount of experience using events, but I found the reporting features somewhat lacking.
The last event I set up was a grouped event. I created custom crystal reports (grouped by the event) and sorted within the group by participant's last name. I also use a lot of attributes. You can add an attribute that indicates that a person has signed up for a specific session (if you don't need the seating function for the specific session) without actually adding it as an event. In either case, I did almost all of my reports through Crystal.