To run a Transaction Details report

Note: For detailed information about using Report Writer, see Create and Run Reports with Report Writer.

1. From the top of an Admin page, click Data Management > Reports > Report Writer (tab).

2. To start the report:

   • On a fresh form:

     1. On the Reports list page, click Create a New Report.

     2. On the Select Report page, select Transactions from the drop-down.

     3. In the list of Transactions reports, select the Transaction Details option.

   • By copying an existing report model of this type:

     1. On the Reports list page, locate the report and click Copy from its Actions column.

     2. On the Select Report Type page, scroll to the bottom and click Next.

3. On the Select Columns page, accept the default columns or select additional columns and click Next.

4. On the Order and Rename Columns page, make any changes to the column labels or positions of the columns for the report and click Next. (About renaming columns and changing their positions)

5. On the Select Sort Order page, to:

   • Accept the current sort order where the report lists the selected events in alphabetical order and the participants within each event in registration date order, click Next.

   • Specify a new sort order, make your changes and click Next. (About specifying the sort order)

6. On the Configure Filters page: (About working with filters)

   • Optional. Create a filter and save.

7. Click Next.

8. On the Identify the Report page, enter and select the report information to uniquely identify this report in the list of reports and who can run this report, and then click Next. (About identifying the report)

9. On the Review Criteria Summary page, select:

   • Save Report to save the report definition to your reports list without running, scheduling, or sharing it at this time. (You are finished.)

   • Run Report to:

     • Schedule the report to run at a specific time or recurring interval

     • Set up sharing criteria with other event administrators/managers

     • Send it to the report queue where it will run according to your business practices (for example, at night)

     And then continue with the next steps.

10. On the Edit Runtime Parameters page, select the appropriate filter information again and click Next.

11. On the Identify Result page, make any necessary changes to the Report Label and Report Description and then click Next.

12. On the Set Report Schedule page: (About scheduling options)

    1. Select:

       • Run this Report immediately to place the report in the queue after working through the sharing page.

       • Schedule this report to run at a future time and date option and configure the appropriate time schedule to place the report in the queue after working through the sharing page.

       • Schedule this report to run on a recurring basis and configure the appropriate options to place the report in the queue after working through the sharing page.

    2. Click Next.

13. On the Share Report Results page: (About sharing a report)

    1. From the Group Selector, select the appropriate group type and then the appropriate members.

    2. Repeat this step for each person with whom the report will be shared.

    3. In the Email Comments area, enter an optional comment to display in the notification to the recipients of this report.

    4. Click Next.

14. On the Review Criteria page, click Run Report.