Core Criteria
Users (SAGLDistribution_UserName_DataGrid)
The User Name DataGrid displays all user names in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual users, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use User Name Range option.
THEN
Input the range you want to include.
Make selections in the DataGrid or use a range or both. Leaving the DataGrid blank and the Use Range option deselected will result in no users being selected.
Click here for a full description of RecTrac DataGrids.
DeleteModules To Include (Blank = All) (SAGLDistribution_Module_ComboBox_MultiFetchInclude)
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 have 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 on transactions in the modules selected. The output will include any transaction that 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." When returning results the system will list all transactions from either activity enrollment or a pass membership within your other search parameters. So if 20 transactions were for activity enrollments and 15 transactions were for pass memberships within your other search parameters the system would return 35 results.
Note:s
- 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 a 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.
Modules To Filter (Blank = None) (SAGLDistribution_Module_ComboBox_MultiFetchFilter)
Select the modules you wish to filter by when generating the output.
OR
Make no selections in this field to skip this check.
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." 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 transactions were for activity enrollments and 15 transactions were for pass memberships within your other search parameters the system would return 35 results.
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 Miscellaneous Income/Expense System Admin (Single receipts containing transactions for more than one (1) module) Tee Times and Trainer Reservations.
Use User Name Range (SAGLDistribution_UserName_UseRange)
Select this option to include only the users in your range in your output. (Any users selected in the DataGrid will be included as well).
THEN
Input the range you want to include. By default, the rang is all user names.
OR
Leave this option deselected to include only those users selected in the DataGrid in your output.
Make selections in the DataGrid or use a user name range or both. Leaving the DataGrid blank and this option deselected will result in no users being selected.
DeleteBegin UserName (SAGLDistribution_UserName_Begin)
If opting to Use User Name Range, enter it here. By default, the range is all users.
DeleteEnd UserName (SAGLDistribution_UserName_End)
If opting to Use User Name Range, enter it here. By default, the range is all users.
DeleteChange Back Option (SAGLDistribution_ChangeBack_ComboBox)
Select your Change Back option on the report. Your selection in this field determines how Change Back" GL entries will be listed on your report.
- Include Change Back GL Records - Select this option to have the report list all transaction records.
- Exclude Change Back GL Records - Select this option to have the report list all transactions records EXCEPT those that are "Change Back." This is the default option.
- Change Back GL Records Only - Select this option to have the report print ONLY "Change Back" records.
Notes: This filter applies only to transactions processed in RecTrac 3.1.06.08 or later. "Change Back for the purpose of this filter is defined as a CASH overpayment where change was given back in CASH/COIN. For Example: The sale totaled $8.37. The customer gave the clerk $10.00 in cash. The Change Back was a dollar bill and $0.63 in coins.
Tax Transaction Option (SAGLDistribution_TaxTransaction_ComboBox)
Select your Tax Transaction option. Multiple selection is allowed.
OR
Leave this field at its default setting (0) Selected to skip this check.
- Yes - Include taxed transactions.
- No - Do not include taxed transactions (i.e. include non-taxed transactions only
Exclude Over/Short Postings (SAGLDistributionReport_ExcludeOverShort)
Select this option to have over/short posted excluded from the report output.
DeleteUse Posting Date Range (SAGLDistribution_PostingDate_UseRange)
Select this option to run the report over a set posting date and time range.
THEN
Enter your posting date range in the fields below. If also opting to Use Posting Time Range, then make your selections in those fields as well.
Select the Use Posting Date options to make the date range apply to each day in your date range individually.
OR
Deselect these options and enable the Use Combined Posting Date/Time Range to have the report run around the clock" from the beginning date/time selected through to the ending date/time.
For example you select the date range 04/22/20yy - 04/26/20yy and a time range of 06:00am - 02:00pm. If using the Posting Date/Time options then the report will include only those transactions that took place during the 8-hour shift on each day in your date range; so a transaction that took place at 03:00pm on 04/24/20yy wouldn't be included because it did not take place during the 06:00am - 02:00pm time range.
If using the Combined Posting Date/Time Range then the report will include all the transactions that took place starting at 06:00am on 04/22 and running through 02:00pm on 04/26 so a transaction that took place at 03:00pm on 04/24/20yy would be included in the report.
Regardless of which option you select Vermont Systems recommends picking one or the other and entering a valid date range. If opting not to use a date range (i.e. if you leave both Date Range options deselected then the report will run from 07/01/1985 to 12/31/2029 by default.
Note: If you enable the Use Posting Date Range/Use Posting Time Range options then the system disables the Use Combined Posting Date/Time Range option. If you enable the Use Combined Posting Date/Time Range option then the system disables the Use Posting Date Range/Use Posting Time Range options. These fields cannot be enabled simultaneously.
Begin Posting Date (SAGLDistribution_PostingDate_Begin)
This field is applicable only if you are opting to Use Posting Date Range
Select your posting date range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Posting Date (SAGLDistribution_PostingDate_End)
This field is applicable only if you are opting to Use Posting Date Range
Select your posting date range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Posting Time Range (SAGLDistribution_PostingTime_UseRange)
Optional.
If you are opting to Use Posting Date Range then select this option to have the report run over a set time range for each date in your date range.
THEN
Enter your posting time range in the field below.
OR
Leave this option deselected to have the report run from midnight to midnight over each date in your range.
This field is applicable only if the Use Posting Date Range option above is enabled.
Note: If you enable the Use Posting Date Range/Use Posting Time Range options then the system disables the Use Combined Posting Date/Time Range option. If you enable the Use Combined Posting Date/Time Range option then the system disables the Use Posting Date Range/Use Posting Time Range options. These fields cannot be enabled simultaneously.
Begin Posting Time (SAGLDistribution_PostingTime_Begin)
This field is applicable only if you are opting to Use Posting Time Range
Select your posting time range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time range you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Posting Time (SAGLDistribution_PostingTime_End)
This field is applicable only if you are opting to Use Posting Time Range
Select your posting time range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time range you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Combined Posting Date/Time Range (SAGLDistribution_PostingDateTime_UseRange)
Select this option to run the report around the clock."
THEN
Enter your posting date and time ranges in the fields below.
Select this option to have the report run continuously over your date/time range
OR
Deselect this option and enable the Use Posting Date Range option to run the report with the begin and end date/time ranges applying to each day in your date range individually.
For example you select the date range 04/22/20yy - 04/26/20yy and a time range of 06:00am - 02:00pm. If using the Combined Posting Date/Time Range then the report will include all the transactions that took place starting at 06:00am on 04/22 and running through 02:00pm on 04/26 so a transaction that took place at 03:00pm on 04/24/20yy would be included in the report.
If using the Posting Date/Time options then the report will include only those transactions that took place between 6:00am and 2:00pm on each day in your date range; so a transaction that took place at 03:00pm on 04/24/20yy wouldn't be included because it didn't take place during the 06:00am - 02:00pm window.
Regardless of which option you select Vermont Systems recommends picking one or the other and entering a valid date range. If opting not to use a Date Range (i.e. if you leave both Date Range options deselected then the report will run from 07/01/1985 to 12/31/2029 by default.
Note: If you enable the Use Posting Date Range/Use Posting Time Range options then the system disables the Use Combined Posting Date/Time Range option. If you enable the Use Combined Posting Date/Time Range option then the system disables the Use Posting Date Range/Use Posting Time Range options. These fields cannot be enabled simultaneously.
Begin Posting Date/Time (SAGLDistribution_PostingDateTime_Begin)
This field is applicable only if you are opting to Use Combined Posting Date/Time Range
Select your posting date range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select.
THEN
Select your Posting Time Range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time range you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Posting Date/Time (SAGLDistribution_PostingDateTime_End)
This field is applicable only if you are opting to Use Combined Posting Date/Time Range
Select your posting date range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select.
THEN
Select your Posting Time Range for this report.
THEN
Take appropriate action in the right-hand column to specify the actual time range you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Cash Drawer Range (SAGLDistribution_CashDrawer_UseRange)
Select this option to filter the report output by a range of cash drawers.
THEN
Enter a range in the applicable fields.
OR
Leave this option deselected to skip this check.
Begin Drawer (SAGLDistribution_CashDrawer_Begin)
This field is applicable only if you opt to Use Cash Drawer Range.
Enter a range of cash drawers in the applicable fields.
DeleteEnd Drawer (SAGLDistribution_CashDrawer_End)
This field is applicable only if you opt to Use Cash Drawer Range.
Enter a range of cash drawers in the applicable fields.
DeleteUse Receipt Number Range (SAGLDistribution_ReceiptNumber_UseRange)
Select this option to filter the report output by receipt number range.
THEN
Enter a range of receipt numbers in the applicable fields.
OR
Leave this option deselected to skip this check.
Begin Receipt Number (SAGLDistribution_ReceiptNumber_Begin)
If opting to Use Receipt Number Range, enter it here.
DeleteEnd Receipt Number (SAGLDistribution_ReceiptNumber_End)
If opting to Use Receipt Number Range, enter it here.
DeleteItem Registration Method (SADetail_RegistrationMethod_ComboBox)
Select the interface types by which you want to filter the report.
OR
Leave this option deselected to skip this check and include transactions from all interface types.
- RecTrac - Only records created from transaction processed in RecTrac will be included.
- WebTrac - Only records created from transaction processed in WebTrac will be included.
Item Original Transaction Weekday (SADetail_TransactionWeekDay_ComboBox)
If you want to filter the report by specific days of the week on which transactions took place, select them here. Multiple selection is allowed.
OR
Leave this option deselected to skip this filter and run the process for all days of the week.
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.
DeleteEnd Transaction Date (SADetail_TransactionDate_End)
This field is applicable only if you opt to Use Transaction Date Range.
Select your transaction options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Transactions processed in your database within the date range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Item Original Transaction Time Range (SADetail_TransactionTime_UseRange)
Select this option to filter the report output by time range (the time on which the transaction was processed within the date range entered, if any), if desired.
THEN
Select your time range.
OR
Leave this option deselected to skip this filter.
Note: When opting to use a date and time range times are fixed across the dates in the range. For example your date range is 04/01/20xx - 04/07/20xx and your time range is 0700am - 0400pm. The report will list transactions that took place daily between 7:00am and 4:00pm for each date in the range.
To run a report using continuous time enter a date range and leave the Use Posting Time Range option deselected.
Begin Transaction Time (SADetail_TransactionTime_Begin)
This field is applicable only if you opt to Use Transaction Time Range.
Select your transaction time option.
THEN
Take appropriate action in the right-hand column to specify the actual time you wish to select. Transactions processed within the time range selected will be included on your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Transaction Time (SADetail_TransactionTime_End)
This field is applicable only if you opt to Use Transaction Time Range.
Select your transaction time option.
THEN
Take appropriate action in the right-hand column to specify the actual time you wish to select. Transactions processed within the time range selected will be included on your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Item Original Transaction Location Range (SADetail_TransactionLocationCode_UseRange)
Select this option to filter the report output by location range (the location at which the transaction was processed as determined by the user's Location profile), if desired.
THEN
Select your location range.
OR
Leave this option deselected to skip this filter.
Begin Transaction Location (SADetail_TransactionLocationCode_Begin)
This field is applicable only if you opt to Use Transaction Location Range.
Select your location range for this report.
DeleteEnd Transaction Location (SADetail_TransactionLocationCode_End)
This field is applicable only if you opt to Use Transaction Location Range.
Select your location range for this report.
DeleteSite Code (SAGLDistribution_SiteCode_Picklist)
Select the Site Code(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Area (SAGLDistribution_SiteArea_Picklist)
Select the Site Area(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Category (SAGLDistribution_SiteCategory_Picklist)
Select the Site Category/Categories by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Group (SASite_SiteGroup_Picklist)
Select the Site Group(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Type (SASite_SiteType_Picklist)
Select the Site Type(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
GL / Cost Center Criteria
GL Codes (SAGLDistribution_GLCode_DataGrid)
The GL Code DataGrid displays all GL codes in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual GL codes, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use GL Code Range option.
THEN
Input the range you want to include.
Cost Centers (SAGLDistribution_CostCenter_DataGrid)
The Cost Center Codes DataGrid displays all Cost Center Codes in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual cost center codes, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Cost Center Code Range option.
THEN
Input the range you want to include.
Make selections in the DataGrid or use a range or both. Leaving the DataGrid blank and the Use Range option deselected will result in no cost center code being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse GL Code Range (SAGLDistribution_GLCode_UseRange)
Select this option to include only the GL codes in your range in your output. (Any GL codes selected in the DataGrid will be included as well).
THEN
Input the range you want to include. By default, the rang is all GL codes.
OR
Leave this option deselected to include only those GL codes selected in the DataGrid in your output.
Make selections in the DataGrid or use a GL code range or both. Leaving the DataGrid blank and this option deselected will result in no GL codes being selected.
DeleteUsed To Track Sales Tax (SAGLCode_UsedToTrackSalesTax_ComboBox)
Select the sales tax flag setting(s) you wish to include. This option looks at the Used to Track Receivables field in GL Code Update. Leave this field at its default setting ((0) Selected") to skip this check and run the report for all GL Codes regardless of how the Used to Track Sales Tax flag is set.
- Yes - The Used to Track Sales Tax flag is enabled.
- No - The Used to Track Sales Tax flag is disabled.
Begin GL Code (SAGLDistribution_GLCode_Begin)
If opting to GL Code Range, enter it here. By default, the range is all GL codes.
DeleteEnd GL Code (SAGLDistribution_GLCode_End)
If opting to Use GL Code Range, enter it here. By default, the Begin/End range is <Blank> to 'ZZZZZZZZZ' (i.e. all GL codes).
DeleteUse Cost Center Range (SAGLDistribution_CostCenter_UseRange)
Select this option to include only the cost center codes in your range in your output. (Any cost center codes selected in the DataGrid will be included as well).
THEN
Input the range you want to include. By default, the range is all cost centers.
OR
Leave this option deselected to include only those cost centers selected in the DataGrid in your output.
Make selections in the DataGrid or use a cost center range or both. Leaving the DataGrid blank and this option deselected will result in no cost center codes being selected.
DeleteBegin Cost Center (SAGLDistribution_CostCenter_Begin)
If opting to Use Cost Center Code Range, enter it here. By default, the range is all cost centers.
DeleteEnd Cost Center (SAGLDistribution_CostCenter_End)
If opting to Use Cost Center Code Range, enter it here. By default, the range is all cost centers.
DeletePay Code Criteria
Pay Codes (SAGLDistribution_PayCode_DataGrid)
The Pay Code DataGrid displays all Pay codes in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Pay codes, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Pay Code Range option.
THEN
Input the range you want to include.
Make selections in the DataGrid or use a range or both. Leaving the DataGrid blank and the Use Range option deselected will result in no Pay codes being selected.
Click here for a full description of RecTrac DataGrids.DeleteUse PayCode Range (SAGLDistribution_PayCode_UseRange)
Select this option to include only the pay codes in your range in your output. (Any pay codes selected in the DataGrid will be included as well).
THEN
Input the range you want to include. By default, the rang is all pay codes.
OR
Leave this option deselected to include only those pay codes selected in the DataGrid in your output.
Make selections in the DataGrid or use a pay code range or both. Leaving the DataGrid blank and this option deselected will result in no pay codes being selected.
DeleteBegin PayCode (SAGLDistribution_PayCode_Begin)
If opting to Use Pay Code Range, enter it here. By default, the range is all pay codes.
DeleteEnd PayCode (SAGLDistribution_PayCode_End)
If opting to Use Pay Code Range, enter it here. By default, the range is all pay codes.
DeleteDebit/Credit (SAGLDistribution_DebitCredit_ComboBox)
Select your debit/credit option. Multiple selection is allowed.
OR
Leave this field at its default setting (0) Selected to skip this check.
- Debit - Include only debit transactions.
- Credit - Include only credit transactions only
Activity Criteria
Sections (ARSection_ComboKey_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 want 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.
Click here for a full description of RecTrac DataGrids.
DeleteUse Activity Section Range (ARSection_ComboKey_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of activity sections.
THEN
Enter the range of section codes.
OR
Leave this option de-selected to skip the activity section range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you do not have a DataGrid a selection here is not required. Leaving this option deselected skips this filter and results in all codes being included.
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 (ARSection_ComboKey_Begin)
This field is applicable only if you opt to Use Activity Section Range.
Select the beginning and ending activity section codes for their respective fields. Activity sections within the range entered will be included in the process.
DeleteEnd Activity Section (ARSection_ComboKey_End)
This field is applicable only if you opt to Use Activity Section Range.
Select the beginning and ending activity section codes for their respective fields. Activity sections within the range entered will be included in the process.
DeleteActivity Section Wildcard (ARSection_ComboKey_Equals)
If opting to Use Activity Section Range, select a single section 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 (ARSection_ComboKey_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.
DeleteEnd 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.
DeleteUse 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.
DeleteSeason (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.
DeleteBegin 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.
DeleteEnd 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.
DeleteAllow 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 Updaterelative to "today."
DeleteChild 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."
DeleteSection 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.
DeleteActivity Category (ARSection_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.
DeleteActivity Type (ARSection_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.
DeleteActivity SubType (ARSection_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.
DeleteFacility Criteria
Facilities (FRFacility_ComboKey_DataGrid)
Highlight/select the Facilities you wish to export. 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 and make selections.
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.
Click here for a full description of RecTrac DataGrids.
DeleteUse Facility Range (FRFacility_ComboKey_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of facilities.
THEN
Enter the range of facility codes.
OR
Leave this option deselected to skip this check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you do not have a DataGrid a selection here is not required. Leaving this option deselected skips this filter and results in all codes being included.
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 (FRFacility_ComboKey_Begin)
This field is applicable only if you opt to Use Facility Range.
Select the beginning and ending facility codes for their respective fields. Facilities within the range entered will be included in the process.
DeleteEnd Facility (FRFacility_ComboKey_End)
This field is applicable only if you opt to Use Facility Range.
Select the beginning and ending facility codes for their respective fields. Facility codes within the range entered will be included in the process.
DeleteFacility Wildcard (FRFacility_ComboKey_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 (FRFacility_ComboKey_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 (FRFacility_FacilityClass_UseRange)
This field appears in numerous programs. Its functionality may vary. Depending on the report or process you are running you many need to enable the Use Facility Range option for this field to become active.
Select this option to limit your selection to a range of facility classes
THEN
Enter the range.
OR
Leave this option deselected to skip this check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you don't have a DataGrid a selection here is not required. Leaving this option deselected skips this check and results in all codes being included.
Note: If opting to use multiple filters in this group all facilities must fall within their proper hierarchy to be included. For example if your Facility Class Range is "Pavilion your Location Range is Potter Park and your Facility Code range is Meeting Room 1 - Meeting Room 6 then the report will yield 0 results because the meeting rooms are not pavilions.
Begin Facility Class (FRFacility_FacilityClass_Begin)
This field is applicable only if you opt to Use Facility Class Range.
Select the beginning and ending facility class codes for their respective fields. Facility class codes within the range entered will be included in the process.
DeleteEnd Facility Class (FRFacility_FacilityClass_End)
This field is applicable only if you opt to Use Facility Class Range.
Select the beginning and ending facility class codes for their respective fields. Facility class codes within the range entered will be included in the process.
DeleteUse Facility Location Range (FRFacility_FacilityLocation_UseRange)
This field appears in numerous programs. Its functionality may vary. Depending on the report or process you are running you many need to enable the Use Facility Range option for this field to become active.
Select this option to limit your selection to a range of facility locations
THEN
Enter the range.
OR
Leave this option deselected to skip this check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you don't have a DataGrid a selection here is not required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Note: If opting to use multiple filters in this group all facilities must fall within their proper hierarchy to be included. For example if your Facility Class Range is "Pavilion your Location Range is Potter Park and your Facility Code range is Meeting Room 1 - Meeting Room 6 then report will yield 0 results because the meeting rooms are not pavilions.
Begin Facility Location (FRFacility_FacilityLocation_Begin)
This field is applicable only if you opt to Use Facility Location Range.
Select the beginning and ending facility location codes for their respective fields. Facility location codes within the range entered will be included in the process.
DeleteEnd Facility Location (FRFacility_FacilityLocation_End)
This field is applicable only if you opt to Use Facility Location Range.
Select the beginning and ending facility location codes for their respective fields. Facility location codes within the range entered will be included in the process.
DeleteUse Facility Code Range (FRFacility_FacilityCode_UseRange)
This field appears in numerous programs. Its functionality may vary. Depending on the report or process you are running you many need to enable the Use Facility Range option for this field to become active.
Select this option to limit your selection to a range of facilities
THEN
Enter the range.
OR
Leave this option deselected to skip this check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you don't have a DataGrid a selection here is not required. Leaving this option deselected skips this check and results in all codes being included.
Note: If opting to use multiple filters in this group all facilities must fall within their proper hierarchy to be included. For example if your Facility Class Range is "Pavilion your Location Range is Potter Park and your Facility Code range is Meeting Room 1 - Meeting Room 6 then report will yield 0 results because the meeting rooms are not pavilions.
Begin Facility Code (FRFacility_FacilityCode_Begin)
This field is applicable only if you opt to Use Facility Range.
Select the beginning and ending facility codes for their respective fields. Facility codes within the range entered will be included in the process.
DeleteEnd Facility Code (FRFacility_FacilityCode_End)
This field is applicable only if you opt to Use Facility Range.
Select the beginning and ending facility codes for their respective fields. Facility codes within the range entered will be included in the process.
DeleteFacility 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.
DeleteFacility 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.
DeleteFacility 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.
DeleteFacility 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.
DeleteFacility 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 (PMPass_PassCode_DataGrid)
This field is applicable for the Pass Module only when running this program.
Select individual pass codes or a range of pass codes from the DataGrid if desired. The passes you select will be included in the process you are running.
OR
Make no selections in the browser and opt to Use Pass Range to select a range of passes to include in this process if desired.
Note: You must make a selection either in the DataGrid or in this range (or both). Leaving the Use Pass Range option deselected and making no selections in the DataGrid will result in no pass codes being selected.
Use Pass Range (PMPass_PassCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of passes.
THEN
Enter the range of pass codes.
OR
Leave this option deselected to skip the pass code range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you do not have a DataGrid a selection here is not required. Leaving this option deselected skips this filter and results in all codes being included.
Record Status (PMPass_RecordStatus_ComboBox)
Click the Combo Box icon to select the Pass Code Status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at its default (0) Selected to skip this field and include all statuses.
- Active
- Inactive
Begin Pass (PMPass_PassCode_Begin)
This field is applicable only if you opt to Use Pass Range.
Select the beginning and Ending pass codes for their respective fields. Pass codes within the range entered will be included in the process.
DeleteEnd Pass (PMPass_PassCode_End)
This field is applicable only if you opt to Use Pass Range.
Select the beginning and ending pass codes for their respective fields. Pass codes within the range entered will be included in the process.
DeletePass Code Wildcard (PMPass_PassCode_Equals)
Select the pass code you wish to use a base for your wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildCard Option (PMPass_PassCode_Equals_Option)
This field is applicable only if you opt to use a wildcard.
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Pass Report Tag (PMPass_ReportTag_ComboBox)
Select the Report Tags by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag. They are linked in File Management for the module you are working with.
For example Section Report Tags are linked in Section Management Facility Report Tags are linked in Facility Management etc.
DeleteDaily Pass (PMPass_DailyPass_ComboBox)
Click the Combo Box icon to select the Daily Pass Status(es) on which you wish to report. Only those Codes with a Status matching your selection(s) will be included.
- Yes - Yes. Include Daily Passes.
- No - No. Do not include Daily Passes.
Note: This option keys off your selection in the Daily Pass Code field in Pass Code Update. On the Standard VSI Design this is the Core Settings group on the Core tab.
Leave this field at its default value (0) to skip the Daily Pass check.
DeletePass Category (PMPass_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeletePunch Pass Option (PMPass_PunchPassOption_ComboBox)
Click the Combo Box icon to select the Punch Pass Option(s) on which you wish to report. Only those Punch Pass Codes with a type matching your selection(s) will be included.
- Not a Punch Pass - Include Pass Codes that are NOT Punch Passes
- per Day - Include per Day Punch Pass Codes.
- per Day - Include per Visit Punch Pass Codes.
Note: The options in this field key off your selections in the Punch Pass Option field in Pass Code Update. On the Standard VSI Design this is the Punch Pass Settings group on the Core tab.
Leave this field at its default value (0) to skip the Punch Pass check.
DeletePass Type (PMPass_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteSpecial Option (PMPass_SpecialOption_ComboBox)
Click the Combo Box icon to select the Special Option(s) on which you wish to report. Only those Pass Codes with an Option matching your selection(s) will be included.
- Normal - Include 'Normal' passes. These are regular Pass Codes
- CYMS - Include Child Youth Management System (CYMS) Pass Codes.
- Secondary - Include Secondary Pass Codes. These are Family Pssses."
Note: The options in this field key off your selections in the Pass Classification field in Pass Code Update. On the Standard VSI Design this is the Family Pass Settings group on the Core Continued tab.
Leave this field at its default value (0) to skip the Special Option check.
DeletePass SubType (PMPass_SubType_ComboBox)
Select the SubType Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
SubType Codes are maintained in System Code Management Code Type = Type • SubTypes. They are linked in File Management for the module you are working with. For Example: Activity SubTypes are linked in Activity Management Facility SubTypes are linked in Facility Management etc.
DeleteVisit Option (PMPass_VisitOption_ComboBox)
Click the Combo Box icon to select the Punch Pass Option(s) on which you wish to report. Only those Punch Pass Codes with a type matching your selection(s) will be included.
- Full Only - Include Pass Codes set up for Full Visits.
- Half Only - Include Pass Codes set up for Half Visits.
- Both - Include Pass Codes set up for both Full and Half Visits.
Note: The options in this field key off your selections in the Visit Option field in Pass Code Update. On the Standard VSI Design this is the Visit Options group on the Core Continued tab.
Leave this field at its default value (0) to skip the Visit Option check.
DeleteLeague Criteria
Leagues (LSLeague_LeagueCode_DataGrid)
Specify the league or leagues to include. You can select leagues using one or a combination of the following options (DataGrid, League Range, Wildcard, and League Begin/End Dates). When multiple selection options are used, it is additive. For example, you might use a range to select consecutive league codes (SoftballCoedA, SoftballCoedB, and SoftballCoedC), and then the DataGrid to select a league with a non-consecutive code.
The Leagues DataGrid lists all the leagues currently established in your system that you have Permissions to view.
Highlight/select the individual leagues you want to include in your Tournament. Multiple selection is allowed.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
DeleteUse League Range (LSLeague_LeagueCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to use limit your selection to a range of leagues.
THEN
Enter the range.
OR
Leave this option deselected to skip this check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you don't have a DataGrid a selection here is not required. Leaving this option deselected skips this filter and results in all codes being included.
Begin League (LSLeague_LeagueCode_Begin)
This field is applicable only if you opt to Use League Range.
Select the beginning and ending league codes for their respective fields.
DeleteEnd League (LSLeague_LeagueCode_End)
This field is applicable only if you opt to Use League Range.
Select the beginning and ending league codes for their respective fields.
DeleteLeague (LSLeague_LeagueCode_Equals)
Select the league code you wish to use a base for your wildcard.
THEN
Choose your wildcard equals option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildCard Option (LSLeague_LeagueCode_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.
League Category (LSLeague_Category_ComboBox)
Select the category code(s) by which you want to filter. Multiple selection is allowed.
DeleteUse League Date Range (LSLeague_IncludeDateRange_UseRange)
Enable League Range to specify a range of leagues to include, if desired.
DeleteBegin 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.
DeleteEnd 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.
DeletePOS Inventory Criteria
Inventory Items (PSInventory_InventoryCode_DataGrid)
Highlight/select the inventory items you want to include. By default, the DataGrid displays all inventory item codes in your database that you have Permission to see.
OR
Make no selections from the DataGrid and enable the Use Inventory Item Range option and make selections.
Note: In instances where you have a DataGrid and corresponding Rangea 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.
Click here for a full description of RecTrac DataGrids.
DeleteUse Inventory Item Range (PSInventory_InventoryCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to use limit your selection to a range of inventory items.
THEN
Enter the range of inventory item codes.
OR
Leave this option deselected to skip the range filter and make selections from the DataGrid.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do not have a DataGrid a selection here is not required. Leaving this option de-selected skips this filter and results in ALL codes being included.
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 Item (PSInventory_InventoryCode_Begin)
This field is applicable only if you opt to Use Inventory Item Range.
Select the inventory code range. Inventory item codes within the range entered will be included in the process.
DeleteEnd Inventory Item (PSInventory_InventoryCode_End)
This field is applicable only if you opt to Use Inventory Item Range.
Select the inventory code range. Inventory item codes within the range entered will be included in the process.
DeleteInventory Code (PSInventory_InventoryCode_Equals)
Select the inventory item code you want to use a base for your wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildcard Option (PSInventory_InventoryCode_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.
DeleteInventory 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.
DeleteInventory 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.
DeleteInventory 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.
DeletePrimary 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 (PSServiceItem_ServiceItem_DataGrid)
Highlight/select the Service Items wish to export. By default, the DataGrid displays all Service Item Codes in your database that you have Permission to see.
OR
Make no selections from the DataGrid and enable the Use Service Item Range option and make selections.
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.
Click here for a full description of RecTrac DataGrids.
DeleteUse Service Item Range (PSServiceItem_ServiceItem_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to use limit your selection to a range of Service Items.
THEN
Enter the range of Service Item Codes.
OR
Leave this option de-selected to skip the Service Item Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
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 (PSServiceItem_ServiceItem_Begin)
This field is applicable only if you opt to Use Service Item Range.
Select the Beginning and Ending Service Item Codes for their respective fields. Service Item Codes within the range entered will be included in the process.
DeleteEnd Service Item (PSServiceItem_ServiceItem_End)
This field is applicable only if you opt to Use Service Item Range.
Select the Beginning and Ending Service Item Codes for their respective fields. Service Item Codes within the range entered will be included in the process.
DeleteService Item Wildcard (PSServiceItem_ServiceItem_Equals)
Select the Service Item Code you wish to use a base for your Wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildcard Option (PSServiceItem_ServiceItem_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.
Record Type (PSServiceItem_RecordType_ComboBox)
Select the Record Type(s) on which you wish to report. Multiple selection is allowed.
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.
- Gift Certificate - For standard RecTrac Gift Certificate and/or Gift Card sales.
- Greens Fees - For golf course greens fees.
- Miscellaneous - For miscellaneous items not covered by any other item in the Drop-down List. This is the default option.
- Range Ball - For golf course range balls (e-range, range servant, etc.).
- Timer - Used for keeping track of time used.
- Tourney - For golf tournament registrations.
Service Item Report Tag (PSServiceItem_ReportTag_ComboBox)
Select the Report Tags by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag. They are linked in File Management for the module you are working with. For example Section Report Tags are linked in Section Management Facility Report Tags are linked in Facility Management etc.
DeleteService Item Category (PSServiceItem_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeleteService Item Type (PSServiceItem_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteService Item Sub-Type (PSServiceItem_SubType_ComboBox)
Select the SubType Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
SubType Codes are maintained in System Code Management Code Type = Type • SubTypes. They are linked in File Management for the module you are working with. For Example: Activity SubTypes are linked in Activity Management Facility SubTypes are linked in Facility Management etc.
DeletePOS Ticket Criteria
Ticket Codes (PSTicketMain_TicketCode_DataGrid)
The Ticket Code DataGrid displays all ticket codes in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual ticket codes, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Ticket Code Range option.
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 the Use Range option deselected will result in no ticket codes being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Ticket Range (PSTicketMain_TicketCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of POS Tickets.
THEN
Enter the range of POS Ticket Codes.
OR
Leave this option deselected to skip the POS Ticket Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you don't have a DataGrid a selection here is not required. Leaving this option deselected skips this filter and results in all Codes being included.
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 (PSTicketMain_TicketCode_Begin)
This field is applicable only if you opt to Use POS Ticket Range.
Select the beginning and ending POS Ticket Codes for their respective fields.
DeleteEnd Ticket (PSTicketMain_TicketCode_End)
This field is applicable only if you opt to Use POS Ticket Range.
Select the beginning and ending POS Ticket Codes for their respective fields.
DeleteTicket Wildcard (PSTicketMain_TicketCode_Equals)
Select the Ticket Code you wish to use as a base for your wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildcard Option (PSTicketMain_TicketCode_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 (PSTicketMain_BlockOption_ComboBox)
Select the Ticket Block Option(s) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
- Non Serialized - The Serialized? option is not enabled.
- Serialized - The Serialized option is enabled.
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.
DeleteTicket 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.
DeleteTicket 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.
DeleteTicket 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.
DeletePrimary 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 (RNRentalItem_RentalItemCode_DataGrid)
This field is applicable for the Rental Module only when running this program.
Select individual Rental Items or a range of Rental Items from the DataGrid if desired. The Rental Items you select will be included in the process you are running.
OR
Make no selections in the browser and opt to Use Rental Item Range to select a range of Rental 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 Rental Item Range option de-selected and making no selections in the DataGrid will result in NO RENTAL ITEMS being selected.
Use Rental Item Range (RNRentalItem_RentalItemCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to use limit your selection to a range of Rental Items.
THEN
Enter the range of Rental Item Codes.
OR
Leave this option de-selected to skip the Rental Item Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Note: If opting to use multiple filters in this group all Rental Items must fall within their proper hierarchy to be included. For Example: If your Class Range is "Kayak" and Rental Item Code range is "Mountain Bike 1 - Mountain Bike 6 then report will yield 0 results because the Mountain Bikes are not in the Kayak Rental Class.
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 (RNRentalItem_RentalItemCode_Begin)
This field is applicable only if you opt to Use Rental Item Range.
Select the Beginning and Ending Rental Item Codes for their respective fields. Rental Item Codes within the range entered will be included in the process.
DeleteEnd Rental Item Code (RNRentalItem_RentalItemCode_End)
This field is applicable only if you opt to Use Rental Item Range.
Select the Beginning and Ending Rental Item Codes for their respective fields. Rental Item Codes within the range entered will be included in the process.
DeleteRental Item Code WildCard (RNRentalItem_RentalItemCode_Equals)
Select the Rental Item you wish to use a base for your Wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteRental Item Code Option (RNRentalItem_RentalItemCode_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.
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.
DeleteRental 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.
DeleteCondition (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.
DeleteRental 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.
DeleteFeatures (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.
DeleteRental 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.
DeleteTrip Criteria
Trips (TPTrip_ComboKey_DataGrid)
The Trips DataGrid displays all trips in your database based on the DataGrid filters being used and your permissions.
Highlight/select individual trips, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Trips Range option.
THEN
Input the range of trips you wish to include.
Make selections in the DataGrid or use a Trips Range or Both. Leaving the DataGrid blank and the Use Range option de-selected will result in NO TRIPS being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Trip Range (TPTrip_ComboKey_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Trips.
THEN
Enter the range of Trips Codes.
OR
Leave this option de-selected to skip the Trips Code Range check and make selections from the DataGridif applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
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
Begin Trip (TPTrip_ComboKey_Begin)
This field is applicable only if you opt to Use Trips Range.
Select the Beginning and Ending Trips Codes for their respective fields. Trips Codes within the range entered will be included in the process.
DeleteEnd Trip (TPTrip_ComboKey_End)
This field is applicable only if you opt to Use Trips Range.
Select the Beginning and Ending Trips Codes for their respective fields. Trips Codes within the range entered will be included in the process.
DeleteTrip ComboKey (TPTrip_ComboKey_Equals)
If opting to Use Trips Range, select a single trip, 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 (TPTrip_ComboKey_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 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.
DeleteEnd 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.
DeleteUse 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.
DeleteEnd 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.
DeleteUse 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.
DeleteEnd 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.
DeleteUse 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.
DeleteEnd 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.
DeleteTrip 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.
DeleteTrip 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.
DeleteTrip 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.
DeleteTrip 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 ManagementFacility SubTypes are linked in Facility Management etc.
Delete