Managing User Reports in Regpack

user reports module overview user reports are a powerful tool for extracting and organizing the information collected during user registration admins can generate reports, customize data fields, and export reports in multiple formats for further analysis creating a new user report navigate to settings → reports click create new report at the top select a category and name your report add the fields you want included in the report click save editing an existing user report navigate to settings → reports hover over the report you wish to edit and click edit fields modify the report by adding, removing, or adjusting the order of fields notes & customization options add new fields using the menu on the right system information (data not filled out in forms) is available at the bottom of the field menu delete fields by hovering over them and clicking delete rearrange fields by dragging and dropping using the grey dots on the left side creating a user report category navigate to settings → reports click create new category name your category and click create category editing a user report category navigate to settings → reports hover over the report category you wish to edit and click edit category update the category name as needed click update category to confirm to delete a category click edit category click delete category ordering user reports and categories if you have multiple reports in one category, it is easy to arrange them in your preferred order navigate to settings → reports click tools → order categories hover over the category you wish to move click on the dots to the left of the category and drag and drop them in your preferred order to order reports within a category, hover over them and drag and drop them accordingly running a user report first, filter for the product you want to run a user report on how to create and run roster reports img3 gif then simply select all users, click run report and select your user report how to create and run roster reports img4 gif you can also quickly view the users who have ordered a specific report without using the filter tool in user management, simply click tools and view orders per product / session , select the product or session, and you can view the orders tab for all of your products how to create and run roster reports img5 gif if you are viewing a session, you can view the report for specific days as well how to create and run roster reports img6 gif