The Activity Setup reports allows you to print lists of all (or some) Activity Codes in RecTrac.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
From the bottom of the screen….
Core Criteria
Activities (ARActivity_ActivityCode_DataGrid)
The Activity DataGrid displays all Activity Codes in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Activity Codes, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Activity Range option.
THEN
Input the range of Activity Codes you wish to include.
Make selections in the DataGrid or use an Activity Range or Both. Leaving the DataGrid blank and the Use Range option de-selected will result in NO ACTIVITY CODES being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Activity Range (ARActivity_ActivityCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Activities.
THEN
Enter the range of Activity Codes.
OR
Leave this option de-selected to skip the Activity Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Activity Status (ARActivity_RecordStatus_ComboBox)
Click the Combo Box icon to select the Activity Status(es) on which you wish to report. Only those Activity Codes with a Status matching your selection(s) will be included.
Leave this field at its default value (0) to skip the Status check.
DeleteBegin Activity (ARActivity_ActivityCode_Begin)
This field is applicable only if you opt to Use Activity Range.
Click the Picklist icon to select the Beginning and Ending Activity Codes for their respective fields. Activity Codes within the range entered will be included in the process.
DeleteEnd Activity (ARActivity_ActivityCode_End)
This field is applicable only if you opt to Use Activity Range.
Click the Picklist icon to select the Beginning and Ending Activity Codes for their respective fields. Activity Codes within the range entered will be included in the process.
DeleteActivity Code (ARActivity_ActivityCode_Equals)
If opting to Use Activity Range, then click the Picklist icon to select a single Activity Code, if desired, to use as a base for a Wildcard selection.
OR
Enter a Wildcard value, if desired
THEN
Expand the Drop-down list to select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
WildCard Option (ARActivity_ActivityCode_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Program Coordinator (ARActivity_CoordinatorCode-All_ComboBox)
Click the Combo Box icon to select a Program Coordinator(s), if desired. Only those Sections to which the Program Coordinator(s) is linked will appear on your output.
OR
Leave this field blank to skip the Program Coordinator check.
Activity Report Tags (ARActivity_ReportTag_ComboBox)
Select the Report Tag(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Report Tag Codes are maintained in System Code Management Code Type = Report Tag.
DeleteActivity Category (ARActivity_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeleteActivity Type (ARActivity_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteActivity SubType (ARActivity_SubType_ComboBox)
Select the SubType Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
SubType Codes are maintained in System Code Management Code Type = Type • SubTypes. They are linked in File Management for the module you are working with. For Example: Activity SubTypes are linked in Activity Management Facility SubTypes are linked in Facility Management etc.
DeleteSite Code (ARActivity_SiteCode_Picklist)
Select the Site Code(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Area (ARActivity_SiteArea_Picklist)
Select the Site Area(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Category (ARActivity_SiteCategory_Picklist)
Select the Site Category/Categories by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Group (SASite_SiteGroup_Picklist)
Select the Site Group(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Type (SASite_SiteType_Picklist)
Select the Site Type(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.