ReportOptionsHHTransactionHistoryReport Help
ReportOptionsHHTransactionHistoryReport_Tab
Include Note Transactions (No Fee/Payment)? (ReportOptionsHHTransactionHistoryReport_IncludeNoteTransactions)
Select this option to include Note Transaction types in your output. De-select this option to skip the printing of Note Transactions types.
Note transactions do not involved fees or payments. Rather they are system-generated information lines added to a transaction history for such transactions that include, but are not limited to: Pass printing, suspending or restarting Installment Billing, Tee Time check-ins and/or cancellations, Miscellaneous Comments, etc….
DeleteInclude Pass Visits with Fees. (ReportOptionsHHTransactionHistoryReport_ExcludeNoFeePassVisits)
Select this option to have the report include only Pass Visits with Fees.
De-select this option to have the report include all Visits, regardless of whether fees are involved.
DeleteInclude Credit Balance Payment Lines? (ReportOptionsHHTransactionHistoryReport_IncludeCreditPayments)
Select this option to include Payments made via Credit Balance on your report output. When a patron uses an existing Credit Balance to remit for a purchase, the system generates a Payment Transaction using VSI-System as the Pay Code. Select this option to include those payments on your report output.
OR
Leave this option de-selected to exclude Credit Balance Payment lines from your report output.
Use Specific Transaction History Date Range? (ReportOptionsHHTransactionHistoryReport_UseDateRange)
Select this option to filter the report output by Specific Transaction History Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Date range.
OR
Leave this option de-selected to skip the Specific Transaction History Date Range check.
This field is used to filter transactions by the date on which they occurred. For Example: Your Date Range is 01 May 20xx - 30 June 20xx. The output will include only those transactions that were processed during the months of May and June, 20xx. Optionally, you can skip this field to include all transactions in the database for the household(s) selected.
DeleteBegin Transaction Date (ReportOptionsHHTransactionHistoryReport_BeginDate)
This field is applicable only if you opt to Use Specific Transaction History Date Range.
Expand the Drop-down list and select your Begin/End Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Transactions that were processed within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Transaction Date (ReportOptionsHHTransactionHistoryReport_EndDate)
This field is applicable only if you opt to Use Specific Transaction History Date Range.
Expand the Drop-down list and select your Begin/End Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Transactions that were processed within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Delete