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I've CiviEvent webform that allows a payee to register multiple attendees on behalf of a single organization. When the transaction is completed the Participant List shows that each attendee from the same organization has paid independently without any reference to the payee or organization. Somehow I would think that Soft Credit would be involved here but is not. Please advise.

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Soft credits, by definition, allow you to credit a contact for a donation made by someone, for example the person who inspired the actual donor to make a donation. Paying for something on behalf of someone else is not considered a soft credit.

That said, the participant list that you access via the Participants hyperlink to the right-hand side of the event in question (e.g. under Events > Manage Events) is a simple search meant to show you how many attendees you have. If you want additional information such as who registered/paid for a given person, you would be better off using a report, however, there does not seem to be one that will fit your needs:

The built-in participant report (Reports > Event Reports > Event Participant Report) will show only the Registered by Participant ID (not the name) and does not have grouping or sort options for either Registered by or Organization.

The Extended Report extension, on the other hand, gets you pretty close with Extended Report - Participants (Reports > Create Reports from Templates > Event Reports):

enter image description here

As you can see from the screenshot of the left-hand side of the report, Extended Report - Participants does offer the Registered by Participant Name and allows you to sort by the same, however (and this will be the same for any report you use) the person who submitted the registration will not have a value in the registered by field, so while you can group the additional participants together, the actual registrant will be listed in the "None" group.

The Fee Amount (which corresponds to the Fee Level) will always be divided up according to the selections made for each participant - this is important when you need to know who ordered what regardless of who actually paid. Both reports offer you the option of the Net Amount field (Total Amount less any Transaction Fees) that would only be populated for the person who paid, but neither of the reports offer you the Total Amount field (which would not exclude any transaction fees - screenshot below shows the right-hand side of the report):

enter image description here

So, in short, there does not appear to be something out of the box or available through an extension that will suit your needs, but from a development standpoint it is a simple thing to add additional fields to a given report.

Sorry not to be the bearer of better news, Tamar

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Certainly, it would be nice to have this feature. The way I would work round this is to use the Participant search and then export the results as an excel spreadsheet. I exported the Participant ID, the Registered By ID and First Name, Last Name. Then its quite easy to use some Excel formulae to put in the names for who registered by (look up on the Participant ID) and where the Registered By ID is blank to use the Participant ID. Once you have worked out what you want its quite quick to do again. Certainly a lot quicker than writing a new report!

  • Hi Mick, I'm an admitted Excel junkie, and while Civi reports will never boast the robustness of Excel, I believe the point of this forum is to identify how things might be improved in as automated a fashion as possible without requiring end users to manually manipulate data. – Tamar Meir - Cividesk Oct 29 '18 at 17:13
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    Obviously I'd also prefer this to be done in CiviCRM. I'm not saying that its better to do in Excel. I don't yet have the expertise to write a Civi report and there are many users out there who can do things in Excel and will never be able to write Civi reports. So this is part work round and part allowing for occasional needs that don't merit more significant development.I'd see the purpose of the forum as wider than you suggest and being about helping people achieve what they need using CiviCRM at the core, also with other tools. That said I think your answer is deeper so will vote for it. – Mick Kahn Oct 29 '18 at 18:22
  • Point taken and point given! – Tamar Meir - Cividesk Oct 29 '18 at 18:54

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