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Exporting Registration Data
Topics of Discussion
Exporting your Data |
Exporting Upward Data | Allowing others to Export Data
Exporting your registration is fast and
easy with EasyREG. Exporting allows you do take your registration data
from your database and download it to your computer in a tab delimited
text file. You can also enable others to export the registration data as
well. After downloading to your desktop, you can open the file using a
popular spreadsheet program (i.e. Microsoft Excel) and manipulate, sort,
and organize your data in a variety of ways. Exporting and organizing
your data in this manner allows the database to stay secure while you use
your data to organize your event in any manner you choose.
Exporting your
Registration Data
Follow these simple instructions to download your registration data:
- Click on the "Export Data" link off of the View Registrations
page.
- The first step is to select the type of export you wish to perform.
Unless you wish to export your data into your Upward software ( a
special type of export feature available through EasyREG), your two
choices are an Excel Export or a File Export.
- Excel Export - This format creates a tab delimited file which
can be read by Microsoft's Excel spreadsheet program.
- File Export - this format creates an Adobe Acrobat file (.pdf
file extension) which can be read using the Adobe Acrobat program.
This export format is used when you want to print out copies of all your
registrations.
With any export format choice the steps are similar ...
- Select the checkbox next to the data values that
you would like to download (by default all values are checked).
You will be presented with all the data names that your registration
form has collected (First Name, Last Name, Email, ...)
- Decide if you want to download all data or
just data in a specific range of dates. The date range is with date
that the registration was initially received.
- After you press "Submit" the results screen will show you complete instructions on how to
grab the finished data file and place it on your PC (right mouse click
on the link provided and choose the "Save Target As ..." menu choice).
- Remember where you put your file! Open the file with Microsoft
Excel or Adobe Acrobat depending on the export format chosen.
- If you chose the Excel format remember that Microsoft Excel will prompt you with several questions on how you
want to organize this file (because it is a tab delimited file and not a
standard Excel worksheet). Just click Next or OK at all the choices.
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Exporting
you Upward Data
One of the unique things about EasyREG is its
integration with the
Upward Unlimited programs. EasyREG has customized our export
capabilities to allow churches running Upward programs (Basketball,
Soccer and Cheerleading) to export their registration data directly into
the Upward software. Along with the various sports programs
EasyREG can also export your coaches and volunteer/referee
registrations into your software as well (new for 2006). For full
details on how this EasyREG and Upward are integrated together, please
visit our help guides section.
Allowing Others to
Export Registration Data
There could be times where you would want individuals, other than the
administrator, to have access to the registration data but not have the ability to
change the data. As the administrator you can do whatever you like to the
data, but you may want others (say the organizer of the particular event
you are registering for) to have access to the data for organizational
purposes. This can easily be accomplished through the View Roster tool
and the accompanying export feature that can be enabled with it. Full
instructions on this tool is available at the View Roster tutorial page. To turn on the ability for an individual
who has this link to the roster of a particular event to download event
data, do the following:
- From either the View Registrations page or main home page, click on
the "Edit Event Settings" or "Edit Settings" link.
- Scroll down the page to the Roster View Password field. If it is
empty then the export capability is not enabled. Enter in a password
and submit the changes to the EasyREG system.
- After doing this, an individual who is given a link to the Roster
View page will be shown a "Get All Registration Data" link at the
top of the page.
- When they enter the password that you just entered into EasyREG
above, they will be presented with the ability to choose their data
values to export and export it to their PC as well.
- To turn off the feature simply remove the password from the
registration settings screen and submit the changes again.
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