The Household reports allow you to report on SADetail records of Households linked to transactions, features, codes and etc… in RecTrac.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
From the bottom of the screen…
Core Criteria
Households (SAHousehold_HouseholdNumber_DataGrid)
The Household DataGrid displays all households in your database based on the DataGrid filters being used.
Highlight/select individual Households, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Household Number Range option.
THEN
Input the range of Household Numbers you wish to include.
Make selections in the DataGrid or use a Household Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO HOUSEHOLDS being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Household # Range (SAHousehold_HouseholdNumber_UseRange)
The functionality of this field differs depending on whether you are running a Household Report/Process or a Family Member Report/Process.
-
Household Report/Process - Select this option to include only those Households in the Begin and End Household Number range in your output as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Household Numbers you wish to include. By default the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Leave this option de-selected to include onlythose Households selected in the DataGrid in your output.- Make selections in the DataGrid or use a Household Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO HOUSEHOLDS being selected.
-
Family Member Report/Process - Select this option to include only those Households in the Begin and End Household Numberrange in your output.
- DO NOT make selections from the DataGrid when running Family Member reports/processes and using Household Number Range. The report will yield 0 results as the two fields work separately.
Note: Begin and End Household Number fields appear only if this check box is selected.
Household Status (SAHousehold_RecordStatus_ComboBox)
Select the Statuses you wish to include in your output.
OR
Leave this field at its default to skip this filter.
Begin Household # (SAHousehold_HouseholdNumber_Begin)
If opting to Use Household Number Range, enter the Beginning and Ending range of Household Numbers you wish to include on your output. By default, the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Select your Beginning and Ending Household Number range.
End Household # (SAHousehold_HouseholdNumber_End)
If opting to Use Household Number Range, enter the Beginning and Ending range of Household Numbers you wish to include on your output. By default, the Begin/End range is <Blank> to '999999999' (i.e. all households).
OR
Select your Beginning and Ending Household Number range.
Household # (SAHousehold_HouseholdNumber_Equals)
The functionality of this field differs depending on whether you are running a Report or a Process.
- If Running a Report - Click the Picklist icon to select a single household if desired. The report will yield results for that single household only.
-
If Running a Process - Enter a Wildcard value if desired.
THEN
Select a Wildcard Option. Depending on your selection wildcard asterisks/periods may be required.
WildCard Option (SAHousehold_HouseholdNumber_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 HH Last Name Range (SAHousehold_LastName_UseRange)
The functionality of this field differs depending on whether you are running a Report or a Process.
-
If running a Report - Select this option to include only those Households in the Begin and End Household Last Name range in your output.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).- If the report you are running also contains a Household/Family Member DataGridthen DO NOT make any selections the DataGrid when running reports AND using Last Name Range. The report will yield 0 results because the two fields work separately.
- If the report you are running contains a non-Household/Family Member DataGrid then you can make selections in the DataGrid. For Example: If running the Question Statistics Report you can make selections in the Question Text DataGrid AND filter the report by Household/Family Member Range if desired.
-
If running a Process - Select this option to include only those Households in the Begin and End Household Last Name range in your process as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
OR
Leave this option de-selected to include only those Households selected in the DataGrid (if applicable for this process) in your process.
OR
Leave this option de-selected and do not select any Households in the DataGrid to include ALL households in the process.
Note: Begin and End Household Last Name fields appear only if this check box is selected.
Begin HH Last Name (SAHousehold_LastName_Begin)
If opting to Use HH Last Name Range, enter the Beginning and Ending range of Households you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteEnd HH Last Name (SAHousehold_LastName_End)
If opting to Use HH Last Name Range, enter the Beginning and Ending range of Households you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteHousehold Category (SAHousehold_Category_ComboBox)
Expand the Combo Box icon to select the Household Categories you wish to include in your output.
OR
Leave this field at its default (0) Selected to include all Household Categories in your output.
Household Categories are maintained in System Code Management; Type = Category (Household/Family Member/Team).
DeleteHH Features (SAHousehold_Features_ComboBox)
Select this option to filter the output by Household Feature Codes
THEN
Select the corresponding Match Option.
OR
Leave this field at its default (0) Selected to skip the HH Feature Code check.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
Feature Codes are maintained in System Code Management. Type = Household Feature.
DeleteHH Features Match Option (SAHousehold_Features_ComboBox_MatchOption)
This field is applicable only if you are including HH Features.
Expand the Drop-down list and select the corresponding Match Option.
Note: Code and Match option fields appear on numerous reports and processes in RecTrac. Depending on the report or process you are runningsome Match Options listed below may not appear in the Drop-down list. However the Match Options described here work the same way regardless of the field name. 'Fee Code' is being used in the following as an example only.
- Match Any - If there are options selected at least one (1) match is needed though multiple matches would be acceptable. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Resident Non-Profit Senior and Student. In order to appear on the report or process a Household would need to be linked to at least one of those Fee Codes though it could be linked to more than one such as Resident and Senior.
- Match All - If there are options selected ALL options must be linked to appear on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to all of those Fee Codes though it could be linked to more such as Resident Senior and Non-Profit.
- Match Exact - If there are options selected an EXACT MATCH is required for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. In order to appear on the report or process a Household would need to be linked to only those Fee Codes. It has to be an exact match. A Household linked to Senior and Non-Profit would not appear nor would a household linked to Resident Non-Profit Senior and Veteran.
- Match 1 (and up) - If there are options selected the Match number threshold must be met in order for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. Your Match Option is "2." In order to appear on the report or process a Household would need to be linked to two (2) of the three (3) Fee Codes though it could be linked to more.
- Match None - If there are options selected no matches must be found in order to be included on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to no Fee Codes or to Fee Codes that are NOT Resident and Senior such as Non-Resident and Student.
HH Fee Code (SAHousehold_FeeCode_ComboBox)
Select this option to filter the output by Household Fee Codes
THEN
Select the corresponding Match Option.
OR
Leave this field at its default (0) Selected to skip the HH Fee Code check.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
Fee Codes are maintained in System Code Management. Type = Fee.
DeleteHH Fee Code Match Option (SAHousehold_FeeCode_ComboBox_MatchOption)
This field is applicable only if you are including HH Fee Codes.
Expand the Drop-down list and select the corresponding Match Option.
Note: Code and Match option fields appear on numerous reports and processes in RecTrac. Depending on the report or process you are running some Match Options listed below may not appear in the Drop-down list. However the Match Options described here work the same way regardless of the field name. 'Fee Code' is being used in the following as an example only.
- Match Any - If there are options selected at least one (1) match is needed though multiple matches would be acceptable. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Resident Non-Profit Senior and Student. In order to appear on the report or process a Household would need to be linked to at least one of those Fee Codes though it could be linked to more than one such as Resident and Senior.
- Match All - If there are options selected ALL options must be linked to appear on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to all of those Fee Codes though it could be linked to more such as Resident Senior and Non-Profit.
- Match Exact - If there are options selected an EXACT MATCH is required for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. In order to appear on the report or process a Household would need to be linked to only those Fee Codes. It has to be an exact match. A Household linked to Senior and Non-Profit would not appear nor would a household linked to Resident Non-Profit Senior and Veteran.
- Match 1 (and up) - If there are options selected the Match number threshold must be met in order for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. Your Match Option is "2." In order to appear on the report or process a Household would need to be linked to two (2) of the three (3) Fee Codes though it could be linked to more.
- Match None - If there are options selected no matches must be found in order to be included on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to no Fee Codes or to Fee Codes that are NOT Resident and Senior such as Non-Resident and Student.
Detail Criteria
Creation Product (SAHousehold_CreationProduct_ComboBox)
Select the Household Creation Products you wish to include in your output.
OR
Leave this field at its default (0) Selected to skip this filter. The Creation Product is the method by which the household's initial entry was generated in the database.For example, Selecting RecTrac only from the Combo Box will yield RecConnect results only for those Households that were created by a member of your staff using RecTrac. Households created by patrons using WebTrac would NOT be included.
Creation User Name (SAHousehold_CreationUserName_Equals)
Select the RecTrac User IDs by which you wish to filter the output.
OR
Leave this field at its default (0) Selected to skip this filter. The Creation User Name is the RecTrac User ID that entered the household into the database.
Use Creation Date Range (SAHousehold_CreationDate_UseRange)
Select this option to filter the report output by Creation Date Range (the date on which households were entered into the database), if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Creation Date range.
OR
Leave this option de-selected to skip the Creation Date Range check.
Begin Creation Date (SAHousehold_CreationDate_Begin)
This field is applicable only if you opt to Use Creation Date Range.
Select your Begin/End Creation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Households added to your database within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Creation Date (SAHousehold_CreationDate_End)
This field is applicable only if you opt to Use Creation Date Range.
Select your Begin/End Creation Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Households added to your database within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Creation Time Range (SAHousehold_CreationTime_UseRange)
Select this option to filter the report output by Creation Time Range (the time of day on which households were entered into the database), if desired.
THEN
Use the Time fields to identify your Beginning and Ending Creation Time range.
OR
Leave this option de-selected to skip this filter.
Begin Creation Time (SAHousehold_CreationTime_Begin)
This field is applicable only if you opt to Use Creation Time Range.
Select your Begin Creation 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.
Time Ranges are incremental by day from your start time to your end time; they are not "around the clock" continuous. For example entering at time range of 8:00am - 5:00pm will yield results from 8:00am to 5:00pm each day of your date range. The search will NOT run continuously from 8:00am on your start date through 5:00pm on your end date.
DeleteEnd Creation Time (SAHousehold_CreationTime_End)
This field is applicable only if you opt to Use Creation Time Range.
Select your Begin Creation 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.
Time Ranges are incremental by day from your start time to your end time; they are not "around the clock" continuous. For example entering at time range of 8:00am - 5:00pm will yield results from 8:00am to 5:00pm each day of your date range. The search will NOT run continuously from 8:00am on your start date through 5:00pm on your end date.
DeleteRequire Full Payment (SAHousehold_RequireFullPayment_ComboBox)
This option looks at the Require Full Payment field in Household Update. Select the Require Full Payment option by which you wish to filter the report. Households with a matching option will be included in your output.
OR
Leave this field at its default (0) Selected to skip the Full Payment check.
Taxable (SAHousehold_Taxable_ComboBox)
This option looks at the Taxable? field in Household Update. Select the Taxable option by which you wish to filter the report. Households with a matching option will be included in your output.
OR
Leave this field at its default (0) Selected to skip the Taxable check.
Use Reward Points Range (SAHousehold_RewardPoints_UseRange)
Select this option to filter the report output by Rewards Points Range, if desired.
THEN
Enter your Beginning and Ending Rewards Points range.
OR
Leave this option de-selected to skip Rewards Point Range check.
See Also: Topic Doc - RecTrac Reward Points.
DeleteAllow Rewards (SAHousehold_AllowRewards_ComboBox)
Select whether you wish to filter your output by Households who can or cannot accrue Rewards Points.
OR
Leave this field at its default (0) Selected to include all Households in your output regardless of the option setting for Allow Rewards?.
- Yes - Filter the report by those who CAN accrue Rewards Points.
- No - Filter the output by those who CANNOT accrue Rewards Points.
See Also: Topic Doc - RecTrac Reward Points.
DeleteBegin Reward Points (SAHousehold_RewardPoints_Begin)
This field is applicable only if you opt to Use Rewards Point Range.
Enter your Begin/End Rewards Points range. Households with a Rewards Point balance that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Reward Points.
DeleteEnd Reward Points (SAHousehold_RewardPoints_End)
This field is applicable only if you opt to Use Rewards Point Range.
Enter your Begin/End Rewards Points range. Households with a Rewards Point balance that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Reward Points.
DeleteUse Scholarship Amount Range (SAHousehold_ScholarshipAmountRemaining_UseRange)
Reporting on Scholarships at the Household level is possible only if the Allow Scholarship Usage Across Family Members option is selected on your Payment profile
Select this option to filter the report output by Household Scholarship Amount Range if desired.
THEN
Use enter your Beginning and Ending dollar value range.
OR
Leave this option de-selected to skip Scholarship Amount Range check.
Note: This option looks for the amount remaining on household's scholarship; it does not look for initial amount issued.
See Also: Topic Doc - RecTrac Scholarships.
DeleteBegin Scholarship Amount (SAHousehold_ScholarshipAmountRemaining_Begin)
This field is applicable only if you opt to Use Scholarship Amount Range.
Enter your Begin/End Scholarship Amount range. Households with a Scholarship balance that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteEnd Scholarship Amount (SAHousehold_ScholarshipAmountRemaining_End)
This field is applicable only if you opt to Use Scholarship Amount Range.
Enter your Begin/End Scholarship Amount range. Households with a Scholarship balance that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteUse Scholarship Used Range (SAHousehold_ScholarshipAmountUsed_UseRange)
Reporting on Scholarships at the Household level is possible only if the Allow Scholarship Usage Across Family Members option is selected on your Payment profile
Select this option to filter the report output by Household Scholarship (Amount) Used Range
Select this option to filter the report output by Household Scholarship (Amount) Used Range if desired.
THEN
Use enter your Beginning and Ending dollar value range.
OR
Leave this option de-selected to skip Scholarship (Amount) Used Range check.
Note: This option looks for the amount of a scholarship that has been spent off a household's scholarship; it does not look for the amount remaining.
See Also: Topic Doc - RecTrac Scholarships.
DeleteBegin Scholarship Used (SAHousehold_ScholarshipAmountUsed_Begin)
This field is applicable only if you opt to Use Scholarship (Amount) Used Range.
Enter your Begin/End Scholarship Used value range. Households with a Scholarship used value that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteEnd Scholarship Used (SAHousehold_ScholarshipAmountUsed_End)
This field is applicable only if you opt to Use Scholarship (Amount) Used Range.
Enter your Begin/End Scholarship Used value range. Households with a Scholarship used value that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteUse Scholarship Amount Issued Range (SAHousehold_ScholarshipAmountIssued_UseRange)
Reporting on Scholarships at the Household level is possible only if the Allow Scholarship Usage Across Family Members option is selected on your Payment profile
Select this option to filter the report output by Household Scholarship (Amount) Issued Range if desired.
THEN
Use enter your Beginning and Ending dollar value range.
OR
Leave this option de-selected to skip Scholarship (Amount) Used Range check.
See Also: Topic Doc - RecTrac Scholarships.
DeleteBegin Scholarship Issued (SAHousehold_ScholarshipAmountIssued_Begin)
This field is applicable only if you opt to Use Scholarship (Amount) Issued Range.
Enter your Begin/End Scholarship Issued Amount value range. Households with a Scholarship issued value that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteEnd Scholarship Issued (SAHousehold_ScholarshipAmountIssued_End)
This field is applicable only if you opt to Use Scholarship (Amount) Issued Range.
Enter your Begin/End Scholarship Amount Issued value range. Households with a Scholarship issued value that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteUse Scholarship Expiration Date Range (SAHousehold_ScholarshipExpires_UseRange)
Reporting on Scholarships at the Household level is possible only if the Allow Scholarship Usage Across Family Members option is selected on your Payment profile
Select this option to filter the report output by Household Scholarship Expiration Date Range if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Expiration Date range.
OR
Leave this option de-selected to skip the Scholarship Expiration Date Range check.
See Also: Topic Doc - RecTrac Scholarships.
DeleteBegin Scholarship Expiration Date (SAHousehold_ScholarshipExpires_Begin)
This field is applicable only if you opt to Use Scholarship Expiration Date Range.
Select your Begin/End Expiration Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Scholarships that expire/expired 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.
See Also: Topic Doc - RecTrac Scholarships.
DeleteEnd Scholarship Expiration Date (SAHousehold_ScholarshipExpires_End)
This field is applicable only if you opt to Use Scholarship Expiration Date Range.
Select your Begin/End Expiration Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Scholarships that expire/expired 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.
See Also: Topic Doc - RecTrac Scholarships.
DeleteUse Bad Check Count Range (SAHousehold_BadCheckCount_UseRange)
Select this option to filter the report output by Bad Check Payment Range, if desired. This option looks at the Bad Check Count field in Household Update.
THEN
Use enter your Beginning and Ending Back Check range.
OR
Leave this option de-selected to skip Bad Check Range check.
Begin Bad Check Count (SAHousehold_BadCheckCount_Begin)
This field is applicable only if you opt to Use Bad Check Count Range.
Enter your Begin/End Bad Check Count range. Households with a number of logged bad check payments that falls within the range entered will be included in your output.
DeleteEnd Bad Check Count (SAHousehold_BadCheckCount_End)
This field is applicable only if you opt to Use Bad Check Count Range.
Enter your Begin/End Bad Check Count range. Households with a number of logged bad check payments that falls within the range entered will be included in your output.
DeleteOrganization Name WildCard (SAHousehold_OrganizationName_Equals)
This option looks at the Organization Name field in Household Management. Enter all or part of a name in this field.
THEN
Select your WildCard Option for matching the data entered. Wildcarding is allowed in this field.
WildCard Option (SAHousehold_OrganizationName_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.
City WildCard (SAHousehold_PrimaryCity_Equals)
This option looks at the City field in for the Primary Person in Household Management. Enter all or part of a name in this field.
THEN
Select your WildCard Option for matching the data entered. Wildcarding is allowed in this field.
WildCard Option (SAHousehold_PrimaryCity_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.
Zip Code WildCard (SAHousehold_PrimaryZipCode_Equals)
This option looks at the Zip Code field in for the Primary Person in Household Management. Enter all or part of a Zip Code in this field.
THEN
Select your WildCard Option for matching the data entered. Wildcarding is allowed in this field.
WildCard Option (SAHousehold_PrimaryZipCode_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 Family Income Range (SAHousehold_FamilyIncome_UseRange)
This field is applicable only if you have Family Income included on one of your Household Management screens.
Select this option to filter the report by Household Income if desired.
THEN
Enter your Beginning and Ending Income range.
OR
Leave this option de-selected to skip the Income Range check.
Note: Generally speaking this field is reserved for CYMS Reporting.
Family Income and Family Size fields can be added to Household Update as a Custom Design if desired via Managment Screen Management.
Begin Family Income (SAHousehold_FamilyIncome_Begin)
This field is applicable only if you have Family Income included on one of your Household Management screens AND only if you are opting to Use Family Income Size on this report.
Enter your Begin/End Family Income Range. Households with a recorded income that falls within the range entered will be included in your output.
Note: Generally speaking this field is reserved for CYMS Reporting.
Family Income and Family Size fields can be added to Household Update as a Custom Design if desired via Managment Screen Management.
End Family Income (SAHousehold_FamilyIncome_End)
This field is applicable only if you have Family Income included on one of your Household Management screens AND only if you are opting to Use Family Income on this report.
Enter your Begin/End Family Income Range. Households with a recorded income that falls within the range entered will be included in your output.
Note: Generally speakingthis field is reserved for CYMS Reporting.
Family Income and Family Size fields can be added to Household Update as a Custom Design if desired via Managment Screen Management.
Use Family Size Range (SAHousehold_FamilySize_UseRange)
This field is applicable only if you have Family Size included on one of your Household Management screens.
Select this option to filter the report by Household Size (the number of family members in the household) if desired.
THEN
Enter your Beginning and Ending Size range.
OR
Leave this option de-selected to skip the Size Range check.
Note: Generally speaking this field is reserved for CYMS Reporting.
Family Income and Family Size fields can be added to Household Update as a Custom Design if desired via Managment Screen Management.
Begin Family Size (SAHousehold_FamilySize_Begin)
This field is applicable only if you have Family Size included on one of your Household Management screens AND only if you are opting to Use Family Size Range on this report.
Enter your Begin/End Family Size Range. Households with a recorded family size that falls within the range entered will be included in your output.
Note: Generally speaking this field is reserved for CYMS Reporting.
Family Income and Family Size fields can be added to Household Update as a Custom Design if desired via Managment Screen Management.
End Family Size (SAHousehold_FamilySize_End)
This field is applicable only if you have Family Size included on one of your Household Management screens AND only if you are opting to Use Family Size Range on this report.
Enter your Begin/End Family Size Range. Households with a recorded family size that falls within the range entered will be included in your output.
Note: Generally speaking this field is reserved for CYMS Reporting.
Family Income and Family Size fields can be added to Household Update as a Custom Design if desired via Managment Screen Management.
Use Last Active Date Range (SAHousehold_LastActiveDate_UseRange)
Select this option to filter the report output by Last Active Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Last Active Date range.
OR
Leave this option de-selected to skip the Last Active Date Range check.
The Last Active Date field can be found in Household Update. The system maintains this value and updates it any time a household is linked to a transaction such as an Activity Registration Facility Reservation Pass Visit etc. and whenever billing is run if the household is linked to an Installment Billing and/or Auto-debit record.
DeleteBegin Last Active Date (SAHousehold_LastActiveDate_Begin)
This field is applicable only if you opt to Use Last Active Date Range.
Select your Begin/End Last Active Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Households with activity in your database within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Last Active Date (SAHousehold_LastActiveDate_End)
This field is applicable only if you opt to Use Last Active Date Range.
Select your Begin/End Last Active Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Households with activity in your database within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteDocument Criteria
Document Category (SADocument_Category_ComboBox)
Select the Document Category/Categories by which you want to filter the report, if desired. Multiple selection is allowed, The report will filter to those records that have documents of the Category/Categories selected here.
Leave this field blank to skip the Document check.
DeleteDocument File Name WildCard (SADocument_FileName_Equals)
Enter a Wildcard value, if desired
THEN
Select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
File Name WildCard Option (SADocument_FileName_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 Document Linked Date Range (SADocument_LinkDate_UseRange)
Select this option to further filter the report by a date range over which the document was linked.
THEN
Enter your date range in the fields that appear.
Begin Link Date (SADocument_LinkDate_Begin)
This field is applicable only if you opt to Use Document Linked Date Range.
Select your Begin/End Document Linked Date Range options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Documents linked 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 Link Date (SADocument_LinkDate_End)
This field is applicable only if you opt to Use Document Linked Date Range.
Select your Begin/End Document Linked Date Range options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Documents linked 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 Document Expiration Date Range (SADocument_ExpirationDate_UseRange)
Select this option to further filter the report by an expiration date range for linked documents.
THEN
Enter your date range in the fields that appear.
Begin Expiration Date (SADocument_ExpirationDate_Begin)
This field is applicable only if you opt to Use Document Expiration Date Range.
Select your Begin/End Document Expiration Date Range options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Documents that expired 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 Expiration Date (SADocument_ExpirationDate_End)
This field is applicable only if you opt to Use Document Expiration Date Range.
Select your Begin/End Document Expiration Date Range options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Documents that expired 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 Document As Of Date Range (SADocument_DocumentAsOfDate_UseRange)
Select this option to further filter the report by a document's As Of" date range for linked documents.
THEN
Enter your date range in the fields that appear.
Begin As Of Date (SADocument_DocumentAsOfDate_Begin)
This field is applicable only if you opt to Use Document As Of Date Range.
Select your Begin/End Document As Of Date Range options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Documents with an "As Of 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 As Of Date (SADocument_DocumentAsOfDate_End)
This field is applicable only if you opt to Use Document As Of Date Range.
Select your Begin/End Document As Of Date Range options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Documents with an "As Of 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.
Delete