The Transaction Detail reports allow you to report on SADetail records linked to transactions 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.
The Report Output Listing program contains a library of VSI-Standard reports as well as whatever custom reports your department has created.
From the bottom of the screen…
Output Group - Accept the default entry or select an alternate option, if desired. The Output Group you select determines the available Output Templates. Report Output Groups are System Codes; Type = Report Output Group.
Output Template - Accept the default entry and select an alternate Template, if desired. The Templates displayed are the reports that can be run from the Group you selected above.
- "VSI -" Templates are RecTrac standard reports.
- Report Output Templates are maintained in Report Output Management.
Add Output - Click this button to create a new template “on the fly.”
Update Output - Click this button to modify the Template with which you are working.
Notes: If you are creating a new template or updating an existing Template, then you must exit the report screen you are in and re-enter it for the new Template to be available.
The ability to add or modify Report Outputs is maintained on the Permissions profile • Button/Misc Permissions tab.
Custom Report Title - Enter free form text in this field, if desired. The text you enter here will overwrite the default report title. Leave this field blank to accept the default title.
Output Type - Select your Output Type for this report. Generally speaking, the "Detail" option provides individual records for each item found while the "Summary" option provides summary statistics only.
Click Default Settings to reset the screen parameters. Vermont Systems recommends clicking Default Settings whenever a program or report doesn't produce the expected results. Resetting a program to its default settings removes any unseen spaces and/or bad data in the fields.
Click Last Settings to restore the selection criteria to the last settings you used.
Click Report Templates/Templates to continue to the Template Maintenance screen where you can apply Template Settings to run the report or process using saved criteria.
Click Process to generate the report. You will continue to the Report Options Screen where you can opt to print, preview, or email the resulting report in multiple formats.
IF RUNNING RECCONNECT: Click Process to generate the customer list. You will continue to the RecConnect Options Screen where you can set Match, Zip Code and RecConnect History filters for your RecConnect.
Core Criteria
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.
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.
End 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.
Use 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.
End 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.
Use 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.
End 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.
Use 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.
End 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.
Use 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.
Cash 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.
Begin 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.
End 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.
Use 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.
End 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.
Fully Paid (SADetail_FullyPaid)
Select your fully paid option. The system will filter by whether the transaction was fully paid or not over the date range you enter.
- Yes - Show only fully paid transactions.
- No - Show only transactions that are not fully paid.
Leave the field at its default setting, (0) Selected to skip the fully paid check. The report will show all transactions regardless of whether they are fully paid or not.
Modules To Include (Blank = All) (SADetail_Module_ComboBox_MultiFetchInclude)
Click the Combo Box icon to select the Modules you wish to include in your output.
THEN
Determine whether you wish to filter by specific criteria within the Module(s) you've selected (make selections in the Modules to Filter field, if desired.)
OR
Make no selections in this field to include ALL modules in your output.
When making selections in this field, the system will generate results based only by activity in the Modules selected and the output will include anyone who meets any of your other selection criteria. The system uses OR" matching for this process. The system does not use "AND" matching.
For Example: You choose Activity Enrollments and Pass Memberships in this field. When returning results the system will list anyone who has EITHER an Activity Enrollment OR a Pass Membership OR Both within your other search parameters. So if 20 patrons had an Activity Enrollment and 15 patrons had a Pass Membership within your other search parameters the system would return 35 results regardless of whether some patrons had both. The system will NOT return results ONLY for those patrons who have both.
Notes:
- System Admin refers to any transaction involving more than one (1) module on the same receipt. Using the example above you would need to select "System" to include transactions were an Activity Enrollment and Pass Membership were processed on the same receipt.
- CYMS refers to the Child Youth Management System module. Cash and GL transactions are not posted to this module.
- MainTrac Cash and GL transactions are not posted to this module.
- The Match Options field on the Report Options screen allows you to determine how many times a single family member or household will be listed in your output.
Modules To Filter (Blank = None) (SADetail_Module_ComboBox_MultiFetchFilter)
Click the Combo Box icon to select the Modules you wish to filter when generating the output.
OR
Make no selections in this field to skip the process of filtering by module.
When making selections in this field, the system will:
- Add a Tab to the report for the Module you selected. From that tab, you can apply module-specific filters.
- The system will cycle through the tabs (i.e. the report will run for each specific module) and generate a cumulative output based on the settings for each Module you select using OR" matching.
For Example: You choose Activity Enrollments and Pass Memberships in this field. The system will generate tabs for Activity Criteria and Pass Criteria. You then make selections on the tabs. When processing the report the system will cycle through the Activity Enrollment criteria and find your matches. The system then will cycle through the Pass Membership criteria and find your matches. The output will consist of anyone who matches EITHER within your other search parameters. So if 20 patrons had an Activity Enrollment that matched your Activity filters and 15 patrons had a Pass Membership that matched your Pass filters the system would return 35 results regardless of whether some patrons had both. The system will NOT return results ONLY for those patrons who have both.
Notes:
- Applying module filters using this field will increase the run time for your report due to the system having to cycle through the various module options. The report has to be run separately for each module you select here and then compile the cumulative list.
- The Match Options field on the Report Options screen allows you to determine how many times a single family member or household will be listed in your output.
- No tab appears for the following modules meaning no additional filtering is allowed: Court Reservations CYMS MainTrac System Admin (Single receipts containing transactions for more than one (1) module) Tee Times and Trainer Reservations.
- The Match Options field on the Report Options screen allows you to determine how many times a single family member or household will be listed in your output.
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.
|
|
Cart Status (SADetail_CartStatus_ComboBox)
Click the Combo Box icon to select the Cart Status(es) on which you wish to report. Generally speaking, you will leave this field at its default value, Complete unless you are running this report for troubleshooting/failed transactions.
Complete status means the transaction successfully completed. A status other than Complete means the transaction was halted for some reason. For Example: The SADetail record of an Activity Enrollment selected into the cart and then removed would have a Cart Status of Removed because the record was taken out of the Cart and never completed. The SADetail record of an Activity Enrollment that was processed (regardless of whether it was fully paid) would have a Cart Status of Complete because the transaction was successfully processed.
Transaction Type (SADetail_TransactionType_ComboBox)
Click the Combo Box icon to select the Transaction Type(s) by which you wish to filter when generating the output
OR
Make no selections in this field to include all Transaction Types.
|
|
Record Type (SADetail_RecordType_ComboBox)
Click the Combo Box icon to select the Record Type(s) by which you wish to filter your output. Generally speaking, you will leave this field at its default value, (0) Selected unless you are running this report specific Record Types.
The vast majority of SADetail Records in the system have a <blank> Record Type, which is not an option on this Combo Box. Other Record Type options include:
- By Day - For Enrollments by Day
- Drop In - For Drop-In Activity and/or League Visits
- Registered - For Activity and League Visits by members who are on the respective roster
- Tee Time - For Tee Times at your golf course(s)
Override (SADetail_Override_ComboBox)
Click the Combo Box to make your Override selection. This option looks to see whether an Override has been used prior to putting a transaction into the Shopping Cart. Reasons for Overrides prior to placing a transaction into the Shopping Cart include, but are not limited to, overriding Max Counts on an Activity Section, override Rule requirements, such as Age, Gender, etc….
OR
Leave the field at its default setting (0) Selected to skip the transaction override check.
- Yes - Yes. Filter the report by customers who have had an override used on at least one of their transactions.
- No - No. Filter the report by customers who have NOT had an override used on at least one of their transactions.
IF opting to include Overrides, make a selection in the Override User field, if desired.
Override User (SADetail_OverrideUser_Equals)
This field is applicable only if Yes is a selection in the Override field.
Click the Picklist icon to select a User ID if desired or leave the field blank to effectively "select all" User IDs. When opting to filter the output by Transaction Overrides you can do so by the User ID linked to the transaction.
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.
End 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.
Use 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.
End 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.
Use 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.
End 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.
Use 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.
End 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.
Use Include Date Range (SADetail_IncludeDateRange_UseRange)
Select this option to filter the report output by the Date Range on the label, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Date range.
OR
Leave this option de-selected to skip the Use Date Range check.
This field is used to filter SADetail Records by the date they took place or were valid as opposed to the date of the Transaction (For Example: Visit Dates, Membership Dates, Daycare Meeting Dates (i.e. Activities designated as Child Care Activities), Facility Reservation Dates, Rental Dates, etc…).
Begin Include Date (SADetail_IncludeDateRange_Begin)
This field is applicable only if you opt to Use Date Range and it is mandatory in that event.
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. 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.
End Include Date (SADetail_IncludeDateRange_End)
This field is applicable only if you opt to Use Date Range and it is mandatory in that event.
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. 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.
Use Begin Date Range (SADetail_BeginDate_UseRange)
Select this option to filter the report output by Beginning Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Beginning Date range.
OR
Leave this option de-selected to skip the Begin Date Range check.
This field is used to filter SADetail Records by the date they started/begin as opposed to the date of the Transaction (For Example: Pass Membership Begin Dates, Visit Begin (Swipe-in) Dates, Activity Begin Dates, Rental Begin Dates, etc…).
Classes That Begin Between: (SADetail_BeginDate_Begin)
This field is applicable only if you opt to Use Begin Date Range.
Select your Begin/End Begin Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Anything with a Begin Date 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.
And: (SADetail_BeginDate_End)
This field is applicable only if you opt to Use Begin Date Range.
Select your Begin/End Begin Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Anything with a Begin Date 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.
Use End Date Range (SADetail_EndDate_UseRange)
Select this option to filter the report output by Ending Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Ending Date range.
OR
Leave this option de-selected to skip the End Date Range check.
This field is used to filter SADetail Records by the date they end/expire as opposed to the date of the Transaction (For Example: Pass Membership Expiration Dates, Locker Expiration Dates, Activity End Dates, Facility Rental End Dates, etc…).
Begin End Date (SADetail_EndDate_Begin)
This field is applicable only if you opt to Use End Date Range.
Select your Begin/End End Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Anything with an End Date 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.
End End Date (SADetail_EndDate_End)
This field is applicable only if you opt to Use End Date Range.
Select your Begin/End End Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Anything with an End Date 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.
HH / FM Criteria
Household Status (SAHousehold_RecordStatus_ComboBox)
Select the Statuses you wish to include in your output.
OR
Leave this field at its default to skip this filter.
Household Category (SAHousehold_Category_ComboBox)
Expand the Combo Box icon to select the Household Categories you wish to include in your output.
OR
Leave this field at its default (0) Selected to include all Household Categories in your output.
Household Categories are maintained in System Code Management; Type = Category (Household/Family Member/Team).
Creation Product (SAHousehold_CreationProduct_ComboBox)
Select the Household Creation Products you wish to include in your output.
OR
Leave this field at its default (0) Selected to skip this filter. The Creation Product is the method by which the household's initial entry was generated in the database.For example, Selecting RecTrac only from the Combo Box will yield RecConnect results only for those Households that were created by a member of your staff using RecTrac. Households created by patrons using WebTrac would NOT be included.
Household # (SAHousehold_HouseholdNumber_Equals)
The functionality of this field differs depending on whether you are running a Report or a Process.
- If Running a Report - Click the Picklist icon to select a single household if desired. The report will yield results for that single household only.
-
If Running a Process - Enter a Wildcard value if desired.
THEN
Select a Wildcard Option. Depending on your selection wildcard asterisks/periods may be required.
Use HH Last Name Range (SAHousehold_LastName_UseRange)
The functionality of this field differs depending on whether you are running a Report or a Process.
-
If running a Report - Select this option to include only those Households in the Begin and End Household Last Name range in your output.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).- If the report you are running also contains a Household/Family Member DataGrid then DO NOT make any selections the DataGrid when running reports AND using Last Name Range. The report will yield 0 results because the two fields work separately.
- If the report you are running contains a non-Household/Family Member DataGrid then you can make selections in the DataGrid. For Example: If running the Question Statistics Report you can make selections in the Question Text DataGrid AND filter the report by Household/Family Member Range if desired.
-
If running a Process - Select this option to include only those Households in the Begin and End Household Last Name range in your process as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
OR
Leave this option de-selected to include only those Households selected in the DataGrid (if applicable for this process) in your process.
OR
Leave this option de-selected and do not select any Households in the DataGrid to include ALL households in the process.
Note: Begin and End Household Last Name fields appear only if this check box is selected.
Begin HH Last Name (SAHousehold_LastName_Begin)
If opting to Use HH Last Name Range, enter the Beginning and Ending range of Households you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
End 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.
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.
End 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.
Use 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.
Begin 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.
End 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.
Use 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.
Begin 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.
End 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.
Family 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).
Gender (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.
Member Has Special Needs (SAPerson_MemberHasSpecialNeeds_ComboBox)
Select whether you wish to filter your output by Family Members who have Special Needs.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Special Needs.
- No - Filter the output by those who DO NOT have Special Needs.
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.
End 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.
Use 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.
End 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.
Use 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.
End 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.
Use 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.
End 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.
HH 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.
HH 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.
snippets/rpt_reportwidgets.html>
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.
HH 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.
snippets/rpt_reportwidgets.html>
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.
Fee 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.
snippets/rpt_reportwidgets.html>
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.
FM 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.
snippets/rpt_reportwidgets.html>
Activity Criteria
Sections (SADetail_FileLinkCode6AR_DataGrid)
The Activity Section DataGrid displays all Sections in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Sections, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Activity Section Range option.
THEN
Input the range of Sections you wish to include.
Make selections in the DataGrid or use an Activity Section Range or Both. Leaving the DataGrid blank and the Use Range option de-selected will result in NO SECTIONS being selected.
Use Activity Section Range (SADetail_FileLinkCode6AR_UseRange)
Select this option to include only those Activity Sections in the Begin and End Activity Section range in your output, as well as any Sections selected in the DataGrid, if applicable.
THEN
Input the range of Activity Sections you wish to include. By default, the Begin/End range is <Blank> to 'ZZZZZZZZZ' (i.e. all Sections).
OR
Leave this option de-selected to include only those Sections selected in the DataGrid in your output.
Make selections in the DataGrid or use an Activity Section Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO SECTIONS being selected.
Section Status (ARSection_RecordStatus_ComboBox)
Select the section 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 check and include all statuses.
- Active
- Inactive
- Pending
- Cancelled
Begin Activity Section (SADetail_FileLinkCode6AR_Begin)
If opting to Use Activity Section Range, enter the Beginning and Ending range of Activity Sections you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZZZZZ' (i.e. all sections).
OR
Click the Picklist icon to select your Beginning and Ending Section range.
End Activity Section (SADetail_FileLinkCode6AR_End)
If opting to Use Activity Section Range, enter the Beginning and Ending range of Activity Sections you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZZZZZ' (i.e. all sections).
OR
Click the Picklist icon to select your Beginning and Ending Section range.
Activity Section WildCard (SADetail_FileLinkCode6AR_Equals)
If opting to Use Section Range, click the Picklist icon to select a single Section if desired to use as a base for your Wildcard selection.
OR
Enter a Wildcard value, if desired
THEN
Expand the Drop-down list to select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
WildCard Option (SADetail_FileLinkCode6AR_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.
Use Section Date Range (ARSection_IncludeDateRange_UseRange)
Select this option to filter the output by section date range, if desired.
THEN
Use the Date Select fields to identify your beginning and ending date range.
OR
Leave this option deselected to skip the this check.
This field is used to filter records by the dates during which the section was meeting. Any section with meeting dates anywhere within your date range will be included. For example, your date range is 01 May 20xx - 30 June 20xx.
- A section beginning on 29 June would be included because the section meets within your date range.
- A section ending on 02 May would be included because the section meets within the date range.
- A section ending before/on 30 April wouldn't be included because there are no meeting dates within your date range.
- A section beginning on/after 01 July wouldn't be included because there are no meeting date within your date range.
Archived (ARSection_Archived_ComboBox)
Accept the default entry (No) or select your Archived option for this report. Multiple selection is allowed.
- Yes - Include archived sections on the report output.
- No - Don't include archived sections on the report output. The output will include current sections only.
Begin Section Date (ARSection_IncludeDateRange_Begin)
This field is applicable only if you opt to Use Section Date Range.
Select your Begin/End Date options for this process.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Sections with a meeting date 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.
End Section Date (ARSection_IncludeDateRange_End)
This field is applicable only if you opt to Use Section Date Range.
Select your Begin/End Date options for this process.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Sections with a meeting date 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.
Use Year Range (ARSection_Year_UseRange)
Select this option to filter the output by year range, if desired.
THEN
Use the fields to identify your beginning and ending year range.
OR
Leave this option de-selected to skip this check.
This field is used to filter records by the year(s) during which the section is/was meeting. Any section with meeting dates anywhere within your range will be included.
Season (ARSection_Season_ComboBox)
Select the section season code(s) you wish to include in the output. Multiple selection is allowed.
Season Codes are maintained in System Code Management. Type=Season.
Begin Year (ARSection_Year_Begin)
This field is applicable only if you opt to Use Year Range.
Enter the beginning and ending year range by which you want to filter your output.
End Year (ARSection_Year_End)
This field is applicable only if you opt to Use Year Range.
Enter the beginning and ending year range by which you want to filter your output.
Allow Enrollments By Day (ARSection_AllowMultipleEnrollments_ComboBox)
Accept the default entry (0) Selected or select an Enrollments by Day filter. Multiple selection is allowed.
- Yes - Show sections that have the Allow Enrollments by Day option enabled.
- No - Show sections where the Allow Enrollments by Day option is disabled.
Selecting both or none will show all results for this field. Allow Enrollments by Day is maintained on the Additional Settings group of Activity Section Update relative to "today."
Child Care Activity (ARSection_ChildCareActivity_ComboBox)
Accept the default entry (0) Selected or select a Child Care Activity filter. Multiple selection is allowed.
- Yes - Show sections that have the Child Care Activity? option enabled.
- No - Show sections where the Child Care Activity? option is disabled.
Selecting both or none will show all results for this field. Child Care Activity? is maintained on the Additional Settings group of Activity Section Update relative to "today."
Section Report Tags (ARSection_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.
Activity Category (SADetail_FileLinkCode3AR_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.
Activity Type (SADetail_FileLinkCode4AR_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.
Activity SubType (SADetail_FileLinkCode5AR_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.
Facility Criteria
Facilities (SADetail_FileLinkCode6FR_DataGrid)
Highlight/select the Facilities for which you wish to run the Interface. By default, the DataGrid displays all Facility Codes in your database that you have Permission to see.
OR
Make no selections from the DataGrid and enable the Use Facility Range option to select the Facilities for which you wish to run the Interface.
Note: 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.
Use Facility Range (SADetail_FileLinkCode6FR_UseRange)
Select this option if you wish to run the process by Facility Range.
THEN
Enter a range of facilities.
OR
Leave this option deselected to skip the check and make selections from the DataGrid.
Note: 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.
Facility Status (FRFacility_RecordStatus_ComboBox)
Select the 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
- Default
- Deleted
Begin Facility (SADetail_FileLinkCode6FR_Begin)
This field is applicable only if you opt to Use Facility Range.
Select the Beginning and Ending Facilities for their respective fields. Facilities within the range entered will be included in the output.
End Facility (SADetail_FileLinkCode6FR_End)
This field is applicable only if you opt to Use Facility Range.
Select the Beginning and Ending Facilities for their respective fields. Facilities within the range entered will be included in the output.
Facility ComboKey WildCard (SADetail_FileLinkCode6FR_Equals)
Select a Facility to use as a base for a Wildcard
OR
Enter all or part of a Facility Code in this field.
THEN
Select your WildCard Option for matching the data entered. Wildcarding is allowed in this field.
WildCard Option (SADetail_FileLinkCode6FR_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.
Use Facility Class Range (SADetail_FileLinkCode1FR_UseRange)
Select this option to limit your selection to a range of Facility Classes.
THEN
Enter the range of Facility Classes.
OR
Leave this option de-selected to skip the Facility Class Range check.
Begin Facility Class (SADetail_FileLinkCode1FR_Begin)
This field is applicable only if you opt to Use Facility Class Range.
Enter a Beginning and Ending range of Facility Classes in their respective fields. Reservations with a Class that falls within the range entered will be included in the process.
End Facility Class (SADetail_FileLinkCode1FR_End)
This field is applicable only if you opt to Use Facility Class Range.
Enter a Beginning and Ending range of Facility Classes in their respective fields. Reservations with a Class that falls within the range entered will be included in the process.
Use Facility Location Range (SADetail_FileLinkCode2FR_UseRange)
Select this option to limit your selection to a range of Facility Locations.
THEN
Enter the range of Facility Locations.
OR
Leave this option de-selected to skip the Facility Location Range check.
Begin Facility Location (SADetail_FileLinkCode2FR_Begin)
This field is applicable only if you opt to Use Facility Location Range.
Enter a Beginning and Ending range of Facility Locations in their respective fields. Reservations at a Location that falls within the range entered will be included in the process.
End Facility Location (SADetail_FileLinkCode2FR_End)
This field is applicable only if you opt to Use Facility Location Range.
Enter a Beginning and Ending range of Facility Locations in their respective fields. Reservations with at a Location that falls within the range entered will be included in the process.
Use Facility Code Range (SADetail_FileLinkCode3FR_UseRange)
Select this option to limit your selection to a range of Facility Codes.
THEN
Enter the range of Facility Codes.
OR
Leave this option de-selected to skip the Facility Code Range check.
Begin Facility Code (SADetail_FileLinkCode3FR_Begin)
This field is applicable only if you opt to Use Facility Code Range.
Enter a Beginning and Ending range of Facility Codes in their respective fields. Reservations with a Facility Code that falls within the range entered will be included in the process.
End Facility Code (SADetail_FileLinkCode3FR_End)
This field is applicable only if you opt to Use Facility Code Range.
Enter a Beginning and Ending range of Facility Codes in their respective fields. Reservations with a Facility Code that falls within the range entered will be included in the process.
Facility Report Tags (FRFacility_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.
Facility Category (FRFacility_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.
Facility Type (FRFacility_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.
Facility SubType (FRFacility_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.
Facility Features (FRFacility_Features_ComboBox)
Select the feature(s) 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 features.
Note: The Combo Box populates dynamically based on the facility feature records you have created in System Code Management.
Pass Criteria
Passes (SADetail_FileLinkCode1PM_DataGrid)
Select individual Pass Types or a range of Pass Types 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 de-selected and making no selections in the DataGrid will result in NO PASS TYPES being selected.
Use Pass Range (SADetail_FileLinkCode1PM_UseRange)
Select this option to include only those Passes in the Begin and End Code range in this process.
THEN
Input the range of Passes 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 PASS TYPES being selected.
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 Code (SADetail_FileLinkCode1PM_Begin)
If opting to Use Pass Range, accept the default entries (<blank> to ZZZZZZ)
OR
Click the Picklist icons and select your Begin and End Pass Codes.
OR
Enter a Pass Code Wildcard.
Note: You must make a selection either in the DataGrid or in this Range (or both). Leaving the Use Pass Range option de-selected and making no selections in the DataGrid will result in NO PASS TYPES being selected.
End Pass (SADetail_FileLinkCode1PM_End)
If opting to Use Pass Range, accept the default entries (<blank> to ZZZZZZ)
OR
Click the Picklist icons and select your Begin and End Pass Codes.
OR
Enter a Pass Code Wildcard.
Note: You must make a selection either in the DataGrid or in this Range (or both). Leaving the Use Pass Range option de-selected and making no selections in the DataGrid will result in NO PASS TYPES being selected.
Pass Code Wildcard (SADetail_FileLinkCode1PM_Equals)
Expand the Picklist icon to select the Pass Code Type you wish to use a base for your Wildcard.
THEN
Choose your Wildcard Equals Option.
See also: RecTrac Wildcarding.
WildCard Option (SADetail_FileLinkCode1PM_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.
Daily 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.
Pass 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.
Punch Pass Option (PMPass_PunchPassOption_ComboBox)
Click the Combo Box icon to select the Punch Pass Option(s) on which you wish to report. Only those Punch Pass Codes with a type matching your selection(s) will be included.
- Not a Punch Pass - Include Pass Codes that are NOT Punch Passes
- per Day - Include per Day Punch Pass Codes.
- per Day - Include per Visit Punch Pass Codes.
Note: The options in this field key off your selections in the Punch Pass Option field in Pass Code Update. On the Standard VSI Design this is the Punch Pass Settings group on the Core tab.
Leave this field at its default value (0) to skip the Punch Pass check.
Pass 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.
Special 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.
Pass 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.
Visit 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.
League Criteria
Use League Date Range (LSLeague_IncludeDateRange_UseRange)
Enable League Range to specify a range of leagues to include, if desired.
Begin League Date (LSLeague_IncludeDateRange_Begin)
Enter the league begin and end dates. This field includes records based on the dates during which the league plays. Any league with play dates anywhere within your date range will be included.
For example, your Date Range is 01 May 20xx - 30 June 20xx.
A league beginning on 29 June would be included because the league takes place within your date range.
A league ending on 02 May would be included because the league takes place within the date range.
A league beginning on/after 01 July would NOT be included because the league starts after your date range.
End League Date (LSLeague_IncludeDateRange_End)
Enter the league begin and end dates. This field includes records based on the dates during which the league plays. Any league with play dates anywhere within your date range will be included.
For example, your Date Range is 01 May 20xx - 30 June 20xx.
A league beginning on 29 June would be included because the league takes place within your date range.
A league ending on 02 May would be included because the league takes place within the date range.
A league beginning on/after 01 July would NOT be included because the league starts after your date range.
POS Inventory Criteria
Inventory Codes (SADetail_FileLinkCode1PSI_DataGrid)
The Inventory Item DataGrid displays all inventory in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual items, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Inventory Item Range option.
THEN
Input the range of items you wish to include.
Make selections in the DataGrid or use an inventory item range or both. Leaving the DataGrid blank and the Use Range option deselected will result in no inventory items being selected.
Use Inventory Code Range (SADetail_FileLinkCode1PSI_UseRange)
Select this option to include only those inventory items in the begin and end inventory item range in your output, as well as any selected in the DataGrid, if applicable.
THEN
Input the range of inventory items you wish to include. By default, the begin/end range is <Blank> to 'ZZZZZZZZZ' (i.e. all inventory).
OR
Leave this option deselected to include only those items selected in the DataGrid in your output.
Make selections in the DataGrid or use an inventory item range or both. Leaving the DataGrid blank and this option deselected will result in no inventory items being selected.
Inventory Item Status (PSInventory_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 Inventory Code (SADetail_FileLinkCode1PSI_Begin)
If opting to Use Inventory Item Range, enter the beginning and ending range of inventory items you wish to include on your output. By default, the begin/end range is <Blank> to 'ZZZZZZZZZ' (i.e. all inventory).
OR
Select your own range.
End Inventory Code (SADetail_FileLinkCode1PSI_End)
If opting to Use Inventory Item Range, enter the beginning and ending range of inventory items you wish to include on your output. By default, the begin/end range is <Blank> to 'ZZZZZZZZZ' (i.e. all inventory).
OR
Select your own range.
Inventory Code WildCard (SADetail_FileLinkCode1PSI_Equals)
If opting to Use Inventory Item Range, then select a single item, if desired, to use as a base for your wildcard selection.
OR
Enter a wildcard value, if desired
THEN
Select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
WildCard Option (SADetail_FileLinkCode1PSI_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.
Inventory Item Report Tag (PSInventory_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.
Inventory Item Category (PSInventory_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.
Inventory Item Type (PSInventory_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.
Inventory Item SubType (PSInventory_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.
Primary Vendor (PSInventory_PrimaryVendor_ComboBox)
Select the vendors by which you wish to filter the report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
POS Service Item 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.
WildCard 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.
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.
Service 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.
Service 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.
Service 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.
POS Ticket Criteria
Ticket Codes (SADetail_FileLinkCode1PST_DataGrid)
The Ticket Code DataGrid displays all tickets in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual records from the DataGrid. Multiple selection is allowed.
OR
Select the Use Ticket Code Range option.
THEN
Input the range of tickets you wish to include.
Make selections in the DataGrid or use a ticket code range or both. Leaving the DataGrid blank and the Use Range option deselected will result in no ticket codes being selected.
Use Ticket Code Range (SADetail_FileLinkCode1PST_UseRange)
Select this option to include only those Ticket Codes in the begin and end ticket code range in your output, as well as any selected in the DataGrid, if applicable.
THEN
Input the range of ticket codes you wish to include.
Make selections in the DataGrid or use a ticket code range or both. Leaving the DataGrid blank and this option deselected will result in no ticket codes being selected.
Ticket Status (PSTicketMain_RecordStatus_ComboBox)
Select the Ticket 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
Begin Ticket Code (SADetail_FileLinkCode1PST_Begin)
If opting to Use Ticket Code Range, enter the beginning and ending range of ticket codes you want to include on your output.
End Ticket Code (SADetail_FileLinkCode1PST_End)
If opting to Use Ticket Code Range, enter the beginning and ending range of ticket codes you want to include on your output.
Ticket Code WildCard (SADetail_FileLinkCode1PST_Equals)
If opting to Use Ticket Code Range, then select a single item, if desired, to use as a base for your wildcard selection.
OR
Enter a wildcard value, if desired
THEN
Select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
WildCard Option (SADetail_FileLinkCode1PST_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.
Ticket Block Option (SADetail_FileLinkCode6PST_ComboBox)
Select the Ticket Block Options by which you want to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
- Non-Serialized - Tickets that are not serialized.
- Serialized - Tickets that are serialized.
Ticket Report Tag (PSTicketMain_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.
Ticket Category (PSTicketMain_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.
Ticket Type (PSTicketMain_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.
Ticket SubType (PSTicketMain_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.
Primary Vendor (PSTicketMain_VendorIDCode_ComboBox)
Select the vendor(s) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Note: The Combo Box populates dynamically based on the vendor records you have created in Vendor Management.
Rental Criteria
Rental Items (SADetail_FileLinkCode2RN_DataGrid)
The Rental Item DataGrid displays all Rental Items in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Rental Items, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Rental Item Range option.
THEN
Input the range of Rental Items you wish to include.
Make selections in the DataGrid or use an Rental Item Range or Both. Leaving the DataGrid blank and the Use Range option de-selected will result in NO RENTAL ITEMS being selected.
Use Rental Item Range (SADetail_FileLinkCode2RN_UseRange)
Select this option to include only those Rental Items in the Begin and End Rental Item range in your output, as well as any Rental Items selected in the DataGrid, if applicable.
THEN
Input the range of Rental Items you wish to include. By default, the Begin/End range is <Blank> to 'ZZZZZZZZZ' (i.e. all Rental Items).
OR
Leave this option de-selected to include only those Rental Items selected in the DataGrid in your output.
Make selections in the DataGrid or use an Rental Item Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO RENTAL ITEMS being selected.
Rental Item Status (RNRentalItem_RecordStatus_ComboBox)
Click the Combo Box icon to select the Rental Item 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 Rental Item Code (SADetail_FileLinkCode2RN_Begin)
If opting to Use Rental Item Range, enter the Beginning and Ending range of Rental Items you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZZZZZ' (i.e. all Rental Items).
OR
Click the Picklist icon to select your Beginning and Ending Rental Item range.
End Rental Item Code (SADetail_FileLinkCode2RN_End)
If opting to Use Rental Item Range, enter the Beginning and Ending range of Rental Items you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZZZZZ' (i.e. all Rental Items).
OR
Click the Picklist icon to select your Beginning and Ending Rental Item range.
Rental Item Code (SADetail_FileLinkCode2RN_Equals)
If opting to Use Rental Item Range, click the Picklist icon to select a single Rental Item if desired to use as a base for your Wildcard selection.
OR
Enter a Wildcard value, if desired
THEN
Expand the Drop-down list to select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
Rental Item Code Option (SADetail_FileLinkCode2RN_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.
Rental Item Report Tag (RNRentalItem_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.
Rental Item Category (RNRentalItem_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.
Condition (RNRentalItem_Condition_ComboBox)
Click the Combo Box icon to select the Rental Item Condition(s) 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 conditions.
- Good
- Damaged
- Totaled
- Lost
Condition Codes are hardcoded in the system.
Rental Item Type (RNRentalItem_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.
Features (RNRentalItem_Features_ComboBox)
Click the Combo Box icon to select the Rental Item Feature(s) 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 features.
Rental Item Feature Codes are maintained in System Code Management Code Type = Rental Feature.
Rental Item SubType (RNRentalItem_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.
Trip Criteria
Trip Status (TPTrip_RecordStatus_ComboBox)
Select the trip 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 check and include all statuses.
- Active
- Inactive
- Cancelled
Use Departure Date Range (TPTrip_DepartureDate_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to filter your selection to a range of departure dates.
THEN
Enter the range of dates.
Note: You cannot use a Departure Date Range without entering at least one (1) trip in the fields above. The departure date range you enter must be valid for the trip(s) you select. For example your trip is "Fall Foliage Trains." You need to enter a range of departure dates for the Fall Foliage Trains to get results on the report. Entering a range of departure dates for your annual trip to Disneyworld will yield no results.
Begin Departure Date (TPTrip_DepartureDate_Begin)
This field is applicable only if you opt to Use Departure Date Range.
Enter the range of departure dates.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
End Departure Date (TPTrip_DepartureDate_End)
This field is applicable only if you opt to Use Departure Date Range.
Enter the range of departure dates.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Use Departure Time Range (TPTrip_DepartureTime_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to filter your selection to a range of departure times.
THEN
Enter the range of departure times.
Note: You cannot use a Departure Time Range without entering at least one (1) trip in the fields above. The departure time range you enter must be valid for the trip(s) you select.
Begin Departure Time (TPTrip_DepartureTime_Begin)
This field is applicable only if you opt to Use Departure Time Range.
Enter the range of departure times.
THEN
Take appropriate action in the right-hand column to specify the actual times you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
End Departure Time (TPTrip_DepartureTime_End)
This field is applicable only if you opt to Use Departure Time Range.
Enter the range of departure times.
THEN
Take appropriate action in the right-hand column to specify the actual times you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Use Return Date Range (TPTrip_ReturnDate_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to filter your selection to a range of return dates.
THEN
Enter the range of dates.
Note: You cannot use a Return Date Range without entering at least one (1) trip in the fields above. The return date range you enter must be valid for the trip(s) you select. For example your trip is "Fall Foliage Trains." You need to enter a range of return dates for the Fall Foliage Trains to get results on the report. Entering a range of return dates for your annual trip to Disneyworld will yield no results.
Begin Return Date (TPTrip_ReturnDate_Begin)
This field is applicable only if you opt to Use Return Date Range.
Enter the range of return dates.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
End Return Date (TPTrip_ReturnDate_End)
This field is applicable only if you opt to Use Return Date Range.
Enter the range of return dates.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Use Return Time Range (TPTrip_ReturnTime_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to filter your selection to a range of return times.
THEN
Enter the range of return times.
Note: You cannot use a Return Time Range without entering at least one (1) trip in the fields above. The return time range you enter must be valid for the trip(s) you select.
Begin Return Time (TPTrip_ReturnTime_Begin)
This field is applicable only if you opt to Use Return Time Range.
Enter the range of return times.
THEN
Take appropriate action in the right-hand column to specify the actual times you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
End Return Time (TPTrip_ReturnTime_End)
This field is applicable only if you opt to Use Return Time Range.
Enter the range of return times.
THEN
Take appropriate action in the right-hand column to specify the actual times you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Trip Report Tag (TPTrip_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.
Trip Category (TPTrip_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.
Trip Type (TPTrip_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.
Trip Sub Type (TPTrip_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.
Tee Time Criteria
Tee Time Type (GRTeeTime_TeeTimeType_ComboBox)
Click the Combo Box icon to select the Tee Time Types you want to include on your report output.
- All Courses - 9- or 18-Hole Courses.
- 9 Hole - 9-Hole Tee Times.
- 18 Hole - 18-Hole Tee Times.
- 9/18 Hole - 9- or 18-Hole Tee Times.
Leave this field at its default setting ((0) Selected") to skip this check and run the report for all Tee Time Types.
Note: Whether a Tee Time is 9-Hole 18-Hole or 9/18-Hole is determined by the setting you used on the Tee Time Type field in Tee Time Generation.
Tee Time Status (GRTeeTime_RecordStatus_ComboBox)
Click the Combo Box icon to select the Tee Time Status(es) you want to include on your report output.
- Starter - Tee Time slots generated as/reserved for the Starter at your golf course.
- Lottery Tee Time slots generated as Lottery Tee Times.
- Tournament - Tee Time slots generated as/reserved for a Tournament.
- Open - Open Tee Times where no slots are reserved.
- Partial - Partially reserved Tee Times. For Example: A Tee Time with four (4) slots, where two (2) of them are reserved and two (2) are open.
- Closed - Tee Times that are unavailable for reservations.
Leave this field at its default value ((0) Selected") to skip this check and run the report for all Tee Time statuses.
Starting On (GRTeeTime_StartingTee_ComboBox)
Accept the default option (Any Hole") or expand the Drop-down list to select your Starting On option for this report.
- Any Hole - Tee Times starting on any hole of the golf course.
- Front - Tee Times where the players start on Hole 1.
- Back - Tee Times where the players start on Hole 10.
Note: Whether Tee Times start on the "Front" or the "Back" is determined by the setting you used on the Tee Time Type field in Tee Time Generation.
Slots Open (GRTeeTime_SlotsOpen_ComboBox)
Click the Combo Box icon to select the number of open slots by which you want to filter our report output. Tee Times with a number of open slots that match the number you select here will be included on your report output.
Use Tee Time Date Range (GRTeeTime_TeeTimeDate_UseRange)
Select this option to filter the report output by Tee Time Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Tee Time Date range.
OR
Leave this option de-selected to skip the Tee Time Date Range check.
This field is used to filter the report by date of the Tee Time reservation and not the date on which the Tee Time was reserved.
Begin Tee Time Date (GRTeeTime_TeeTimeDate_Begin)
This field is applicable only if you opt to Use Tee Time Date Range.
Expand the Drop-down list and select your Begin/End Tee Time Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Tee Times within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
End Tee Time Date (GRTeeTime_TeeTimeDate_End)
This field is applicable only if you opt to Use Tee Time Date Range.
Expand the Drop-down list and select your Begin/End Tee Time Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Tee Times within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Use Tee Time Range (GRTeeTime_TeeTime_UseRange)
Select this option to filter the report output by Tee Time Range, if desired.
THEN
Use the Time Select fields to identify your Beginning and Ending Tee Time range.
OR
Leave this option de-selected to skip the Tee Time Range check.
Begin Tee Time (GRTeeTime_TeeTime_Begin)
This field is applicable only if you opt to Use Tee Time Range.
Expand the Drop-down list and select your Begin/End Tee Time options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time of day you wish to select. Tee Times within the Time Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
End Tee Time (GRTeeTime_TeeTime_End)
This field is applicable only if you opt to Use Tee Time Range.
Expand the Drop-down list and select your Begin/End Tee Time options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time of day you wish to select. Tee Times within the Time Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Use Tee Time Generation Date Range (GRTeeTime_LogDate_UseRange)
Select this option to filter the report output by Tee Time Generation Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Tee Generation Time Date range.
OR
Leave this option de-selected to skip the Tee Time Generation Date Range check.
This field is used to filter the report by date on which you generated your Tee Times.
Begin Tee Time Generation Date (GRTeeTime_LogDate_Begin)
This field is applicable only if you opt to Use Tee Time Generation Date Range.
Expand the Drop-down list and select your Begin/End Tee Time Generation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Tee Times generated within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
End Tee Time Generation Date (GRTeeTime_LogDate_End)
This field is applicable only if you opt to Use Tee Time Generation Date Range.
Expand the Drop-down list and select your Begin/End Tee Time Generation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Tee Times generated within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Use Tee'd Off Time Range (GRTeeTime_ActualStartTime_UseRange)
Select this option to filter the report output by Tee'd Off Time Range, if desired.
THEN
Use the Time Select fields to identify your Beginning and Ending Tee'd Off Time range.
OR
Leave this option de-selected to skip the Tee Time Range check.
This field is used to filter the report by time of day on/at which the Tee Time Status wsas set to Tee'd Off."
Begin Tee'd Off Time (GRTeeTime_ActualStartTime_Begin)
This field is applicable only if you opt to Use Tee'd Off Time Range.
Expand the Drop-down list and select your Begin/End Tee'd Off Time options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time of day you wish to select. Tee Times set to "Tee'd Off" within the Time Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
End Tee'd Off Time (GRTeeTime_ActualStartTime_End)
This field is applicable only if you opt to Use Tee'd Off Time Range.
Expand the Drop-down list and select your Begin/End Tee'd Off Time options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time of day you wish to select. Tee Times set to "Tee'd Off" within the Time Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.