The Facility Setup Reports offer a wide range of reporting for your Facilities in RecTrac. Report outputs include, but are not limited to: Financial Reports, Statistical Reports, Setup Listings, and Status Reports.
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.
Buttons on the screen…
Core Criteria
Facilities (FRFacility_ComboKey_DataGrid)
Highlight/select the Facilities you wish to export. By default, the DataGrid displays all facility codes in your database that you have Permission to see.
OR
Make no selections from the DataGrid and enable the Use Facility Range option and make selections.
Note: 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.
Click here for a full description of RecTrac DataGrids.
DeleteUse Facility Range (FRFacility_ComboKey_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of facilities.
THEN
Enter the range of facility codes.
OR
Leave this option deselected to skip this 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 deselected skips this filter and results in all codes being included.
Facility Status (FRFacility_RecordStatus_ComboBox)
Select the status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at its default, (0) Selected to skip this field and include all statuses.
- Active
- Inactive
- Default
- Deleted
Begin Facility (FRFacility_ComboKey_Begin)
This field is applicable only if you opt to Use Facility Range.
Select the beginning and ending facility codes for their respective fields. Facilities within the range entered will be included in the process.
DeleteEnd Facility (FRFacility_ComboKey_End)
This field is applicable only if you opt to Use Facility Range.
Select the beginning and ending facility codes for their respective fields. Facility codes within the range entered will be included in the process.
DeleteFacility Wildcard (FRFacility_ComboKey_Equals)
Select a Facility to use as a base for a wildcard
OR
Enter all or part of a facility code in this field.
THEN
Select your WildCard Option for matching the data entered. Wildcarding is allowed in this field.
WildCard Option (FRFacility_ComboKey_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.
Use Facility Class Range (FRFacility_FacilityClass_UseRange)
This field appears in numerous programs. Its functionality may vary. Depending on the report or process you are running you many need to enable the Use Facility Range option for this field to become active.
Select this option to limit your selection to a range of facility classes
THEN
Enter the range.
OR
Leave this option deselected to skip this 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 don't have a DataGrid a selection here is not required. Leaving this option deselected skips this check and results in all codes being included.
Note: If opting to use multiple filters in this group all facilities must fall within their proper hierarchy to be included. For example if your Facility Class Range is "Pavilion your Location Range is Potter Park and your Facility Code range is Meeting Room 1 - Meeting Room 6 then the report will yield 0 results because the meeting rooms are not pavilions.
Begin Facility Class (FRFacility_FacilityClass_Begin)
This field is applicable only if you opt to Use Facility Class Range.
Select the beginning and ending facility class codes for their respective fields. Facility class codes within the range entered will be included in the process.
DeleteEnd Facility Class (FRFacility_FacilityClass_End)
This field is applicable only if you opt to Use Facility Class Range.
Select the beginning and ending facility class codes for their respective fields. Facility class codes within the range entered will be included in the process.
DeleteUse Facility Location Range (FRFacility_FacilityLocation_UseRange)
This field appears in numerous programs. Its functionality may vary. Depending on the report or process you are running you many need to enable the Use Facility Range option for this field to become active.
Select this option to limit your selection to a range of facility locations
THEN
Enter the range.
OR
Leave this option deselected to skip this 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 don't have a DataGrid a selection here is not required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Note: If opting to use multiple filters in this group all facilities must fall within their proper hierarchy to be included. For example if your Facility Class Range is "Pavilion your Location Range is Potter Park and your Facility Code range is Meeting Room 1 - Meeting Room 6 then report will yield 0 results because the meeting rooms are not pavilions.
Begin Facility Location (FRFacility_FacilityLocation_Begin)
This field is applicable only if you opt to Use Facility Location Range.
Select the beginning and ending facility location codes for their respective fields. Facility location codes within the range entered will be included in the process.
DeleteEnd Facility Location (FRFacility_FacilityLocation_End)
This field is applicable only if you opt to Use Facility Location Range.
Select the beginning and ending facility location codes for their respective fields. Facility location codes within the range entered will be included in the process.
DeleteUse Facility Code Range (FRFacility_FacilityCode_UseRange)
This field appears in numerous programs. Its functionality may vary. Depending on the report or process you are running you many need to enable the Use Facility Range option for this field to become active.
Select this option to limit your selection to a range of facilities
THEN
Enter the range.
OR
Leave this option deselected to skip this 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 don't have a DataGrid a selection here is not required. Leaving this option deselected skips this check and results in all codes being included.
Note: If opting to use multiple filters in this group all facilities must fall within their proper hierarchy to be included. For example if your Facility Class Range is "Pavilion your Location Range is Potter Park and your Facility Code range is Meeting Room 1 - Meeting Room 6 then report will yield 0 results because the meeting rooms are not pavilions.
Begin Facility Code (FRFacility_FacilityCode_Begin)
This field is applicable only if you opt to Use Facility Range.
Select the beginning and ending facility codes for their respective fields. Facility codes within the range entered will be included in the process.
DeleteEnd Facility Code (FRFacility_FacilityCode_End)
This field is applicable only if you opt to Use Facility Range.
Select the beginning and ending facility codes for their respective fields. Facility codes within the range entered will be included in the process.
DeleteFacility Report Tags (FRFacility_ReportTag_ComboBox)
Select the Report Tags by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag. They are linked in File Management for the module you are working with. For example Section Report Tags are linked in Section Management Facility Report Tags are linked in Facility Management etc.
DeleteFacility Category (FRFacility_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.
DeleteFacility Type (FRFacility_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.
DeleteFacility SubType (FRFacility_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.
DeleteFacility Features (FRFacility_Features_ComboBox)
Select the feature(s) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at its default, (0) Selected to skip this field and include all features.
Note: The Combo Box populates dynamically based on the facility feature records you have created in System Code Management.
Detail Criteria
Site Code (FRFacility_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 (FRFacility_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 (FRFacility_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.
Court Facility (FRFacility_CourtFacility_ComboBox)
Click the Combo Box icon to select the Court Facility option(s) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at its default, (0) Selected to skip this field and include all options.
- Yes - The Court Facility field is set to Yes" on the Facility
- No - The Court Facility field is set to "No" on the Facility.
Light Interface Facility (FRFacility_LiteFacility_ComboBox)
Click the Combo Box icon to select the Light Interface Facility option(s) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at its default, (0) Selected to skip this field and include all options.
- Yes - The Light Interface Facility field is set to Yes" on the Facility
- No - The Light Interface Facility field is set to "No" on the Facility.
Display On Web (FRFacility_DisplayOnWeb_ComboBox)
Click the Combo Box icon to select the Display on Web option(s) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at its default, (0) Selected to skip this field and include all options.
- Yes - The Display on Web field is set to Yes" on the Facility
- No - The Display on Web field is set to "No" on the Facility.
Use Reservation Start Date Range in Fee/Payment Calculations (FRFacility_DetailBeginDate_UseRange)
This field is applicable for the Bottom Line Report only.
Select this option to include payments made toward facility reservations during the date range entered.
THEN
Use the Date Select fields to identify your date range.
OR
Leave this option de-selected to skip the Facility Reservation Start Date Range in Fee/Payment Calculations check.
The date range you enter should be inclusive of all dates on which you take payments for the facility/facilities on which you are reporting. For Example: If your facility reservations run from 01 April - 14 April but your purchase window is 01 March - 10 April then you would set this date range to 01 March - <xx/xx/xxxx> where the Ending Date is the date on which you stop taking payments for the facility/facilities on which you are reporting. If you allow late payments then Ending Date feasibly would be the day you Archive reservations in preparation for the next year's/season's purchase period.
DeleteBegin Reservation Start Date (FRFacility_DetailBeginDate_Begin)
This field is applicable only if you opt to Use Reservation Date Range in Free/Payment Calculations.
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. Payments made toward the facilities during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you take payments for the facility/facilities on which you are reporting. For Example: If your facility reservations run from 01 April - 14 April but your purchase window is 01 March - 10 April then you would set this date range to 01 March - <xx/xx/xxxx> where the Ending Date is the date on which you stop taking payments for the facility/facilities on which you are reporting. If you allow late payments then Ending Date feasibly would be the day you Archive reservations in preparation for the next year's/season's purchase period.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Reservation Start Date (FRFacility_DetailBeginDate_End)
This field is applicable only if you opt to Use Reservation Date Range in Free/Payment Calculations.
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. Payments made toward the facilities during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you take payments for the facility/facilities on which you are reporting. For Example: If your facility reservations run from 01 April - 14 April but your purchase window is 01 March - 10 April then you would set this date range to 01 March - <xx/xx/xxxx> where the Ending Date is the date on which you stop taking payments for the facility/facilities on which you are reporting. If you allow late payments then Ending Date feasibly would be the day you Archive reservations in preparation for the next year's/season's purchase period.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Misc Inc/Exp Post Date in Misc Inc/Exp Calculation (FRFacility_MiscIncomeExpenseDate_UseRange)
This field is applicable for the Bottom Line Report only.
Select this option to include Miscellaneous Income/Expense postings made toward the Facilities on which you are reporting during the Date Range entered.
THEN
Use the Date Select fields to identify your Beginning and Ending Misc Inc/Exp Post Date range.
OR
Leave this option de-selected to skip the Misc Inc/Exp Post Date in Misc Inc/Exp Calculation check.
The Date Range you enter should be inclusive of all Dates on which you made any Income/Expense posting for the Facility/Facilities on which you are reporting. For Example: If your facility reservation runs from 15 ? 21 May but you received a subsidy reimbursement from the State on 08 August then you would set your Date Range to 15 May - 08 August to ensure the Miscellaneous Income Posting for the subsidy reimburse gets included.
DeleteBegin Misc Inc/Exp Posting Date (FRFacility_MiscIncomeExpenseDate_Begin)
This field is applicable only if you opt to Use Misc Inc/Exp Post Date Range in Fee/Payment Calculations.
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. Miscellaneous Income/Expense Postings made toward the Facilities during the Date Range selected will be included in your output.
The Date Range you enter should be inclusive of all Dates on which you made any Income/Expense posting for the Facility/Facilities on which you are reporting. For Example: If your facility reservation runs from 15 ? 21 May but you received a subsidy reimbursement from the State on 08 August then you would set your Date Range to 15 May - 08 August to ensure the Miscellaneous Income Posting for the subsidy reimburse gets included.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Misc Inc/Exp Posting Date (FRFacility_MiscIncomeExpenseDate_End)
This field is applicable only if you opt to Use Misc Inc/Exp Post Date Range in Fee/Payment Calculations.
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. Miscellaneous Income/Expense Postings made toward the Facilities during the Date Range selected will be included in your output.
The Date Range you enter should be inclusive of all Dates on which you made any Income/Expense posting for the Facility/Facilities on which you are reporting. For Example: If your facility reservation runs from 15 ? 21 May but you received a subsidy reimbursement from the State on 08 August then you would set your Date Range to 15 May - 08 August to ensure the Miscellaneous Income Posting for the subsidy reimburse gets included.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Delete