The Trip Setup Reports offer a wide range of reporting for your trips in RecTrac. Report outputs include, but are not limited to: financial reports, statistical reports, setup listings, and roster reports.
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.
Buttons on the screen…
Core Criteria
Trips (TPTrip_ComboKey_DataGrid)
The Trips DataGrid displays all trips in your database based on the DataGrid filters being used and your permissions.
Highlight/select individual trips, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Trips Range option.
THEN
Input the range of trips you wish to include.
Make selections in the DataGrid or use a Trips Range or Both. Leaving the DataGrid blank and the Use Range option de-selected will result in NO TRIPS being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Trip Range (TPTrip_ComboKey_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Trips.
THEN
Enter the range of Trips Codes.
OR
Leave this option de-selected to skip the Trips Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Trip Status (TPTrip_RecordStatus_ComboBox)
Select the trip status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at its default, (0) Selected to skip this check and include all statuses.
- Active
- Inactive
- Cancelled
Begin Trip (TPTrip_ComboKey_Begin)
This field is applicable only if you opt to Use Trips Range.
Select the Beginning and Ending Trips Codes for their respective fields. Trips Codes within the range entered will be included in the process.
DeleteEnd Trip (TPTrip_ComboKey_End)
This field is applicable only if you opt to Use Trips Range.
Select the Beginning and Ending Trips Codes for their respective fields. Trips Codes within the range entered will be included in the process.
DeleteTrip ComboKey (TPTrip_ComboKey_Equals)
If opting to Use Trips Range, select a single trip, if desired, to use as a base for your wildcard selection.
OR
Enter a wildcard value, if desired
THEN
select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
WildCard Option (TPTrip_ComboKey_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Use Departure Date Range (TPTrip_DepartureDate_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to filter your selection to a range of departure dates.
THEN
Enter the range of dates.
Note: You cannot use a Departure Date Range without entering at least one (1) trip in the fields above. The departure date range you enter must be valid for the trip(s) you select. For example your trip is "Fall Foliage Trains." You need to enter a range of departure dates for the Fall Foliage Trains to get results on the report. Entering a range of departure dates for your annual trip to Disneyworld will yield no results.
Begin Departure Date (TPTrip_DepartureDate_Begin)
This field is applicable only if you opt to Use Departure Date Range.
Enter the range of departure dates.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Departure Date (TPTrip_DepartureDate_End)
This field is applicable only if you opt to Use Departure Date Range.
Enter the range of departure dates.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Departure Time Range (TPTrip_DepartureTime_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to filter your selection to a range of departure times.
THEN
Enter the range of departure times.
Note: You cannot use a Departure Time Range without entering at least one (1) trip in the fields above. The departure time range you enter must be valid for the trip(s) you select.
Begin Departure Time (TPTrip_DepartureTime_Begin)
This field is applicable only if you opt to Use Departure Time Range.
Enter the range of departure times.
THEN
Take appropriate action in the right-hand column to specify the actual times you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Departure Time (TPTrip_DepartureTime_End)
This field is applicable only if you opt to Use Departure Time Range.
Enter the range of departure times.
THEN
Take appropriate action in the right-hand column to specify the actual times you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Return Date Range (TPTrip_ReturnDate_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to filter your selection to a range of return dates.
THEN
Enter the range of dates.
Note: You cannot use a Return Date Range without entering at least one (1) trip in the fields above. The return date range you enter must be valid for the trip(s) you select. For example your trip is "Fall Foliage Trains." You need to enter a range of return dates for the Fall Foliage Trains to get results on the report. Entering a range of return dates for your annual trip to Disneyworld will yield no results.
Begin Return Date (TPTrip_ReturnDate_Begin)
This field is applicable only if you opt to Use Return Date Range.
Enter the range of return dates.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Return Date (TPTrip_ReturnDate_End)
This field is applicable only if you opt to Use Return Date Range.
Enter the range of return dates.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Return Time Range (TPTrip_ReturnTime_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to filter your selection to a range of return times.
THEN
Enter the range of return times.
Note: You cannot use a Return Time Range without entering at least one (1) trip in the fields above. The return time range you enter must be valid for the trip(s) you select.
Begin Return Time (TPTrip_ReturnTime_Begin)
This field is applicable only if you opt to Use Return Time Range.
Enter the range of return times.
THEN
Take appropriate action in the right-hand column to specify the actual times you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Return Time (TPTrip_ReturnTime_End)
This field is applicable only if you opt to Use Return Time Range.
Enter the range of return times.
THEN
Take appropriate action in the right-hand column to specify the actual times you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteTrip Report Tag (TPTrip_ReportTag_ComboBox)
Select the Report Tags by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag. They are linked in File Management for the module you are working with. For example Section Report Tags are linked in Section Management Facility Report Tags are linked in Facility Management etc.
DeleteTrip Category (TPTrip_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeleteTrip Type (TPTrip_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteTrip Sub Type (TPTrip_SubType_ComboBox)
Select the SubType Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
SubType Codes are maintained in System Code Management Code Type = Type • SubTypes. They are linked in File Management for the module you are working with. For Example: Activity SubTypes are linked in Activity Management Facility SubTypes are linked in Facility Management etc.
DeleteDetail Criteria
Site Code (TPTrip_SiteCode_Picklist)
Select the Site Code(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Area (TPTrip_SiteArea_Picklist)
Select the Site Area(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Category (TPTrip_SiteCategory_Picklist)
Select the Site Category/Categories by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Group (SASite_SiteGroup_Picklist)
Select the Site Group(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Type (SASite_SiteType_Picklist)
Select the Site Type(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Use Refund Date Range (SaRefund_RefundDate_UseRange)
This field is applicable for the Bottom Line Report only.
DeleteBegin Refund Date (SARefund_RefundDate_Begin)
This field is applicable only if you're using the refund date range.
Select your Begin/End Refund Date Range options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select. Refunds made toward the trips during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you process refunds for the trip(s) on which you are reporting.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Refund Date (SARefund_RefundDate_End)
This field is applicable for the Bottom Line Report only.
Select your Begin/End Refund Date Range options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select. Refunds made toward the trips during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you process refunds for the trip(s) on which you are reporting.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteInclude Cancelled Bookings (SaDetail_IncludeCancelled)
This field is applicable only if you're using the refund date range.
Select this option to Include cancelled bookings. This option affects the calculation for the following columns on the report: "Fees and SC Discount Paid and SC and Total Profit."- If selected the will include cancellations.
- If not selected the report will include only booking that were not cancelled.