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  • 1.  I cannot find the Registrant Ad Hoc with Financials report. Help?

    Posted 12-11-2015 12:38
    I am trying to run a report with every piece of information - contact and custom questions.  The support docs say to run a Registrant Ad Hoc with Financials, but I cannot find that report. Help?


  • 2.  RE: I cannot find the Registrant Ad Hoc with Financials report. Help?

    Posted 12-11-2015 14:15
    Hello Connie,

    In your event go to the following;

    Reporting > Custom Reports > Create Custom Report (green button)

    Change the Category to Financials and then go through the Custom Report Wizard and add your contact information and custom questions in step 2. See the images below for a visual.





    Good Luck!