In addition to the All Registrations Dashboard gives specific information on each Registration made in your system. It is another key tool to manage your Programs.
- To access your dashboard, log in to the Playbook Back End at (mywebsite.playbookapi.com/control_panel).
- From the top navigation bar, navigate to: Reporting > Registrations > All Registrations
All Program Registrations Dashboard:
This dashboard provides a comprehensive view of all program signups, including some payment information. It also displays key details like guardian contact information, waiver requirements, and upcoming sessions. You can apply filters such as date ranges to focus on specific programs
Tabs for Viewing:
You can switch between the General and Payments tabs to display different sets of columns and information
Filtering Options:
- Left-hand filters allow you to refine results by categories such as specific programs, payment methods, and price ranges. Each category contains multiple subcategories, helping you efficiently narrow down the transactions you're searching for. By selecting a category or subcategory, you can streamline your search process, as demonstrated below.
- Top filters let you search for a user by name or email, and adjust the date range for more targeted reporting
- Search - Allows you to display Registrations by entering the user's name or email
- Date Range - You can either select a custom time range by inputting the start and end dates manually, or choose from preset options using the date range dropdown
- Apply - Once you've set your desired filters, click this button to apply them
Bulk Actions:
Bulk actions or bulk editing efficiently applies the same action to multiple selections at once, eliminating the need for repetitive tasks.
- Export All: This option allows you to download all the details from the table in CSV format. A dialog box will appear with three options: Save, Don't Save, and Cancel.
- Custom Export Selected: After selecting a user from the table, you can use this option to export the selected user's data while customizing which specific details you want to include in the export.
- Bulk Email: gives you access to "Send Bulk Email" page that you can send a custom Email to all users that has their email address linked to their account transactions.
- Bulk SMS: Takes you to the "Send Bulk SMS" page, allowing you to send a custom SMS to selected users who have a phone number linked to their registrations.
- Email All Pages: similar with the Bulk Email that opens the "Send Bulk Email" page, this Action creates an email in regards to all the Registration detail the user has..