Both Registration Details and Registration Details and Options help you report on registration activity, but they are built for different goals. This article explains when to use each report and how to choose the right one based on whether you need financial detail, player demographic detail, or checkout option responses.
What you’ll find in this article
The key differences between Registration Details and Registration Details and Options
Which report to use based on your reporting goal
Where to go to report on checkout option responses
Common ways clubs use Registration Details and Options for director reporting
How to choose the right report
If you have access to both reports, start with this question:
Do you need a report that is more financial-focused or more player demographic-focused?
If you need financial information
Use Registration Details.
This report is a better fit when the primary goal is reviewing payment-related information or registration finance outcomes.
How revenue is calculated in Registration Details
The Registration Details report reflects the underlying registration fee structure, rather than finalized financial activity.
The Total Fee shown in the report is calculated using the following logic:
Total Fee = Amount Due (before discounts) – Financial Aid – Discounts
Behind the scenes, the Amount Due portion is calculated as the sum of payment records where:
The payment has not failed
The record has not been deleted or cancelled
The transaction type is a payment
Because of this logic, refund transactions are not included in the Total Fee calculation.
As a result, totals in Registration Details may differ from reports designed to reflect true financial activity, such as RTAC, which includes refunds and other adjustments.
Use Registration Details when analyzing registration activity and fee structure, and use financial transaction reports when reviewing finalized revenue totals.
If you need player demographic information
Use Registration Details and Options.
This report is a better fit when you are focused on player and registration context, such as roster-level tracking and demographic reporting, without being as finance-forward.
When to use Registration Details and Options
Use Registration Details and Options when you need to:
Review player demographic and registration context together
Report on checkout option responses
Build a director-friendly view of sign up counts and responses without pulling financial detail
Many clubs use this report to give Directors a clear snapshot of participation and responses, especially when checkout options are used to collect registration questions.
Reporting on checkout option responses
If you need to report on checkout option responses, use Registration Details and Options.
For step-by-step instructions on how to report on checkout options and responses, see Reporting on Checkout Options.
Quick decision guide
Use this as a shortcut when choosing between the two reports:
Registration Details
Best when financial information is the main goal.
Registration Details and Options
Best when player demographics, registration context, or checkout option responses are the main goal.
Related articles
Reporting on Checkout Options
FAQs
Which report should I use if I need payment-related information?
Use Registration Details when the primary goal is reviewing payment-related information or registration finance outcomes.
Which report should I use to report on checkout option responses?
Use Registration Details and Options, then add checkout option fields and responses to report on selections in bulk.
Which report is better for Director reporting?
Many clubs use Registration Details and Options to provide Directors a snapshot of participation and responses, especially when checkout options are used.
Where can I learn how to report on checkout options step-by-step?
See Reporting on Checkout Options for step-by-step instructions.
Why might revenue in Registration Details differ from financial reports like RTAC?
Registration Details reflects the original registration fee structure after discounts and financial aid and does not include refund transactions. Financial reports such as RTAC reflect true financial activity and include adjustments like refunds, which can cause totals to differ.
