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Tagged: reports

Dealing with Special Characters in Excel Report Downloads

Nov 4, 2016    By: Mike Schumann



The reporting system in Event Wizard® is very powerful and feature-rich. Not only does it give you a full overview of your event’s progress, it also allows you to manage your registrants in just about every way imaginable. One particularly useful reporting feature is the Excel download function, which allows you to download an Excel-compatible file containing the report of your choice.

However, some reports contain names that use special characters, (like accented letters, for example) and depending on what spreadsheet software you’re using, it may not be able to read them properly. There are a couple different ways you can deal with this issue:

Method 1 – Convert and Import into Excel

If you’re using Excel to open your .csv file, there’s a tried and tested way of preserving special characters:

  1. Open Excel to a new document
  2. Click the Data menu at the top, then select Get External Data > From Text, (or Import Text File…, depending on your version)
  3. Ensure All Files are selectable and choose your downloaded .csv report file
  4. In the window that opens, choose Delimited for your data type, and UTF-8 as your file origin – click Next
  5. Finally, choose Comma as your delimiter and click Finish.

If you’re on a Mac, the above method may require an extra step in order to make it work properly:

  1. Before opening Excel, open your .csv file in TextEdit
  2. Click File > Duplicate, then File > Save to save as .TXT file, but be sure to select UTF-16 from the Plain Text Encoding dropdown in the Save dialog
  3. Follow the same steps as the PC instructions above, but instead of using your .csv and UTF-8, (in step 3) choose your new .txt file and Macintosh as your File Origin.

Regardless of whether you’re on a Mac or PC, the import window in Excel provides a preview of what your data will look like once imported. If for some reason the above steps don’t work for you and you’re still getting strange looking characters in your preview, try different encoding/file origin types until you find the one that works for your setup.

Method 2 – Open in Google Sheets

This method is a bit easier than above and works on all platforms, since it’s done through your web browser. It also doesn’t require you to have Excel on your computer, so there are no software costs:

  1. Go to https://docs.google.com/spreadsheets/ and sign into your Google account
    (NOTE: if you don’t have a Google account, it’s quick and free to create one through the link above)
  2. Create a new spreadsheet
  3. Click File > Import
  4. Click the Upload tab and select your downloaded .csv file
  5. Select Replace spreadsheet as your Import action, Comma as your Separator character, and then Import

You can then use your new spreadsheet as is, or you can download in a variety of file types by clicking File > Download as.

Hopefully one of these methods will help you deal with special characters in your report downloads. As always, if you have any questions about this or anything else in Event Wizard®, please drop us a line.

Posted on November 4, 2016 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , , , ,





Helping Your Registrants Pay Their Event Fees

Feb 17, 2016    By: Mike Schumann



As an event coordinator, you want your event to go smoothly from start to finish. The last thing you want to be doing is chasing your registrants down trying to collect missing payments, but it does happen from time to time. Not to worry, we have compiled three tried and tested methods to help you collect any outstanding payments from your registrants.

1. Email Them Their Confirmation Link

It’s possible that one or two registrants simply missed the payment buttons on their confirmation, (i.e.: “thank you”) page; emailing them a quick reminder is the easiest way to get them back on track. Open up your event reports and locate the name of the registrant in question.

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Click the View the Registration Details icon in the Tools column for that registrant, which will open up their confirmation page in a new window. Copy the URL from the address bar of the popup and paste it in an email to your registrant. Once received, they can click the link to come back and make payments using the methods you have enabled in your event.

Note: If you only have online payment enabled, simply replace the /thank-you/ portion of the URL with /checkout/. By sending them this link instead, they will open up directly to the checkout process rather than their confirmation page, saving a step.

2. Include the Payment Link in Your Registration Confirmation Email

Rather than waiting for any missed payments, you can take a preliminary measure by including a personalized payment link in your registration confirmation email. This is done using the Payment Link system merge tag, which uses your registrant information in Event Wizard® to generate a personalized link for each individual registrant.

When editing your registration confirmation email, click the Insert System Merge Tag dropdown in the editor, and select Payment Link. This will insert the payment link merge tag wherever your cursor is placed within the body of the editor.

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The link merge tags work similarly to how <a> tags work in HTML: they consist of the opening tag, link text, and closing tag. In this case, the opening and closing tags make up the portion of the merge tag that is automatically created by the system, so you don’t need to worry about that. The portion you need to concern yourself with is the link text, which should be changed to something more relevant, (such as “Click here to pay for your registration”) so the registrant knows what the link represents. The screenshot above shows the different steps from link creation to the final email.

3. Email All Registrants with Pending Payments

If you have a lot of registrants that have outstanding payments, you can use the email tool within the reports to easily send every one of them a personalized email reminder. Start by going to your event reports and opening the Pending Payments report. Locate the Email icon beside the Reports and Tools dropdown – give it a click.

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On the page that opens, you will notice a lot of the same fields from the Edit Confirmation Email page. Start by filling in the boxes with your subject, name, and email address. Next, add some content to your email.

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Composing your reminder email is just like composing the confirmation email we did in method 2, only with slightly different information. You can use merge tags to personalize the email with information like the registrant’s name and registration date, but most importantly, their payment link. Once you have your email composed, click the Send Email button.

Hopefully one of these methods will help you to collect any pending payments for your event fees. If you have any questions about this, or anything else Event Wizard®, please contact us.

Posted on February 17, 2016 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , , ,





NEW! Registrant Activity Tracker

Jan 22, 2016    By: Mike Schumann



Statistics and information play a key role in running a successful event. As a user of Event Wizard®, you get a whole suite of reporting tools to view and manage things like who registered for your event, what options they chose during registration, and when they registered. That’s great and all, but what about when a registrant makes changes to their registration record? Enter the Registrant Activity Tracker…

To see the new activity tracker in action, head on over to the reports section of one of your events and open up the By Last Name report. Scroll through the list of registrants and you should notice a new icon in the Tools column for some of the names – give it a click.

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Note: If a record has not been updated in any way, the icon will not appear. Only registrants with some sort of activity associated with them, (further to the initial registration) will display the activity icon.

On the page that opens up, you’ll see a list of instances where this particular registrant was either updated or substituted. There are three possibilities for who modified the record: the registrant themselves, an account user/administrator, or a reports user.

Note: If a record is updated by a reports user, the password with which they used to login to your public reports is captured and displayed.

In the case of our example, we can see it was updated on two separate occasions by an account holder, (not the registrant herself) who happens to be an administrator for this event. We can also see the date and time at which the update took place, providing a “timeline” of sorts. From here, we can take it one step further by clicking on the descriptions and drilling down to view all the details.

The page will open up to a table containing all the information that was modified during the record change. The first column is the field that was updated – pretty self-explanatory. The second column is the type of change that happened to the field, of which there are three possibilities:

  • Add – Information for this field was not present previous to the update; all new information was added to the field response
  • Deletion – Information for this field existed prior to the update; all information was removed from the field response
  • Change – Information for this field existed prior to the update; information was changed from one value/selection to another

The final two columns will display the old value/selection of the field field, along with the new one that was provided during the update process.

You can also view the activity for all registrants of an event. To do this, select Registrant Activity from the Reports and Tools dropdown in the reports section.

Not only do we see the two records that we did previously, but we now also see the records that were updated for other registrants, in order of when they were modified. Furthermore, like the previous page, you can click the descriptions to view all the details for that particular record.

We hope you find this new tool as useful as we do. If you have any questions about the new activity tracker or anything else Event Wizard®, give us a shout!

Posted on January 22, 2016 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , , ,





New Enhancements for the File Uploader Field

May 14, 2015    By: Mike Schumann



A while back, we introduced a field type in Event Wizard® that allowed your registrants to upload files/photos as a part of their registration. Although it has proven to be a very useful tool for many of our users, it still felt like it was missing a few things, especially when it came to reporting. So, we decided it was time to do something about it:

1. Highlighted/Disabled Files Icon

Looking under the Tools column on the report pages, you’ll notice a little pink “Files” icon. When clicked, this brings you to a page where you can view all the uploaded files from a specific registrant. The problem was that until now, it appeared active for all registrants, regardless of whether or not they had uploaded any files. Now, we’ve remedied this by only enabling for registrants who have uploaded a file, (otherwise it is greyed out).

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This way you can quickly scan through to see who has uploaded something and who hasn’t, without the need to drill down on each registration. That said, if you want to view a registrant’s upload(s), you can still click the icon and drill down to the details. Cool!

2. Search/Filter Functionality

Much like the new search function included in our latest additions to the My Files page, the View Uploads report got the same treatment. This new search function allows you to filter through your registrant uploads and only display the files/registrants that contain a specified criteria. Simply enter your search terms in the box and watch as your list transforms to only display files/registrants that match your terms.

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3. Selective/Bulk Download and Delete Tools

Before now, it was a bit of a chore to download or delete registrant-uploaded files, since you could only do so one-by-one. The new selective download and delete tools make this task much simpler. Notice the new checkboxes to the far left of each record – as soon as one or more is selected, you will see the Download Files and Delete Files buttons show up beside the Search box.

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Click the Download Files button and you’ll receive a .zip file containing all of the files that you have checked. Click the Delete Files button and, after a confirmation, you’ll remove all the files you have checked. Keep in mind that the delete action is permanent, so be careful!

 

It’s worth noting that this section also benefits from our latest storage increase, since the space used by your registrant uploads is shared by the files you have uploaded through the My Files page.

We hope you find these new enhancements as useful as we do. For more information on how to use the File Uploader field, check out our dedicated blog post on this. As always, if you have any other questions or concerns, feel free to contact us.

Posted on May 14, 2015 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
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Onsite Attendee Check-in, Event Tickets and Barcodes

Jun 16, 2014    By: Mark Turner



TICKETS

UPDATE: be sure check out our post on fee-based tickets.

When you create a new event in your account a ticket for that event is created in the background. So, each time someone completes a registration on your registration form a personal ticket is created for them.

Here’s how it appears:

After completing a registration your registrant will land on the confirmation page where they may click the View and Print Your Ticket button. You can customize the information that appears above this button to suit your needs.

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Upon doing so they will be presented with their ticket for printing.

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If you do not want a ticket created for your attendees you can turn this feature off. To do this, head into your event’s edit menu and select Build/Design Your Form & Website > Event properties > Select the last item in the list ‘Enable/Disable Event Tickets’.

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From here you will uncheck the ‘Enable/disable event tickets’ checkbox.

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You can check/uncheck this selection at anytime whether your event is in test mode or live.

BARCODES

In addition to the barcode that is created on the registrant’s ticket, you can also create one for the confirmation email. To see how this is done read How to Set-up Barcodes.

ONSITE ATTENDEE SCANNING

Now that your attendees have barcoded tickets you can use the Event Wizard® Attendee Scanner App to scan the barcodes when your attendees arrive at your event.

The attendee scanner app will scan the barcode on a screen (phone, tablet etc.) or paper print out then automatically update your attendance report in your event. This app can be used for multiple events in your account, and multiple devices can be scanning at the same time without data conflict.

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The Event Wizard® Attendee Scanner App is available for all Apple iOS devices and Android and is free of charge. Download the Event Wizard® Attendee Scanner App now.

ATTENDANCE REPORT

To access your attendance report to see who has attended your event (been scanned in) or not attended (not scanned) click the reports icon in your account.

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Then select Attendance Report in the Reports & Tools dropdown list.

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Your list of registrants will appear in this report.

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Use the Show: dropdown list to show only those that attended your event or did not attend your event.

  • Use the two lists to segment your registrants and send targeted emails based on whether they attended or did not attend.
  • Running webinars, seminars or classes that go towards CE credits? The Attendance Report is the perfect way to track credits based on attendance.

If you have any questions about using our onsite attendee and scanning tools, contact us today.

Posted on June 16, 2014 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips & Mobile Apps
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Registration Reports Overview

May 8, 2013    By: Mark Turner



Our latest video is now available in the Help Centre.

In this latest release we walk you through an overview of your event reports. These reports are available to every Event Wizard® user when you create a new form.

Posted on May 8, 2013 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips & Video
Tagged : ,, ,





How to Set up Users and Share Reports

Mar 27, 2013    By: Mark Turner



The ability to share reports is a key feature for a lot of our users. Having the ability to send these reports to someone outside of your Event Wizard® account means you can get the right information in the right hands with little hassle.

Sharing reports is quick and easy. First you will need to create a login so the person viewing the reports can do so. To begin adding your user, login to your event reports and scroll down to User Management.

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Click Add a New User then begin defining the level of access the person will have to your event reports.

DEFINITIONS

A) Define report type:

None – this setting will only allow access to the custom reports that you choose.
Attendance Reports Only – Allows access to all pre-defined attendance reports. These are the standard event reports that are created with every form.
Financial Reports Only – Allows access to only financial related reports.
All Reports – Allows access to all reports.

B) Define access level:

Read – Read only
Read, Download – Read and download reports to Excel.
Read, Write, Download – Read, download reports to Excel, and update attendee information.

C) Access to tools:

View/Create/Delete Custom Reports – User will have the ability to view, create and delete custom reports.
View Custom Reports Only – User can only view custom reports.
Email to Registrants – User can email registrants from the reports they have access to.

For this example we will allow access to all reports.

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Once we have defined our user settings we’ll create a password and click Add User. Now that the new user is set-up you can send the report login page to the person along with the password that was set-up.

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At this point the person viewing the report can simply click the URL, enter the password and view the report at anytime. The reports will update automatically as new registrants are added to the system. If you ever need to update a user or delete them you can do so from that same User Management screen in your reports.

Posted on March 27, 2013 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips
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How to Cancel a Registration

Mar 6, 2013    By: Mark Turner



Cancelling a registration is one of those things you don’t want to do. You want more people at your event, not less! But, for a variety of reasons registrants can’t always make it. So, how do you refund their money and cancel them from your event?

Cancelling a registrant is quick and easy. First thing you’ll need to do is login to your Event Wizard® account and view your reports. Then search for the registrant you need to cancel and click the red ‘x’ in the tools that appear to the right of their name.

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In the box that appears you will enter a cancellation fee if one applies.

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At this point one of two things will be done:

  1. If you are using the Event Wizard® Payment Gateway (DotCom Your Event Inc.) then an automatic email has gone to our finance department. They will then refund the money less any cancellation fee you’ve retained, and update the record in your reports to ‘cancelled’. To check the status of the cancellation you can view your Pending Cancellations report. If the registrant is not located in this report then they have successfully been refunded and cancelled.
  2. If you are using your own payment gateway or Paypal you will need to login to your separate payment gateway account and issue the refund back to the registrant manually. Don’t forget to deduct any cancellation fee you have applied.

Once you have completed these steps then the registration is moved from your Registrations report to your Cancelled report. This is a great report to have as it will allow you to communicate future events to this group differently. For example, “Sorry we didn’t see you at 2013 XYZ Conference. Here’s a 10% off coupon code to attend 2014 XYZ Conference, hope to see you there!”

If you need any assistance cancelling a registration contact us through your support ticket system and we’ll respond right away.

Posted on March 6, 2013 by Mark Turner
Category : Event Wizard® Tips
Tagged : ,, , ,





Credit Usage Reports

Nov 29, 2012    By: Mark Turner



When you purchase registration credit to run your event, it’s nice to know exactly where that credit is going. We have two accounting reports to help you track your credit usage. Credit usage in your account and credit usage for your event.

Credit usage in your account

This report will breakdown exactly where your credits are being consumed account wide. So, if you have three events that are live at the same time it will track all three.

To find this report click the ‘edit account’ icon  in your account. Click on the Credit Usage tab:

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There is an explanation next to each transaction type in case you are unsure what they are referring to. Click through any of these transaction types and you will see an exact breakdown of how your credits are being used.

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Credit usage in your event

This report works the same way as the Credit Usage in Your Account report, except it is for a specific event. To access this report you will login to your event’s reports and click the ‘Reports and Tools’ dropdown list. You will see Credit Usage under the Financial Reports.

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Select this report and you will land on a summary of registration credit used for your event. Just like you did in the Account Credit Usage Report, you can click on the transaction type to see a detailed listing of how the credits were used for this event.

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Both of these reports also have date and time stamps and will update in real-time, meaning each transaction that affects your registration credits will appear in these reports immediately.

The credit usage in your event report will only appear for events created from November 28, 2012 onward. No historically credit data is available.

If you have any questions be sure to let us know.

Posted on November 29, 2012 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips
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