In this article, you will learn how to create a report to organize the data collected from your registrations. You can also share reports with other users you invite on ArbiterRegistration. For more information on how to create different view settings, click here.
Sections
Choose fields and Order fields
Create a Report
- Click the Reports tab, then click Create a Report.
- Enter a Title.
- Indicate if you want Completed registrations, Canceled registrations, Correction required registrations, or All registrations.
- Select one or more Filters as necessary.
Choose fields and Order fields
Click the drop-down menus to select the data fields you want to display. These fields can be found under Order Fields, where you can reorder them by clicking and dragging the three-line icon to adjust their placement in the report.
Report Settings
The Report Settings feature allows you to sort registration data according to your preferences. For more details on Table View settings, Attendance Tracking, and Concerns and Comments Questions, please refer to our other articles covering these specific topics.
Share Report
Enable Share access to this report. Under Authorize the following users, you will have the ability to share the report with existing users on ArbiterRegistration 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.
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