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One Report to Rule them All?

  • 1.  One Report to Rule them All?

    Posted 7 days ago
    Edited by Samantha Schwartz 7 days ago

    Can anyone lead me to the correct templated cross-event report (or tell me if there isn't one) that would pull:

    • Online Transaction Information
    • Discounts that cover the cost of the event (resulting in no online or offline transaction)
    • All event registrants - complimentary and paid
    • Custom Event Fields

    I'm finding that most of the cross-event financial reports will only pull a few of the items listed above but not all. It would be helpful to have a report that can both fully capture all 'accepted' attendance for events and pull in transaction details where necessary. 

    Currently, the only way I've figured out how to get around this is to make sure pricing is set with a GL code for all admission items, which means setting pricing for complimentary events to "$0". This will force it to pull all accepted registrants for complimentary events into the GL code template report but it includes extra (and feels like somewhat unnecessary) steps to the reg build process and changes the admission item on registration to display "$0" instead of "Free" which looks kind of goofy.


    #Reporting

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    Samantha Schwartz
    Project Specialist
    Missouri Hospital Association
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