Reporting on HH Transactions for Last Year
RecTrac 3.1.10.18.00
Table of Contents
Problem
I want to run a report showing transactions on specific households for last year.
Solution
To accomplish the above, run the VSI - HH Transaction History Report from Report Output Listing. If running for a specific household, with use household range deselected, select household from DataGrid. On the Report Options screen, for Begin Transaction Date, select Begin of Year “-1.” for End Transaction Date, select End of Year “-1.”
Steps For Solution
- From the RecTrac main menu, go to Report Output Listing.
- From the DataGrid, locate and highlight the VSI - HH Transaction History Report.
- Click Run Report.
- To run the report for a specific household, highlight a household from Datagrid.
- Make sure Use Household Range is toggled off.
- Select any other criteria necessary to further narrow down the report.
- Click Process.
- On Report Options Screen, toggle on Use Specific Transaction History Date Range.
- Set Begin Transaction Date to Begin of Year “-1” and End Transaction Date to End of Year "-1"
- Select your File Format and output options
- Click Continue.
The processed report will provide you with a list of transactions for specific households from the last year.