The POS Service Item Sales reports allow you to report on SADetail records of family members linked to service item sales 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.
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Core Criteria
Service Items (SADetail_FileLinkCode1PSS_DataGrid)
Select individual Service Item Codes or a range of Service Item Codes from the DataGrid, if desired. The Service Items you select will be included in the process you are running.
OR
Make no selections in the browser and opt to Use Service Item Range to select a range of Service Items 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 Service Item Range option de-selected and making no selections in the DataGrid will result in NO SERVICE ITEM CODES being selected.
Use Service Item Range (SADetail_FileLinkCode1PSS_UseRange)
Select this option to include only those Service Items in the Begin and End Code range in this process.
THEN
Input the range of Service Items you wish to include.
OR
Leave this option de-selected to skip this filter.
Note: You must make a selection either in the DataGrid or in this Range (or both). Leaving this option de-selected and making no selections in the DataGrid will result in NO SERVICE ITEM CODES being selected.
Service Item Status (PSServiceItem_RecordStatus_ComboBox)
Select the status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
- Active
- Inactive
- Default
- Deleted
Begin Service Item (SADetail_FileLinkCode1PSS_Begin)
If opting to Use Service Item Range, accept the default entries (<blank> to ZZZZZZ)
OR
Click the Picklist icons and select your Begin and End Service Item Codes.
OR
Enter a Service Item Code Wildcard.
Note: You must make a selection either in the DataGrid or in this Range (or both). Leaving the Use Service Item Range option de-selected and making no selections in the DataGrid will result in NO SERVICE ITEM CODES being selected.
End Service Item Code (SADetail_FileLinkCode1PSS_End)
If opting to Use Service Item Range, accept the default entries (<blank> to ZZZZZZ)
OR
Click the Picklist icons and select your Begin and End Service Item Codes.
OR
Enter a Service Item Code Wildcard.
Note: You must make a selection either in the DataGrid or in this Range (or both). Leaving the Use Service Item Range option de-selected and making no selections in the DataGrid will result in NO SERVICE ITEM CODES being selected.
Service Item Code WildCard (SADetail_FileLinkCode1PSS_Equals)
Expand the Picklist icon to select the Service Item Code you wish to use a base for your Wildcard.
THEN
Choose your Wildcard Equals Option.
See also: RecTrac Wildcarding.
DeleteWildCard Option (SADetail_FileLinkCode1PSS_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.
Site Code (SADetail_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 (SADetail_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 (SADetail_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.
Use Item Original Transaction Date Range (SADetail_TransactionDate_UseRange)
Select this option to filter the report output by transaction date range (the date on which the transaction was processed), if desired.
THEN
Select your date range.
OR
Leave this option deselected to skip this filter.
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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Begin Transaction Date (SADetail_TransactionDate_Begin)
This field is applicable only if you opt to Use Transaction Date Range.
Select your transaction options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Transactions processed 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 Transaction Date (SADetail_TransactionDate_End)
This field is applicable only if you opt to Use Transaction Date Range.
Select your transaction options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Transactions processed 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 Item Original Transaction Time Range (SADetail_TransactionTime_UseRange)
Select this option to filter the report output by time range (the time on which the transaction was processed within the date range entered, if any), if desired.
THEN
Select your time range.
OR
Leave this option deselected to skip this filter.
Note: When opting to use a date and time range times are fixed across the dates in the range. For example your date range is 04/01/20xx - 04/07/20xx and your time range is 0700am - 0400pm. The report will list transactions that took place daily between 7:00am and 4:00pm for each date in the range.
To run a report using continuous time enter a date range and leave the Use Posting Time Range option deselected.
Begin Transaction Time (SADetail_TransactionTime_Begin)
This field is applicable only if you opt to Use Transaction Time Range.
Select your transaction time option.
THEN
Take appropriate action in the right-hand column to specify the actual time you wish to select. Transactions processed within the time range selected will be included on your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Transaction Time (SADetail_TransactionTime_End)
This field is applicable only if you opt to Use Transaction Time Range.
Select your transaction time option.
THEN
Take appropriate action in the right-hand column to specify the actual time you wish to select. Transactions processed within the time range selected will be included on your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Quantity Range (SADetail_Quantity_UseRange)
Select this option to filter the report output by quantity (the number of times a service item was sold in a single transaction within the date range entered.
THEN
Enter a quantity range.
OR
Leave this option deselected to skip this filter.
Note: When opting to use a date and time range times are fixed across the dates in the range. For example your date range is 04/01/20xx - 04/07/20xx and your time range is 0700am - 0400pm. The report will list transactions that took place daily between 700am and 400pm for each date in the range.
To run a report using continuous time enter a date range and leave the Use Posting Time Range option deselected.
Begin Quantity (SADetail_Quantity_Begin)
This field is applicable only if you opt to Use Quantity Range.
Enter your quantity range in these fields.
DeleteEnd Quantity (SADetail_Quantity_End)
This field is applicable only if you opt to Use Quantity Range.
Enter your quantity range in these fields.
DeleteReservation Archived (SADetail_Archived_ComboBox)
Select your archive filter. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter
- Yes - Yes, you want to include records have been archived in your output.
- No - No, you don't want to include records that have been archived.
Record Type (SADetail_FileLinkCode2PSS_ComboBox)
Select the Record Type(s) on which you wish to report
OR
Leave this field at 0 Selected to skip this filter.
- Credit Book Add - For updating the amount on an existing member credit book. This option is available only for Touch POS.
- Donalway Golf - This Record Type is not in use currently.
- Dues Golf - This Record Type is not in use currently.
- E-Range - This Record Type is not in use currently.
- Gift Card - This Record Type is not in use currently.
- Gift Certificate - For standard RecTrac Gift Certificate and/or Gift Card sales.
- Greens Fees - For golf course greens fees.
- Hole-in-One - This Record Type is not in use currently.
- Miscellaneous - For miscellaneous items not covered by any other item in the Drop-down List. This is the default option.
- Print Only - This Record Type is not in use currently.
- Punch Visit - This Record Type is not in use currently.
- Range Express - This Record Type is not in use currently.
- Range Servant - This Record Type is not in use currently.
- Timer - Used for keeping track of time used.
- Tourney - For golf tournament registrations.
Service Item Report Tag (PSServiceItem_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.
DeleteService Item Category (PSServiceItem_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.
DeleteService Item Type (PSServiceItem_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.
DeleteService Item Sub-Type (PSServiceItem_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.
DeleteHH / 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 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 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 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.
DeleteMember 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.
Use 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.
Transaction Criteria
Use Total Amount Range (SADetail_TotalAmount_UseRange)
Select this option to filter the report output by total amount range, if desired.
THEN
Enter your range of amounts in the applicable fields.
OR
Leave this option deselected to skip this filter.
Begin Total Amount (SADetail_TotalAmount_Begin)
This field is applicable only if you opt to Use Total Amount Range.
Enter your total amount range. Transactions for amounts that fall within the range entered will be included in your output.
DeleteEnd Total Amount (SADetail_TotalAmount_End)
This field is applicable only if you opt to Use Total Amount Range.
Enter your total amount range. Transactions for amounts that fall within the range entered will be included in your output.
DeleteUse Discount Amount Range (SADetail_FeeDiscountAmount_UseRange)
Select this option to filter the report output by discount amount range, if desired.
THEN
Enter your range of amounts in the applicable fields.
Begin Discount Amount (SADetail_FeeDiscountAmount_Begin)
This field is applicable only if you opt to Use Discount Amount Range.
Enter your Begin/End Discount Amount range. Transactions for amounts that fall within the range entered will be included in your output.
DeleteEnd Discount Amount (SADetail_FeeDiscountAmount_End)
This field is applicable only if you opt to Use Discount Amount Range.
Enter your Begin/End Discount Amount range. Transactions for amounts that fall within the range entered will be included in your output.
DeleteUse Total Paid Range (SADetail_TotalPaid_UseRange)
Select this option to filter the report output by total paid amount range, if desired.
THEN
Enter your range of amounts in the applicable fields.
OR
Leave this option deselected to skip this filter.
Begin Total Paid (SADetail_TotalPaid_Begin)
This field is applicable only if you opt to Use Total Paid Amount Range.
Enter your total amount paid range. Transactions for amounts that fall within the range entered will be included in your output.
DeleteEnd Total Paid (SADetail_TotalPaid_End)
This field is applicable only if you opt to Use Total Paid Amount Range.
Enter your total amount paid range. Transactions for amounts that fall within the range entered will be included in your output.
DeleteUse Total Due Range (SADetail_TotalDue_UseRange)
Select this option to filter the report output by total due amount range, if desired.
THEN
Enter your range of amounts in the applicable fields.
OR
Leave this option deselected to skip this filter.
Begin Total Due (SADetail_TotalDue_Begin)
This field is applicable only if you opt to Use Total Due Amount Range.
Enter your total amount due range. Transactions for amounts that fall within the range entered will be included in your output.
DeleteEnd Total Due (SADetail_TotalDue_End)
This field is applicable only if you opt to Use Total Due Amount Range.
Enter your total amount due range. Transactions for amounts that fall within the range entered will be included in your output.
DeleteUse Item Original Transaction Location Range (SADetail_TransactionLocationCode_UseRange)
Select this option to filter the report output by location range (the location at which the transaction was processed as determined by the user's Location profile), if desired.
THEN
Select your location range.
OR
Leave this option deselected to skip this filter.
Begin Transaction Location (SADetail_TransactionLocationCode_Begin)
This field is applicable only if you opt to Use Transaction Location Range.
Select your location range for this report.
DeleteEnd Transaction Location (SADetail_TransactionLocationCode_End)
This field is applicable only if you opt to Use Transaction Location Range.
Select your location range for this report.
DeleteUse UserName Range (SADetail_UserName_UseRange)
Select this option to filter the report output by User ID Range, if desired.
THEN
Enter a User ID range.
OR
Leave this option deselected to skip this filter.
Begin User Name (SADetail_UserName_Begin)
This field is applicable only if you opt to Use User ID Range.
Select your user ID range for this report.
DeleteEnd User Name (SADetail_UserName_End)
This field is applicable only if you opt to Use User ID Range.
Select your user ID range for this report.
DeleteUse Current Cash Drawer Range (SADetail_CurrentCashDrawer_UseRange)
Select this option to filter the report output by cash drawer range.
THEN
Enter a range of cash drawers in the applicable fields. The report will filter results by the most recent cash drawer used within your date/time range. For example, you enter 100-199 in this range. When you run the report, the output will include only results where the LAST cash drawer used for a transaction was within the range of drawers you enter.
Optionally, you can leave this option deselected and enter a single cash drawer in the Cash Drawer List Lookup field. That option will list transactions that occurred on that drawer at any time within your date/time range.
Optionally, you can leave this option deselected and leave the Cash Drawer Listing Lookup field at '0' to skip this filter.
DeleteCash Drawer List Lookup (SADetail_CashDrawerList_Equals)
Enter a single cash drawer number in this field, if desired, to run the report for transactions linked to that single drawer. This option will list transactions that occurred on this drawer at any time during your date/time range.
Optionally, you can select the Use Current Cash Drawer Range option to filter the report output by cash drawer range. The report will filter results by the most recent cash drawer used within your date/time range. For example, you enter 100-199 in this range. When you run the report, the output will include only results where the LAST cash drawer used for a transaction was within the range of drawers you enter.
Optionally, you can leave this field at '0' and deselect the range option to skip this filter.
DeleteBegin Cash Drawer (SADetail_CurrentCashDrawer_Begin)
This field is applicable only if you opt to Use Current Cash Drawer Range.
Enter a range of cash drawers in the applicable fields.
DeleteEnd Cash Drawer (SADetail_CurrentCashDrawer_End)
This field is applicable only if you opt to Use Current Cash Drawer Range.
Enter a range of cash drawers in the applicable fields.
DeleteUse Cancellation Date Range (SADetail_CancelDateTime_UseRange)
Select this option to filter the report output by Cancellation date range (the date or effective date on which the item was cancelled/will be cancelled, if any), if desired.
THEN
Use the Date Select fields to identify your beginning and ending cancellation Date range.
OR
Leave this option de-selected to skip this filter.
Begin Cancellation Date (SADetail_CancelDateTime_Begin)
This field is applicable only if you opt to Use Cancellation Date Range.
Select your Begin/End Cancellation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Items cancelled 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 Cancellation Date (SADetail_CancelDateTime_End)
This field is applicable only if you opt to Use Cancellation Date Range.
Select your Begin/End Cancellation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Items cancelled 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.
DeleteItem Original Transaction Weekday (SADetail_TransactionWeekDay_ComboBox)
If you want to filter the report by specific days of the week on which transactions took place, select them here. Multiple selection is allowed.
OR
Leave this option deselected to skip this filter and run the process for all days of the week.