Knowledge base | FamilyID

Updating Registrations through Reports

All of the registration management tools available through your program's 'Filled Number' are also available through reports.

This article will show you how to:

  • Update fields for an individual registration from within the report's table view.
  • Update fields using the 'checkbox' on the left.
  • Viewing/Editing individual registrations directly from the report.

 

Update fields for an individual registration from within the report's table view.

1. Select the 'REPORTS' tab on the blue bar at the top of the screen and select your report's name to view the report.

 

2. You can update registration status, payment status, approval status and internal fields directly through the table by clicking in that column for a paticular registrant. Input the data or make your selection and choose the green 'UPDATE' button.

NOTE: To update the registrations and fields that display as part of your report, select the  red 'edit' button towards the top of the screen.


Update fields using the checkbox on the left

1. From your report's table view, select at least one registration using the checkboxes on the left. This will result in the 'EDIT SELECTED' window on the right where you will see the different statuses and internal fields you can update. Selecting more than one registration will allow you to update multiple registrations at once. Select the green 'UPDATE' button when complete to save your changes.

 



Viewing/Editing individual registrations directly from the report.

1. To view/edit an individual registration from your report's table view, scroll to the right side of the table and select the down arrow next to the grey 'VIEW' button associated with the registration you are looking to update. Choose either View or Edit.

 

2. View will simply show you the registration information but Edit will allow you to update the different statuses and internal fields available for update. Make your updates and select the green 'SAVE AND CONTINUE' button to save these changes.