The Personal Trainer reports allow you to report on SADetail records of Staff Members in your Database who are set up as Personal Trainers.
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.
From the bottom of the screen…
Core Criteria
Staff Members (SAStaff_RecordCode_DataGrid)
The Instructors DataGrid displays all Instructor Codes in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Instructor Codes, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Staff Code Range option.
THEN
Input the range of Staff Codes you wish to include.
Make selections in the DataGrid or use a Staff Code Range or Both. Leaving the DataGrid blank and the Use Range option de-selected will result in NO STAFF CODES being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Staff Code Range (SAStaff_RecordCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Staff Members.
THEN
Enter the range of Staff Codes.
OR
Leave this option de-selected to skip the Staff 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 de-selected skips this filter and results in ALL Codes being included.
Status (SAStaff_RecordStatus_ComboBox)
Select the Status(es) by which you wish to filter. Multiple selection is allowed. Only Records that are linked to the Status(es) you select will be included on the output.
OR
Leave this field at its default setting, (0) Selected, to skip this check and include all statuses.
- Active
- Inactive
- Pending
- Quit
- Fired
Begin Instructor Code (SAStaff_RecordCode_Begin)
This field is applicable only if you opt to Use Staff Code Range.
Select the Beginning and Ending Staff Codes for their respective fields. Staff Codes within the range entered will be included in the process.
DeleteEnd Instructor Code (SAStaff_RecordCode_End)
This field is applicable only if you opt to Use Staff Code Range.
Select the Beginning and Ending Staff Codes for their respective fields. Staff Codes within the range entered will be included in the process.
DeleteStaff Code WildCard (SAStaff_RecordCode_Equals)
Select a Staff Record to use as a base for your Wildcard search
OR
Enter letters in this field to use as a base for your Wildcard search, if desired.
THEN
Select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required. Only those Sections to which an instructor who meets your Wildcard Criteria will appear on your output.
WildCard Option (SAStaff_RecordCode_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Staff Category (SAStaff_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.
DeleteStaff Type (SAStaff_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.
DeleteUse Trainer Payment Date Range (PTPaymentHistory_PaymentDate_UseRange)
Select this option to filter the report output by Trainer Payment Date Range (the date on which the payment was processed), if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Payment Date range.
OR
Leave this option de-selected to skip the Payment Date Range check.
Payment Date Begin (PTPaymentHistory_PaymentDate_Begin)
This field is applicable only if you opt to Use Trainer Payment Date Range.
Select your Begin/End Payment Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Payments 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.
DeletePayment Date End (PTPaymentHistory_PaymentDate_End)
This field is applicable only if you opt to Use Trainer Payment Date Range.
Select your Begin/End Payment Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Payments 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.
DeleteDetail Criteria
Site Code (SAStaff_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 (SAStaff_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 (SAStaff_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 Reservation Start Date Range in Fee/Payment Calculations (SAStaff_DetailBeginDate_UseRange)
This field is applicable for the Bottom Line Report only.
Select this option to include payments made toward the reservations during the date range entered.
THEN
Use the Date Select fields to identify your date range.
OR
Leave this option de-selected to skip the Reservation Start Date Range in Fee/Payment Calculations check.
The date range you enter should be inclusive of all dates on which you take payments for the Facility/Facilities on which you are reporting. For Example: If your facility reservations run from 01 April - 14 April but your purchase window is 01 March - 10 April then you would set this date range to 01 March - <xx/xx/xxxx> where the Ending Date is the date on which you stop taking payments for the reservations on which you are reporting. If you allow late payments then Ending Date feasibly would be the day you archive reservations in preparation for the next year's/season's purchase period.
DeleteBegin Reservation Start Date (SAStaff_DetailBeginDate_Begin)
This field is applicable only if you opt to Use Reservation Date Range in Free/Payment Calculations.
Expand the Drop-down list and select your Begin/End Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Payments made toward reservations during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you take payments for the reservations on which you are reporting. For Example: If your facility reservations run from 01 April - 14 April but your purchase window is 01 March - 10 April then you would set this date range to 01 March - <xx/xx/xxxx> where the Ending Date is the date on which you stop taking payments for the reservations on which you are reporting. If you allow late payments then Ending Date feasibly would be the day you Archive reservations in preparation for the next year's/season's purchase period.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Reservation Start Date (SAStaff_DetailBeginDate_End)
This field is applicable only if you opt to Use Reservation Date Range in Free/Payment Calculations.
Expand the Drop-down list and select your Begin/End Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Payments made toward reservations during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you take payments for the reservations on which you are reporting. For Example: If your facility reservations run from 01 April - 14 April but your purchase window is 01 March - 10 April then you would set this date range to 01 March - <xx/xx/xxxx> where the Ending Date is the date on which you stop taking payments for the reservations on which you are reporting. If you allow late payments then Ending Date feasibly would be the day you Archive reservations in preparation for the next year's/season's purchase period.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Delete