This Forum thread will share insights into Reports available for your Event. A sub-thread will be started for each Report to keep things organized. Feel free to contribute to our shared experience with this powerful Event Management capability.
A note on usage: Click on "Reply" on the posting to a particular report, not to this "Add a Comment" to this posting. That'll keep the discussion aligned in the proper context.
Two points to begin:
- Reports are located at EMC / Reports. Click on the small + next to Custom Reports, then next to RFL National and then click on the RFL FY 08 link near the bottom of the list.
- Through Event Manager, you have access to and can report on personal data. Do not share your username and password. Safeguard participant and donor information and use it only for Relay purposes. Do not print data unecessarily and shred what is no longer needed.
/Rick
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January 25, 2008 - 7:55am
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Report: Team Captain / Co-Captain list
NOTE: The issue described in this post has been fixed.
When the report is downloaded, it is not saved as a CSV file and can't be opened by Excel. Work-around: After the file is saved on your PC, rename it with a .csv extension. It will then be recognizable by Excel.
/Rick
Report: Participants - Registration Details Report
This is a detailed report on all registrations with your Event. The answers to the detailed registration questions, from t-shirt size to Reason to Relay to email opt-in are included in this report.
Usage notes:
- As reported in a ROCN Bulletin, some participants may be inadvertently opting out of email and not receiving Coaching emails; TCs may not be getting notification of team registrations. A value of FALSE in column "Accepts Email" (column R in a downloaded Excel file) flags the opt-out. Excel hint: Highlight column R, click on Data / Filter / Auto-Filter to select a sub-set of records.
- Column "I Relay because I am" (column Y in Excel) is where to find survivors. Filter for "Cancer Survivor". Also, as a double check, filter column "Participation Type" (column G) for "Survivor Registration" for people who are survivor lap-only registrants.
- T-shirt size is in column W of the Excel report. An Excel template will be provided at a later date for a "team packing list".
Report: Money - Donations
This is a detail report that lists all transactions credited to the event.
Usage notes:
- The Donation Type column identifies the source. "eCommerce purchase" indicates a luminaria donation.
- If the report total is higher than the Event Snap Shot report total, scan for duplicate donation records. An issue (which has been reported to the vendor) causes donations to Relayers who have the same username in a Making Strides event to be duplicated on this report only.
Report: Event - Total Events Snap Shot
This is a one line report that summarizes dollars, participants, transactions.
Usage notes:
- Add columns "Total of All Gifts ($)" and "Total Registration Fees" to get the Event total displayed on the home page total raised to date "odometer".
- The number of teams currently includes any inactivated or deleted teams. An Issue has been logged with the vendor.
- The number of Team Captains includes Team Co-Captains.
Reporting/Managing "Unconfirmed" Gifts
Can we get a new report or modify the existing donations report to include "unconfirmed" gifts. We have been entering corporate "matching" gifts as "unconfirmed" gifts. I am working with the staff in the Greensboro office that receives ALL the Carolina matching gift checks as they are received from corporations. We have walked through how she can mark "unconfirmed" gifts I have uploaded as "confirmed". The need for a listing of "unconfirmed" gifts in a report format will help track/match up gifts received across multiple events. It will also assist me in communicating with my accounting chair(who does not have EMC access) how much we have in outstanding "unconfirmed" gifts. When could this requirement be implemented?
Yours online,
Rick(WS Online Chair)
New Reports / new content to existing reports.
Hi Rick,
Since we make luminaria for all In Recognition names including those supplied for regular donations for our event, could we please get the in recognition field included in the Money - Donations report or on another report?
Thank you!
Claudia
Relay for Life of Front Royal/Warren County
New reports / new content to existing report
Rick
I was hoping to print a report by participant of their donation/reg fee progress. Ideally a report that I could use to let team captains know of which team member still has not turned in their cash registration. Also we had a lot of teams 'pre-register' with a check for $80 (at least 8 members) and it's hard to follow who still owes a reg fee when a bulk reg fee was lumped under team 'donation'. I started to print out individual team 'gifts' from the main website then realized maybe there was a report that I just haven't seen yet.
Any thoughts.
thanks as usual!
Alicia
Tracking reg fees
There's no report that pulls online, offline and team reg fees into one view.
In the past, I've used an Excel report to pull together a consolidated report, but even it required some manual tweaking.
It's not at the top of my priority list, but I'll develop one for Convio and post it here. If anyone else wants to take a shot at it, please do. One thing it pre-supposes: Offline payments must be recorded in a very consistent manner, e.g., "donor" equals "Registration" "Fee".
/Rick
Joined: 2006-08-10