Reports and Processes in RecTrac offer a wide variety of Filters/Criteria that can be used to target specific information about your data. Each Filter/Criteria is presented using a certain type of Widget. Knowing how these Widgets work will assist you when running reports and certain processes.
The following is a list of common Widget Types that you will encounter throughout most Report and Process screens in RecTrac and how they are used.
- DataGrids
- Check Box Range Option
- Dual Column Date Select Fields
- Dual Column Time Select Fields
- Combo Box
- Combo Box with Match Options
- Wildcard Options
The following provides an explanation of each Widget Type using the Activity Enrollment Report screen for purposes of example.
Click the Image to enlarge.
Widget Type | Definition/Rules |
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DataGrids |
Some Filters/Criteria are presented as a DataGrid. A DataGrid typically is used when there are a lot items from which to choose, and it offers an easy way to select several of them at once. In the example above, Activity Sections are listed in the DataGrid, and the Senior Yoga programs are selected. Click here for more information regarding RecTrac DataGrids. Note: Regarding Activity Section selections in the example above, the report will yield results from the Yoga classes selected in the DataGrid and Activity 200000, Sectons 1-4 as selected in the Use Activity Section Range. In instances where you have a DataGrid and corresponding Range, a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process. |
Check Box Range Options |
Some Filters/Criteria are presented as a Check Box Range Option. A Check Box Range Option typically is used when a Range provides superior reporting capability than selecting multiple items from a DataGrid OR when additional criteria are needed to limit the number of results. For a Range to be considered, its corresponding Use Range option must be enabled. When the Use Range option is NOT selected, the corresponding Range is skipped. Generally speaking, most File Management items (Activities, Facilities, Passes, Rental Items, etc…) will appear in Ranges on various reports and processes. Other Ranges that often appear on reports and processes include, but are not limited to: Date/Time Ranges, Drawer Ranges, Age Ranges, User ID Ranges, Number Ranges, and Household/Family Member Ranges. In the example above, Use Activity Section Range and Use Section Date Range are enabled. The corresponding values will be included in the report criteria. Use Enrollment Date Range, Use Year Range, and Use Meeting Date Range are not enabled. Those fields will be skipped when you run the report. Note: Regarding Activity Section selections in the example above, the report will yield results from the Yoga classes selected in the DataGrid and Activity 200000, Sectons 1-4 as selected in the Use Activity Section Range. In instances where you have a DataGrid and corresponding Range, a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process. |
Dual Column Date Select Fields |
Dual Column Date Select fields appear on numerous reports/processes and allow you to specify exact dates based on selections made in each column. Refer to RecTrac Date Select Fields for a listing of selection definitions and examples. |
Dual Column Time Select Fields |
Dual Column Time Select fields appear on numerous reports/processes and allow you to specify exact times based on selections made in each column. Refer to RecTrac Time Select Fields for a listing of selection definitions and examples. |
Combo Boxes |
Some Filters/Criteria are presented as a Combo Box. A Combo Box typically is used when there are a relatively small number of items that can be shown in a drop-down list for easy selection. Combo Boxes allow for any combination of single or multi-selections, where each selection becomes a criterion. Unlike the Range Options discussed above, selecting nothing from a Combo Box is the same as "Selecting All." In the example above, Enrollment Statuses Enrolled and Waitlist only are selected, so the report will EXCLUDE the other statuses. However, since no specific Seasons are selected, ALL Season Codes will be included on the report. |
Combo Box with Match Options |
Some Filters/Criteria are presented as a Combo Box with Match Options. A Combo Box with Match Options typically is used for fields that allow for multiple options where any, some, all, or none may be required. In the example below, Fee Codes Resident and Non-Resident are selected and a Family Member must Match 1 to be included in the report. A Family Member NOT matching either a Resident or Non-Resident Fee Code (A Non-Profit Fee Code, for example) would NOT be included in the report. No FM Features are selected, so the FM Features Match Option is skipped. To use the filter, click the Combo Box icon in the filter field and make your selection(s).
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Wildcard Options | Some Filters/Criteria are presented with Wildcard Options. In the example above, Wildcarding is allowed for Activity Sections. To use the filter, click the Picklist icon (if desired) to select an item.
See also: RecTrac Wildcarding. |