How can I pull a Registration Report?

To pull a Registration Report navigate to Reports  > Registration Reports and select one of the registration report options.

To generate “Registration & Revenue Detail Reports” use the following list as a helpful reference for the filters. 

The drop-down menu with “all products” as the default selection can be changed to filter by specific products or packages.Select which products or packages you would like to include in the report

  1. Click on the Calendar icon next to the fields “State Date” and “End Date” to narrow the reports to show only products with start/end dates within that range 
  2. Click on the items in the “Product Status,” “Field List,” “Categories,” and “Product Types” to select those items to be included in the report.

To generate a “Registration Summary” report, use the following list as a helpful reference for the filters. 

  1. Use the drop-down menu “Product Title” to find and select the desired product(s) to filter by. There is a search function within this drop-down menu. Simply type in the desired Title and the system will search for products related to the keywords. You may select more than one product by clicking on multiple products. 
  2. Use the drop-down menu “Category” to select the category you wish to filter by. 
  3. Select the date range using the Calendar Icon. The first date is the beginning date. The second date is the end date. 
  4. Use the checkboxes to select which fields you wish to be displayed in the report.

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