IN BRIEF
The Event List Report (CAM-1) provides a list of events in the database, including event details, registration settings, enrollment totals, openings, and Wait List counts. Administrators can use this report to review event setup information, confirm enrollment availability, and export event details in multiple formats.
Overview
The Event List Report is a list of events in the database. The report includes details about each event, such as the event name, program, zone, gender requirements, event dates, registration dates, web registration settings, signup amounts, enrollment limits, active enrollment totals, openings, and Wait List enrollments.
The report also includes summary totals for the events shown in the results, including:
- Total number of events
- Average event size, based on active enrollments
- Total number of enrollments across all events included in the report
Chosen filters related to enrollments produce results based on the Start Date and End Date selected when generating the report.
Key Report Details
The Event List Report can include the following information:
- Event name
- Program
- Zone
- Gender requirements
- Event start date
- Event end date
- Registration start date
- Registration end date
- Whether web registration is allowed
- Amount due at signup
- Maximum allowed number of enrollments
- Number of active enrollments
- Number of openings
- Number of Wait List enrollments
- Total number of events
- Average event size, based on active enrollments
- Total number of enrollments in all events shown on the report
Using Preset Filters
If you commonly use the same filters when running this report, you can save those selections as Preset Filters. After saving a Preset Filter, you can load it when opening the report page, set your date range, and generate the report in your preferred format.
- For more information, see What are Preset Filters for Reports?
Accessing the Report
- From the main navigation menu, go to Reports.
- Select Event List Report (CAM-1) from the list of available reports.
Step-by-Step Instructions
- From the main navigation menu, go to Reports.
- Select Event List Report (CAM-1).
- Set the Start Date and End Date for the report.
- Select any additional filters needed to limit the report results.
- Choose the preferred report format.
- Generate the report.
General Filters
- Start Date/End Date: Use Start Date and End Date to limit the report to events that are active within the selected date range, based on the event start date.
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Event Status: Use Event Status to limit the report based on whether events are currently active or inactive.
- Active: Limits the report to events currently marked “Active.”
- Inactive: Limits the report to events currently marked “Inactive.”
- Locations: Use Locations to limit the report to events connected with the selected Location or Locations.
Event Filters
- Day of Week: Use Day of Week to limit the report to events that meet on the selected day or days of the week.
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Program: Use Program to limit the report to events associated with the selected Program or Programs.
- Leaving this filter blank includes all events.
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Zone: Use Zone to limit the report to events assigned to the selected Zone or Zones.
- Leaving this filter blank includes all events.
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Instructors: Use Instructors to limit the report to events assigned to the selected Instructor or Instructors.
- Leaving this filter blank includes all events.
- Entries will not be included on the final report for any selected instructor or staff member who was not associated with the specified enrollments, activities, or other relevant records during the selected date or date range.
- If an instructor was deleted after the report start date, the results will include relevant entries for the instructor on the date or dates before they were deleted.
- If an instructor was created or attached to an activity after the report end date, the instructor will not be included in the results.
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Event Type: Use Event Type to limit the report to events associated with the selected Event Type or Event Types.
- Leaving this filter blank includes all events.
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Keywords: Use Keywords to limit the report to events associated with the selected Event Keyword or Event Keywords.
- Leaving this filter blank includes all events.
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Level: Use Level to limit the report to events assigned to the selected Level or Levels.
- Leaving this filter blank includes all events.
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Choose Events: Use Choose Events to limit the report to one or more selected events.
- Leaving this filter blank includes all events.
Display Options
Use display options to control the layout, included results, and sorting order for the Event List Report.
- Landscape: Enable Landscape to generate the report in landscape orientation instead of portrait orientation.
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Only Display Events with Active Enrollments: Enable Only Display Events with Active Enrollments to show only events that have active enrollments.
- Events without active enrollments within the selected time frame will not appear in the report results.
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Sorting Options: Use Sorting Options to change how events are sorted in the report.
- By default, events are sorted by start date.
- Available sorting options include:
- Start Date
- End Date
- Event Name
- Program Name
- Registration Start Date
- Registration End Date
Generating the Report
- Select your desired export format (such as HTML, PDF, XLS, or CSV) at the bottom of the report window.
- The System will immediately generate the report in the selected format.
Troubleshooting & FAQs
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Why are some events not showing on the report?
- Confirm that the event falls within the selected Start Date and End Date, based on the event start date. Also review the selected filters, including Event Status, Locations, Program, Zone, Event Type, Keywords, Level, and Choose Events.
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Why are events without enrollments missing from the report?
- If Only Display Events with Active Enrollments is enabled, the report only shows events with active enrollments during the selected time frame. Disable this option to include events without active enrollments.
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Why is an instructor not included in the report results?
- The selected instructor or staff member must be associated with the specified enrollments, activities, or other relevant records during the selected date or date range. If the instructor was created or attached to an activity after the report end date, they will not be included in the results.
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Why does a deleted instructor still appear in the report?
- If an instructor was deleted after the report start date, the report can still include relevant entries for the instructor on the date or dates before they were deleted.
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Can commonly used report filters be saved?
- Yes. If the same filters are commonly used, save them as Presets. The next time the report is opened, load the Preset Filter, set the date range, and generate the report in the preferred format.
Related Articles
- What are Preset Filters for Reports?
- How Do I Create a New Event? (Event Setup)
- How Do I Create or Modify an Event/Activity Enrollment in the Office Portal?
- How Do I Use the Event Enrollment Wizard?
- How Do I Create or Modify an Event/Activity Enrollment in the Customer Portal?
- What is the Event Enrollments Report (CAM-2)?
- What is the Event Enrollment Block Report (CAM-3)?
- Which File Format Options Are Available for Reports?