Reports

Every form has a Reports tab: what its registrations come to and how much is in, who your participants are, and where they come from. It works itself out from the registrations, so there's nothing to set up, and the more your form asks, the more it can tell you.

Where Reports are

Open a form and click its Reports tab. Each form has its own. At the top, a line sums it up: "96 registrations · 155 participants · 3 cancelled (not counted)". Beside it:

• Include archived: tick it to count archived registrations too. They're left out otherwise.
• Refresh: Reports are worked out when you open the tab. Click Refresh to count registrations that came in since.

The page has three parts: Money, Participants and Where they're from.

What's counted

• Completed registrations are counted. Cancelled ones aren't (the top line says how many there are), and neither are checkouts that never finished.
• Archived registrations are counted only when Include archived is ticked.
• Money that moved counts from every registration. A payment or a refund on a registration that was cancelled later still happened, so Collected includes it.
• People are counted from participant sections: a duo is two people, and each entry of a repeating section is one. A form without participant sections counts one person per registration. See Participants.
• Each registration is read with the version of the form it was made with, using today's wording, so an option you've renamed shows under its new name.

Money

Four cards at the top, then where the money comes from and how it built up:

Below those, a card for each kind of money the form takes, when there is any:

• Entry fees: each category or option with a price, what it brought in, and how many chose it (×34).
• Merchandise: each item and size, what it brought in, and how many were bought.
• Discounts given: each automatic discount and coupon code ("Coupon SPRING10"), what it took off, and how many times it was used.
• Donations: how much was Raised, the Average per person, the Average gift (per registration that gave), and the share of Registrations that gave.

The line under the money cards explains what's in the figures, and what isn't:

• Refunds are taken out of Collected, and the line says how much was refunded.
• Plantains' fees on card payments are listed, when there are any.
• Transfer fees are yours, but they're not part of what registrations come to, so they're listed on their own.
• Stripe's processing fees aren't included. They're in your Stripe dashboard. See Payments and refunds.

Participants

Four more cards, then who your participants are:

• Participants: how many people, in how many registrations.
• Median age, with the average under it.
• Age range: the youngest and the oldest, on event day (or as of today, without an event date).
• Minors: how many are under 18, and what share of those with a birthdate that is.

Answers breaks down any choice question on the form: a dropdown, multiple choice, checkboxes, Nationality, Military service or Gender. Pick the question from its menu. A question inside a participant section is counted by person ("120 participants answered"); one outside them, by registration.

Ages and the event date

Ages come from the form's Birthdate field (in the builder's Specific fields). On older forms, Reports also use the date a waiver checks for minors, or a Date field labelled "Birthdate" or "Date of birth".

Each person's age is worked out on the event date, set in the builder's form settings (click an empty part of the canvas). Without an event date, ages are as of today, and the cards say "As of today". A rider who's 17 now but 18 on race day counts as 18 once the event date is set. See The form's own settings.

Where they're from

When your form asks for an address, Reports show where people come from: a map, how far they travel, and the states, cities and countries they live in. A participant's own address places them; an address asked once for the whole registration places everyone in it.

• The map covers the United States, placed by ZIP code. People from other countries, or with a ZIP code that can't be placed, are counted under the map and in Countries, but aren't on it.
• Travel needs the event's location. Set it in the form's Settings, under Event location (a Venue name and its ZIP code). Until then, the Travel card links there.
• States, Cities and Countries list the most common ones, with a bar each. Each list shows its top eight, and Show all opens the rest (up to 25 cities).

Getting more out of Reports

Reports can only count what your form asks. For the full picture:

• Mark each person's section as One participant, so people are counted one by one. See What depends on it.
• Add a Birthdate field to each participant section, for ages and minors.
• Add the Gender field to each participant section, for the gender donut and the pyramid's two sides.
• Ask for an address, once per registration or per participant, for the map and where people come from.
• Set the event date (the builder's form settings) and the event location (the form's Settings), for ages on race day and how far people travel.

The fields are all in the builder's palette, under Specific and Simple. See Fields that know what they're asking.

Who can see Reports

The Owner, Admins, Managers, Editors and Viewers can see a form's Reports, for the forms in the folders they can see. Check-in staff can't: Reports show money and personal details, and Check-in is for the people at your desk on the day, so the tab isn't shown to them at all. See Your team.