GenericReportFields_Tab
(Report_Output)
Accept the default entry or expand the Drop-down list to select an alternate Template, if desired. The Templates displayed are the reports that can be run from the Group you selected above.
VSI -" Templates are RecTrac standard reports.
Report Output Templates are maintained in Report Output Management. Optionally you can click Add Output to create a new template "on the fly." You must exit the report screen you are in and re-enter it for the new Template to be available.
See Also: Topic Doc - Report Output Groups and Template.
DeleteCustom Title (Report_ReportTitle)
Enter a Custom Report Title, if desired. The text you enter here will overwrite the default report title.
Leave this field blank to accept the default title.
DeletePrint Selection Criteria (Report_SelectionCriteria)
Select this option to have your selection criteria included as a footer" on your report. "Selection criteria" are the selections you made on the report screen prior to advancing to this screen.
Note: When opting to include Selection Criteria any fields that you leave blank (unpopulated) print the field name and "<blank>" in the Selection Criteria section.
For Example: When using Range fields and leaving the Beginning Code at its default blank setting:
REPORT SPECIFIC CRITERIA
Record Status: Active
Transaction Type: Purchase
Member Status: Change Denied New Removed
Begin Pass Code: <blank>
End Pass: ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
Output Type (Report_OutputType)
Expand the Drop-down list and select your Output Type for this report. Generally speaking, the Detail option provides individual records for each item found while the Summary option provides summary statistics only.
DeleteCSV (Raw Data) (Report_CSV)
Select this option to have the report output in Comma Separated Value format (.csv). .CSV file types will open in most spreadsheet programs, such as Microsoft Excel.
THEN
Expand the Drop-down list and select your CSV Summary Option, if available.
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 ReportDetail field added to the specified report output. The CSV Summary output option (where available) provides an output similar to the summary .pdf.
XML (Report_XML)
Select this option to have the report output in Extensible Markup Language format (.xml). .XML files will open your default .XML editor and in most web browsers.
DeletePDF (Report_PDF)
Select this option to have the report output in Portable Document Format (.pdf). This is the default option for most RecTrac reports.
Delete