Report Options Screen

Many report areas will display the Report Options screen for you to select your report options. For example, this is the Mailing Labels Report Options screen:

Several report options are available in all report areas, such as Print to screen and Modify report. Some are only available in certain report areas. For example, Show Waitlisted Registrations is only available in report areas accessing registration information.

To run the report, select the appropriate options then click the OK button.

Option Descriptions

Here a brief description of the available options:

• Print to screen – check to see an on-screen preview of the report before sending it to the printer.
• Export to file – check to export the data in the report to an external file (i.e. Microsoft Excel, Text file, etc.).
• Print New Invoices – if checked, will print invoices for all billing records which have not yet been assigned an invoice number.
• Print Marked Labels – if checked, all Name records which have the Print Label checked are included in your report.
• Set Start Label Position - allows you to print on a partially used label/name tag sheet.
• Exclude "Don't Mail" Names – if checked, will not include any Name record which has the Don't Mail box checked.
• Record "CRM" Entry – if checked, after the report runs, you'll be given the opportunity to create a CRM entry for all Name records in the report.
• Report Sort Order – allows you to change the sort order for records included in report. CAUTION: you may receive unexpected results because report grouping and justdoit functions will override your sort order options.
• Show Waitlisted Registrations – check to include waitlisted registrations in your report.
• Include canceled records – check to include canceled records in your report (i.e. canceled courses, registrations, etc.).
• Include Inactive Records - in Mailing Labels and Names w/Codes, check to include inactive Name records.
• E-mail Separately? - if checked, the system will create individual pdf files and email them to the individuals in the report.
• Include Third Party Billing Reggies – check to include registrations marked as billing records in your report.
• Generate Individual PDFs - if checked, will generate individual PDF transcripts for all users in the report.
• Clear Selected Fields from cursor - if checked, adds an additional step to select fields you want to keep in the report cursor.
• Recycle Report Area – if checked, you’ll be returned to the Report Options screen after running the report to run another report.
• Recycle Query – if checked, you’ll be able to run reports in this report area with the same query.
• Also Output As (PDF) – export the report as a PDF file.
• Modify Report – check to modify the report.  For more information, see next section.
• Default Report/Additional Reports – select the report you want to run.
• Show User Reports – click this button to see the list of additional reports in this reporting area.
• Use Windows Print Dialog – this option opens the standard Windows Print Dialog box when you print the report.