Open Forum

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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Hi Samantha,

At this time, there does not appear to be a single out-of-the-box cross-event report that combines all of the following in one report: all accepted registrants (including both paid and complimentary attendees), online transaction details, discounts that reduce the balance to zero, and custom event fields.

The closest option on the financial side is the Event Fee Details cross-event report. That report can include several high-level event fields, custom event fields, total accepted counts, and fee-related detail, and it will also return agenda items with a fee attached, including $0.00 fees. However, standard reporting still has some limitations in this area, so it may not fully deliver every data point in one place.

If GL code reporting is also needed for admission items, the recommended report is General Ledger Codes Overview, since Event Fee Details does not fully capture GL code data for Flex admission items due to how that data is stored behind the scenes.

So in practice, the current best approach is usually to use more than one cross-event report depending on whether the priority is:

• accepted registrant and event-level detail, or

• financial / GL-related reporting.

Hope this helps!

Julianna 

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Julianna Hampshire
Lead Customer Success Advisor
SalesforceGenericAccountUnited States
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