The Tee Time Setup reports allow you to report on detail records linked to Tee Times for the Golf module 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.
Buttons on the screen…
See Also: Topic Doc - RecConnect Programs.
Core Criteria
Golf Course (GRCourse_GolfCourse_ComboBox)
This field appears in numerous programs. Its functionality may vary.
Select only those Golf Course Codes for which you want this process to apply.
OR
Leave this option at its default setting to skip this check and include all Golf Courses in this process.
Course Status (GRCourse_RecordStatus_ComboBox)
Click the Combo Box icon to select Course Status(es) you want to include on your report output.
- Active - Active Golf Courses.
- Inactive - Inactive Golf Courses.
Leave this field at its default setting ((0) Selected") to skip this check and run the report for all Course statues.
DeleteCourse Option (GRCourse_NineHoleCourse_ComboBox)
Accept the default option ('All Courses') or expand the Drop-down list to select your Course Option for this report.
- All Courses - 9- or 18-Hole Courses.
- 9 Hole Only - 9-Hole Courses only.
- 18 Hole Only - 18-Hole Courses only.
Note: Whether a golf course is 9-Hole or 18-Hole is determined by your setting on the Nine Hold Course? field in Golf Course Update.
Tee Time Type (GRTeeTime_TeeTimeType_ComboBox)
Click the Combo Box icon to select the Tee Time Types you want to include on your report output.
- All Courses - 9- or 18-Hole Courses.
- 9 Hole - 9-Hole Tee Times.
- 18 Hole - 18-Hole Tee Times.
- 9/18 Hole - 9- or 18-Hole Tee Times.
Leave this field at its default setting ((0) Selected") to skip this check and run the report for all Tee Time Types.
Note: Whether a Tee Time is 9-Hole 18-Hole or 9/18-Hole is determined by the setting you used on the Tee Time Type field in Tee Time Generation.
Tee Time Status (GRTeeTime_RecordStatus_ComboBox)
Click the Combo Box icon to select the Tee Time Status(es) you want to include on your report output.
- Starter - Tee Time slots generated as/reserved for the Starter at your golf course.
- Lottery Tee Time slots generated as Lottery Tee Times.
- Tournament - Tee Time slots generated as/reserved for a Tournament.
- Open - Open Tee Times where no slots are reserved.
- Partial - Partially reserved Tee Times. For Example: A Tee Time with four (4) slots, where two (2) of them are reserved and two (2) are open.
- Closed - Tee Times that are unavailable for reservations.
Leave this field at its default value ((0) Selected") to skip this check and run the report for all Tee Time statuses.
DeleteStandard or Shotgun Tee Times? (GRTeeTime_ShotgunTeeTime_ComboBox)
Accept the default option (Standard Tee Times") or expand the Drop-down list to select your Standard or Shotgun Tee Times option for this report.
- Standard - 9- or 18-Hole Tee Times.
- Shotgun - Shotgun Tee Times.
Note: Whether a Tee Time is "Standard" or "Shotgun" is determined by the setting you used on the Tee Time Type field in Tee Time Generation.
Starting On (GRTeeTime_StartingTee_ComboBox)
Accept the default option (Any Hole") or expand the Drop-down list to select your Starting On option for this report.
- Any Hole - Tee Times starting on any hole of the golf course.
- Front - Tee Times where the players start on Hole 1.
- Back - Tee Times where the players start on Hole 10.
Note: Whether Tee Times start on the "Front" or the "Back" is determined by the setting you used on the Tee Time Type field in Tee Time Generation.
Use Tee Time Date Range (GRTeeTime_TeeTimeDate_UseRange)
Select this option to filter the report output by Tee Time Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Tee Time Date range.
OR
Leave this option de-selected to skip the Tee Time Date Range check.
This field is used to filter the report by date of the Tee Time reservation and not the date on which the Tee Time was reserved.
DeleteSlots Open (GRTeeTime_SlotsOpen_ComboBox)
Click the Combo Box icon to select the number of open slots by which you want to filter our report output. Tee Times with a number of open slots that match the number you select here will be included on your report output.
DeleteBegin Tee Time Date (GRTeeTime_TeeTimeDate_Begin)
This field is applicable only if you opt to Use Tee Time Date Range.
Expand the Drop-down list and select your Begin/End Tee Time Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Tee Times within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Tee Time Date (GRTeeTime_TeeTimeDate_End)
This field is applicable only if you opt to Use Tee Time Date Range.
Expand the Drop-down list and select your Begin/End Tee Time Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Tee Times within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Tee Time Range (GRTeeTime_TeeTime_UseRange)
Select this option to filter the report output by Tee Time Range, if desired.
THEN
Use the Time Select fields to identify your Beginning and Ending Tee Time range.
OR
Leave this option de-selected to skip the Tee Time Range check.
Begin Tee Time (GRTeeTime_TeeTime_Begin)
This field is applicable only if you opt to Use Tee Time Range.
Expand the Drop-down list and select your Begin/End Tee Time options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time of day you wish to select. Tee Times within the Time Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Tee Time (GRTeeTime_TeeTime_End)
This field is applicable only if you opt to Use Tee Time Range.
Expand the Drop-down list and select your Begin/End Tee Time options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time of day you wish to select. Tee Times within the Time Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteReservation Type (SADetail_ReservationType_ComboBox)
Click the Combo Box icon to select the Reservation Type(s) on which you wish to report. Only those Reservations with at least one matching Type will be included.
Leave this field at its default value ((0) Selected") to skip this check and include all Types.
Note: Reservation Type is module-specific. The following list provides ALL Status options. The list you see will be dependent upon the report or process you are running.
Reservation Types include:
- Activity - Activity Reservations using Firm status.
- Activity Hold - Activity Reservations using Hold status.
- Facility - Facility Reservations of any status.
- Facility Tree - Facility Reservations that are part of a Facility Tree.
- Internal - Facility Reservations made to the Internal Household.
- League - League Reservations using Firm status.
- League Hold - League Reservations using Hold status.
- Maintenance - Maintenance Reservations.
- Permit - Facility Permit Reservations.
- Trainer - Personal Trainer Reservations.
- 18 Hole - 18-Hole Tee Time Reservations in the Golf Module.
- 9 Hole - 9-Hole Tee Time Reservations in the Golf Module.
Enrollment Status (SADetail_RecordStatus_ComboBox)
Select the Status(es) which you want included on the report or in your process. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Note: The statuses in this field are module-specific. The table provides all status options. The list you're seeing is dependent upon the report or process you're running.
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Use Tee Time Generation Date Range (GRTeeTime_LogDate_UseRange)
Select this option to filter the report output by Tee Time Generation Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Tee Generation Time Date range.
OR
Leave this option de-selected to skip the Tee Time Generation Date Range check.
This field is used to filter the report by date on which you generated your Tee Times.
DeleteBegin Tee Time Generation Date (GRTeeTime_LogDate_Begin)
This field is applicable only if you opt to Use Tee Time Generation Date Range.
Expand the Drop-down list and select your Begin/End Tee Time Generation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Tee Times generated within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Tee Time Generation Date (GRTeeTime_LogDate_End)
This field is applicable only if you opt to Use Tee Time Generation Date Range.
Expand the Drop-down list and select your Begin/End Tee Time Generation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Tee Times generated within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Tee'd Off Time Range (GRTeeTime_ActualStartTime_UseRange)
Select this option to filter the report output by Tee'd Off Time Range, if desired.
THEN
Use the Time Select fields to identify your Beginning and Ending Tee'd Off Time range.
OR
Leave this option de-selected to skip the Tee Time Range check.
This field is used to filter the report by time of day on/at which the Tee Time Status wsas set to Tee'd Off."
DeleteBegin Tee'd Off Time (GRTeeTime_ActualStartTime_Begin)
This field is applicable only if you opt to Use Tee'd Off Time Range.
Expand the Drop-down list and select your Begin/End Tee'd Off Time options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time of day you wish to select. Tee Times set to "Tee'd Off" within the Time Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Tee'd Off Time (GRTeeTime_ActualStartTime_End)
This field is applicable only if you opt to Use Tee'd Off Time Range.
Expand the Drop-down list and select your Begin/End Tee'd Off Time options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time of day you wish to select. Tee Times set to "Tee'd Off" within the Time Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteSite Code (GRTeeTime_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 (GRTeeTime_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 (GRTeeTime_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.
Pass Criteria
Passes (PMPass_PassCode_DataGrid)
This field is applicable for the Pass Module only when running this program.
Select individual pass codes or a range of pass codes from the DataGrid if desired. The passes you select will be included in the process you are running.
OR
Make no selections in the browser and opt to Use Pass Range to select a range of passes to include in this process if desired.
Note: You must make a selection either in the DataGrid or in this range (or both). Leaving the Use Pass Range option deselected and making no selections in the DataGrid will result in no pass codes being selected.
Use Pass Range (PMPass_PassCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of passes.
THEN
Enter the range of pass codes.
OR
Leave this option deselected to skip the pass 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 deselected skips this filter and results in all codes being included.
Punch Pass Option (PMPass_PunchPassOption_ComboBox)
Click the Combo Box icon to select the Punch Pass Option(s) on which you wish to report. Only those Punch Pass Codes with a type matching your selection(s) will be included.
- Not a Punch Pass - Include Pass Codes that are NOT Punch Passes
- per Day - Include per Day Punch Pass Codes.
- per Day - Include per Visit Punch Pass Codes.
Note: The options in this field key off your selections in the Punch Pass Option field in Pass Code Update. On the Standard VSI Design this is the Punch Pass Settings group on the Core tab.
Leave this field at its default value (0) to skip the Punch Pass check.
DeleteBegin Pass (PMPass_PassCode_Begin)
This field is applicable only if you opt to Use Pass Range.
Select the beginning and Ending pass codes for their respective fields. Pass codes within the range entered will be included in the process.
DeleteEnd Pass (PMPass_PassCode_End)
This field is applicable only if you opt to Use Pass Range.
Select the beginning and ending pass codes for their respective fields. Pass codes within the range entered will be included in the process.
DeletePass Code Wildcard (PMPass_PassCode_Equals)
Select the pass code you wish to use a base for your wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildCard Option (PMPass_PassCode_Equals_Option)
This field is applicable only if you opt to use a wildcard.
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.
HH / FM Criteria
Household Status (SAHousehold_RecordStatus_ComboBox)
Select the Statuses you wish to include in your output.
OR
Leave this field at its default to skip this filter.
Household Category (SAHousehold_Category_ComboBox)
Expand the Combo Box icon to select the Household Categories you wish to include in your output.
OR
Leave this field at its default (0) Selected to include all Household Categories in your output.
Household Categories are maintained in System Code Management; Type = Category (Household/Family Member/Team).
DeleteCreation Product (SAHousehold_CreationProduct_ComboBox)
Select the Household Creation Products you wish to include in your output.
OR
Leave this field at its default (0) Selected to skip this filter. The Creation Product is the method by which the household's initial entry was generated in the database.For example, Selecting RecTrac only from the Combo Box will yield RecConnect results only for those Households that were created by a member of your staff using RecTrac. Households created by patrons using WebTrac would NOT be included.
Household # (SAHousehold_HouseholdNumber_Equals)
The functionality of this field differs depending on whether you are running a Report or a Process.
- If Running a Report - Click the Picklist icon to select a single household if desired. The report will yield results for that single household only.
-
If Running a Process - Enter a Wildcard value if desired.
THEN
Select a Wildcard Option. Depending on your selection wildcard asterisks/periods may be required.
Use HH Last Name Range (SAHousehold_LastName_UseRange)
The functionality of this field differs depending on whether you are running a Report or a Process.
-
If running a Report - Select this option to include only those Households in the Begin and End Household Last Name range in your output.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).- If the report you are running also contains a Household/Family Member DataGrid then DO NOT make any selections the DataGrid when running reports AND using Last Name Range. The report will yield 0 results because the two fields work separately.
- If the report you are running contains a non-Household/Family Member DataGrid then you can make selections in the DataGrid. For Example: If running the Question Statistics Report you can make selections in the Question Text DataGrid AND filter the report by Household/Family Member Range if desired.
-
If running a Process - Select this option to include only those Households in the Begin and End Household Last Name range in your process as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
OR
Leave this option de-selected to include only those Households selected in the DataGrid (if applicable for this process) in your process.
OR
Leave this option de-selected and do not select any Households in the DataGrid to include ALL households in the process.
Note: Begin and End Household Last Name fields appear only if this check box is selected.
Begin HH Last Name (SAHousehold_LastName_Begin)
If opting to Use HH Last Name Range, enter the Beginning and Ending range of Households you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteEnd HH Last Name (SAHousehold_LastName_End)
If opting to Use HH Last Name Range, enter the Beginning and Ending range of Households you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteUse Creation Date Range (SAHousehold_CreationDate_UseRange)
Select this option to filter the report output by Creation Date Range (the date on which households were entered into the database), if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Creation Date range.
OR
Leave this option de-selected to skip the Creation Date Range check.
Begin Creation Date (SAHousehold_CreationDate_Begin)
This field is applicable only if you opt to Use Creation Date Range.
Select your Begin/End Creation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Households added to your database within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Creation Date (SAHousehold_CreationDate_End)
This field is applicable only if you opt to Use Creation Date Range.
Select your Begin/End Creation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Households added to your database within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Last Active Date Range (SAHousehold_LastActiveDate_UseRange)
Select this option to filter the report output by Last Active Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Last Active Date range.
OR
Leave this option de-selected to skip the Last Active Date Range check.
The Last Active Date field can be found in Household Update. The system maintains this value and updates it any time a household is linked to a transaction such as an Activity Registration Facility Reservation Pass Visit etc. and whenever billing is run if the household is linked to an Installment Billing and/or Auto-debit record.
DeleteBegin Last Active Date (SAHousehold_LastActiveDate_Begin)
This field is applicable only if you opt to Use Last Active Date Range.
Select your Begin/End Last Active Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Households with activity in your database within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Last Active Date (SAHousehold_LastActiveDate_End)
This field is applicable only if you opt to Use Last Active Date Range.
Select your Begin/End Last Active Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Households with activity in your database within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Reward Points Range (SAHousehold_RewardPoints_UseRange)
Select this option to filter the report output by Rewards Points Range, if desired.
THEN
Enter your Beginning and Ending Rewards Points range.
OR
Leave this option de-selected to skip Rewards Point Range check.
See Also: Topic Doc - RecTrac Reward Points.
DeleteBegin Reward Points (SAHousehold_RewardPoints_Begin)
This field is applicable only if you opt to Use Rewards Point Range.
Enter your Begin/End Rewards Points range. Households with a Rewards Point balance that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Reward Points.
DeleteEnd Reward Points (SAHousehold_RewardPoints_End)
This field is applicable only if you opt to Use Rewards Point Range.
Enter your Begin/End Rewards Points range. Households with a Rewards Point balance that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Reward Points.
DeleteFamily Member Status (SAPerson_RecordStatus_ComboBox)
Select the family member statuses you want to include in your output.
OR
Leave this field at its default to skip this filter.
Family Member Category (SAPerson_Category_ComboBox)
Select the Family Member Categories you wish to include in your output.
OR
Leave this field at its default (0) Selected to skip this filter.
Family Member Categories are maintained in System Code Management; Type = Category (Household/Family Member/Team).
DeleteGender (SAPerson_Gender_Equals)
Select the Genders you wish to include in your output.
OR
Leave this field at its default (0) Selected to skip this filter.
Gender Codes are maintained in System Code Management; Type = Gender.
DeleteUse FM Last Name Range (SAPerson_LastName_UseRange)
The functionality of this field differs depending on whether you are running a Report or a Process.
-
If running a Report - Select this option to include only those Family Members in the Begin and End Family Member Last Name range in your report output as well as any family members selected in the DataGrid if applicable.
THEN
Input the range of Family Members you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all family members).- DO NOT make selections from the DataGrid when running reports and using Last Name Range. The report will yield 0 results as the two fields work separately.
-
If running a Process - Select this option to include only those Family Members in the Begin and End Family Member Last Name range in your process as well as any family members selected in the DataGrid if applicable.
THEN
Input the range of Family Members you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all family members).
OR
Leave this option de-selected to include only those Family Members selected in the DataGrid (if applicable for this process) in your process.
OR
Leave this option de-selected and do not select any Family Members in the DataGrid to include ALL family members in the process.
Note: Begin and End Family Member Last Name fields appear only if this check box is selected.
Begin FM Last Name (SAPerson_LastName_Begin)
If opting to Use FM Last Name Range, enter the Beginning and Ending range of Family Members you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all family members).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteEnd FM Last Name (SAPerson_LastName_End)
If opting to Use FM Last Name Range, enter the Beginning and Ending range of Family Members you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all family members).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteUse Birthday Range (SAPerson_Birthday_UseRange)
Select this option to filter the report output by Birth Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Birthday Date range.
OR
Leave this option de-selected to skip the Birthday Date Range check.
Begin Birthday (SAPerson_Birthday_Begin)
This field is applicable only if you opt to Use Birthday Date Range.
Select your Begin/End Birthday Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Family Members born within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Birthday (SAPerson_Birthday_End)
This field is applicable only if you opt to Use Birthday Date Range.
Select your Begin/End Birthday Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Family Members born within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Age Range (SAPerson_Age_UseRange)
Select this option to filter the report output by Age Range, if desired.
THEN
Enter your range of Ages in the applicable fields.
Begin Age (SAPerson_Age_Begin)
This field is applicable only if you opt to Use Age Range.
Enter your Begin/End Age range. Family Members an age that falls within the range entered will be included in your output.
DeleteEnd Age (SAPerson_Age_End)
This field is applicable only if you opt to Use Age Range.
Enter your Begin/End Age range. Family Members an age that falls within the range entered will be included in your output.
DeleteUse School Grade Range (SAPerson_SchoolGrade_UseRange)
Select this option to filter the report output by School Grade Range, if desired.
THEN
Enter your range of School Grades in the applicable fields.
OR
Leave this field de-selected to skip this filter.
Begin School Grade (SAPerson_SchoolGrade_Begin)
This field is applicable only if you opt to Use School Grade Range.
Enter your Begin/End School Grade range. Family Members in a school grade that falls within the range entered will be included in your output.
DeleteEnd School Grade (SAPerson_SchoolGrade_End)
This field is applicable only if you opt to Use School Grade Range.
Enter your Begin/End School Grade range. Family Members in a school grade that falls within the range entered will be included in your output.
DeleteHH Fee Code (SAHousehold_FeeCode_ComboBox)
Select this option to filter the output by Household Fee Codes
THEN
Select the corresponding Match Option.
OR
Leave this field at its default (0) Selected to skip the HH Fee Code check.
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.
Fee Codes are maintained in System Code Management. Type = Fee.
DeleteHH Fee Code Match Option (SAHousehold_FeeCode_ComboBox_MatchOption)
This field is applicable only if you are including HH Fee Codes.
Expand the Drop-down list and select the corresponding Match Option.
Note: Code and Match option fields appear on numerous reports and processes in RecTrac. Depending on the report or process you are running some Match Options listed below may not appear in the Drop-down list. However the Match Options described here work the same way regardless of the field name. 'Fee Code' is being used in the following as an example only.
- Match Any - If there are options selected at least one (1) match is needed though multiple matches would be acceptable. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Resident Non-Profit Senior and Student. In order to appear on the report or process a Household would need to be linked to at least one of those Fee Codes though it could be linked to more than one such as Resident and Senior.
- Match All - If there are options selected ALL options must be linked to appear on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to all of those Fee Codes though it could be linked to more such as Resident Senior and Non-Profit.
- Match Exact - If there are options selected an EXACT MATCH is required for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. In order to appear on the report or process a Household would need to be linked to only those Fee Codes. It has to be an exact match. A Household linked to Senior and Non-Profit would not appear nor would a household linked to Resident Non-Profit Senior and Veteran.
- Match 1 (and up) - If there are options selected the Match number threshold must be met in order for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. Your Match Option is "2." In order to appear on the report or process a Household would need to be linked to two (2) of the three (3) Fee Codes though it could be linked to more.
- Match None - If there are options selected no matches must be found in order to be included on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to no Fee Codes or to Fee Codes that are NOT Resident and Senior such as Non-Resident and Student.
HH Features (SAHousehold_Features_ComboBox)
Select this option to filter the output by Household Feature Codes
THEN
Select the corresponding Match Option.
OR
Leave this field at its default (0) Selected to skip the HH Feature Code check.
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.
Feature Codes are maintained in System Code Management. Type = Household Feature.
DeleteHH Features Match Option (SAHousehold_Features_ComboBox_MatchOption)
This field is applicable only if you are including HH Features.
Expand the Drop-down list and select the corresponding Match Option.
Note: Code and Match option fields appear on numerous reports and processes in RecTrac. Depending on the report or process you are running some Match Options listed below may not appear in the Drop-down list. However the Match Options described here work the same way regardless of the field name. 'Fee Code' is being used in the following as an example only.
- Match Any - If there are options selected at least one (1) match is needed though multiple matches would be acceptable. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Resident Non-Profit Senior and Student. In order to appear on the report or process a Household would need to be linked to at least one of those Fee Codes though it could be linked to more than one such as Resident and Senior.
- Match All - If there are options selected ALL options must be linked to appear on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to all of those Fee Codes though it could be linked to more such as Resident Senior and Non-Profit.
- Match Exact - If there are options selected an EXACT MATCH is required for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. In order to appear on the report or process a Household would need to be linked to only those Fee Codes. It has to be an exact match. A Household linked to Senior and Non-Profit would not appear nor would a household linked to Resident Non-Profit Senior and Veteran.
- Match 1 (and up) - If there are options selected the Match number threshold must be met in order for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. Your Match Option is "2." In order to appear on the report or process a Household would need to be linked to two (2) of the three (3) Fee Codes though it could be linked to more.
- Match None - If there are options selected no matches must be found in order to be included on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to no Fee Codes or to Fee Codes that are NOT Resident and Senior such as Non-Resident and Student.
Fee Code (SAPerson_FeeCode_ComboBox)
Select this option to filter the output by Family Member Fee Codes
THEN
Select the corresponding Match Option.
OR
Leave this field at its default (0) Selected to skip this filter.
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.
Fee Codes are maintained in System Code Management. Type = Fee.
DeleteFee Code Match Option (SAPerson_FeeCode_ComboBox_MatchOption)
This field is applicable only if you are including HH Fee Codes.
Expand the Drop-down list and select the corresponding Match Option.
Note: Code and Match option fields appear on numerous reports and processes in RecTrac. Depending on the report or process you are running some Match Options listed below may not appear in the Drop-down list. However the Match Options described here work the same way regardless of the field name. 'Fee Code' is being used in the following as an example only.
- Match Any - If there are options selected at least one (1) match is needed though multiple matches would be acceptable. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Resident Non-Profit Senior and Student. In order to appear on the report or process a Household would need to be linked to at least one of those Fee Codes though it could be linked to more than one such as Resident and Senior.
- Match All - If there are options selected ALL options must be linked to appear on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to all of those Fee Codes though it could be linked to more such as Resident Senior and Non-Profit.
- Match Exact - If there are options selected an EXACT MATCH is required for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. In order to appear on the report or process a Household would need to be linked to only those Fee Codes. It has to be an exact match. A Household linked to Senior and Non-Profit would not appear nor would a household linked to Resident Non-Profit Senior and Veteran.
- Match 1 (and up) - If there are options selected the Match number threshold must be met in order for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. Your Match Option is "2." In order to appear on the report or process a Household would need to be linked to two (2) of the three (3) Fee Codes though it could be linked to more.
- Match None - If there are options selected no matches must be found in order to be included on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to no Fee Codes or to Fee Codes that are NOT Resident and Senior such as Non-Resident and Student.
FM Features (SAPerson_Features_ComboBox)
Select this option to filter the output by Family Member Feature Codes
THEN
Select the corresponding Match Option.
OR
Leave this field at its default (0) Selected to skip this filter.
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.
Feature Codes are maintained in System Code Management. Type = Household Feature.
DeleteFM Features Match Option (SAPerson_Features_ComboBox_MatchOption)
This field is applicable only if you are including FM Features.
Expand the Drop-down list and select the corresponding Match Option.
Note: Code and Match option fields appear on numerous reports and processes in RecTrac. Depending on the report or process you are running some Match Options listed below may not appear in the Drop-down list. However the Match Options described here work the same way regardless of the field name. 'Fee Code' is being used in the following as an example only.
- Match Any - If there are options selected at least one (1) match is needed though multiple matches would be acceptable. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Resident Non-Profit Senior and Student. In order to appear on the report or process a Household would need to be linked to at least one of those Fee Codes though it could be linked to more than one such as Resident and Senior.
- Match All - If there are options selected ALL options must be linked to appear on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to all of those Fee Codes though it could be linked to more such as Resident Senior and Non-Profit.
- Match Exact - If there are options selected an EXACT MATCH is required for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. In order to appear on the report or process a Household would need to be linked to only those Fee Codes. It has to be an exact match. A Household linked to Senior and Non-Profit would not appear nor would a household linked to Resident Non-Profit Senior and Veteran.
- Match 1 (and up) - If there are options selected the Match number threshold must be met in order for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. Your Match Option is "2." In order to appear on the report or process a Household would need to be linked to two (2) of the three (3) Fee Codes though it could be linked to more.
- Match None - If there are options selected no matches must be found in order to be included on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to no Fee Codes or to Fee Codes that are NOT Resident and Senior such as Non-Resident and Student.
Member Has Special Needs (SAPerson_MemberHasSpecialNeeds_ComboBox)
Select whether you wish to filter your output by Family Members who have Special Needs.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Special Needs.
- No - Filter the output by those who DO NOT have Special Needs.
Has Medical Records (SAPerson_HasMedical_ComboBox)
Select whether you wish to filter your output by Family Members who have Medical Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Medical Records.
- No - Filter the output by those who DO NOT have Medical Records.
Has Allergy Medical Records (SAPerson_HasMedical-Allergy_ComboBox)
Select whether you wish to filter your output by Family Members who have Allergy Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Allergy Records.
- No - Filter the output by those who DO NOT have Allergy Records.
Has Basic Care Medical Records (SAPerson_HasMedical-BasicCare_ComboBox)
Select whether you wish to filter your output by Family Members who have Basic Care Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Basic Care Records.
- No - Filter the output by those who DO NOT have Basic Care Records.
Has Illness Medical Records (SAPerson_HasMedical-Illness_ComboBox)
Select whether you wish to filter your output by Family Members who have Illness Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Illness Records.
- No - Filter the output by those who DO NOT have Illness Records.
Has Medical Condition Medical Records (SAPerson_HasMedical-Condition_ComboBox)
Select whether you wish to filter your output by Family Members who have Medical Condition Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Medical Condition Records.
- No - Filter the output by those who DO NOT have Medical Condition Records.
Has Medication Medical Records (SAPerson_HasMedical-Medication_ComboBox)
Select whether you wish to filter your output by Family Members who have Medication Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Medication Records.
- No - Filter the output by those who DO NOT have Medication Records.