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Checkout Options let you collect registration-specific information during checkout, and they can be free or include a fee. This article explains which report to use to view checkout option selections in bulk, and how to add checkout option fields so you can report on the results.
What you’ll find in this article
Where Checkout Options are configured
Which report to use for checkout option reporting
How to report on all checkout options for a program or registration
How to isolate results to a specific option or response
Where Checkout Options are configured
Checkout options are configured under:
Programs > Checkout Options in the left navigation menu.
Checkout Options are intended for registration-specific questions and can be:
Free
Fee-based
Which report to use
To report on checkout option selections, use:
Registration Details and Options
This report supports both checkout option fields and checkout option responses.
1) Open the Registration Details and Options report
Navigate to Reports in the left navigation menu.
Locate Registration Details and Options.
Select Configure next to the report.
2) Set filters and choose fields
Update the Filters at the top so the report matches the population you want (for example, season, program, registration).
Under Available Fields, add or adjust the fields you want included in the report results.
Tip: If you are not seeing what you expect, confirm your filters first. Most reporting issues come from the report being filtered too broadly or too narrowly.
3) Report on all checkout options for a program or registration
If you want to include all checkout option data for a specific program or registration:
Set Checkout Option to All.
Set Checkout Option Response to All.
This will return results across all checkout options and all responses that match your other filters.
4) Isolate results to a specific checkout option or response
If you want the report to return only players who selected a specific option or provided a specific response:
Set Checkout Option to the option you want to isolate.
Set Checkout Option Response to the response you want to isolate.
This is helpful when you are pulling a list for follow up, fulfillment, or fee reconciliation tied to a specific checkout selection.
FAQs
Which report should I use to view checkout option selections in bulk?
Use Registration Details and Options. This report supports both checkout option fields and checkout option responses.
Where do I configure Checkout Options?
Checkout options are configured under Programs > Checkout Options in the left navigation menu.
How do I report on all checkout options at once?
Set Checkout Option to All and Checkout Option Response to All to return results across all checkout options and responses that match your other filters.
How do I pull a list for one specific option or response?
Set Checkout Option to the option you want to isolate and set Checkout Option Response to the response you want to isolate.
