Student Registration - How to Edit a Report

In this article, you’ll learn how to edit an existing report. The process is similar to creating a report, but with editing, you can reverse changes, remove or add data, and share registration information as needed.

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Sections

How do I edit a report?

How do I add or remove fields?

What can I edit on the Report Settings?

How do I share a report?

How do I edit a report?

1. Click Reports.
2. On the far right-hand side of the report you want to edit, click the drop-down menu.
3. Click Edit/Share.

The following shows what information can be edited on an existing report:

4.  Edit the Title.

5. Edit if you want Completed registrations, Canceled registrations, Correction required registrations, or All registrations.

6. Add or take away one or more Filters as necessary.

How do I add or remove fields?

On the drop-down menus, select the data fields you want to add or remove. Under Order Fields, you can reorder the fields by clicking and dragging the three-line icon to adjust their placement in the report.

What can I edit on the Report Settings?

You can edit and sort registration data based on your preferences by using the drop-down selections. This will automatically reorganize the data in either ascending or descending order as the default view in the Table View. For more details on Attendance Tracking, and Concerns and Comments Questions, please refer to our other articles covering these specific topics.

How do I share a report?

Enable Share access to this report. Under Authorize the following users, you will have the ability to share the report with existing users, remove users from a report, or invite users to access the report. 

• Access expires allows you to set an expiration date for a shared report, determining when the recipient will no longer have access to it.
• Recurring Email sends scheduled emails about the report to shared users on a daily, weekly, or monthly basis. However, it does not send instant email notifications when a student's registration is updated in real time. Any updates made to the shared student registration data will be reflected when the user accesses the report.
• The "Allow authorized users to update internal registration data in this report" checkbox grants assigned users permission to edit specific information included in the report, such as sections, section options, internal fields, and statuses for approval, registration, and payment. Authorizing users this access can only modify editable data based on what is shown under the Order Fields of the report.
• The "Allow authorized users to email family account owners and view messages" checkbox allows users the ability to send bulk emails to the family account owners for participants included in this report. Assigned users will not be able to view the account owner's email address unless this field has been included in this report. These are one-way notifications and recipients will not be able to reply to the sender of the notification. Notifications sent through Arbiter Registration will be accessible on the registration's 'Activity' tab and on the report's 'Messages' tab.
• Click Save & View.

 

Related to

• Student Registration