Where is RecConnect in RecTrac 3.1?
Learn how to navigate the features of RecConnect in RecTrac 3.1 and make the most of the software.
Table of Contents
Question
Are there RecTrac 3.1 equivalents to the RecConnect reports in RecTrac 10.3 (Labels & Letters in RecTrac 10.2 and prior versions)?
Answer
In RecTrac 3.1, reporting can be thought of in terms of the Selection Criteria Screens and the Report Outputs. The selection criteria determine what data records are chosen (and from what primary table), and the report output determines how the data is sliced, diced, and presented.
That said, there are RecConnect Output options throughout RecTrac. RecConnect programs are available for all modules in RecTrac. The system also provides a number of global RecConnect options for a more general approach to creating household and family member listings. Each RecConnect program includes:
- A set of module-specific selection criteria for creating a customer list.
- Common panels for Household/Family Member Criteria and Transaction Criteria by which you can further filter your customer list.
- The RecConnect Options screen that allows you to set Match, Zip Code and RecConnect History options.
- The RecConnect Results screen where you make your output selections.
Topic Doc - RecConnect Programs contains a location listing for all RecTrac RecConnect programs in 3.1 as well as other useful information.
These listings are as follows:
Global Module RecConnect Programs
RecTrac provides three (3) "Global" RecConnect options.
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Transaction Detail RecConnect (VSI SA RecConnect)
- Path to - Reporting Ribbon • Report Listing • System Financial Group • Transaction Detail Reports • VSI - SA RecConnect Output Template
- Provides - A customer list based on Transaction Data based on a cross section of the entire database. The report allows you to picking and choose database elements from multiple modules, versus a list generated based on specific modules only.
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Installment Billing RecConnect (VSI SA RecConnect)
- Path to - Reporting Ribbon • Report Listing • System Financial Group • Installment Billing Reports • VSI - SA RecConnect Output Template
- Provides - A customer list based on Installment Billing types, Modules, Expiration Dates, etc….
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Household RecConnect (VSI - SA RecConnect)
- Path to - Reporting Ribbon • Report Listing • Household & Family Member Group • Household Reports • VSI - SA RecConnect Output Template
- Provides - A customer list of Households based on database-wide selection criteria vs. a list generated from activity in a specific module, such as Activity Registrations, Facility Reservations, etc….
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Family Member RecConnect (VSI - SA RecConnect)
- Path to - Reporting Ribbon • Report Listing • Household & Family Member Group • Family Member Reports • VSI - SA RecConnect Output Template
- Provides - A customer list of Family Members based on database-wide selection criteria vs. a list generated from activity in a specific module, such as Activity Registrations, Facility Reservations, etc….
Activity RecConnect
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VSI - AR RecConnect
- Path to - Reporting Ribbon • Activity Enrollment Reports • VSI - AR RecConnect Output Template
- Provides - A customer list of Family Members based on Activity Enrollments, current or archived. Coordinator/Instructor Criteria is available as well.
Facility RecConnect
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VSI - FR RecConnect
- Path to - Reporting Ribbon • Facility Reservation Reports • VSI - FR RecConnect Output Template
- Provides - A customer list of Family Members based on Facility Reservations, current; upcoming; or past.
Pass RecConnect
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VSI - PM RecConnect
- Path to - Reporting Ribbon • Pass Membership Reports • VSI - PM RecConnect Output Template
- Provides - A customer list of Family Members based on Pass Memberships by type, status, and other criteria.
Point of Sale (POS) RecConnect Programs
RecTrac provides three (3) POS RecConnect options.
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Inventory RecConnect (VSI PSI RecConnect)
- Path to - Reporting Ribbon • Report Listing • POS Inventory Group • Inventory Sales Reports • VSI - PSI RecConnect Output Template
- Provides - A customer list of Family Members based on Inventory purchases by type, date, and other criteria.
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Service Item RecConnect (VSI PSS RecConnect)
- Path to - Reporting Ribbon • Report Listing • POS Service Item Group • Service Item Sales Reports • VSI - PSS RecConnect Output Template
- Provides - A customer list of Family Members based on Service Item purchases by type, date, and other criteria.
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Ticket RecConnect (VSI PST RecConnect)
- Path to - Reporting Ribbon • Report Listing • POS Tickets Group • Inventory Sales Reports • VSI - PST RecConnect Output Template
- Provides - A customer list of Family Members based on Ticket purchases by type, date, and other criteria.
Rental RecConnect
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VSI - RN RecConnect
- Path to - Reporting Ribbon • Report Listing • Equipment/Site Rental Group • Rental Reservation Reports • VSI - RN RecConnect Output Template
- Provides - A customer list of Family Members based on equipment and/or site rentals by type, status, and other criteria.
League RecConnect
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VSI - LS RecConnect
- Path to - Reporting Ribbon • Report Listing • League Group • League Registration Reports • VSI - LS RecConnect Output Template
- Provides - A customer list of League Teams by their Family Member contact; based on Leagues, status, and other criteria.
Trip RecConnect
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VSI - TP RecConnect
- Path to - Reporting Ribbon • Report Listing • Trip Group • Trip Reservation Reports • VSI - TP RecConnect Output Template
- Provides - A customer list of Family Members and their trip reservations; based on Trips, status, and other criteria.
Court RecConnect
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VSI - CR RecConnect
- Path to - Reporting Ribbon • Report Listing • Court Group • Court Reservation Reports • VSI - CR RecConnect Output Template
- Provides - A customer list of Family Members based on Court Reservations, status, and other criteria.
Personal Trainer Module RecConnect Programs
RecTrac provides two (2) Personal Trainer RecConnect options.
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VSI - PT RecConnect
- Path to - Reporting Ribbon • Report Listing • Personal Trainer Group • Trainer Reservation Reports • VSI - PT RecConnect Output Template
- Provides - A customer list based on Personal Trainer based reservations, dates, status, and other criteria.
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Personal Trainer RecConnect (VSI - SA RecConnect)
- Path to - Reporting Ribbon • Report Listing • Personal Trainer Group • Trainer Reports • VSI - SA RecConnect Output Template
- Provides - A list of Personal Trainers based on category, type, and other criteria.
Note: The Trainer RecConnect lists only those Staff Members who are set up as Personal Trainers. Currently, there is no SA Staff RecConnect for other Staff Members, such as Instructors, Coordinators, and Referees.
Locker RecConnect
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VSI - LK RecConnect
- Path to - Reporting Ribbon • Report Listing • Locker Group • Locker Rental Reports • VSI - LK RecConnect Output Template
- Provides - A customer list of Family Members based on Locker Rentals by Locker Room, status, and other criteria.
CYMS RecConnect
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VSI - CYMS RecConnect
- Path to - Reporting Ribbon • Report Listing • Child Youth Management System • CYMS Reports • VSI - CYMS RecConnect Output Template
- Provides - A list of Family Members in your CYS program based on record status and other criteria.
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VSI - Staff/Provider RecConnect
- Path to - Reporting Ribbon • Report Listing • Child Youth Management System • CYMS Staff/Provider Reports • VSI - Staff/Provider RecConnect Output Template
- Provides - A list of CYMS Staff or Providers based on record status and other criteria.