Core 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).
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.
DeleteHouseholds (SAHousehold_HouseholdNumber_DataGrid)
The Household DataGrid displays all households in your database based on the DataGrid filters being used.
Highlight/select individual Households, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Household Number Range option.
THEN
Input the range of Household Numbers you wish to include.
Make selections in the DataGrid or use a Household Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO HOUSEHOLDS being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Posting Date Range (SAControlAccountHistory_PostingDate_UseRange)
The functionality of this field differs depending on whether you are running a Household Report/Process or a Family Member Report/Process.
-
Household Report/Process - Select this option to include only those Households in the Begin and End Household Number range in your output as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Household Numbers you wish to include. By default the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Leave this option de-selected to include onlythose Households selected in the DataGrid in your output.- Make selections in the DataGrid or use a Household Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO HOUSEHOLDS being selected.
-
Family Member Report/Process - Select this option to include only those Households in the Begin and End Household Numberrange in your output.
- DO NOT make selections from the DataGrid when running Family Member reports/processes and using Household Number Range. The report will yield 0 results as the two fields work separately.
Note: Begin and End Household Number fields appear only if this check box is selected.
Begin Posting Date (SAControlAccountHistory_PostingDate_Begin)
If opting to Use Household Number Range, enter the Beginning and Ending range of Household Numbers you wish to include on your output. By default, the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Select your Beginning and Ending Household Number range.
End Posting Date (SAControlAccountHistory_PostingDate_End)
If opting to Use Household Number Range, enter the Beginning and Ending range of Household Numbers you wish to include on your output. By default, the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Select your Beginning and Ending Household Number range.
Use Amount Used Range (SAControlAccountHistory_AmountUsed_UseRange)
The functionality of this field differs depending on whether you are running a Household Report/Process or a Family Member Report/Process.
-
Household Report/Process - Select this option to include only those Households in the Begin and End Household Number range in your output as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Household Numbers you wish to include. By default the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Leave this option de-selected to include onlythose Households selected in the DataGrid in your output.- Make selections in the DataGrid or use a Household Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO HOUSEHOLDS being selected.
-
Family Member Report/Process - Select this option to include only those Households in the Begin and End Household Numberrange in your output.
- DO NOT make selections from the DataGrid when running Family Member reports/processes and using Household Number Range. The report will yield 0 results as the two fields work separately.
Note: Begin and End Household Number fields appear only if this check box is selected.
Use User Name Range (SAControlAccountHistory_UserName_UseRange)
The functionality of this field differs depending on whether you are running a Household Report/Process or a Family Member Report/Process.
-
Household Report/Process - Select this option to include only those Households in the Begin and End Household Number range in your output as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Household Numbers you wish to include. By default the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Leave this option de-selected to include onlythose Households selected in the DataGrid in your output.- Make selections in the DataGrid or use a Household Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO HOUSEHOLDS being selected.
-
Family Member Report/Process - Select this option to include only those Households in the Begin and End Household Numberrange in your output.
- DO NOT make selections from the DataGrid when running Family Member reports/processes and using Household Number Range. The report will yield 0 results as the two fields work separately.
Note: Begin and End Household Number fields appear only if this check box is selected.
Begin User Name (SAControlAccountHistory_UserName_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 User Name (SAControlAccountHistory_UserName_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 GL Code Range (SAControlAccountHistory_GLCode_UseRange)
The functionality of this field differs depending on whether you are running a Household Report/Process or a Family Member Report/Process.
-
Household Report/Process - Select this option to include only those Households in the Begin and End Household Number range in your output as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Household Numbers you wish to include. By default the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Leave this option de-selected to include onlythose Households selected in the DataGrid in your output.- Make selections in the DataGrid or use a Household Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO HOUSEHOLDS being selected.
-
Family Member Report/Process - Select this option to include only those Households in the Begin and End Household Numberrange in your output.
- DO NOT make selections from the DataGrid when running Family Member reports/processes and using Household Number Range. The report will yield 0 results as the two fields work separately.
Note: Begin and End Household Number fields appear only if this check box is selected.
Begin GL Code (SAControlAccountHistory_GLCode_Begin)
If opting to Use Household Number Range, enter the Beginning and Ending range of Household Numbers you wish to include on your output. By default, the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Select your Beginning and Ending Household Number range.
End GL Code (SAControlAccountHistory_GLCode_End)
If opting to Use Household Number Range, enter the Beginning and Ending range of Household Numbers you wish to include on your output. By default, the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Select your Beginning and Ending Household Number range.
Use Cash Drawer # Range (SAControlAccountHistory_CashDrawer_UseRange)
The functionality of this field differs depending on whether you are running a Household Report/Process or a Family Member Report/Process.
-
Household Report/Process - Select this option to include only those Households in the Begin and End Household Number range in your output as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Household Numbers you wish to include. By default the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Leave this option de-selected to include onlythose Households selected in the DataGrid in your output.- Make selections in the DataGrid or use a Household Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO HOUSEHOLDS being selected.
-
Family Member Report/Process - Select this option to include only those Households in the Begin and End Household Numberrange in your output.
- DO NOT make selections from the DataGrid when running Family Member reports/processes and using Household Number Range. The report will yield 0 results as the two fields work separately.
Note: Begin and End Household Number fields appear only if this check box is selected.
Use Cost Center Range (SAControlAccountHistory_CostCenter_UseRange)
The functionality of this field differs depending on whether you are running a Household Report/Process or a Family Member Report/Process.
-
Household Report/Process - Select this option to include only those Households in the Begin and End Household Number range in your output as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Household Numbers you wish to include. By default the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Leave this option de-selected to include onlythose Households selected in the DataGrid in your output.- Make selections in the DataGrid or use a Household Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO HOUSEHOLDS being selected.
-
Family Member Report/Process - Select this option to include only those Households in the Begin and End Household Numberrange in your output.
- DO NOT make selections from the DataGrid when running Family Member reports/processes and using Household Number Range. The report will yield 0 results as the two fields work separately.
Note: Begin and End Household Number fields appear only if this check box is selected.
Begin Cost Center (SAControlAccountHistory_CostCenter_Begin)
If opting to Use Household Number Range, enter the Beginning and Ending range of Household Numbers you wish to include on your output. By default, the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Select your Beginning and Ending Household Number range.
End Cost Center (SAControlAccountHistory_CostCenter_End)
If opting to Use Household Number Range, enter the Beginning and Ending range of Household Numbers you wish to include on your output. By default, the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Select your Beginning and Ending Household Number range.