Forms Report

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8 comments

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    Jan Chapman

    How do I view what's entered in text boxes in my forms?

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    Kinsey Mahan

    Hi Jan - You can view that information in the Submission List. To view submissions, navigate to Forms > Form List and click the number under the Form Submission column. You can click on the Submission ID number to view/edit the form submission, or you can tag > Actions > Export submissions as needed.

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    Debbie Henley

    How do I pull actual attendee names vs member types?

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    Kinsey Mahan

    Hi Debbie - To pull attendee names for a specific event, use the Registrant List. We've got a great article with the details you can check out here. To pull the list of registrants for an event, navigate to Forms > Form List > click on View Registrants next to the form you want to see registrants for. Once there, you can contact and/or export the list of registrants as needed.

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    LInda Coffin

    Is there a way to pull and print a report showing which sessions a particular registrant has signed up for? This would be a summary of one registrant's choices.

    Similarly, can I get a report of all registrants for a particular session within a complex event? This would be a report that could be sent to the presenter for that session. (I have found the report showing how many people signed up for each session, but not who they are.)

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    Kinsey Mahan

    Hi Linda - Based on the description of what you're looking for, exporting the Registrant List will be your best bet. This article includes details on what's accessible through the registrant list. To export the list of registrants, navigate to Forms > Form List > Click on View Registrants next to the appropriate form. Once there, click Tag all users > Tag all on all pages. Then, click Actions > Export Tagged Registrants. You can choose the field(s) you want to export, or select all. That will pull a list of everyone who has registered (or who has been registered by someone else) and their specific choices, including specific sessions within a larger event.

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    Anthony Portillo

    How do I see who chose which option in each selection set?  I can see how many chose an option by member type in the Selection Summary Report, but how do I see who those people are?

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    Kinsey Mahan

    Hi Anthony - It sounds like you'll want to export the Submission List to see specifics on who made what selections. If you're working with an Event form, you could export the Registrant List instead since it will include details on each person registered for the event (as opposed to just the details for the person who submitted the form). Hope that helps!

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