Registration Dashboard

Access:
- Setup Dashboard > DASHBOARD
- or Manage > Registrations
The Event Dashboard serves as the planner’s “home page” for an event.
This is its Registration Dashboard view, with the charts and tables described below for you to see the latest summaries of your registrations
The dashboard remembers this as your preferred view until you next choose to switch back to the Setup Dashboard view (by clicking Setup at the top of the page).
Videos: All Certain University videos about Managing Registrations
Details common to both Setup and Registration Dashboards
-
Header – Displays the Event Name, Dates and Times, Location, and Mode (e.g., Test or Live).
-
Click the outline star icon in the header to mark the event it as a favorite, making it available from the
Favorites global navigation icon.
-
Click the solid star icon to "unfavorite" an event, removing it from the Favorites list.
-
-
Event Details – Go to Event Details where you can edit those details and many more.
Buttons:
These buttons (at top right) lead to pages for these actions:
-
Find – Search for registrations
-
Add Registration – Create a new registration record
-
Import – Import registration data from an external file.
-
Assign Roles – Assign roles and a user for each one to this event.
Available only to a Registration Support user (A Certain user whose UserType is Registration Support) who's classified as the Event Owner (As set by the event planner in Plan > Event Details) of the event.
(Event Planners and Administrators assign roles from Event Setup > Details, but Reg Support users cannot access that page.)
Charts and Tables
These two buttons determine the view shown of the sections below, which can be shown as charts or tables.
Certain remembers your choice of view when you change events.
-
– Graphical view, showing data in charts. -
– Tabular view, showing data in tables.
Click the name of a section below to display more details about that section of the page.
|
Section |
What It Shows |
|
Summary of all complete registrations, grouped by their attendee type.
|
|
|
The numbers of complete and incomplete registrations, grouped by their registration status.
Click any number in the report to see a list of those registrations. |
|
|
Only displayed when you click the link. Shows the numbers of test, deleted and potential duplicate registrations. Click any number in the report to see a list of those registrations. |
Comments
0 comments
Please sign in to leave a comment.