Printing individual reports and reviewing rosters

iMIS Events contains reports that are specific to planning and administering events. You can run reports from the Generate reports window (from Events, select Generate reports) as well as generate several individual reports by selecting one of the following options on the Register a customer window's Overview tab:

• Print - Opens the Select Report window and generate one of these individual reports: Confirmation, Invoice, Ticket, or Badge.
• View Roster - Opens the Event Roster window and view all of an event's registrants.
• Letter - Opens the Meeting Standard Letters window (Letter Text window if using Quick Letter) and the event letter subsystem. You can use an existing standard letter or compose a new letter specifically for an individual registrant.

 

To set the report destination

Reports print to the destination you select, and Printer is the default destination. To change the report destination to Screen, select File > Report Destination > Screen.

To print individual reports from the Register a customer window's Overview tab

1. From Events, select Register a customer to open the Register a customer window.
2. Find an event registration.
3. Select File > Report Destination, and select the output destination.
4. Click Print to open the Select Report window.
5. Select a Report Option:
   • Confirmation
   • Invoice
   • Ticket
   • Badge
6. Click Print to send the selected Report Option to the current output destination.

To view an event roster

1. From Events, select Register a customer to open the Register a customer window.
2. Find an event registration.
3. Click View Roster to open the Event Roster window.
4. Double-click a registrant's name on the Event Roster window to view and open their registration information on the Register a customer window.