Core 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.
Record Status (PMPass_RecordStatus_ComboBox)
Click the Combo Box icon to select the Pass Code 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
Begin 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.
Pass Report Tag (PMPass_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.
DeleteDaily Pass (PMPass_DailyPass_ComboBox)
Click the Combo Box icon to select the Daily Pass Status(es) on which you wish to report. Only those Codes with a Status matching your selection(s) will be included.
- Yes - Yes. Include Daily Passes.
- No - No. Do not include Daily Passes.
Note: This option keys off your selection in the Daily Pass Code field in Pass Code Update. On the Standard VSI Design this is the Core Settings group on the Core tab.
Leave this field at its default value (0) to skip the Daily Pass check.
DeletePass Category (PMPass_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.
DeletePunch 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.
DeletePass Type (PMPass_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.
DeleteSpecial Option (PMPass_SpecialOption_ComboBox)
Click the Combo Box icon to select the Special Option(s) on which you wish to report. Only those Pass Codes with an Option matching your selection(s) will be included.
- Normal - Include 'Normal' passes. These are regular Pass Codes
- CYMS - Include Child Youth Management System (CYMS) Pass Codes.
- Secondary - Include Secondary Pass Codes. These are Family Pssses."
Note: The options in this field key off your selections in the Pass Classification field in Pass Code Update. On the Standard VSI Design this is the Family Pass Settings group on the Core Continued tab.
Leave this field at its default value (0) to skip the Special Option check.
DeletePass SubType (PMPass_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.
DeleteVisit Option (PMPass_VisitOption_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.
- Full Only - Include Pass Codes set up for Full Visits.
- Half Only - Include Pass Codes set up for Half Visits.
- Both - Include Pass Codes set up for both Full and Half Visits.
Note: The options in this field key off your selections in the Visit Option field in Pass Code Update. On the Standard VSI Design this is the Visit Options group on the Core Continued tab.
Leave this field at its default value (0) to skip the Visit Option check.
DeleteDetail Criteria
Site Code (PMPass_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 (PMPass_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 (PMPass_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.
Display On Web (PMPass_DisplayOnWeb_ComboBox)
Select your Display on Web filter. Multiple selection is allowed.
- Yes - Show passes that have the Display on Web option set to Yes.
- No - Show passes where the Display on Web option set to No.
Selecting both or none will show all results for this field. This option is maintained on the WebTrac Settings group of Pass Update on the default Vermont Systems design.
DeleteWeb Membership Option (PMPass_WebMembershipOption_ComboBox)
Select your Web Membership filter. Multiple selection is allowed.
- New Passes Only - Show passes that have the Web Membership option set to New Passes Only."
- Renewals Only - Show passes that have the Web Membership option set to "Renewals Only."
Selecting "Both" or none will show all results for this field.
DeleteAllow Web Punch Visit Update (PMPass_AllowWebPunchVisitUpdate_ComboBox)
Select your Allow Web Punch Visit Update filter. Multiple selection is allowed.
- Yes - Show passes that have the Allow Punch Visit Update in WebTrac option selected.
- No - Show passes that have the Allow Punch Visit Update in WebTrac option deselected.
Selecting both or none will show all results for this field. This option is maintained on the WebTrac Settings group of Pass Update on the default Vermont Systems design.
DeleteTrack Rejected Visits (PMPass_TrackRejectedVisits_ComboBox)
Select your Track Rejected Visits filter. Multiple selection is allowed.
- Yes - Show passes that have the Track Rejected Visits option enabled.
- No - Show passes that have the Track Rejected Visits option disabled.
Selecting Both" or none will show all results for this field.
DeleteTrack Class Attendance (PMPass_TrackClassAttendance_ComboBox)
Select your Track Class Attendance filter. Multiple selection is allowed.
- Yes - Show passes that have the Track Class Attendance option selected.
- No - Show passes that have the Track Class Attendance option deselected.
Selecting both or none will show all results for this field. This option is maintained on the Visit Options group of Pass Update on the default Vermont Systems design.
DeleteTrack League Attendance (PMPass_TrackLeagueAttendance_ComboBox)
Select your Track League Attendance filter. Multiple selection is allowed.
- Yes - Show passes that have the Track League Attendance option selected.
- No - Show passes that have the Track Class League option deselected.
Selecting both or none will show all results for this field. This option is maintained on the Visit Options group of Pass Update on the default Vermont Systems design.
DeleteUse Membership/Visit Start Date Range in Fee/Payment Calculations (PMPass_DetailBeginDate_UseRange)
This field is applicable for the Bottom Line Report only.
Select this option to include payments made toward the pass memberships and visits generated by them during the date range entered.
THEN
Use the Date Select fields to identify your Beginning and Ending Date range.
OR
Leave this option deselected to skip this check.
The date range you enter should be inclusive of all dates on which you took payments for the passes on which you are reporting. For example if your pool is open from 15 May - 30 September but you you allow patrons to begin purchasing pool passes on 15 April then you would set this date range to 15 April ? 30 September for the passes on which you are reporting. If you allow late payments then Ending Date feasibly would be the last date you accept payments for memberships and visits for "this year" so you can begin preparation for "next year's" pool season..
DeleteBegin Membership/Visit Start Date (PMPass_DetailBeginDate_Begin)
This field is applicable only if you opt to Use Section 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 passes and visits generated by them 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 took payments for the passes on which you are reporting. For example if your pool is open from 15 May - 30 September but you you allow patrons to begin purchasing pool passes on 15 April then you would set this date range to 15 April - 30 September for the passes on which you are reporting. If you allow late payments then Ending Date feasibly would be the last date you accept payments for memberships and visits for "this year" so you can begin preparation for "next year's" pool season..
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Membeship/Visit Start Date (PMPass_DetailBeginDate_End)
This field is applicable only if you opt to Use Section 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 passes and visits generated by them 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 took payments for the passes on which you are reporting. For example if your pool is open from 15 May - 30 September but you you allow patrons to begin purchasing pool passes on 15 April then you would set this date range to 15 April - 30 September for the passes on which you are reporting. If you allow late payments then Ending Date feasibly would be the last date you accept payments for memberships and visits for "this year" so you can begin preparation for "next year's" pool season..
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 (PMPass_MiscIncomeExpenseDate_UseRange)
This field is applicable for the Bottom Line Report only.
Select this option to include Miscellaneous Income/Expense postings made toward the passes 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 deselected 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 passes on which you are reporting. For example if your pass is valid from 15 May - 15 July 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 (PMPass_MiscIncomeExpenseDate_Begin)
This field is applicable only if you opt to Use Misc Inc/Exp Post Date Range in Fee/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. Miscellaneous Income/Expense Postings made toward the passes 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 passes on which you are reporting. For example if your pass is valid from 15 May - 15 July 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 (PMPass_MiscIncomeExpenseDate_End)
This field is applicable only if you opt to Use Misc Inc/Exp Post Date Range in Fee/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. Miscellaneous Income/Expense Postings made toward the passes 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 passes on which you are reporting. For example if your pass is valid from 15 May - 15 July 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