The Report Output Management and Report Output Listing programs allow you to see samples of and Run the reports available in RecTrac. The Report Output Management program offers command functions that allow you to control the reports that are available in the Report Output Management Listing. The Report Output Listing acts as a report library and, by default, typically lists the reports your organization runs on a regular basis. By design this option lacks the command functions available in the Report Output Management Report.
- The Report Output Management tool should be used by RecTrac administrators to determine which Reports are available in the Report Output Listing.
- The Report Output Listing should be used by the bulk of your staff to both view and run the available reports.
Click the link below to see specific information for the iteration of the program you wish to use:
From the bottom of the screen…
Note: Whether a button is available depends upon the program you are running (Report Output Management or Report Output Listing) and upon the type of Header you have selected (VSI-Standard or Custom).
Click Add to Add a Custom Report Header "on the fly." You will continue to the Report Header Update screen.
Highlight/Select a Custom Report Header and click Change to make modifications to it. You will continue to the Report Header Update screen.
Note: This option is available for Custom Report Headers only. You cannot make changes to VSI - Standard reports. To add or remove fields from a VSI - Standard Report, clone the report to create your own Custom Report Header, and then add and remove fields as needed using the newly cloned Report Header.
Highlight/Select a Custom Report Header and click Delete to remove it from your system. Reports deleted here will no longer be available in RecTrac.
Note: This option is available for Custom Report Headers only.
Highlight/Select a Custom Report Header and click Clone to make a copy of it. You will continue to the Report Header Update screen, where the Header Description will be the name of the Header you selected with "-Clone" appended.
Highlight/Select a Custom Report Header and click Permissions to continue to the Report Header Permissions screen, where you can assign RecTrac Permissions to Report Headers individually or in bulk. Permissions determine which users can see and/or modify which Report Headers in RecTrac.
Click Export to continue to the File Maintenance Export screen where you can select records in the DataGrid to export. The Export creates an XML file which can be viewed/saved from the Document Center.
The Export/Import process provides an easy way to move records between RecTrac databases, if necessary.
Note: This option is available for Custom Report Headers only.
Click Import to continue to the File Maintenance Import screen where you can select an XML file containing records you wish to import into this DataGrid.
The Export/Import process provides an easy way to move records between RecTrac databases, if necessary.
Highlight/Select a Custom Report Header and click Change Status to change the Status of a Report Header. Status is a view option on the title bar for this DataGrid.
Note: The system does not provide a status change option; rather clicking the button works through a cycle going from going from New to Active, Active to Inactive, and Inactive to New.
Click Update Output to continue to the Report Output Update screen for your Custom Report, where you can make changes.
Note: This option is available for Custom Report Headers only.
Click Run Report to go to the criteria selection screen for the report you've selected and run it.
Click Email Output to VSI to submit your Custom Report to VSI for inclusion as a VSI-Standard report. If you have a Custom Report that you think other departments might run, you can email it to VSI. Your report will be reviewed for possible inclusion as a VSI-Standard Report in a future release.
Note: This option should NOT be used open a Support Ticket with VSI in the event you are experiencing difficulty with your Custom Report output. In that event, contact Vermont Systems Support by phone at 887-883-8757 or generate a Support Ticket through the Customer portal of the Vermont Systems web site using your Customer ID and password.
This option is available for Custom Report Headers only.
Add Output Sample - This functionality is not yet available.
Click Copy to Summary and answer Yes to the Challenge Message to copy your Custom Detail Report to Summary, if desired. The report will run exactly the same way in both iterations until changes are made.
Note: This option is available for Custom Report Headers only.
To exit this program, click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
ReportHeaderMain_Tab1
Report Headers (ReportHeaderMain_Datagrid)
The left-hand panel of the Report Output Management screen contains a Report Headers DataGrid of Reports available in RecTrac. For ease of identification the DataGrid is color-coded. Reports with no highlight color are "Dynamic Output" reports. Reports with a rose highlight color are "Fixed Output" reports.
- Dynamic Outputs - Dynamic reports use VSI's Report Output Builder and can be customized by cloning the default VSI Output. Dynamic reports are not highlighted.
- Fixed Outputs - Fixed Reports use a standard VSI Report Screen but have a fixed output which cannot be customized. Fixed reports are highlighted in rose.
Highlight/select a report in the DataGrid. The right-hand panel will display a sample image of it.
Important DataGrid Options
Along with standard DataGrid sort options the Report Output Management DataGrid offers the following for filters for displaying reports:
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Output Type - Expand the Combo Box iconto make your selection(s).
- VSI Standard - This option will allow display of all VSI Standard Report Outputs.
- Custom - This option will allow display of all your Custom Report Outputs.
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Status - Expand the Combo Box iconto make your selection(s).
- Active - Active Status reports will display in the DataGrid.
- Inactive - Inactive Status reports will NOT display in the DataGrid. This is a display issue only. Inactive Status reports can be run as needed either from this DataGrid (provided you enable this option) or from the standard Report Listing icon.
- New - New Status reports are those which have been added by VSI. Highlight/select a New Status report and click Change Status at the bottom of the page to set the Status as desired for display on the DataGrid.
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Licensed? Expand the Combo Box iconto make your selection(s).
- Yes - The DataGrid will display the reports for which your department is licensed. For Example: You own the Activity and Pass modules only. The DataGrid will display all VSI Standard and Custom Activity Pass and System reports.
- No - The DataGrid will display the reports for which your department is NOT licensed. For Example: You own the Activity and Pass modules only. The DataGrid will display all VSI Standard and Custom reports from other RecTrac modules such as POS League Locker Rental etc….
Note: As with all RecTrac DataGrids a user's Permissions also determine which reports are visible. Reports that a user does not have Permissions to see will not appear in the DataGrid regardless of the filter settings mentioned above.