How to run a Fee Proof Report in 3.1 and Export it
Problem
Does 3.1 have a Fee Proof Report?
We need a report that shows the Revenue G for a Fee, whether the Accrual option is flagged as 'on' and what items the Fee is linked to.
Solution
The Fee Proof Report has not been transformed for 3.1 as of this writing.
In lieu of a Fee Proof report, you can find this information in the Fee Management DataGrid. From there you can Export it to a .csv file, which will open in your default Spreadsheet program, likely MS Excel.
Once the file is open in your Spreadsheet program, any column from the DataGrid may be manipulated/exported, such as the information you seek: Description, Rev GL Code, Status, Accrual, Parent Table and Parent Code, etc.... The Parent Code is the 'item' the fee is connected to.
To Export the Fee Management DataGrid
1. In RecTrac, go to Management Ribbon System Management Fee/Rule/Question Management Fee Management.
2. Sort the DataGrid as needed.
3. In the Fee Management DataGrid, click the Options tab and select Export Comma Delimited.
4. Follow the onscreen prompts. Depending on the Browser you are using to access RecTrac,
- The file may be downloaded to your computer.
- The system may ask whether you want to open it in your default Spreadsheet program, likely MS Excel
5. From there, use standard Spreadsheet commands to manipulate the file as needed.
See Also: RecTrac DataGrids