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b2995
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March 1, 2016 at 9:54 am
Hey Guys! I’d like to add another request that I did not see on Trello.
We need a good reporting solution. We register thousands each year which means that every time we have to do an analysis on our Registrations each week, we have to download and filter EVERY registration. So being able to set parameters and save custom report templates would help streamline our resources.
Thanks guys!
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Tony
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March 1, 2016 at 1:40 pm
Hi there,
So its not specifically event level reporting but date ranges you need to set for the reporting?
You currently have event level registration filtering if you go to:
Event Espresso -> Events -> {hover over event_name} -> Registrations
You’ll see a list of registrations for that specific event you selected and can then export registrations for that event from that page.
However you also want to be able to specify a specific date range for this export? Basically so you can view weekly progress reports without filtering the previous weeks?
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b2995
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March 3, 2016 at 1:45 pm
Hey Tony! Right now, with Promotions only allowing event level discounts, we have to create several events to represent each ticket. So that means reporting is tedious. Would it be possible in the future to create at least the ability to filter and download from the Registration page? This way at least I can filter on the parent category and download at once.
Another suggestion would be to create a reporting tab where we could save templates that apply to any event where we can pick and choose which fields we need, and then download based on that criteria.
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Tony
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March 4, 2016 at 1:57 am
We’ve discussed both of those options previously and both would be possible eventually.
I’d recommend adding you vote and requested features to our trello board, we have an open feature request for an advanced reporting add-on already here:
https://trello.com/c/59CBe7aj/117-advanced-reporting-add-on
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