Have you ever wanted to see exactly who has registered for each of your opt-in features in a single report? Until now, each of those features was managed separately, so if you wanted to see who registered to receive a newsletter or who wanted to attend a meeting, you had to view each report on the registrations separately. Now, you have an easier way to manage all of the registrations on a single report.
The new report is called the “All Registrations Report” and has been added to the Opt In Features under the second heading in Opt In Features. Here’s how to access the report.
- Go to Site Admin
- Go to Opt In Features
- Click the heading “Registrations”
- Click “All Registrations Report”
When you click “All Registrations Report,” a dialog box opens with all of your opt-in items listed. Beneath each of those is a list of the people (members or nonmembers) who have registered. To remove someone from the list, simply uncheck their name. There is no submit button required.
To view all of the registrations for an individual or to edit the personal information for one of the names, click the name and the member record for that person will open in a new tab or window. With the member record open, click the “Supporter Options” link in the member record to see all of the choices made by that person.
After making any changes in Member Admin, be sure to click the link in the fifth bullet of the instructions to refresh the list.