The RecConnect Options screen allows you to set Match, Zip Code and RecConnect History filters for your RecConnect program.
See Also: Topic Doc - RecConnect Programs.
From the bottom of the screen…
Click Continue and then acknowledge the Challenge Message. RecConnect programs run on the AppServer. You will be notified upon its completion.
THEN
Click Show Results to continue to the RecConnect Results screen where you may process Email, Labels, and/or Letters from this RecConnect.
Note: You can access RecConnect Results via the Document Center, in the event you're running a RecConnect and miss clicking on the "Show Results" message. From the Document Center, highlight/select the record you ran and click RecConnect Results at the bottom of the screen.
Click Schedule to continue to the Schedule Generator screen where you can schedule RecConnect Email to run at regular intervals. When a scheduled RecConnect runs, it will use the email information you enter on the right-hand side of the screen.
Note: The Schedule option is available for RecConnect Email only.
See Also: Topic Doc -RecConnect Programs.
Click Cancel to stop the process. You will return to the previous screen.
To exit this program, click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
The Report Options screen allows you to print, preview, and email reports from RecTrac in various file format types. You have the ability to allow multiple - simultaneous - output selections for Printing, Scheduling is also available.
Default Output Options are maintained on the Daily Processing profile • Reporting Default Options Group to which your User ID is linked.
Generally speaking, most Report Options screens have a look similar to the one pictured below. Some reports offer variations to this screen depending on the specific options offered for the report. Use the "i" icon on the upper right-hand corner of the screen for Field Level definitions, if needed.
Sort Options
To access Sort Option, expand the Group. The Sort Options Dual Selection List allows you to determine which columns will display on your report and how they are ordered from left to right.
To manipulate the Dual Selection List:
- To Add All or Remove All from one side or the other, click the applicable button.
- To add or remove single column headers from one side of the Dual Selection List to the other, double-click on it with your mouse.
- To move a column header up or down in its field, click with your mouse and then "drag and drop" as needed.
File Format
File Format options vary by report. Only those output options available for the report you are running are listed.
- PDF - Outputs in Portable Document Format (.pdf). This option is available for all reports in RecTrac.
- CSV - Outputs in Comma Separated Value format (.csv). .CSV files will open in most spreadsheet program, such as Microsoft Excel.
Note: The CSV Raw Data output option is just that; an output of the Report Detail Raw Data that is used to generate the .PDF version of a report. The .CSV file will contain NO formatting, Page Headers, SubHeaders, Totals, or SubTotals. This is by design, so customers can access the Raw Data and do their own sorting, subtotaling, totaling in a .CSV editor such as MS Excel. When outputting to .CSV, the file will provide a column for each Report Detail field added to the specified report output. The CSV Summary output option (where available) provides an output similar to the summary .pdf.
- XML - Outputs in Extensible Markup Language format (.xml). .XML files will open your default .XML editor and in most web browsers.
- iCal - Outputs in iCalendar Format (.ics file type). .ICS files can be imported into such calendar programs as Apple iCal, Microsoft Outlook, and Google Calendar, etc….
- Print Selection Criteria - When this option is selected, report selection criteria will be listed in the "footer" of the report you're running.
Schedule Only Options
- Dashboard Chart or Table - Outputs as a Dashboard App. When selecting this option, you MUST Schedule the report to run. Additionally, a Chart must be created to graph the output.
See Also: Topic Doc - Dashboard Charts and Tables.
Output Options
Output options are Print, Preview, and Email. Any or all may be selected. The default Output Options for this screen are maintained on the Daily Processing profile • Reporting Default Options Group to which your User ID is linked.
Email Options
Email Option fields are available only if you select the Email Report Output Option
- Email Address - The default "To" address is the email address linked to your User ID in User Management. Accept this address or overwrite as needed.
- Email Subject - The text you enter will be used as the Email Subject. Leave this field blank to use the RecTrac program-generated subject, "RecTrac Report" as the Email Subject.
- Email Body - The text you enter will be used as the body of the email. Leave this field blank to use the RecTrac program-generated email body as determined by the settings on your Email profile.
Click Continue to process the report.
Click Schedule to continue to the Schedule Generator screen where you can schedule the report to run at regular intervals. When a scheduled report runs, it will use the Output Selection(s) and File Type(s) you select here.
See Also: Topic Doc - Scheduling Events.
Click Cancel to return to the previous screen without running the report.
ReportOptionsRecConnectInitialFetch_Tab
Match Option (ReportOptionsRecConnectInitialFetch_MatchOption)
Select your Match Option. This determines the number of times a family member or household will be listed on the RecConnect Results DataGrid upon running a RecConnect Report.
- All Matches - The report will list everyone it finds every time it finds a match. If a household has a family member or family members that meet the report criteria multiple times that household's family members will be listed each time a record is found. For Example: The Lane household has two daughters (Penny and Lois). Penny and Lois both meet the report criteria twice. Penny and Lois both will be listed twice (2x) on the RecConnect Results DataGrid for a total of four (4) entries.
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Unique Household - The report will list each household it finds once only regardless of how many matches the report finds for members in the household. If a household meets the search criteria more than once only the first record found for that household will be listed. For Example: The Lane household has two daughters (Penny and Lois). Penny and Lois both meet the report criteria twice. The Lane household will be listed once (1x) on the RecConnect Results DataGrid. The single name listed will be whichever matching record was found first.
Note: This option is NOT available when running the Family Member RecConnect report.
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Unique Family Member - The report will list each applicable family member once only regardless of how many matches the report finds for a single family member. If a family member meets the report criteria multiple times that member will be listed once. For Example: The Lane household has two daughters (Penny and Lois). Penny and Lois both meet the report criteria twice. Penny and Lois both will be listed once (1x) on the RecTrac RecConnect Options browser. The record that displays for each family member will be the record the report found first.
Note: This option is NOT available when running the Household RecConnect report.
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All Teams - The report will list every team it finds every time it finds a match. If a team has multiple League registrations that meet the report criteria multiple times that team will be listed each time a record is found.
Note: This option is available when running the League RecConnect report.
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Unique Teams - The report will list each team it finds once only regardless of how many matches the report finds for registrations. If a team meets the search criteria more than once only the first record found for that team will be used.
Note: This option is available when running the League RecConnect report.
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All Team Members - The report will list every team member it finds every time it finds a match. If a team member has multiple League registrations that meet the report criteria multiple times that team member will be listed each time a record is found.
Note: This option is available when running the League RecConnect report.
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Unique Team Members - The report will list each team member it finds once only regardless of how many matches the report finds for registrations. If a team member meets the search criteria more than once only the first record found for that team member will be used.
Note: This option is available when running the League RecConnect report.
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Primary Contacts - The report will list each team's primary contact it finds. If a team meets the search criteria more than once only the first record found will be used.
Note: This option is available when running the League RecConnect report.
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Primary and Secondary Contacts - The report will list each team's primary and secondary contact it finds. If a team meets the search criteria more than once only the first records found will be used.
Note: This option is available when running the League RecConnect report.
Zip Code Option (ReportOptionsRecConnectInitialFetch_ZipCodeOption)
Select your Zip Code Option for this report.
- NA - You will not filter by Zip Code.
- Include - The report will include only those households with a Zip Code that matches any of the Zip Codes you enter in the field that appears. Separate Zip Codes by a comma and no space. For Example: 05401,05402,05452, etc…
- Restrict - The report will list only those households with a Zip Code that DOES NOT match any of the Zip Codes you enter in the field that appears. Separate Zip Codes by a comma and no space. For Example: 05401,05402,05452, etc…
Zip Code List (ReportOptionsRecConnectInitialFetch_ZipCodeList)
This field is applicable only if your Zip Code Option is OTHER THAN NA
Enter the Zip Code or Zip Codes you wish to Include or Restrict in this field. Separate Zip Codes by a comma and no space. For Example: 05401 5402 5452 etc…
DeleteRun In Survey Mode (ReportOptionsRecConnectInitialFetch_SurveyMode)
Select this option if you want to send the selected output to a random percentage of individuals that fit the selection criteria
THEN
Enter the percentage value in the Survey Percent field using full numbers as your percentage. For Example: Your RecConnect report yields 100 results. You want to select a random 20 of those 100 results to survey. To do that, return to this screen, select the Run in Survey Mode option and enter 20.00 in the Survey Percent field. When you re-run the report, a random 20 of the original 100 results will be displayed in the RecConnect Results DataGrid.
Leave this option de-selected to skip Survey Mode.
DeleteSurvey Percent (ReportOptionsRecConnectInitialFetch_SurveyPercent)
This field is applicable only if you are opting to Run in Survey Mode.
Enter a percentage value in this field using full numbers as your percentage. For Example: To run in Survey Mode for 20% you would enter 20.00 in this field.
DeleteHistory Begin Date (ReportOptionsRecConnectInitialFetch_HistoryBeginDate)
This field is applicable only if you are tracking RecConnect History.
Select the History Begin and History End Dates by which you wish to filter your results.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select.
THEN
Determine whether you wish to Include History Codes or Exclude them and use the fields below appropriately.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
See Also: Tracking RecConnect History for further information and basic setup instruction.
DeleteHistory End Date (ReportOptionsRecConnectInitialFetch_HistoryEndDate)
This field is applicable only if you are tracking RecConnect History.
Select the History Begin and History End Dates by which you wish to filter your results.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select.
THEN
Determine whether you wish to Include History Codes or Exclude them and use the fields below appropriately.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
See Also: Tracking RecConnect History for further information and basic setup instruction.
DeleteCategory Include Match Option (ReportOptionsRecConnectInitialFetch_HistoryCategoryIncludeOption)
This field is applicable only if you are tracking RecConnect History.
Select your Match Option for the RecConnect History Codes you wish to Include as filters for this report.
THEN
Use the Dual Select List to Addthe RecConnect History Code(s) you wish to use to the Selected column.
- Match Any - Of the Codes in the Selected column a Household needs at least one (1) match in their RecConnect History to be included in the report.
- Match All - Of the Codes in the Selected column a Household must have ALL codes in their RecConnect History to be included in the report.
RecConnect Category Codes are maintained in System Code Management. Type = RecConnect Category.
See Also: Tracking RecConnect History for further information and basic setup instruction.
DeleteInclude Categories (ReportOptionsRecConnectInitialFetch_HistoryCategoryInclude)
This field is applicable only if you are tracking RecConnect History.
Choose the records you wish to Include and Add them to the Selected column as needed.
To manipulate the Dual Selection List:
- To Add All or Remove All from one side or the other click the applicable button.
- To add or remove single column headers from one side of the Dual Selection List to the other double-click on it with your mouse.
- To move a column header up or down in its field click with your mouse and then "drag and drop" as needed.
Category Exclude Match Option (ReportOptionsRecConnectInitialFetch_HistoryCategoryExcludeOption)
This field is applicable only if you are tracking RecConnect History.
Select your Match Option for the RecConnect History Codes you wish to Exclude as filters for this report.
THEN
Use the Dual Select List to Add the RecConnect History Code(s) you wish to use to the Selected column.
- Match Any - Of the Codes in the Selected column a Household needs at least one (1) match in their RecConnect History to be excluded from the report.
- Match All - Of the Codes in the Selected column a Household must have ALL codes in their RecConnect History to be excluded from the report.
RecConnect Category Codes are maintained in System Code Management. Type = RecConnect Category.
See Also: Tracking RecConnect History for further information and basic setup instruction.
DeleteExclude Categories (ReportOptionsRecConnectInitialFetch_HistoryCategoryExclude)
This field is applicable only if you are tracking RecConnect History.
Choose the records you wish to Exclude and Add them to the Selected column as needed.
To manipulate the Dual Selection List:
- To Add All or Remove All from one side or the other click the applicable button.
- To add or remove single column headers from one side of the Dual Selection List to the other double-click on it with your mouse.
- To move a column header up or down in its field click with your mouse and then "drag and drop" as needed.