Creating & Sharing Reports
FamilyID lets you quickly and easily create reports to access any of the information you collect from your registrants. You may also set your reports to automatically generate and send via email to one or more recipients.
This article will show you how to:
- Create and edit custom reports
- Automatically share reports via email
- Share reports via a live link
Create a Report
You have the ability to create an unlimited number of reports. To access your reports tab, hover over the 'REPORTS' tab on the blue menu bar and select 'REGISTRATIONS' in the drop down menu. If you've already created reports, you will see them listed on this page. The down-arrow associated with the'TABLE VIEW' button will allow you to view the report in table view, page view, download the contents of the report to CSV or PDF, edit/share the report, clone the report to create an exact copy, share a public link, or delete the report.
To create a new report, select the blue 'CREATE A REPORT' button.
Name your report and then select a filter.
You can filter by programs and sections, program add-ons, registration date (to find registrations that were submitted within a specific date range), payment status, approval status, registrant name, invitation status and/or internal fields.
Next, select the information you want to include in your report. On the left, you’ll see a list of every available field of information.
The fields you select for your report will appear in the column on the right. You can move the fields up or down so they display in the order you want by selecting the three grey bars next to the given field and dragging it up or down.
You can sort the information by
three of the fields in the report, and specify the order – either ascending or descending. Last name or Program Sections are common fields to sort by.
Share a Report
- Share your report with one or more recipients by clicking on the 'SHARE ACCESS TO THIS REPORT' checkbox and entering the information requested. Those you've authorized to view the report will receive an email granting them access. If you choose to send periodic emails, the email will be generated and sent via email between 4 am and 6 am EST to the recipient email addresses.
You also have the ability to allow them to make any internal registration data change. This includes approval, payment and registration statuses and internal fields.
You may also choose to allow them to message the FamilyID account owners. This will let them email the participants in their report you have shared with them.
Now click 'SAVE AND VIEW' the report.
When viewing the report, click the down-arrow next to the white 'TABLE VIEW' button and select 'PUBLIC LINK' to generate a live link to the report. You will then get a pop up window asking you to agree to the fact that you know this link is live and 'PUBLIC'. Check the box and click 'GENERATE PUBLIC NON-SECURE LINK'. Copy the link and Send this URL directly to a desired recipient and they will be able to view a table view or page view of the current report.