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Planning Center Help

Create reports on attendees

See also:

If you want to generate a list of all those registered for a signup or keep track of payments, you can choose one of the built-in reports or export a CSV with more detailed information. Use these reports to see an overview of all attendees, create a list of people you can print, and more.

  1. Select the Signups page in the top navigation.

  2. Choose your signup from the list.

  3. Select the Registrations tab.

  4. Select the Actions dropdown on the right.

  5. Choose a type of report from the Export section:

Important

If you created a signup that only gathers a simple count of attendees, the only reporting option available is the CSV export.

Overview

The Overview report provides a full review of the signup.

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  • In the Attendees section, see a list of all selection types and their capacities, and how many attendees are registered for each, and the remaining available capacity.

  • In the Payments section, see a breakdown of payments and refunds by payment type.

  • In the Add-ons section, see how many of each have been purchased or reserved and the dollar amount collected for each one.

  • In the Questions section, see the number of people who have answered the dropdown and checkbox registration questions and the total for each option. Paragraph and text questions will not be included in this report.

Guest list

The Guest List report will show you a list of the current attendees and a snapshot of each person's registration information, including emergency contact info, whether they've turned in required forms, and how much they owe. Canceled attendees will not appear.

Tip

Print this out for an offline version of the Registrations tab.

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Amounts listed in the payments columns are not attendee-specific. Amounts include all attendees in the registration group. The amount is listed once on the first attendee's line and left blank for all other attendees in that registration.

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Need to see more about a registration? Select an attendee's registration number to be taken to their registration details.

CSV export

The CSV report contains contact and registration information for attendees. It can be imported into other applications to create custom views of your signup data.

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Tip

Not seeing the report you’re looking for? There are more powerful ways to find information in Planning Center People.

To download a CSV of all the payments collected in a specific signup, select Export CSV on the Payments tab of the signup.

You can export a report of payments collected across all signups from the Payments page.