Core Criteria
Members (SAPerson_ID_DataGrid)
The Family Member DataGrid displays all family members in your database based on the DataGrid filters being used.
Highlight/select individual family members, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Family Member Number Range option.
THEN
Input the range of family member numbers you want to include.
Make selections in the DataGrid or use a Family Member Number Range or Both. Leaving the DataGrid blank and this option deselected will result in NO FAMILY MEMBERS being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Member Number Range (SAPerson_ID_UseRange)
Select this option to include only those Family Members in the Begin and End Family Member Number range in your output, as well as any family members selected in the DataGrid, if applicable.
THEN
Input the range of Family Member Numbers you wish to include. By default, the Begin/End range is <Blank> to '999999999' (i.e. all family members).
OR
Leave this option de-selected to skip this filter.
Make selections in the DataGrid or use a Family Member Number Range or Both. Leaving the DataGrid blank and this option de-selected will result in NO FAMILY MEMBERS being selected.
Note: Begin and End Family Member Number fields appear only if this option is selected.
Family Member Status (SAPerson_RecordStatus_ComboBox)
Select the family member statuses you want to include in your output.
OR
Leave this field at its default to skip this filter.
Begin Member Number (SAPerson_ID_Begin)
If opting to Use Family 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 family members).
OR
Select your Beginning and Ending Family Member Number range.
End Member Number (SAPerson_ID_End)
If opting to Use Family 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 family members).
OR
Click the Picklist icon to select your Beginning and Ending Family Member Number range.
Use 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.
Use FM Last Name Range (SAPerson_LastName_UseRange)
The functionality of this field differs depending on whether you are running a Report or a Process.
-
If running a Report - Select this option to include only those Family Members in the Begin and End Family Member Last Name range in your report output as well as any family members selected in the DataGrid if applicable.
THEN
Input the range of Family Members you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all family members).- DO NOT make selections from the DataGrid when running reports and using Last Name Range. The report will yield 0 results as the two fields work separately.
-
If running a Process - Select this option to include only those Family Members in the Begin and End Family Member Last Name range in your process as well as any family members selected in the DataGrid if applicable.
THEN
Input the range of Family Members you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all family members).
OR
Leave this option de-selected to include only those Family Members selected in the DataGrid (if applicable for this process) in your process.
OR
Leave this option de-selected and do not select any Family Members in the DataGrid to include ALL family members in the process.
Note: Begin and End Family Member Last Name fields appear only if this check box is selected.
Begin FM Last Name (SAPerson_LastName_Begin)
If opting to Use FM Last Name Range, enter the Beginning and Ending range of Family Members you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all family members).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteEnd FM Last Name (SAPerson_LastName_End)
If opting to Use FM Last Name Range, enter the Beginning and Ending range of Family Members you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all family members).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteUse HH Last Name Range (SAHousehold_LastName_UseRange)
The functionality of this field differs depending on whether you are running a Report or a Process.
-
If running a Report - Select this option to include only those Households in the Begin and End Household Last Name range in your output.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).- If the report you are running also contains a Household/Family Member DataGrid then DO NOT make any selections the DataGrid when running reports AND using Last Name Range. The report will yield 0 results because the two fields work separately.
- If the report you are running contains a non-Household/Family Member DataGrid then you can make selections in the DataGrid. For Example: If running the Question Statistics Report you can make selections in the Question Text DataGrid AND filter the report by Household/Family Member Range if desired.
-
If running a Process - Select this option to include only those Households in the Begin and End Household Last Name range in your process as well as any households selected in the DataGrid if applicable.
THEN
Input the range of Households you wish to include. By default the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
OR
Leave this option de-selected to include only those Households selected in the DataGrid (if applicable for this process) in your process.
OR
Leave this option de-selected and do not select any Households in the DataGrid to include ALL households in the process.
Note: Begin and End Household Last Name fields appear only if this check box is selected.
Begin HH Last Name (SAHousehold_LastName_Begin)
If opting to Use HH Last Name Range, enter the Beginning and Ending range of Households you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteEnd HH Last Name (SAHousehold_LastName_End)
If opting to Use HH Last Name Range, enter the Beginning and Ending range of Households you wish to include on your output. By default, the Begin/End range is <Blank> to 'ZZZZZ' (i.e. all households).
The system wildcards automatically, so entering partial names will include all names that begin with the same letters. For Example: Entering 'A' in the Begin field and 'MZZZZ' in the End field will yield all last names starting with 'A' through 'M' in your output.
DeleteFamily Member Category (SAPerson_Category_ComboBox)
Select the Family Member Categories you wish to include in your output.
OR
Leave this field at its default (0) Selected to skip this filter.
Gender (SAPerson_Gender_Equals)
Select the Genders you wish to include in your output.
OR
Leave this field at its default (0) Selected to skip this filter.
Gender Codes are maintained in System Code Management; Type = Gender.
DeleteFM Features (SAPerson_Features_ComboBox)
Select this option to filter the output by Family Member Feature Codes
THEN
Select the corresponding Match Option.
OR
Leave this field at its default (0) Selected to skip this filter.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
Feature Codes are maintained in System Code Management. Type = Household Feature.
DeleteFM Features Match Option (SAPerson_Features_ComboBox_MatchOption)
This field is applicable only if you are including FM Features.
Expand the Drop-down list and select the corresponding Match Option.
Note: Code and Match option fields appear on numerous reports and processes in RecTrac. Depending on the report or process you are running some Match Options listed below may not appear in the Drop-down list. However the Match Options described here work the same way regardless of the field name. 'Fee Code' is being used in the following as an example only.
- Match Any - If there are options selected at least one (1) match is needed though multiple matches would be acceptable. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Resident Non-Profit Senior and Student. In order to appear on the report or process a Household would need to be linked to at least one of those Fee Codes though it could be linked to more than one such as Resident and Senior.
- Match All - If there are options selected ALL options must be linked to appear on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to all of those Fee Codes though it could be linked to more such as Resident Senior and Non-Profit.
- Match Exact - If there are options selected an EXACT MATCH is required for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. In order to appear on the report or process a Household would need to be linked to only those Fee Codes. It has to be an exact match. A Household linked to Senior and Non-Profit would not appear nor would a household linked to Resident Non-Profit Senior and Veteran.
- Match 1 (and up) - If there are options selected the Match number threshold must be met in order for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. Your Match Option is "2." In order to appear on the report or process a Household would need to be linked to two (2) of the three (3) Fee Codes though it could be linked to more.
- Match None - If there are options selected no matches must be found in order to be included on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to no Fee Codes or to Fee Codes that are NOT Resident and Senior such as Non-Resident and Student.
Fee Code (SAPerson_FeeCode_ComboBox)
Select this option to filter the output by Family Member Fee Codes
THEN
Select the corresponding Match Option.
OR
Leave this field at its default (0) Selected to skip this filter.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
Fee Codes are maintained in System Code Management. Type = Fee.
DeleteFee Code Match Option (SAPerson_FeeCode_ComboBox_MatchOption)
This field is applicable only if you are including HH Fee Codes.
Expand the Drop-down list and select the corresponding Match Option.
Note: Code and Match option fields appear on numerous reports and processes in RecTrac. Depending on the report or process you are running some Match Options listed below may not appear in the Drop-down list. However the Match Options described here work the same way regardless of the field name. 'Fee Code' is being used in the following as an example only.
- Match Any - If there are options selected at least one (1) match is needed though multiple matches would be acceptable. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Resident Non-Profit Senior and Student. In order to appear on the report or process a Household would need to be linked to at least one of those Fee Codes though it could be linked to more than one such as Resident and Senior.
- Match All - If there are options selected ALL options must be linked to appear on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to all of those Fee Codes though it could be linked to more such as Resident Senior and Non-Profit.
- Match Exact - If there are options selected an EXACT MATCH is required for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. In order to appear on the report or process a Household would need to be linked to only those Fee Codes. It has to be an exact match. A Household linked to Senior and Non-Profit would not appear nor would a household linked to Resident Non-Profit Senior and Veteran.
- Match 1 (and up) - If there are options selected the Match number threshold must be met in order for inclusion on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident Non-Profit and Senior. Your Match Option is "2." In order to appear on the report or process a Household would need to be linked to two (2) of the three (3) Fee Codes though it could be linked to more.
- Match None - If there are options selected no matches must be found in order to be included on the report or process. For Example: This field might be for Fee Code and the Fee Codes you selected might be Resident and Senior. In order to appear on the report or process a Household would need to be linked to no Fee Codes or to Fee Codes that are NOT Resident and Senior such as Non-Resident and Student.
Member Has Photo (SAPerson_HasPhoto_ComboBox)
Select your Has Photo" filter option.
- Yes - The report will filter by members who have a photo file attached. Only those members who have a photo will be included.
- No - The report will filter by members who do not have a photo file attached. Only those members without a photo (other than your "No Photo" image) will be included.
- Both - The report will include both members with a photo file and members without a photo file.
Detail Criteria
Background Check Complete (SAPerson_BackgroundCheckCompleted_ComboBox)
Select your Background Check Complete filter, if desired. This option looks at the Background Check Completed? field in Family Member Update • Background Check Information group.
- <blank> - Skip this field.
- Yes - The person has gone through the Background Check process.
- No - The person has not gone through the Background Check process.
Background Check Status (SAPerson_BackgroundCheckStatus_ComboBox)
Select your Background Check Status filter, if desired. This option looks at the Background Check Status field in Family Member Update • Background Check Information group.
- <blank> - Skip this field.
- Background Check Not on Record - The person does not have Background Check status.
- Pass - The person passed the Background Check process.
- Fail - The person failed the Background Check process.
Use Background Check Processed Date Range (SAPerson_BackgroundProcessDate_UseRange)
Select this option to filter the report by Background Check Processed Date date range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Background Process Date date range. This option looks at the Background Process Date field in Family Member Update • Background Check Information group
OR
Leave this option de-selected to skip the Background Process Date date range check.
Begin Background Process Date (SAPerson_BackgroundProcessDate_Begin)
This field is applicable only if you opt to Use Background Process Date Range.
Select your Begin/End Background Process 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 Background Process Date (SAPerson_BackgroundProcessDate_End)
This field is applicable only if you opt to Use Background Process Date Range.
Select your Begin/End Background Process 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 Background Check Expiration Date Range (SAPerson_BackgroundExpirationDate_UseRange)
Select this option to filter the report by Background Check Expiration Date date range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Background Expiration Date date range. This option looks at the Background Expiration s Date field in Family Member Update • Background Check Information group
OR
Leave this option de-selected to skip the Background Expiration Date date range check.
Begin Background Expiration Date (SAPerson_BackgroundExpirationDate_Begin)
This field is applicable only if you opt to Use Background Expiration Date Range.
Select your Begin/End Background Expiration 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 Background Expiration Date (SAPerson_BackgroundExpirationDate_End)
This field is applicable only if you opt to Use Background Expiration Date Range.
Select your Begin/End Background Expiration 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 Scholarship Amount Range (SAPerson_ScholarshipAmount_UseRange)
This option looks at the Scholarship Amount field in Family Member Management • Additional Settings group. Select this option to filter the report output by Family Member Scholarship Amount Range, if desired.
THEN
Enter your Beginning and Ending dollar value range.
OR
Leave this option de-selected to skip this filter.
Note: This option looks for the amount remaining on family member's scholarship; it does not look for initial amount issued.
See Also: Topic Doc - RecTrac Scholarships.
DeleteBegin Scholarship Amount (SAPerson_ScholarshipAmount_Begin)
This field is applicable only if you opt to Use Scholarship Amount Range.
Enter your Begin/End Scholarship Amount range. Family Members 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 (SAPerson_ScholarshipAmount_End)
This field is applicable only if you opt to Use Scholarship Amount Range.
Enter your Begin/End Scholarship Amount range. Family Members with a Scholarship balance that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteUse Scholarship Amount Used Range (SAPerson_ScholarshipAmountUsed_UseRange)
Select this option to filter the report output by Family Member Scholarship (Amount) Used Range, if desired.
THEN
Enter your Beginning and Ending dollar value range.
OR
Leave this option de-selected to skip this filter.
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 (SAPerson_ScholarshipAmountUsed_Begin)
This field is applicable only if you opt to Use Scholarship Amount Used Range.
Enter your Begin/End Scholarship Amount Used range. Family Members with a Scholarship usage amount that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteEnd Scholarship Used (SAPerson_ScholarshipAmountUsed_End)
This field is applicable only if you opt to Use Scholarship Amount Used Range.
Enter your Begin/End Scholarship Amount Used range. Family Members with a Scholarship usage amount that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteUse Scholarship Amount Issued Range (SAPerson_ScholarshipAmountIssued_UseRange)
Select this option to filter the report output by Family Member Scholarship (Amount) Issued Range, if desired.
THEN
Use enter your Beginning and Ending dollar value range.
OR
Leave this option de-selected to skip this filter.
Note: This option looks for the amount of a scholarship that was issed to a household.
See Also: Topic Doc - RecTrac Scholarships.
DeleteBegin Scholarship Issued (SAPerson_ScholarshipAmountIssued_Begin)
This field is applicable only if you opt to Use Scholarship Amount Issued Range.
Enter your Begin/End Scholarship Amount range. Family Members who were issued a Scholarship with an amount that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteEnd Scholarship Issued (SAPerson_ScholarshipAmountIssued_End)
This field is applicable only if you opt to Use Scholarship Amount Issued Range.
Enter your Begin/End Scholarship Amount range. Family Members who were issued a Scholarship with an amount that falls within the range entered will be included in your output.
See Also: Topic Doc - RecTrac Scholarships.
DeleteUse Scholarship Expiration Date Range (SAPerson_ScholarshipExpirationDate_UseRange)
This option looks at the Scholarship Expiration Date field in Family Member Management • Additional Settings group. Select this option to filter the report output by Family Member 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 this filter.
Begin Expiration Date (SAPerson_ScholarshipExpirationDate_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 Expiration Date (SAPerson_ScholarshipExpirationDate_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.DeleteEmployer (SAPerson_Employer_Equals)
This field is applicable only if you have Employer included on one of your Family Member Management screens.
This option looks at the Employer field for Family Member 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 (SAPerson_Employer_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.
Organization Name (SAPerson_OrganizationName_Equals)
This field is applicable only if you have Organization included on one of your Family Member Management screens.
This option looks at the Organization field for Family Member 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.
Note: If you are using the Silver Sneakers Interface program this is the field in which you'd enter a family member's 16-digit Silver Sneakers identifier.
See Also: Topic Doc - Healthways Silver Sneakers Visit Export
WildCard Option (SAPerson_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 (SAPerson_PrimaryCity_Equals)
This option looks at the City field in Family Member Management • Alternate Address group. 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 (SAPerson_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 (SAPerson_PrimaryZipCode_Equals)
This option looks at the Zip Code field in Family Member Management • Alternate Address group. 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 (SAPerson_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 Birthday Range (SAPerson_Birthday_UseRange)
Select this option to filter the report output by Birth Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Birthday Date range.
OR
Leave this option de-selected to skip the Birthday Date Range check.
Begin Birthday (SAPerson_Birthday_Begin)
This field is applicable only if you opt to Use Birthday Date Range.
Select your Begin/End Birthday Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Family Members born within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Birthday (SAPerson_Birthday_End)
This field is applicable only if you opt to Use Birthday Date Range.
Select your Begin/End Birthday Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Family Members born within the Date Range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Age Range (SAPerson_Age_UseRange)
Select this option to filter the report output by Age Range, if desired.
THEN
Enter your range of Ages in the applicable fields.
Begin Age (SAPerson_Age_Begin)
This field is applicable only if you opt to Use Age Range.
Enter your Begin/End Age range. Family Members an age that falls within the range entered will be included in your output.
DeleteEnd Age (SAPerson_Age_End)
This field is applicable only if you opt to Use Age Range.
Enter your Begin/End Age range. Family Members an age that falls within the range entered will be included in your output.
DeleteUse School Grade Range (SAPerson_SchoolGrade_UseRange)
Select this option to filter the report output by School Grade Range, if desired.
THEN
Enter your range of School Grades in the applicable fields.
OR
Leave this field de-selected to skip this filter.
Begin School Grade (SAPerson_SchoolGrade_Begin)
This field is applicable only if you opt to Use School Grade Range.
Enter your Begin/End School Grade range. Family Members in a school grade that falls within the range entered will be included in your output.
DeleteEnd School Grade (SAPerson_SchoolGrade_End)
This field is applicable only if you opt to Use School Grade Range.
Enter your Begin/End School Grade range. Family Members in a school grade that falls within the range entered will be included in your output.
DeleteUse Last Physical Range (SAPerson_LastPhysical_UseRange)
This option looks at the Last Physical field in Family Member Management • Additional Settings group. Select this option to filter the report output by Last Physical Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Physical date range.
OR
Leave this option de-selected to skip this filter.
Begin Last Physical Date (SAPerson_LastPhysical_Begin)
This field is applicable only if you opt to Use Last Physical Range.
Select your Begin/End Last Physical Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Last Physicals that took place 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 Physical Date (SAPerson_LastPhysical_End)
This field is applicable only if you opt to Use Last Physical Range.
Select your Begin/End Last Physical Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Last Physicals that took place 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 Last Profile Date Range (SAPerson_LastProfileDate_UseRange)
This field is applicable only if you have Last Profile included on one of your Family Member Management screens.
This option looks at the Last Profile field for Family Member Management. Select this option to filter the report output by Last Profile Date Range if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Last Profile date range.
OR
Leave this option de-selected to skip this filter.
Begin Last Profile Date (SAPerson_LastProfileDate_Begin)
This field is applicable only if you opt to Use Last Profile Date Range.
Select your Begin/End Last Profile Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Last Physicals that took place 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 Profile Date (SAPerson_LastProfileDate_End)
This field is applicable only if you opt to Use Last Profile Date Range.
Select your Begin/End Last Profile Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Last Physicals that took place 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 Last Waiver Date Range (SAPerson_LastWaiverDate_UseRange)
This option looks at the Last Waiver Date field in Family Member Management • Additional Settings group. Select this option to filter the report output by Last Waiver Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending Last Waiver date range.
OR
Leave this option de-selected to skip this filter.
Begin Last Waiver Date (SAPerson_LastWaiverDate_Begin)
This field is applicable only if you opt to Use Last Waiver Date Range.
Select your Begin/End Last Waiver Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Last Physicals that took place 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 Waiver Date (SAPerson_LastWaiverDate_End)
This field is applicable only if you opt to Use Last Waiver Date Range.
Select your Begin/End Last Waiver Date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Last Physicals that took place 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 Golf Handicap Range (SAPerson_GolfHandicap_UseRange)
This field is applicable only if you have Golf Handicap included on one of your Family Member Management screens.
This option looks at the Golf Handicap field for Family Member Management. Select this option to filter the report output by Golf Handicap Range if desired.
THEN
Use enter your Beginning and Ending Golf Handicap range.
OR
Leave this option de-selected to skip this filter.
Golf Home Course (SAPerson_GolfHomeCourse_ComboBox)
This field is applicable only if you have Golf Home Course included on one of your Family Member Management screens.
This option looks at the Golf Home Course field for Family Member Management. Select the Home Course by which you wish to filter the output. Family Members with a matching record for their Home Course will be included on your output. Multiple selection is allowed.
OR
Leave this option at its default (0) Selected to skip this filter.
Begin Golf Handicap (SAPerson_GolfHandicap_Begin)
This field is applicable only if you opt to Use Golf Handicap Range.
Enter your Begin/End Handicap range. Family Members with a handicap that falls within the range entered will be included in your output.
DeleteEnd Golf Handicap (SAPerson_GolfHandicap_End)
This field is applicable only if you opt to Use Golf Handicap Range.
Enter your Begin/End Handicap range. Family Members with a handicap that falls within the range entered will be included in your output.
DeleteUse Rounds Played Range (SAPerson_RoundsPlayed_UseRange)
This field is applicable only if you have Rounds Played included on one of your Family Member Management screens.
This option looks at the Rounds Played field for Family Member Management. Select this option to filter the report output by Rounds Played Range if desired.
THEN
Use enter your Beginning and Ending Rounds Played range.
OR
Leave this option de-selected to skip this filter.
Begin Rounds Played (SAPerson_RoundsPlayed_Begin)
This field is applicable only if you opt to Use Rounds Played Range.
Enter your Begin/End Rounds Played range. Family Members with a number of rounds of golf played that falls within the range entered will be included in your output.
DeleteEnd Rounds Played (SAPerson_RoundsPlayed_End)
This field is applicable only if you opt to UseRounds Played Range.
Enter your Begin/End Rounds Played range. Family Members with a number of rounds of golf played that falls within the range entered will be included in your output.
DeleteUse Tee Time Bookings Range (SAPerson_TeeTimeBookings_UseRange)
This field is applicable only if you have Tee Time Bookings included on one of your Family Member Management screens.
This option looks at the Tee Time Bookings field for Family Member Management. Select this option to filter the report output by Tee Times Booking Range if desired.
THEN
Use enter your Beginning and Ending Tee Times Bookings range.
OR
Leave this option de-selected to skip this filter.
Begin Tee Time Bookings (SAPerson_TeeTimeBookings_Begin)
This field is applicable only if you opt to Use Tee Times Booking Range.
Enter your Begin/End Tee Time Bookings range. Family Members with a number of tee times booked that falls within the range entered will be included in your output.
DeleteEnd Tee Time Bookings (SAPerson_TeeTimeBookings_End)
This field is applicable only if you opt to Use Tee Times Booking Range.
Enter your Begin/End Tee Time Bookings range. Family Members with a number of tee times booked that falls within the range entered will be included in your output.
DeleteUse Tee Time Cancellations Range (SAPerson_TeeTimeCancellations_UseRange)
This field is applicable only if you have Tee Time Cancellations included on one of your Family Member Management screens.
This option looks at the Tee Time Cancellations field for Family Member Management. Select this option to filter the report output by Tee Times Cancellations Range if desired.
THEN
Use enter your Beginning and Ending Tee Times Cancellations range.
OR
Leave this option de-selected to skip this filter.
Begin Tee Time Cancellations (SAPerson_TeeTimeCancellations_Begin)
This field is applicable only if you opt to UseTee Times Cancellations Range.
Enter your Begin/End Tee Time Cancellations range. Family Members with a number of tee times cancelled that falls within the range entered will be included in your output.
DeleteEnd Tee Time Cancellations (SAPerson_TeeTimeCancellations_End)
This field is applicable only if you opt to UseTee Times Cancellations Range.
Enter your Begin/End Tee Time Cancellations range. Family Members with a number of tee times cancelled that falls within the range entered will be included in your output.
DeleteUse Tee Time No Shows Range (SAPerson_TeeTimeNoShows_UseRange)
This field is applicable only if you have Tee Time No Shows included on one of your Family Member Management screens.
This option looks at the Tee Time No Shows field for Family Member Management. Select this option to filter the report output by Tee Time No Shows Range if desired.
THEN
Use enter your Beginning and Ending Tee Times No Shows range.
OR
Leave this option de-selected to skip this filter.
Begin Tee Time NoShows (SAPerson_TeeTimeNoShows_Begin)
This field is applicable only if you opt to to UseTee Time No Shows Range.
Enter your Begin/End Tee Time No Shows range. Family Members with a number of "no show" tee times that falls within the range entered will be included in your output.
DeleteMember Has Special Needs (SAPerson_MemberHasSpecialNeeds_ComboBox)
Select whether you wish to filter your output by Family Members who have Special Needs.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Special Needs.
- No - Filter the output by those who DO NOT have Special Needs.
Has Medical Records (SAPerson_HasMedical_ComboBox)
Select whether you wish to filter your output by Family Members who have Medical Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Medical Records.
- No - Filter the output by those who DO NOT have Medical Records.
Has Allergy Medical Records (SAPerson_HasMedical-Allergy_ComboBox)
Select whether you wish to filter your output by Family Members who have Allergy Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Allergy Records.
- No - Filter the output by those who DO NOT have Allergy Records.
Has Basic Care Medical Records (SAPerson_HasMedical-BasicCare_ComboBox)
Select whether you wish to filter your output by Family Members who have Basic Care Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Basic Care Records.
- No - Filter the output by those who DO NOT have Basic Care Records.
Has Illness Medical Records (SAPerson_HasMedical-Illness_ComboBox)
Select whether you wish to filter your output by Family Members who have Illness Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Illness Records.
- No - Filter the output by those who DO NOT have Illness Records.
Has Medical Condition Medical Records (SAPerson_HasMedical-Condition_ComboBox)
Select whether you wish to filter your output by Family Members who have Medical Condition Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Medical Condition Records.
- No - Filter the output by those who DO NOT have Medical Condition Records.
Has Medication Medical Records (SAPerson_HasMedical-Medication_ComboBox)
Select whether you wish to filter your output by Family Members who have Medication Records linked.
OR
Leave this field at its default (0) Selected to skip this filter.
- Yes - Filter the report by those who DO have Medication Records.
- No - Filter the output by those who DO NOT have Medication Records.
Use History Date Range (SAPaymentHistory_LogDate_UseRange)
This option looks at the Payment History Table. Select this option to filter the report output by Payment History Expiration Date Range, if desired.
THEN
Use the Date Select fields to identify your Beginning and Ending History Date range.
OR
Leave this option de-selected to skip this filter.
Note: This field is applicable only for the Payment Record Types available in the Record Type field. Currently this list includes Credit Book Rewards Gift Certificate and Scholarship only so using this Range to look for Cash Payments for example will yield 0 results.
Begin History Date (SAPaymentHistory_LogDate_Begin)
This field is applicable only if you opt to Use History Date Range.
Select your Begin/End Payment History 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.
Note: This field is applicable only for the Payment Record Types available in the Record Type field. Currently this list includes Credit Book Rewards Gift Certificate and Scholarship only so using this Range to look for Cash Payments for example will yield 0 results.
End History Date (SAPaymentHistory_LogDate_End)
This field is applicable only if you opt to Use History Date Range.
Select your Begin/End Payment History 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.
Note: This field is applicable only for the Payment Record Types available in the Record Type field. Currently this list includes Credit Book Rewards Gift Certificate and Scholarship only so using this Range to look for Cash Payments for example will yield 0 results.
Record Type (SAPaymentHistory_RecordType_ComboBox)
This option looks at the Payment History Table. Select the Payment Record Type(s) by which you wish to filter the output. Family Members with a matching record (or records) in their Payment History for the type(s) selected will be included on your output. Multiple selection is allowed.
OR
Leave this option at its default (0) Selected to skip this filter.
Note: This field is applicable only for the Payment Record Types available in it. Currently this list includes Credit Book Rewards Gift Certificate and Scholarship only so attempting to look for Cash Payments for example will yield 0 results.
Use Credit Book Amount Range (SAPerson_CreditBookAmount_UseRange)
This option looks at the Credit Book field for Family Member Management. Select this option to filter the report output by Credit Book balance, if desired.
THEN
Use enter your Beginning and Ending Credit Book value range.
OR
Leave this option de-selected to skip this filter.
Begin Credit Book Amount (SAPerson_CreditBookAmount_Begin)
This field is applicable only if you opt to Use Credit Book Amount Range.
Enter your Begin/End Credit Book range. Family Members with a Credit Book balance that falls within the range entered will be included in your output.
DeleteEnd Credit Book Amount (SAPerson_CreditBookAmount_End)
This field is applicable only if you opt to Use Credit Book Amount Range.
Enter your Begin/End Credit Book range. Family Members with a Credit Book balance that falls within the range entered will be included in your output.
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
The Family Members reports allow you to report on SADetail and SAPaymentHistory records of Family Members 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…
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