REPORTING GUIDE

• Running Reports

• Finding the Right Report
• Reporting Areas
• Report Options Screen
• Selecting/Running a Query
• Default vs Additional Report
• Previewing/Printing the Report
• Searching for Reports
• Output Reports in Other Formats
• Report Favorites
• Creating a Query
• Editing Queries
• Query List Manager
• Query Creation Guidelines

• Basics

• Modify a Report Template
• Student Manager Data Structure
• Student Manager Tables
• Report Controls
• Adding Report Elements
• Formatting Elements
• Page Setup
• Saving Changes to the Report Template

• Advanced

• Report Banding
• Complex Expressions
• Field Calculations
• Print Whens
• What are Report Functions?
• Report Functions by Category
• JUSTDOIT
• JUSTAFTER

Terms of Use

By accessing, reading, or using this guide, you agree to be bound by the terms and conditions outlined in this agreement.

This guide is provided solely for the internal training and professional development of authorized employees, students, or participants. You may view and print individual pages for personal, non-commercial use related exclusively to your training.

All content within this guide, including text, graphics, logos, layouts, and software, is the exclusive property of ACEware Systems, Inc. and is protected by applicable copyright and intellectual property laws.

You may not, without the prior written consent of ACEware Systems, Inc.:

• Distribute, sell, lease, or license this material to any third party.
• Modify, translate, or create derivative works based on this content.
• Upload the guide to any public server, network, or file-sharing website.

800-925-2493 ● info@aceware.com ● support@aceware.com
Website: www.aceware.com ● Help Center: help.aceware.com

Running Reports

Finding the Right Report

How to find the report you need.

How do I start?

You must first determine what you want contained in your report. If you can put into words what the desired output will be, you are half way there.

For instance, “I want to generate letters for all individuals who currently have a credit balance, informing them of the dollar amount of that balance and proposing that they use it for an upcoming class.”

Where do I go?

Once you’ve decided what information you want on your report, you must determine which report to use. Begin by determining what reporting area accesses that information. For example, to get information on registrants, you would choose the Registration reporting area, not the Faculty reporting area.

Default vs Additional reports?

Every report area provides one Default report that displays the most common elements for the particular report area. For example, the default Name Roster report may list registrant data in a columnar format.

Most report areas also provide Additional reports. These are report templates that display the same data in a different format. Or they are report templates designed for specific purposes.

For example, this is a Name Roster that sorts registrants by Firm assigned.

Report vs Query?

• Query - a query is a request for information. You request specific information from the data tables to be displayed on the report. E.g. return all people which took courses starting between 2 dates.

• Report - a report is a template which displays the information you've requested in a certain manner. For instance, a mailing label template displays information from the Name record in a block form for printing mailing labels.

Reporting Areas

Run reports from these areas:

Module Reports (Quick Reports and Receipts)

Quick reports give you data for a specific record.

• Course Quick Report button – print rosters, name tags, mailing labels, certificates, course description, or faculty contracts for particular course.
• Names Quick Report button– print fax cover, envelope, transcript, or letter for particular individual.
• Registration Print Receipt button – print receipts for particular individual or for the registration group.
• Payment Print Receipt and Close button - print receipts for particular individual or for the registration group.
• Budget Quick Reports button - print budget reports for the course.
• Faculty Manager Reports button - run faculty reports. Note: you can only run reports from the Reports > Faculty > Faculty Only Reports report area. If you want to run other faculty reports (e.g. contract agreements, instructor lists), you must run them from the Reports > Faculty menu.
• Pocket Ledger Print Requisition button (requires Pocket Ledger)- print requisition orders for a particular expense record.

Student Manager Report Menu (Main Menu Item)

This is the main reporting area in Student Manager. Reports are grouped according to the type of information contained in the report:

• Accounting – Income, Cash Box, Financial
• Demographics – Name information, Firm  information, Mailing Labels, and Transcripts
• Courses – Details, CEU Reporting, Course Income/Enrollment Summary, and Catalog
• Registrations – Registration Details, Deadbeat, Receipts, Rosters, Transcripts, Name Tags, Table tents, and Certificates
• Faculty – Agreements, Instructor Lists, Performance Data, Check Requests, Faculty Reports
• Invoices – Invoices, Aging Reports
• Pocket Ledger – Income/Expense Listings, Balances, Budgets and Snapshot
• Workshops – Rosters/Certificates, Enrollment Summary
• Statistics – Names Demographic Sorting and Performance Summary, Tracking Codes, Course Data Summary and Performance Review.
• Codes – Student Manager Codes Listings

When running reports from the Report Menu, you must also run an appropriate query to get the data you want displayed on the report.

Special Reports

These reports are run from the main screen with the specified keyboard shortcut:

• F2 Quick Counts Report - view or print enrollment counts for upcoming courses.
• CTRL+F2 Quick Room Use Report - view or print enrollment counts for upcoming courses from 2 to 90 days out.
• F3 Faculty Talent Search - Search for instructors by several criteria.
• F4 Registration Search - search for registration records.
• F5 Search Names - search for name records.
• F7 Pay Grabber - search for payments.
• F9 Dashboard Report - quick look at courses with low enrollment, courses full or nearly full, summary of enrollments and income.
• F10 Membership Retention Wizard - returns students' retention status, courses they have taken, or a list of students meeting the criteria
• F11 Attendance Tracker - view/print/export attendance tracking information for a specific student.
• F12 Financial Aid Reporter - returns information about student awards/draws.

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.

Selecting/Running a Query

A query is a request for specific information to display on the report template. For example, to print rosters for all courses which begin between two dates, you would select a query that asked for a date range.

To select a query, highlight it then click the Select button.

You’ll be asked to enter the dates next. Enter the appropriate dates, or select dates using the Date Picker icon, then press the OK button.

Other queries might ask for something like the Course Code Begins with:

You select the query that gets you the data you want to see on your report.

Default vs Additional Report

Every report area provides one Default report that displays the most common elements for the report area. For example, the default Name Roster report may list registrant data in a columnar format.

Most report areas also provide Additional reports. These are report templates that display the same data in a different format. Or they are report templates designed for specific purposes.

For example, this is a Name Roster that sorts registrants by Firm assigned.

After running your query

• If you selected the Default report and Print Preview options, the Print Preview opens.

• If you selected the Addtional Report option, the Additional Report list opens for you to select the Additional Report you want to run.

!(../images/additionalreports.png)

Select the report you want to run by highlighting it and pressing the Enter key.

Previewing/Printing the Report

If you selected the Print to Screen Report Option screen, the Print Preview window opens. From here you can preview and print the report.

Use the Print Preview Tool Bar to view pages of the report, zoom in or out, print, or close the Report Preview Window.

Searching for Reports

To search for a report, select Tools > Reports > Search Report for Keyword. This feature allows you to search reports by report title, field/variable name, function or character string.

Enter your search string then press the ENTER key. Student Manager will search all reports and give you a list of Default and Additional Reports (separate lists) that contain the search string.

To run a report click the appropriate Description value.

Output Reports in Other Formats

You can choose to print a report, or you can output the report in other formats.

IMPORTANT

Microsoft Office must be installed on the user's computer to output in Excel or Word formats. If using Remote Desktop to access Student Manager on the server, it must be installed on the server.

To output a report in another format:

1. Select the appropriate Report area.
2. On the Report Options screen in the Also Output As drop down list, select the desired output format:

3. Enter the path (location for the saved file)* and name for the file. You can enter it directly into the path field (C:\ACEHOLD\13SACE010A.PDF in this example),

or you may click the ... button to the right of the Path field to open the standard Windows Save screen (i.e. select the location, enter the file name, then click the OK button).

*We STRONGLY discourage saving files into your Student Manager directory. Instead, create a folder on your C:\ drive called ACEHOLD and save the Output files to this location.

4. Select any other appropriate options (e.g. Additional Report, Include Canceled, etc.), then click the OK button.
5. If you are running a report from the Reports Menu, select and run the appropriate query. If you are running a Quick Report, this step will be skipped.
6. If you selected the Additional Report option, select the appropriate report.
7. The Report Preview opens (if you have the Preview option enabled). When you close the Report Preview window, the output file is created in the location you specified in step 3.

Also Email Output File

If you would also like to email your output file, in step 4 above, check the Also Email Output File. After the system saves you file, the Student Manager Quick Email screen opens with your output file attached.

HTML Output

If you select the HTML format, the system will create an HTML page of the report for web viewing. If the report is more than one page, the system will also create navigation icons for the web page.

You must copy the HTML page AND all associated graphics to you Web page folder or users will not be able to move from page to page.

Report Favorites

Student Manager users can identify up to 10 reports as Favorites so they can be easily found and run.

Notes

• The Student Manager administrator can set favorite reports for users.
• User Report Favorites are set per user. Global Report Favorites can be accessed by all staff.
• Cashbox, Invoice, and Statistical reports cannot be set as Report Favorites.

Set User Favorite Report

1. Select Reports > Favorites or use the keyboard shortcut CTRL+F1 to open the Favorite Reports screen.
2. Click the Set Report button.
3. On the Favorite Report Chooser window, select the report area, sub area, name and query.

4. Click the Done button.
5. The report is added.

6. Repeat steps 2-4 to set more report favorites.
7. Click the Save button to save your report favorites.

Run Favorite Report

1. Select Reports > Favorites or use the keyboard shortcut CTRL+F1 to open the Favorite Reports screen.
2. Click the appropriate Run Report button:

1. Select any other report options on the Report Options screen (e.g. Include Canceled records, also output as, etc.), then click the OK button.
2. Enter the query value(s) then click the OK button.
3. The report now runs.

Change User Favorite Report

1. Select Reports > Favorites or use the keyboard shortcut CTRL+F1 to open the Favorite Reports screen.
2. Click the appropriate Set Report button.
3. Make the appropriate changes (e.g. change the report area, sub area, name and/or query).

4. Click the Done button.
5. Click the Save button to save your changes.

Delete User Favorite Report

1. Select Reports > Favorites or use the keyboard shortcut CTRL+F1 to open the Favorite Reports screen.
2. Click the appropriate Set Report button.
3. The Area value will be highlighted. Press the Delete key on your keyboard to clear the value.

4. Clearing the Area value will also clear the other fields:

5. Click the Done button.
6. Click the Save button to save your changes.

Global Reports

Global Report Favorites are reports that can be ran by all Student Manager users. *You can identify up to 10 reports as Global Favorites.

*Note: you must have level 5 access to set, change, or delete Global Favorite reports.

Set and run Global Reports from Reports > Global Favorites.

Creating a Query

To create a new query:

1. On the Query List Manager window, click the Add button.
2. The Query Editor window opens for you to add query elements.

3. Click the Add button to add a query element.

4. In Step 1: Select a field, the available query fields for this report area are listed. Select the appropriate field from the list (e.g. for courses between two dates, select Course Begin Date).

Field Not Listed?

If the field you want is not listed, you may be able to add it with the Add option.

5. In Step 2: Pick an operator, the operators for the field you selected in Step 1 are listed. Select the appropriate operator (e.g. for a courses between two dates query, you would pick 'Between two dates').
6. In Step 3: Enter a comparison values*, the values you are searching for are entered.

Most of the time you should select Ask Later. This keeps the query as generic as possible so that it can be used over the long term (e.g. if you enter dates instead of selecting Ask Later, every time you run the query it will only report courses which begin between those two dates).

7. You're returned to the Query Editor window.

• If you are finished adding query elements, click the Apply button.
• If you need to add more query elements, click the Add... link to add another element.

For more information about adding multiple query elements, see the Editing a Query topic.

8. When you click the Apply button, you will be asked to enter a title and save your query. Enter the title then click the OK button.

Editing Queries

You can edit, copy, and rename queries.

Edit Query

1. Highlight the query you want to edit.
2. Click the Edit button.
3. The Query Editor window opens.

You can now edit the query elements.

Add Additional Elements

To add another element to a query:

1. Click the Add button.
2. Continue with steps 4-6 of the query process.
3. When you are returned to the Query Editor window, you may need to switch the connector using the And/Or button. The default connector is And.

• And - means that BOTH items must be true for a record to be included in the result.
• Or - means that if ‘EITHER ONE’ of the items is true it will be included.

Edit Query Elements

To edit a query element:

1. Click the element you want to edit to highlight it.
2. Click the Edit button.
3. The Query Condition window opens for you to edit the element (steps 4-6 of the query process.
4. Once you are returned to the Query Editor window, click the Apply button to save your query changes.

Delete Query Element

To delete a query element:

1. Click the element you want to delete to highlight it.
2. Click the Delete button.
3. Click the Apply button to save your query changes.

Move Query Elements

To move a query element:

1. Click the query element you want to move up or down to highlight it.
2. Click the Up or Down button to move the element up or down.

Connector or Brackets

When moving queries, you may also need to change the connector (And/Or) or re-bracket elements.

Multiple Element Connectors

You may occasionally need to create a query with a combination of elements. For example, you need courses between two dates except for courses which have "MGT" in the course code AND are offered by a specific department.

The most important thing to keep in mind is whether you want one, some, or all the conditions to be true:

• All conditions must be true - make certain you use the AND connector. This means that if any single condition is not met, the record is not included (e.g. the course must begin between the two dates, AND not include "MGT" in the course code, AND have a specific coordinator).

• One of the conditions must be true - use the OR connector. This means that if the record meets one of the conditions, it will be included (e.g. the course must begin between two dates, OR must not contain "MGT" in the course code, OR must have a specific coordinator).

• Combination of conditions must be true - you may need to use a combination of connectors along with the bracketing feature to govern how the query is analyzed.

Bracket Query Elements

Some queries cannot be reliably used unless elements are bracketed to determine the order of execution of the elements. Conditions inside the brackets will always be evaluated before any conditions outside of the brackets. If you are using a combination of ANDs and ORs you should ALWAYS use brackets!

To insert brackets:

1. Click the first query element you want to bracket to highlight it.
2. Click the Bracket button.
3. Enter a parenthesis in the first field:

4. Click the OK button.
5. Click the last query element you want to bracket to highlight it.
6. Click the Bracket button.
7. Enter a parenthesis in the last field:

8. Click the OK button.

You're conditions will now be bracketed (i.e. parenthesis are placed around the conditions):

Query List Manager

The Query List Manager has several features to help you manage your queries.

• Run Count - the number to the left of the Query Title indicates the number of times the particular query has been run. This helps you determine which queries in a given area are useful and which can be deleted.
• Query Title - tells the user what the query does. This should be as descriptive as possible so that all users know what information the query will request from the data tables.
• Creator - the user who created the query.
• Last Ran - date the query was last ran.
• Last User - user name of person who last ran the query.
• Query Highlight - when a query in the list is highlighted (clicked on once), a message appears in the upper right of the Student Manager screen telling the user what query elements are in the query.

Search Queries

You can search query titles and fields by right-clicking on the query window and selecting the appropriate option:

• Title - search query titles, e.g. search for all queries which have "Course" in the title.
• Field - search query fields, e.g. search for all queries which reference the cocrse field (course code field from the Course table).

Sort Queries

By default, queries are sorted by the Run Count.

• To sort queries by Query Title, click on the Query Title Column Header. This will sort your queries in A-Z order.
• To sort queries in Z-A order, click the Query Title Column Header again.
• To sort queries by Run Count again, click the Run Count Column Header.

Character Type Queries

Queries that have Character type elements (e.g. Course Number begins, Subject Code is, etc.) offer users the ability to select a query item from the list of available field values. For instance, a Course Number Begins query allows you to select the course number from a list of all course records in your system.

The query item is selected by clicking the ... button to the right of the Query field. This opens the list of available values for the query element:

The list shows the number of Occurrences for the particular value (e.g. how many are enrolled in the course, how many names have the particular subject code assigned, etc.).

Double-click a value in the list to select it and add it to the Query field.

Copy Query

If you need a query that is similar to one already created, you can copy the existing query then edit it to include/remove query elements.

1. Highlight the query you want to copy in the Query List Manager.
2. Click the Copy button.
3. Enter a title for the new query then click the OK button.

The new query is added to the Query List Manager window and you can now edit it.

Rename Query

Query Names should be as descriptive as possible so that all users know what information the query will request from the data tables. If you edit a query, then you may also need to rename it.

To rename a query:

1. Highlight the query in the Query List Manager window.
2. Click the Rename button.
3. Make the appropriate changes to the name.
4. Click the OK button to save the new name and return to the Query List Manager.

Delete Query

To delete a query:

1. Highlight the query you want to delete.
2. Click the Delete button.
3. Confirm the delete procedure by clicking Yes on the Confirmation dialog box.

You can also use the Delete Queries tool to clean up queries.

Query Creation Guidelines

Although the most common queries are already created in Student Manager, most organizations will need to create or modify queries to meet their specific needs. Here are some general rules to follow when creating queries:

1. The field you want to use in your query must be available in the report area.
2. You may create an unlimited amount of queries in each report area. Although, it is best to only maintain those queries that you most commonly use.
3. Queries can only be used in the particular report area in which they are created.
4. Some report areas have options that can affect your query. For example, if you want canceled records in your report, you must select the Include Canceled Records option or canceled records will not be included in the report, no matter what you put in your query (e.g. a query that only selects canceled records will return 'No Matching Records Found' if you haven't selected the Include Canceled Records option).

Report Areas with No Queries

In some report areas, it's not necessary to use a query. Those are:

• Codes Section (Reports > Codes)
• Cash-Box  (Reports > Accounting > Cash Box)
• New Invoices (Reports > Invoices > Run Invoices)
• Quick Reports (Name, Course, Faculty Manager)
• Receipts (Registration and Payments)

Basics

Modify a Report Template

To modify a report template:

1. Select the report area from the Reports Menu, or open the appropriate Quick Reports window.
2. On the Report Options screen, check Modify Report (and any other applicable options, i.e. Include Canceled Records, Additional Reports, etc.).

3. Select and run your query. Note:  if you selected a Quick Report, the system will skip this step and take you directly to step 4.
4. If you selected an Additional Report, select the appropriate report from the User Defined list.
5. The report you selected now opens in "modify" mode. The Report Designer screen displays the report template which consists of white spaces separated by gray horizontal bars called bands. The white space above each band contains the report elements that will display on the report (e.g. text entries, expressions, lines, etc.).

6. You can now use the Report Controls to add/edit/delete report elements.

Modifying Report Elements

• Adding Elements
• Formatting Elements
• Print Whens
• Field Calculations
• Complex Expressions
• Report Banding
• Page Setup
• Saving Changes

Student Manager Data Structure

A list of Student Manager tables and fields within the table. Most fields are listed by the label that appears on the associated screen. The exception to this rule are fields that can be relabeled by the organization (e.g. cocoord, nmmisc, all udfs fields).

ATTEND

Label	Field Name	Type	Length	Decimals
Attendance Code	ATCODE	C	6	0
Course Code	ATCRSE	C	12	0
Grade	ATGRADE	C	3	0
ID	ATID	C	9	0
Module	ATMODULE	C	12	0
Name	ATNAME	C	75	0
Session Date	ATDATE	D	8	0
Session Hours	ATHOURS	N	4	2

BUDGET

Label	Field Name	Type	Length	Decimals
Course Code	BUCRSE	C	12	0
Estimated Enrollment for Fee	BUFEENUM	N	4	0
Fee Amount	BUFEEAMT	N	7	2
Fee LabelL	BUFEEDESC	C	25	0
Fee Type	BUFEETYPE	C	1	0

CATALOG

Label	Field Name	Type	Length	Decimals
Active	CAACTIVE	L	1	0
Add Date	CAADDATE	D	8	0
Audience	CAAUDIENCE	M	10	0
Begin Date	CABEGDATE	D	8	0
Begin Time	CABEGTIME	C	5	0
Benefits	CABENEFITS	M	10	0
Bio/Credentials	CABIO	M	10	0
Code	CACODE	C	10	0
Contact Email	CACEMAIL	C	50	0
Contact Name	CACNAME	C	50	0
Contact Phone	CACPHONE	C	20	0
Web Address	CAWEBADDR	C	75	0
Created By	CACREATOR	C	8	0
End Time	CAENDTIME	C	5	0
Fee (Proposed)	CAPROPFEE	N	7	2
Features	CAFEATURES	M	10	0
Graphic	CAPIC	C	75	0
Hours	CAHOURS	N	6	2
Instructor Expenses	CAINEXP	M	10	0
Kind	CAKIND	C	1	0
Location	CALOC	C	40	0
Materials	CAMATERIAL	M	10	0
Name	CANAME	C	95	0
Optional 1	CAOPT1	C	95	0
Optional 2	CAOPT2	C	95	0
Prerequisite Description	CAPREREQ	M	10	0
Primary Description	CADESC	M	10	0
Publish on Web?	CAPUBLISH	L	1	0
Schedule	CASCHEDULE	C	60	0
Secondary Description (Web)	CADESC2	M	10	0
# of Sessions	CASESS	N	3	0
Status	CASTATUS	C	10	0
Subject Code	CASUBJ	C	8	0
Text Book	CATEXT	C	100	0
Thumbnail	CATHUMB	M	10	0
Updated By	CAUSER	C	8	0
Update Date	CAUPDATE	D	8	0

CATGROUP

Label	Field Name	Type	Length	Decimals
Catalog Code	CGCATALOG	C	12	0
Grouping Code	CGCODE	C	6	0

CHOICES

Label	Field Name	Type	Length	Decimals
Active Code?	CHACTIVE	L	1	0
Choice	CHOICE	C	15	0
Cost of Promotion	COST	N	6	0
Creator	CREATOR	C	8	0
Description	DISCRIPT	C	50	0
Detail	CHMEMO	M	10	0
Identifier	IDENTIFIER	C	30	0
Major Expense Category	TIMEUPDATE	C	8	0
Number of Brochures	NO_BROCH	N	6	0
Order Point	ORDERPT	N	4	0
Promotion Date	DATEUPDATE	D	8	0
Scope By	INTIDENT	C	1	0
Show/Hide from Web	MARKED	L	1	0
Specific Course/File Name for Image	CRSE	C	12	0
Updated	UPDATE	D	8	0
User	USER	C	8	0

COURSE

Label	Field Name	Type	Length	Decimals
Account Code	COACCOUNT	C	30	0
ACEweb Publish Properties	COWEBREG	N	1	0
Active Flag	COACTIVE	L	1	0
Add Date	COADDATE	D	8	0
Age Requirement	COAGEREQ	N	2	0
Allow Web Waitlist	COWEBWAIT	L	1	0
Alternate Display Course Code	COALIAS	C	32	0
Attachment (email receipt)	CORECATT	C	250	0
Begin Date	COBEGDATE	D	8	0
Budget Add Date	COBUADD	D	8	0
Budget Breakeven	COBUBREAK	N	5	0
Budget Go No-Go	COBUNOGO	N	5	0
Budget Notes	COBUNOTE	C	100	0
Budget Overhead	COBUOVER	N	2	0
Budget Profit Share	COBUSHARE	N	2	0
Budget Updated	COBUUPDATE	D	8	0
Budget User	COBUUSER	C	8	0
Canceled Flag	COCANCEL	L	1	0
Catalog Code	COCATCODE	C	10	0
Category	COCATEGORY	C	12	0
CEUS	COCEUS	N	6	3
Comments (Reminder Note)	CONOTENPRT	M	10	0
Coordinator	COCOORD	C	20	0
Course Code	COCRSE	C	12	0
Course Time	COCRSETM	C	85	0
Created By	COCREATOR	C	8	0
Credits	COCREDIT	N	3	1
Date Opened for Enrollment	COOPENDAT	D	8	0
Days of Week	CODOW	C	7	0
Department	CODEPT	C	35	0
Email Reminders to Students	COEREMFL	L	1	0
Email Reminders Datetime	COREMDT	D	8	0
End Date	COENDDATE	D	8	0
End Hours	COENDHRS	N	2	0
End Minutes	COENDMIN	N	2	0
Enrollment Count	COENROLLED	N	5	0
Estimated Enrollment	COESTENRL	N	4	0
Gift Exp Date	COGIFTEXPD	D	8	0
Gift Exp Days	COGIFTEXPN	N	4	0
Group Count	COGRPCT	N	5	0
Hours	COHOURS	N	6	2
Instructor ID (No longer in use)	COINSTID	C	12	0
Lag Days for ACEweb	COWEBLAG	N	3	0
Lag Days for Billing on ACEweb	COBILLAG	N	3	0
Location ID	COLOCID	C	12	0
Locked Flag	COLOCKED	L	1	0
Maximum Size	COMAX	N	5	0
Membership Requisites	COMEMREQ	C	100	0
Merchant Number	COMERCNUM	C	15	0
Minimum Size	COMIN	N	3	0
Months to Complete	COEXPTIME	N	2	0
Must Logon to View (Express)	COLOGFIRST	L	1	0
New Course Flag	CONEW	L	1	0
Note (Printed on Receipt)	CONOTEPRT	M	10	0
Online Course Provider	COSERVICE	C	3	0
Online Note	CONOTEONL	M	10	0
Persons to Notify Via ACEweb	CONOTIFY	C	150	0
Physical Max	COPHYSMAX	N	3	0
Print Location Flag	COLOCPRTIN	L	1	0
Publish Date	COPUBDATE	D	8	0
Proxy Type	COPROXYTYP	C	10	0
Qualifies for Tax Credit Flag	COTAXCR	L	1	0
Reason Course was Canceled	COWHYCX	C	50	0
Receipt Template	CORECCODE	C	10	0
Reference Document	COREFDOC	C	100	0
Registration Time	COREGTIME	C	80	0
Registration Warning Message	COREGWARN	C	80	0
Registrant Information Shown on ACEweb
Rosters	COLISTCLAS	M	10	0
Remind When	COREMWHEN	D	8	0
Remind Who	COREMWHO	C	8	0
Sessions Number	COSESS	N	3	0
Short Title	COSHORTNM	C	30	0
Show on Web Transcript	COWEBTRAN	N	1	0
Settings for ACEweb Special Functions	COWEBCFG	M	10	0
Special ACEweb Data Capture Page	COWEBCARD	C	20	0
Special ACEweb Information Page	COWEBSTAT	C	20	0
Sponsoring Firm	COFMID	C	12	0
Start Hour	COSTHRS	N	2	0
Start Minute	COSTMIN	N	2	0
Subject Code	COSUBCODE	C	8	0
Title	COCRSENM	C	125	0
Track Attendance	COTRKATT	L	1	0
Type	COTYPE	C	12	0
Update Date	COUPDATE	D	8	0
Update Time	COUPTM	C	10	0
Updated By	COUSER	C	8	0
URL	COURL	C	250	0
Waitlist Count	COWAITNUM	N	5	0
Web Certificate	COWEBCERT	C	50	0
Web Grade Book Access Level	COWEBGRADE	N	1	0
Web Workshop Message	COWEBWKMSG	M	10	0
Workshop Enabled (No Longer Used)	COWKSHOP	L	1	0
Workshop Maximum	COWKMAX	N	2	0
Workshop Minimum	COWKMIN	N	2	0
Additional Character Field (label specified by organization)	COCHAR1	C	15	0

CREDINDV

Label	Field Name	Type	Length	Decimals
Course Code	CICRSE	C	12	0
Credit Code	CICODE	C	8	0
ID	CIID	C	9	0
Note	CINOTE	C	30	0
Type	CITYPE	C	6	0
Units	CIUNIT	N	5	2

CREDMAST

Label	Field Name	Type	Length	Decimals
Course Code	CMCRSE	C	12	0
Type	CMTYPE	C	6	0
Units	CMUNIT	N	5	2
Credit Code	CMCODE	C	8	0
Note	CMNOTE	C	30	0

CRM

Label	Field Name	Type	Length	Decimals
Course	CRCRSE	C	12	0
Date	CRDATE	D	8	0
ID	CRID	C	9	0
Subject	CRSUBJECT	C	60	0
Type	CRTYPE	C	1	0
User	CRUSER	C	8	0

CRSEREM

Label	Field Name	Type	Length	Decimals
Course Code	REMCRSE	C	12	0
Remind Who?	REMWHO	C	8	0
When?	REMWHEN	D	8	0
Reminder Note	REMNOTES	M	10	0
OID	REMOID	C	12	0

CRSEUDFS

Label UDFs on the UDF screen. See the Course-specific Labels topic for information on labeling Course Specific Registration Labels.

Label	Field Name	Type	Length	Decimals
Course Code	CUCRSE	C	12	0
User defined Character 1	CUDFC1	C	35	0
User defined Character 2	CUDFC2	C	35	0
User defined Character 3	CUDFC3	C	50	0
User defined Character 4	CUDFC4	C	70	0
User defined Date 1	CUDFD1	D	8	0
User defined Date 2	CUDFD2	D	8	0
User defined Date 3	CUDFD3	D	8	0
User defined Date 4	CUDFD4	D	8	0
User defined Logical 1	CUDFL1	L	1	0
User defined Logical 2	CUDFL2	L	1	0
User defined Logical 3	CUDFL3	L	1	0
User defined Logical 4	CUDFL4	L	1	0
User defined Numeric 1	CUDFN1	N	7	2
User defined Numeric 2	CUDFN2	N	7	2
User defined Numeric 3	CUDFN3	N	7	2
User defined Numeric 4	CUDFN4	N	7	2
Course Specific Character 1 Registration Label	CULBLC1	C	15	0
Course Specific Character 2 Registration Label	CULBLC2	C	15	0
Course Specific Character 3 Registration Label	CULBLC3	C	15	0
Course Specific Character 4 Registration Label	CULBLC4	C	15	0
Course Specific Date 1 Registration Label	CULBLD1	C	15	0
Course Specific Date 2 Registration Label	CULBLD2	C	15	0
Course Specific Date 3 Registration Label	CULBLD3	C	15	0
Course Specific Date 4 Registration Label	CULBLD4	C	15	0
Course Specific Logical 1 Registration Label	CULBLL1	C	15	0
Course Specific Logical 2 Registration Label	CULBLL2	C	15	0
Course Specific Logical 3 Registration Label	CULBLL3	C	15	0
Course Specific Logical 4 Registration Label	CULBLL4	C	15	0
Course Specific Numeric 1 Registration Label	CULBLN1	C	15	0
Course Specific Numeric 2 Registration Label	CULBLN2	C	15	0
Course Specific Numeric 3 Registration Label	CULBLN3	C	15	0
Course Specific Numeric 4 Registration Label	CULBLN4	C	15	0

CRSROOM

Label	Field Name	Type	Length	Decimals
Add Date	CRMADDDATE	D	8	0
Course Code	CRMCRSE	C	12	0
Created By	CRMCREATOR	C	8	0
Date	CRMDATE	D	8	0
End Hours	CRMENDHRS	N	2	0
End Minutes	CRMENDMIN	N	2	0
Location ID	CRMLOCID	C	12	0
Start Hours	CRMSTHRS	N	2	0
Start Minutes	CRMSTMIN	N	2	0
Time	CRMTM	C	30	0
Updated	CRMUPDATE	D	8	0
Updated By	CRMUSER	C	8	0

FEES

Label	Field Name	Type	Length	Decimals
Amount	FEFEE	N	8	2
Coupon/Inventory Code	FEINVNO	C	8	0
Course Code	FECRSE	C	12	0
Expires (days)	FEEXP	N	4	0
Fee Description	FEDESC	C	50	0
Hide from Web Flag	FEWEBHIDE	L	1	0
Hybrid	FEHYBRID	C	1	0
Mandatory Flag	FEAUTO	L	1	0
Order	FEORDER	N	2	0
Type	FEIDENT	C	1	0
Max	FEMAX	N	4	0
Member Expires (Date)	FETERMDATE	D	8	0
Member Expires (# of Days)	FETERMOFF	N	5	0
Member Code	FEMEMCODE	C	10	0

FINAIDI

Label	Field Name	Type	Length	Decimals
Add Date	FAIADDATE	D	8	0
Amount Expected	FAIEXPECT	N	8	2
Date Expected	FAIEXPECTD	D	7	0
Course Applied	FAICRSE	C	12	0
ID (Name)	FAIID	C	9	0
Notes	FAINOTE	C	100	0
Received	FAIRECEIVE	N	7	2
Updated By	FAIUSER	C	8	0
Update Date	FAIUPDATE	D	8	0

FINAIDM

Label	Field Name	Type	Length	Decimals
Award Date	FAMAWARDED	D	8	0
Date Added	FAMADDATE	D	8	0
EFC	FAMEFC	N	7	2
ID (Name)	FAMID	C	9	0
Payment Type	FAMPYTYPE	C	1	0
Returned	FAMRETURN	1	7	2
Total Expected	FAMTOTAL	N	7	2
Type	FAMTYPE	C	30	0
Updated	FAMUPDATE	D	8	0
Updated By	FAMUSER	C	8	0

FIRM

Label	Field Name	Type	Length	Decimals
# of Employees	FMEMPLOY	N	5	0
$ Credits	FMCREDITS	N	8	2
Add Date	FMADDATE	D	8	0
Additional Information	FMEXTRA	C	65	0
Address Line 1	FMADDR1	C	50	0
Address Line 2	FMADDR2	C	50	0
Bill Address Line 1	FMBADDR1	C	50	0
Bill Address Line 2	FMBADDR2	C	50	0
Bill City	FMBCITY	C	17	0
Bill Country	FMBCNTRY	C	20	0
Bill Phone	FMBPHONE	C	15	0
Bill State	FMBSTATE	C	2	0
Bill to Attention of	FMBATTN	C	30	0
Bill Zip	FMBZIP	C	10	0
City	FMCITY	C	17	0
Comments	FMCOMM	M	10	0
Contact	FMCONTACT	C	75	0
Contact 2	FMCONTACT2	C	75	0
County	FMCOUNTY	C	15	0
Country	FMCNTRY	C	20	0
Email	FMEMAIL	C	60	0
Email 2	FMEMAIL2	C	60	0
Fax Phone	FMFPHONE	C	15	0
Federal ID	FMFEDID	C	12	0
Fee Category	FMFEECAT	C	30	0
Firm Name	FMFIRM	C	75	0
Firm ID	FMID	C	12	0
Firm Representative	FMREP	C	6	0
Link File	FMLINKFILE	C	50	0
Org Code	FMORG	C	6	0
Parent Company	FMCORP	C	35	0
Phone	FMPHONE	C	15	0
Province	FMPROVINCE	C	20	0
Qualification Code	FMQUALIFY	C	2	0
SIC	FMSIC	C	9	0
Size (in $000’s)	FMSIZE	N	7	0
State	FMSTATE	C	2	0
Type	FMIDENT	C	1	0
Update Date	FMUPDATE	D	8	0
URL	FMURL	C	75	0
User	FMUSER	C	8	0
Zip	FMZIP	C	10	0
Firm Character Field 1 (label specified by organization)	FMCHAR1	C	12	0
Firm Character Field 2 (label specified by organization)	FMCHAR2	C	12	0
Firm Logical Field 1 (label specified by organization)	FMLOG1	L	1	0
Firm Logical Field 2 (label specified by organization)	FMLOG2	L	1	0

GIFTCARD

Label	Field Name	Type	Length	Decimals
Number	GCNUM	C	8	0
Sub ID	GCSUBID	C	12	0
Used	GCUSED	L	1	0
Notes	GCNOTES	M	10	0
Name ID	GCID	C	9	0
Expiration Date	GCEXPIRE	D	8	0

GROUPING

Label	Field Name	Type	Length	Decimals
Course Code	GRCRSE	C	12	0
Grouping Code	GRCODE	C	6	0

HOLIDAYS

Label	Field Name	Type	Length	Decimals
Date	DATE	D	8	0
Description	DESCRIPT	C	30	0
Local Holiday	LOC_HOL	C	40	0
Through	DATE2	D	8	0
Start Hour	HOUR	N	2	0
Start Minutes	MINUTE	N	2	0

INSTRUCT

Label UDFs on the UDF screen.

Label	Field Name	Type	Length	Decimals
ACEweb Edit Level	INLEVEL	N	1	0
Active Flag	INPRTLBL	L	1	0
Add Date	INADDATE	D	8	0
Address Line 1	INADDR1	C	50	0
Address Line 2	INADDR2	C	50	0
Available Friday Flag	INAVLFRI	L	1	0
Available Monday Flag	INAVLMON	L	1	0
Available Saturday Flag	INAVLSAT	L	1	0
Available Sunday Flag	INAVLSUN	L	1	0
Available Thursday Flag	INAVLTHU	L	1	0
Available Tuesday Flag	INAVLTUE	L	1	0
Available Wednesday Flag	INAVLWED	L	1	0
Bio	INBIO	M	10	0
Call Back Date	INCALLBACK	D	8	0
Cell Phone	INCELLPH	C	15	0
City	INCITY	C	17	0
Code 1	INCODE1	C	12	0
Comments	INCOMM	M	10	0
Country	INCNTRY	C	20	0
Day Phone	INDPHONE	C	15	0
Email Address	INEMAIL	C	60	0
Employment Status	INUDFN1	N	7	2
Evaluation Notes	INEVALNOTE	M	10	0
Faculty System ID	INSTID	C	12	0
Fax Phone	INFPHONE	C	15	0
Firm ID	INFMID	C	12	0
Firm	INFIRM	C	75	0
First Name	INNAME1	C	15	0
Give out Day Phone Flag	INGIVEDPHO	L	1	0
Give out Email Flag	INGIVEEM	L	1	0
Give out Home Phone Flag	INGIVEHPHO	L	1	0
Give out Cell Phone Flag	INGIVECELL	L	1	0
Home Phone	INHPHONE	C	14	0
HTML	INHTML	M	10	0
ID #	INID	C	9	0
ID/FEIN	INSSN	C	11	0
Last Name	INNAME3	C	30	0
Middle Name	INNAME2	C	12	0
Occupation Code	INOCC	C	6	0
Organization Code	INORG	C	6	0
Pager Number	INPAGER	C	15	0
Payment Notes	INPAYNOTE	M	10	0
Prefer M of C	INPMOC	C	1	0
Print Label Flag	INLABEL	L	1	0
Province	INPROVINCE	C	20	0
Reference Document	INREFEREN	C	100	0
Resume	INRESUME	C	100	0
Salutation	INSALUT	C	4	0
Schedule Exceptions	INSCHEDULE	C	70	0
Skills	INSKILL	C	100	0
Source Code	INSOURCE	C	6	0
Staff Contact	INHANDLER	C	15	0
State	INSTATE	C	2	0
Suffix	INSUFF	C	10	0
Title	INTITLE	C	50	0
Update Date	INUPDATE	D	8	0
User	INUSER	C	8	0
User Defined Character 1 (Pay Type)	INUDFC1	C	20	0
User Defined Character 2	INUDFC2	C	20	0
User Defined Character 3	INUDFC3	C	20	0
User Defined Character 4	INUDFC4	C	60	0
User Defined Date 1	INUDFD1	D	8	0
User Defined Date 2	INUDFD2	D	8	0
User Defined Date 3	INUDFD3	D	8	0
User Defined Date 4	INUDFD4	D	8	0
User Defined Logical 1	INUDFL1	L	1	0
User Defined Logical 2	INUDFL2	L	1	0
User Defined Logical 3	INUDFL3	L	1	0
User Defined Logical 4	INUDFL4	L	1	0
User Defined Numeric 2	INUDFN2	N	7	2
User Defined Numeric 3	INUDFN3	N	7	2
User Defined Numeric 4	INUDFN4	N	7	2
View Student Email (on ACEweb)?	INSHOWEM	L	1	0
Who Should Call Back	INWHOCALL	C	8	0
Zip	INZIP	C	10	0

LEDGDESC

Label	Field Name	Type	Length	Decimals
Cost Center Code	LDCODE	C	12	0
Cost Center Description	LDDESC	C	55	0

LEDGENTR

Label	Field Name	Type	Length	Decimals
Account Code	LEACCTNUM	C	30	0
Amount	LEAMT	N	9	2
Budget Expense Type	LETYPE	C	1	0
Budget Record ID	LEBUOID	C	10	0
Cost Center Code	LECODE	C	12	0
Date of Expense	LEDATE	D	8	0
Date Posted	LEPOSTDATE	D	8	0
Description	LEDESC	C	125	0
Expense Classification	LECLASS	C	6	0
Expense or Income Flag	LEEXP_INC	L	1	0
Group ID	LEGROUPID	C	12	0
Item Received Flag	LERCVD	L	1	0
Major Expense Category	LECAT	C	2	0
Other Detail	LEDETAIL	C	20	0
Paid Flag	LEPAID	L	1	0
PO Number	LEPONUM	C	10	0
Projected or Actual Flag	LEPROJ	L	1	0
Quantity	LEQTY	N	5	0
Receipt #	LERECNUM	C	12	0
User	LEUSER	C	8	0
Vendor ID	LEVENID	C	12	0
Vendor Name	LEVENDNM	C	75	0

LINKINST

Label	Field Name	Type	Length	Decimals
Account Code	LIACCOUNT	C	30	0
Comments	LICOMM	C	60	0
Course Code	LICRSE	C	12	0
Date Paid	LIDATEPAID	D	8	0
Evaluation Criteria 1	LIEV1	N	3	0
Evaluation Criteria 2	LIEV2	N	3	0
Evaluation Criteria 3	LIEV3	N	3	0
Evaluation Criteria 4	LIEV4	N	3	0
Evaluation Criteria 5	LIEV5	N	3	0
Evaluation Criteria 6	LIEV6	N	3	0
Evaluation Criteria 7	LIEV6	N	3	0
Expense Classification	LICLASS	C	6	0
Faculty member Flag (No Longer Used)	LIFACULTY	L	1	0
Group ID	LIGROUPID	C	12	0
Hours Taught	LIHOURS	N	6	2
Instructor ID	LIINSTID	C	12	0
Miscellaneous Pay Description	LIMISCDESC	C	30	0
Amount (Miscellaneous)	LIMISCPAY	N	6	2
Pay Notes	LIPAYNOTE	C	250	0
Pay Date	LIPAYDATE	D	8	0
Pay Rate	LIPAYRATE	N	7	2
Pay Type	LIPAYTYPE	C	1	0
Per Stu Ded	LIPYDEDUCT	N	8	2
Percent of Class	LIPERCENT	N	6	2
Presentation Date	LIPRESDATE	D	8	0
Presentation Time	LIPRESTIME	C	85	0
Presentation Title	LIPRESTITL	C	95	0
Presentation Type	LIPRESTYPE	C	17	0
Presentation Venue	LIPRESVENU	C	40	0
Ref (%age)	LIPAYREF	N	7	0
Sessions	LISESS	N	3	0
User	LIUSER	C	8	0

LOCATION

Label	Field Name	Type	Length	Decimals
Active	LOCACTIVE	L	1	0
Additional (ACEweb) Information	LOCHTML	M	10	0
Address Line 1	LOCADDR1	C	36	0
Address Line 2	LOCADDR2	C	30	0
Building/Room	LOCLOCAT	C	55	0
Campus	LOCCAMPUS	C	30	0
Character 1	LOCUDF1	C	50	0
Character 2	LOCUDF2	C	90	0
City	LOCCITY	C	20	0
Contact	LOCCONTACT	C	50	0
County	LOCCOUNTY	C	25	0
Display on Web	LOCWEBDISP	L	1	0
Email Address	LOCEMAIL	C	75	0
Location/Room ID #	LOCID	C	12	0
Location Assignment Message	LOCMESS	M	10	0
Location Information	LOCINFO	M	10	0
Location Max	LOCMAX	N	5	0
Location Assignment Message	LOCMESS	M	10	0
Location Notes	LOCNOTE	M	10	0
Location Phone	LOCPHONE	C	15	0
Print Information Flag	LOCPRTIN	L	1	0
Room Record Internal ID	LOCRMID	C	14	0
State	LOCSTATE	C	15	0
Zip Code	LOCZIP	C	10	0

NAMECODE

Label	Field Name	Type	Length	Decimals
ID	NCID	C	9	0
Interest Code	NCCODE	C	10	0
Identifier	NCIDENT	C	1	0
Add Date	NCADDATE	D	8	0
Course	NCCRSE	C	12	0

NAMEDOCS

Label	Field Name	Type	Length	Decimals
ID	NAID	C	9	0
Documents	NADOC	C	100	0
Comments	NACOMM	C	75	0
Date/Time	NATIME	D	8	0
Course	NACRSE	C	12	0
Valid	NAVALID	L	1	0

NAMES

Label	Field Name	Type	Length	Decimals
ACEweb Note	NMWEBNOTE	C	70	0
ACEweb Password	NMPASSWD	C	32	0
Active	NMDEACTIVE	L	1	0
Add Date	NMADDATE	D	8	0
Address Line 1	NMADDR1	C	50	0
Address Line 2	NMADDR2	C	50	0
Allowed to Proxy Register Firm on AW	NMFMREG	l	1	0
AW Bill Amount	NMBILLOL	N	5	0
Badge/Nickname	NMBADGE	C	20	0
Bar Code Checksum	NMCHECKSUM	C	3	0
Birth date	NMBIRTH	D	8	0
Block in ACEweb	NMWEBSTOP	L	1	0
Call Back Date	NMCALLBACK	D	8	0
Carrier Route Code	NMCARRT	C	4	0
CASS Error Code	NMCASSERR	C	2	0
Cell Phone	NMCELLPH	C	12	0
City	NMCITY	C	20	0
Comments	NMCOMM	M	10	0
Contact History	NMHIST	M	10	0
Country	NMCNTRY	C	20	0
County	NMCOUNTY	C	15	0
Created By	NMCREATOR	C	8	0
Day Phone	NMDPHONE	C	20	0
Default Credit Types	NMDEFCR	C	30	0
Disability	NMDISABLE	C	1	0
Don’t Mail Flag	NMNOMAIL	L	1	0
Don’t Email Flag	NMELIST	L	1	0
Dwelling Type	NMHMOWN	C	2	0
Educational Level	NMEDLEVEL	C	2	0
Email Address	NMEMAIL	C	75	0
Ethnic Origin	NMETHNIC	C	2	0
Family Type	NMFAMTYPE	C	6	0
Fax Phone	NMFPHONE	C	15	0
Fee Category	NMFEECAT	C	30	0
Firm ID	NMFMID	C	12	0
Firm Name	NMFIRM	C	75	0
Firm Reg Level (ACEweb Use)	NMREGLVL	N	1	0
First Name	NMNAME1	C	30	0
Grouping	NMGROUPID	C	9	0
Home Phone	NMHPHONE	C	15	0
Household Income	NMINC	C	3	0
Ignore this name in Mass Combine Names	NMSKIPDUP	L	1	0
Language	NMLANG	C	2	0
Last Activity Date	NMLASTACT	D	8	0
Last Name	NMNAME3	C	45	0
Line of Travel	NMLINOTRV	C	5	0
Link File	NMLINKFILE	C	100	0
Mail Stop	NMMAILST	C	10	0
Marital Status	NMMARSTAT	C	1	0
Member Number	NMMEMBNUM	C	14	0
Middle Initial	NMNAME2	C	12	0
Miscellaneous Code 1	NMCODE1	C	12	0
Miscellaneous Code 2	NMCODE2	C	12	0
Miscellaneous Code 3	NMMISC	C	6	0
Number of Courses Taken	NMNUMTAK	N	3	0
Occupational Code	NMOCC	C	6	0
Opt In	NMSMSOPT	L	1	0
Organization Code	NMORG	C	6	0
Pager Number	NMPAGER	C	12	0
Preferred Address	NMPREFER	C	1	0
Preferred Method of Contact	NMPMOC	C	1	0
Print Label Flag	NMPRTLBL	L	1	0
Print Label Information	NMLABINFO	C	18	0
Province	NMPROVINCE	C	20	0
Renewed Member	NMRENEWMEM	L	1	0
Report Flag	NMRPTFLAG	L	1	0
Salutation	NMSALUT	C	10	0
Sex (Gender)	NMSEX	C	1	0
Source Code	NMSOURCE	C	8	0
Special Needs	NMSPEC	M	10	0
ID	NMID	C	9	0
SSO ID	NMSSOID	M	10	0
State	NMSTATE	C	2	0
Suffix	NMSUFF	C	21	0
Title	NMTITLE	C	50	0
Update Date	NMUPDATE	D	8	0
Update Time	NMUPTM	C	10	0
Updated By	NMUSER	C	8	0
Who should Call Back	NMWHOCALL	C	8	0
Zip	NMZIP	C	10	0
Additional Character Field (label specified by organization)	NMCHAR1	C	50	0

NAMEUDFS

Label UDFs on the UDF screen.

Label	Field Name	Type	Length	Decimals
ID	NUID	C	9	0
User Defined Character 1	NUDFC1	C	20	0
User Defined Character 2	NUDFC2	C	20	0
User Defined Character 3	NUDFC3	C	50	0
User Defined Character 4	NUDFC4	C	50	0
User Defined Character 5	NUDFC5	C	70	0
User Defined Date 1	NUDFD1	D	8	0
User Defined Date 2	NUDFD2	D	8	0
User Defined Date 3	NUDFD3	D	8	0
User Defined Date 4	NUDFD4	D	8	0
User Defined Date 5	NUDFD5	D	8	0
User Defined Logical 1	NUDFL1	L	1	0
User Defined Logical 2	NUDFL2	L	1	0
User Defined Logical 3	NUDFL3	L	1	0
User Defined Logical 4	NUDFL4	L	1	0
User Defined Logical 5	NUDFL5	L	1	0
User Defined Numeric 1	NUDFN1	N	8	2
User Defined Numeric 2	NUDFN2	N	7	2
User Defined Numeric 3	NUDFN3	N	7	2
User Defined Numeric 4	NUDFN4	N	7	2
User Defined Numeric 5	NUDFN5	N	7	2

ORGANIZATION DEFAULTS

Label	Field Name	Type	Length	Decimals
Address Line 1	XC_ADDR1	C	45	0
Address Line 2	XC_ADDR2	C	45	0
City	XC_CITY	C	25	0
Fax Phone	XC_FPHONE	C	18	0
Global Receipt Message	XC_RCPTMES	C	500	0
Organization Department	XC_DEPTTIT	C	55	0
Organization Title	XC_ORGTITL	C	60	0
Phone	XC_PHONE	C	18	0
State	XC_STATE	C	2	0
URL	XC_URL	C	60	0
Zip Code	XC_ZIP	C	10	0
ACEweb URL	XS_AWURL	C	250	0

PAY

Label UDFs on the UDF screen.

Label	Field Name	Type	Length	Decimals
Account Code	PYACCOUNT	C	30	0
Add Time	PYADDTM	C	10	0
Address Line 1	PYADDR1	C	50	0
Address Line 2	PYADDR2	C	50	0
Amount	PYAMT	N	8	2
Auth #/Addl Info	PYAUTHNUM	C	30	0
City	PYCITY	C	25	0
Contact Person	PYCONT	C	75	0
Course Code	PYCRSE	C	12	0
Created By	PYCREATOR	C	8	0
Credit Card Expiration Date	PYEXPRDATE	C	10	0
Transaction #	PYTRANUM	C	20	0
Credit Card, Check, or PO #	PYNUMBER	C	20	0
Date	PYDATE	D	8	0
Deposit Number	PYACCTFOR	C	12	0
Email	PYEMAIL	C	75	0
Escrow Expiration	PYESCEXP	D	8	0
Gift Card #	PYGIFT	C	8	0
Group ID	PYPAYID	C	12	0
Pay Notes	PYLINK	C	125	0
Name	PYNAME	C	50	0
Note	PYNOTE	C	100	0
Original ID/Course	PYORIGINAL	C	22	0
Paid By Taxpayer Flag	PYTAXCR	L	1	0
Paid To Invoice (Invoice Number)	PYINVNUM	C	8	0
Payment ID	PYSUBID	C	12	0
ACEweb Session ID	PYSESSION	C	15	0
Transaction ID	PYTRANSID	C	45	0
Phone Number	PYPHONE	C	20	0
Province	PYPROVINCE	C	20	0
Quantifier	PYQUANT	C	4	0
Receipt Number	PYRECNUM	C	8	0
ID	PYID	C	9	0
State	PYSTATE	C	2	0
Type	PYTYPE	C	1	0
Update Date	PYUPDATE	D	8	0
Update Time	PYUPTM	C	10	0
Updated By	PYUSER	C	8	0
Zip	PYZIP	C	10	0
User Defined Character 1	PYUDFC1	C	20	0
User Defined Character 2	PYUDFC2	C	20	0
User Defined Date 1	PYUDFD1	D	8	0

REGFEES

Label	Field Name	Type	Length	Decimals
Amount	RFFEE	N	8	2
Course Code	RFCRSE	C	12	0
Date Added	RFDATE	D	8	0
Fee Description	RFDESC	C	30	0
Group ID	RFGROUPID	C	12	0
Inventory Number	RFINVNO	C	8	0
Quantity	RFQUANT	N	4	0
ID	RFID	C	9	0

REGISTER

Label	Field Name	Type	Length	Decimals
Add Date	RGADDATE	D	8	0
Add Time	RGADDTIME	C	10	0
Adjustment Amount (No Longer Used)	RGADJFEE	N	8	2
Adjustment Description (No Longer Used)	RGADJDESC	C	30	0
Amount (Main)	RGCRSEFEE	N	8	2
Approved By	RGAPPROV	C	9	0
Bill/Pay Only Record Flag	RGBILL	L	1	0
Canceled Flag	RGCANCEL	L	1	0
Certificate Printed Date	RGPTCERT	D	8	0
CEUS	RGCEUS	N	6	3
Completed Course	RGCOMPLETE	D	8	0
Completion Deadline Date	RGEXPDATE	D	8	0
Confirmation Date	RGCNFIRM	D	8	0
Course Code	RGCRSE	C	12	0
Created By	RGCREATOR	C	8	0
Credits	RGCREDIT	N	3	1
Fee Description (Main)	RGFEEDESC	C	50	0
Get Web Certificate	RGWEBCERT	N	1	0
Grade	RGGRADE	C	3	0
Group Flag	RGGROUP	L	1	0
Group ID	RGGROUPID	C	12	0
Hours	RGHOURS	N	7	2
Hybrid Status	RGHYBRID	C	1	0
ID	RGID	C	9	0
Identifier	RGIDENT	C	20	0
Max Use	RGCLASMAX	N	3	0
Miscellaneous Code	RGMISC	C	6	0
Number of Seats	RGNUMB	N	4	0
Partner	RGPARTNER	C	9	0
Publish (on ACEweb)?	RGPUBLISH	L	1	0
Receipt Sent Quantifier	RGQUANT	C	4	0
Registered By	RGPROXYID	C	9	0
Registration Code	RGCODE	C	6	0
Registration Note	RGREGNOTE	C	250	0
Status	RGSTATUS	C	15	0
Total Paid (No Longer Used) Flag	RGTOTALPD	L	1	0
Tracking Code	RGTRACK	C	8	0
Update Date	RGUPDATE	D	8	0
Update Time	RGUPDTTM	C	10	0
Updated By	RGUSER	C	8	0
Waitlist Flag	RGWAITLIST	L	1	0
Who Paid for Registration	RGWHOPAY	C	1	0

REGUDFS

Label UDFs on the UDF screen.

Label	Field Name	Type	Length	Decimals
Course Code	RUCRSE	C	12	0
ID	RUID	C	9	0
User Defined Character 1	RUDFC1	C	20	0
User Defined Character 2	RUDFC2	C	20	0
User Defined Character 3	RUDFC3	C	20	0
User Defined Character 4	RUDFC4	C	50	0
User Defined Date 1	RUDFD1	D	8	0
User Defined Date 2	RUDFD2	D	8	0
User Defined Date 3	RUDFD3	D	8	0
User Defined Date 4	RUDFD4	D	8	0
User Defined Logical 1	RUDFL1	L	1	0
User Defined Logical 2	RUDFL2	L	1	0
User Defined Logical 3	RUDFL3	L	1	0
User Defined Logical 4	RUDFL4	L	1	0
User Defined Numeric 1	RUDFN1	N	7	2
User Defined Numeric 2	RUDFN2	N	7	2
User Defined Numeric 3	RUDFN3	N	7	2
User Defined Numeric 4	RUDFN4	N	7	2

ROOMSPLIT

Label	Field Name	Type	Length	Decimals
Parent	RSPARENT	C	12	0
Child	RSCHILD	C	12	0

STATES

Label	Field Name	Type	Length	Decimals
Abbreviation	ABBREV	C	2	0
Full name	FULLNAME	C	20	0

TESTING

Label	Field Name	Type	Length	Decimals
Add Date	TEADDATE	D	8	0
Code	TECODE	C	15	0
Credits	TECREDITS	N	14	2
Date	TEDATE	D	8	0
Date2	TEDATE2	D	8	0
Hide from Web	TEHIDEWEB	L	1	0
ID	TEID	C	9	0
Institution	TEINSTITU	C	40	0
Notes	TENOTES	C	75	0
Score	TESCORE	C	12	0
Title	TETITLE	C	75	0
Type	TETYPE	C	8	0
Updated By	TEUSER	C	8	0

USER DEFINED LABELS

Tab	Preference	Label Name	Data Field Name
Course	Cochar1	xs_coordlab	cocoord
Course	Coordinator	xs_cochar1	cochar1
Course	1 (Instructor Evaluation Fields)	xs_lievl1	liev1
Course	2 (Instructor Evaluation Fields)	xs_lievl2	liev2
Course	3 (Instructor Evaluation Fields)	xs_lievl3	liev3
Course	4 (Instructor Evaluation Fields)	xs_lievl4	liev4
Course	5 (Instructor Evaluation Fields)	xs_lievl5	liev5
Course	6 (Instructor Evaluation Fields)	xs_lievl6	liev6
Course	7 (Instructor Evaluation Fields)	xs_lievl7	liev7
Faculty	Code Label	xs_incode1	incode1
Faculty	Referen Label	xs_refer	inreferen
Faculty	Resume Label	xs_resume	inresume
Firm	Char 1	xs_fmchar1lab	fmchar1
Firm	Char 2	xs_fmchar2lab	fmchar2
Firm	Firm Rep	xs_replab	fmrep
Firm	Log 1	xs_fmlog1lab	fmlog1
Firm	Log 2	xs_fmlog2lab	fmlog2
Firm	SIC	xs_siclab	fmsic
Names	Badge Name	xs_badge	nmbadge
Names	Disability	xs_disabil	nmdisable
Names	Education Level	xs_edlevel	nmedlevel
Names	Ethnic Origin	xs_ethlab	nmethnic
Names	Family Type	xs_famtype	nmfamtype
Names	Homeowner	xs_homeown	nmhmown
Names	Household Income	xs_housinc	nminc
Names	Language	xs_langlab	nmlang
Names	Marital Status	xs_marstat	nmmarstat
Names	Member Number	xs_memlab	nmmembnum
Names	Miscellaneous Code	xs_nmmisclab	nmmisc
Names	Name Char 1	xs_char1lab	nmchar1
Names	NMCODE1	xs_nmcode1	nmcode1
Names	NMCODE2	xs_nmcode2	nmcode2
Names	Occupation	xs_occ	nmocc
Names	Organization	xs_org	nmorg
Names	Pager Phone	xs_pager	nmpager
Pay	(7)	xs_paytyp7	Payment Type drop down list
Pay	(A)	xs_paytypa	Payment Type drop down list
Pay	(B)	xs_paytypb	Payment Type drop down list
Pay	(C)	xs_paytypc	Payment Type drop down list
Pay	(D)	xs_paytypd	Payment Type drop down list
Pay	(E)	xs_paytype	Payment Type drop down list
Pay	(F)	xs_paytypf	Payment Type drop down list
Pay	(G)	xs_paytypg	Payment Type drop down list
Pay	(H)	xs_paytyph	Payment Type drop down list
Register	Reg Code	xs_crgcode	rgcode
Register	Use rgptcert (Date Field)	xs_certlab	rgptcert
Register	Use rgconfirm (Date Field)	xs_conflab	rgcnfirm
Register	Use rgmisc	xs_misclab	rgmisc

USER PROFILE

Label	Field Name	Type	Length	Decimals
Full Name	m.fullname	C	30	0
User Name	m.usermast	C	8	0
Email Address	m.usremail	C	40	0
Phone Number	m.usrphone	C	15	0
ACEweb Skin Number	xl_awskin	N	1	0
Email Signature	emailsig	M	10	0
HTML Email Signature	emsightml	M	10	0

WKSHPIND

Label	Field Name	Type	Length	Decimals
CEUS	WICEUS	N	6	3
Course Code	WICRSE	C	12	0
Date Lesson Received	WIRCVDATE	D	8	0
Date Lesson Returned	WIRTNDATE	D	8	0
Hours	WIHOUR	N	5	2
Lesson Faculty ID	WIINSTR	C	12	0
Lesson Grade	WIGRADE	C	7	0
Lesson Flag	WILESSON	L	1	0
Quantifier	WIQUANT	C	4	0
ID	WIID	C	9	0
Test Request Date	WITESTREQ	D	8	0
Workshop Code	WICODE	C	8	0

WKSHPMST

Label	Field Name	Type	Length	Decimals
Amount	WMFEEAMT	N	7	2
CEUS	WMCEUS	N	6	3
Course Code	WMCRSE	C	12	0
Date	WMDATE	D	8	0
Do Not Display on ACEweb	WMWEBHIDE	L	1	0
Enrollment Count	WMENROLL	N	5	0
Fee Description	WMFEEDESC	C	30	0
Hours	WMHOUR	N	5	2
Leader	WMLEADER	C	50	0
Location	WMLOC	C	20	0
Maximum Size	WMMAX	N	4	0
Note	WMNOTE	C	120	0
Option 1	WMOPT1	C	15	0
Option 2	WMOPT2	C	15	0
Times	WMTIME	C	20	0
Title	WMTITLE	C	95	0
Workshop Code	WMCODE	C	8	0
Workshop Description Code	WMCATCODE	C	10	0

ZIP

Label	Field Name	Type	Length	Decimals
Area Code	ZIPAREA	C	3	0
City	ZIPCITY	C	20	0
Country	ZIPCNTRY	C	20	0
County	ZIPCOUNTY	C	15	0
Region	ZIPREGION	C	3	0
State	ZIPSTATE	C	2	0
Zip	ZIPZIP	C	10	0

Student Manager Tables

All the fields in Student Manager are contained in tables. In most of the tables, the first two letters of the field denote the table in which they are stored.

For example, all fields which start with 'Nm' are from the Names table. The Names table stores all the personal information about the individuals participating in your programs (e.g. name, address, occupation code, etc.).

Here’s a quick guide to the Table Naming protocols within Student Manager:

• AT = Attendance Tracker
• BU = Budget Builder
• CA = Catalog (e.g. cacode: catalog code)
• CO = Course (e.g. cocrse: course code)
• CR = CRM
• FE = Course Fees (e.g. fedesc: fee desc.)
• FAI = Individual Financial Aid (e.g. faid, faiexpect)
• FAM = Master Financial Aid (e.g. famid, famcrse)
• FM = Firm (e.g. fmfirm: firm title)
• IN = Instructor (e.g. inname3: inst. last name)
• LOC = Location (e.g. locinfo: location info)
• LE = Pocket Ledger (e.g. leclass:  expense class)
• LI = Instructor Pay (e.g. lipayrate: pay rate)
• NM = Name (e.g. nmname1: first name)
• PY = Pay (e.g. pydate: payment date)
• RF = Reg. Additional Charges (e.g. rffee: fee amount)
• RG = Register (e.g. rgaddate: reg add date)
• TE = Credentials (e.g. teid, tetitle)
• WI = Individual's workshops/lessons (e.g. wigrade: grade)
• WM = Master Workshop/Lessons (e.g. wmtitle: workshop/lesson title)

UDF Tables

User-defined fields consist of:

• the first letter of the table (e.g. N=Name, C=Course, R=Register, P=Pay, etc.)
• the letters 'UDF'
• letter denoting the type of field (c=character, l=logical, n=number, d=date)
• the number of the field

For example, Nudfc1 is Name character field #1.

Table/Field Structure

View the Student Manager tables/fields in list format. Or view field names by screen in the Screen Layout section.

Report Controls

Student Manager's report writer provides you with several tools to help simplify your report modification.

Report Designer Toolbar

Access the following report tools with these icons:

• Data Grouping: open the Data Grouping window to add/edit Group Bands.
• Data Environment:  view the fields available in the report cursor.
• Page Setup: opens Page Setup window.
• Report Controls:  opens the Report Control Toolbar (see below).
• Color Palette:  opens the Color Toolbar.
• Layout:  opens the Layout Toolbar.
• Font Properties: opens Font Properties window.

Command Bar Menu Items

Access the following report tools from the Report Designer menu:

• File – Close Report, Page Setup; and Print Preview.
• Edit – Cut, Copy, Paste, Select All, etc.
• View – No tools are listed on the View menu.
• Format - Alignment and Sizing options; Element Grouping and Order, Formatting options for text, lines, and boxes (e.g. color, font, line size, fill color and type).
• Tools – No tools are listed on the Tools menu.
• Report - Banding; Variables, Data Grouping; Set Default Font for Report.
• Window – Lists current report window.
• Help – Access Report Help.

Report Control Tool Bar

Icons to add and modify report elements:

• Pointer tool:  Select report elements to modify or move.
• Text Tool:  Create text entries up to 256 characters in length.
• Expression Box Tool:  Draw expression boxes in which to place data.
• Line Tool:  Draw vertical and horizontal lines.
• Square Box Tool:  Draw rectangular boxes.
• Round Rectangle Tool:  Draw round-edged boxes.
• Picture Tool:  Add graphics to the report.
• Button Lock Tool:  Keep the current tool selected for multiple additions.

Adding Report Elements

Add data fields, text, lines, boxes, and graphics to your report template.

Add Field from Cursor

You can add fields from the Report Cursor:

1. Click the Data Environment button on the Report Designer Toolbar.

2. Scroll through the list of available fields to find the field you want.
3. 'Pick up' the field and drag it to the report (i.e. put the mouse over the field name [e.g. rgaddate], click and hold down the mouse button, then move the mouse to where you want to put the field in the report).

4. 'Drop' the field where you want it to be placed (i.e. let go of the mouse where you want the field to be). The field and label will be placed on the report.

Add Field in Expression Box

You can add a field directly into an expression box:

1. Click the ab tool on the Report Controls Toolbar.
2. Click where you want to place the expression and draw a box.

3. When you release the mouse button, the Report Expression window will open.

4. Type the field name into the Expression field.

5. Click the OK button to close the Report Expression window and return to the report template. Your field will be added to the template. Note:  when you add a field with an expression box, no label is created.

Add Multiple Elements to Expression Box

You can add more than one field to an expression box*. To do so, you must enter your field names separated by one of the following concatenators:

Comma (,):  places a space in between the fields, i.e. Sharon Brookshire

Semi-colon (😉:  places a carriage return between the fields, i.e.:

President

ACEware Systems, Inc.

Plus sign (+): add fields (and/or text elements as in the following example) together without any spaces or returns, i.e. Manhattan, KS

*You fields must be of the same type. Fox example, you can’t combine a character field and a date field. If they are not the same type, you must use a report function to turn the date field into a character expression to include it in the same expression with a character field.

Add Field with Report Function

If the field you want to include in your report is not in the report cursor, you can usually access it with an add type Report Function. For example, this expression uses the ADDNAME() function to add the nmcode1 field to the report when it's not in your cursor.

Add Text Entries

You can add text entries (e.g. report title, field label, etc.) to your report. Each text can hold 256 characters (including spaces and carriage returns).

1. Click the A tool on the Report Controls Toolbar.
2. Click where you want to place the text. You'll see a blinking cursor where you clicked.

3. Begin typing your text.

Edit Text Entries

To edit a text entry:

1. Click the A tool on the Report Controls Toolbar.
2. Click into the text entry you want to edit.

3. Make the changes.

Add Lines

To add a line to the report template:

1. Click the Line Tool on the Report Controls Toolbar.
2. Click and drag the line--either vertically or horizontally--to the length you want.

3. Release the mouse. The line is placed on the report template.

Line Formatting

• To change the thickness of the line, select Format > Pen, then select a size option.
• To change the color of the line, select Format > Foreground Color, then select the color (or use the Color Palette Tool Bar to change the color).

Add Boxes

Add squared or rounded boxes to your report with the Rectangle tools. Before you add a rectangle, you must determine the type of rectangle you want to add (i.e. squared or rounded). Next you must decide the fill and border type. The defaults are black border and no fill color.

To add a rectangle:

1. Click the Rectangle tool or the Rounded Rectangle tool on the Report Controls Toolbar.
2. Draw a box on the report template.

3. Release the mouse. The box is added to the template.

Box Formatting

You can change the format of the box

• To change the thickness of the line, select Format > Pen then select a size option.
• To change the fill type, select Format > Fill then select the fill type.
• To change the fill color, select Format > Background Color then select the color (or use the Color Palette Tool Bar to change the fill color).
• To change the border color, select Format > Foreground Color then select the color (or use the Color Palette Tool Bar to change the border color).

If you selected the Rounded Rectangle, you may also select the rounding style. To do so, draw the rectangle, then double-click it to open the Round Rectangle window. Then select the Style.

Add Images

Place a link to images in reports (e.g. organization's logo). The Report Designer recognizes the following graphic types: bmp, gif, jpg, png, and tiff.

IMPORTANT NOTES

• The graphics you use in your reports must be in a public location that other users can access. We suggest you place the graphic in your Student Manager folder, or create an Images folder within your Student Manager folder and place the graphic in it.
• Some PDF readers (e.g. Adobe Reader) will not properly render images that have transparent backgrounds. This is not a Student Manager bug, but an issue with how the PDF reader renders your image. If you experience this on PDFs created in Student Manager, you will need to use an image that has a background color.

To add an image

1. Click the Picture Tool on the Report Controls Toolbar.
2. Click where you want to place the graphic and draw a box.
3. When you release the mouse button, the Report Picture window opens.

4. Click the ... button to the right of the File field). This opens the Open window for you to find and select your graphic file.

We suggest you place graphics used in Student Manager reports in an Image subfolder of your Student Manager directory. This makes them available for anyone who needs to run the report. If you select a graphic that is stored on your computer, only you will be able to run the report (i.e. the path to the graphic will not be correct for anyone else, so they will get an error when trying to run the report).

5. Select the graphic, then click the OK button.
6. This will return you to the Report Picture Window. You can now determine picture/frame resizing and placement options.

• Clip Picture – If the picture is bigger than the frame you created, shows a section of the original picture in the frame, retaining the picture's original dimensions. The picture is anchored at the top and at the left of the frame. You cannot see the lower right portion of the picture that extends beyond the frame.
• Scale picture, retain shape - Displays the whole picture, filling as much of the frame as possible while retaining the relative proportions of the picture. This will protect your picture from vertical or horizontal distortion.
• Scale picture, fill the frame - Display the whole picture, filling the frame completely. If necessary, the picture will be distorted vertically or horizontally to fit the frame.

Formatting Elements

Once you’ve added fields to your report, you may need to apply special formatting. For instance, you may want a dollar sign in front of a money field and commas in the appropriate places. To apply formatting to a field:

1. Double click the appropriate field to open the Report Expression window.
2. Click the Ellipsis button to the right of the Format Field to open the Format window.

This window allows you to set the appropriate formatting options. When setting formatting options, you use the 9s as placeholders for the field characters. For example, the following displays the Registration Fee field with the dollar sign in front of the amount. The 9s entered are place holders, telling the system how many digits of the amount to display. In this case, it displays 4- digits of the dollar amount and two digits of the cents. It will also include the thousand comma if the amount is 1,000 or greater.

*Note: in currency fields, you must always put in one more place holder for the $ sign. For instance in the above example, there are 5 digits for the dollar amount but only 4 digits of the dollar amount will show for this field because the 5th digit is the place holder for the $ sign.

Character Options

Example:

(999) 999-9999 X9999

Applies the standard phone format to a phone field, e.g.:

(785) 537-2937 X1234

Note:  when applying formats to character fields, you MUST also enable the Ignore Input Mask option.

Number Options

Example:

999,999.99

Displays 6 digits of the amount and 2 decimal places with a comma in the 1,000 place.

Note:  if you want the dollar sign to be displayed, enable the Currency option (remember you must put in one more placeholder for the dollar sign).

Date Options

For the most part, Report Functions are used to format date fields instead of the Date Format options. However, if you want to display the date in British format (i.e. dd/mm/yyyy), you may set that option on this window.

Default Font-New Elements

You may change the report's default font for all NEW elements added to the report (it will not change the font on existing report elements). To set the default report font:

1. Select Report > Default Font.
2. Select the Default Font for the report.
3. Select any appropriate Font Style, Size, and Effect options.
4. Click the OK button.

The default font is now set for all new report elements.

Font Properties-Existing Elements

To change the font properties of a text entry or field/expression box:

1. Click on the text/expression box to highlight it (highlighted elements have small black handles, called Adjustment Handles, around them).

2. Select Format > Font to open the Font Properties window.

3. Select the appropriate font properties (e.g. style, size, etc.).
4. Click the OK button to save your font changes and return to the report template. Your changes will be applied to the element(s) selected.

Resizing Expression Boxes

You can make an expression box wider so that the contents fit on one line (unless you're working with a Memo field which has more than 1 line of data. For these fields, you will want to enable field stretching--see below). To resize an expression box:

1. Click on the expression box to highlight it. This displays the Adjustment Handles.

2. Grab the appropriate Adjustment Handle and drag it to expand or retract the field.

Stretch with Overflow

You may choose to let the contents of a field wrap to the next line if the expression box is not wide enough to display the entire field contents.

1. Double click the expression box to open the Report Expression window.

2. Select the Stretch with overflow option.
3. Click the OK button to close the window and return to the report template.

Object Positioning

If you are using variable length fields with the Stretch with Overflow option, you may need to set the position of other elements in the report band with the Field/Object Position option.

For example, you enabled stretching on the course title field. You've also placed the course begin date field directly under the course title field. With no position option set on the course begin date field, if the course title wraps to the next line it will print over the course begin date.

To keep this from occurring, you must set the appropriate position option for other objects under the variable length fields. To set the position:

1. Double click the object to open the Properties window.

2. Select one of the following options:

• Float – maintains the position of the object relative to the other fields (information moves down according to length of field information above it). This is the best option to use if you have several variable length fields in the report band.>
• Fix relative to bottom of band – maintains the position of the object relative to the bottom of the band (information will always display at the bottom of the band). This is the best option to use if you only have one variable length field in the report band.>
• Fix relative to top of band – maintains the position of the object relative to the top of the band (information will always display at the top of the band). This is the default option and is best to use when none of the fields in your report band are of variable length.

3. Click the OK button to close the window and return to the report template.

Page Setup

You can set the number of columns and page orientation in the Page Setup.

Setting Columns

To set the number of columns on a report:

1. Select File > Page Setup or click the Page Setup icon on the Report Designer Toolbar to open the Report Page Setup window.

2. Enter the number of columns you want on the report in the Number field.
3. Set the width of each column in the Width field.
4. Set the spacing between columns in the Spacing field.
5. Click the Down/Up Print Order button. Note: the Across Print Order option will not display properly so we don't recommend its use.

6. Click the OK button to save your settings and return to the Report Designer screen.

Page Orientation/Paper Size

To change the page orientation for a report:

1. On the Report Page Setup window, Click the Page Setup button.
2. Select the Page Orientation and Paper Size options.

3. Click the OK button to save your settings and close the Print Setup window.
4. Click the OK button on the Page Setup window to close the window and return to the Report Designer screen.

Saving Changes to the Report Template

Once you have made all the modifications to the report template, you're ready to save your changes. To save your changes:

1. Select File > Close, OR use the shortcut key: CTRL+F4.
2. Click Yes on the Save Changes dialog box.
3. The Saving Modifications window will open next:

• If you modified a default report, you have the following options:

1. Saving your changed report as the default report. To do so click the Save as Default button. Next, you'll be given the option to replace the original default report or save the old report first. Select your desired option.
2. Creating an additional report. To do so, enter a title in the Report Title field, then click Done.

• If you modified an additional report, the report will already be titled. You have the following options:

1. Save the changes to the report by clicking the Done button.
2. Create a new additional report. To do so, change the title report, then click the Done button (this will save the report as a new additional report with the title you enter--it will not make changes to the additional report you modified).
3. Save the report as your default report by clicking the Save as Default button (see above).

Note

• When modifying or creating reports, write a short description about the changes in the Report Notes field. Writing notes reminds you what a report does (and lets others know too).

Advanced

Report Banding

Report bands have two purposes:

• Some bands differentiate areas of the page layout (e.g  Title, Page Header, Summary, etc.).
• Other bands are created to display information for a group of records (e.g. rgcrse, nmid).

The following lists types of bands and their uses:

• Title - information that appears at the beginning of the report (e.g. title, introduction, cover page).
• *Page Header - information that is printed at the top of each page in the report (e.g. date, report title, logo).
• Group Header - information that is printed at the beginning of each data group (e.g. course number and title, individual's name and address).
• *Detail - data and text printed once for each record generated by the query (e.g. individuals registered in class, all individual's optional fees).
• Group Footer - information printed at the end of each data group (e.g. total enrolled in course, total amount due for each individual).
• *Page Footer - information printed at the bottom of each page in the report (e.g. special notes or instructions, signature lines).
• Summary - information printed at the end of the report (e.g. summaries, conclusions, final totals).

*Default bands which are part of every report and cannot be removed.

Add Group Bands

To add a Group Band to a report:

1. Click the Data Grouping icon on the Report Designer toolbar. This opens the Data Grouping window.

2. Click into the Group box and enter the field/expression on which to group (e.g. rgcrse, nmname3+nmname1+nmid, etc.).

3. Select the appropriate Group properties (e.g. start each group on a new page, reprint group header on each page, etc.).
4. Click the OK button to save the Group band and close the Data Grouping window. The group header and footer will be added to the report template.

5. You can now resize (if necessary) and add elements to the band.

Resize Report Bands

Report elements are placed into the white space above the particular report band. You may need to adjust the amount of white space to place all the desired elements into it. To adjust a report band:

• 'Pick up' the band with your mouse and drag it where you want it.

• Double-click the blue triangle to the left of the Band name to open the band's properties window.

Enter the size (in inches) in the Height field.

Add Title/Summary Bands

The Title and Summary Bands are optional bands that can be added to your report. To add the Title/Summary bands:

1. Select Report > Title/Summary.
2. Check the band you want to add to the report.

3. Select the paging option (i.e. if you want the title or summary band information to be displayed on it's own page, select New Page).

Complex Expressions

Sometimes you will need to use more complex expressions to achieve the desired results. For instance, you may need to add a field to your report and format it. This can be accomplished in one report expression by combining report functions.

When writing complex expressions, remember these rules:

1. Complex expressions can be up to 255 characters in length (including spaces).
2. Every function MUST have an opening and a closing parenthesis.
3. Text elements must be enclosed in quotations ("") in report expressions.
4. Fields in your expression must be the same type, or they must be converted to the same type (e.g. number fields must be converted to text).

Examples

The following is an example of one function nested in another. It uses the ADDCRSE() function to add the Course End Date field to the report, then uses the NICEDATE() function to format the date range into character format.

NICEDATE(cobegdate,ADDCRSE(cocrse,”coenddate”))

This is an example of several functions nested together in an IIF() statement. If the last name field is empty in a registration (if you enrolled the firm instead of an individual for billing purposes), it adds the Firm name field to the report and display it, otherwise it display the registrant’s name formatted with the NAMER() function (allows you several name format options).

IIF(EMPTY(nmname3),ADDNAME(rgid,"nmfirm"),NAMER(nmid,2))

This is an example of combining text elements and fields to create a paragraph in a confirmation letter. It uses the STR function to convert the number fields to text (i.e. due and paid) and the LTRIM function to trim extra spaces from the left of the number fields. Then the text and fields are combined using the plus sign concantenator to form the paragraph (see Adding Report Elements topic for more information about adding multiplle elements to an expression box).

"The total cost for this course is "+transform(due,'$$$,$$$.99')+". We show that to date you have paid a total of "+transform(paid,'$$$,$$$.99')+". This leaves you a balance due of "+transform(due-paid,'$$$,$$$.99')

Comparison Operators

The following Comparison Operators can be used in complex report expressions:

Numeric Operators

= Equal to specified expression (e.g. rgcrsefee=125.00 returns a registration if the registration fee is equal to 125.00).

= > Equal to or Greater than specified expression (e.g. rgcrsefee => 125.00 returns a registration if the registration fee is greater than or equal to 125.00).

> Greater than specified expression (e.g. rgcrsefee > 125.00 returns a registration if the registration fee is greater than 125.00).

< = Lesser than or Equal to specified expression (e.g. rgcrsefee <= 125.00 returns a registration if the registration fee is lesser than or equal to 125.00).

< Lesser than specified expression (e.g. rgcrsefee < 125.00 returns a registration if the registration fee is lesser than 125.00).

<> Not equal to specified expression (e.g. rgcrsefee <> 125.00 returns a registration if the registration fee is not equal to 125.00).

Arithmetic Operators

+ Addition (e.g. due+10 adds 10 to amount due)

- Subtraction (e.g. due-paid subtracts paid from due)

* Multiplication (e.g. due*.10 multiplies due by .10)

/ Division (e.g. due/10 divides due by 10)

Character Operators

= Begins with specified expression (e.g. nmfirm="ACEware" returns names if the Firm field begins with ACEware).

$ Contained within specified expression (e.g. "aceware.com" $ nmemail returns names if aceware.com is in the email address field).

== Exactly matches specified expression (e.g. nmfirm="ACEware Systems, Inc." returns names if the firm field exactly matches ACEware Systems, Inc.).

<> Not equal to specified expression (e.g. pytype <> '8' return a payment if the payment type is not 8 [Void]).

Notes

• Character strings must be enclosed in quotation marks.
• Character string comparisons are case-sensitive. If you want to return records no matter the case, you can use the UPPER() report function to upper-case the field contents for the comparison, e.g.

upper(nmfirm)="ACEWARE" returns names if the firm field begins with ACEWARE, no matter how it's actually entered in the field (ACEware, Aceware, aceware).

Logical Operators

! Not equal to the specified expression (e.g. !rgcancel returns a registration if it is not canceled).

Note:  this operator can also be used with certain report functions. For instance, the EMPTY() function returns a value if the specified field is empty. !EMPTY() will return a value if the specified field is not empty.

Field Calculations

Field Calculations can be set on the Field Calculations window. You may also reset the calculation on any group band created in the report, at the end of each page, or at the end of the report. For example, if you have a field which is summing the total amount of optional fees per individual, you would reset every time the ID field changes (sums optional fees for individual, then sets it to zero and resumes for next individual).

To set a field calculation:

1. Double click the field to open the Report Expression window.
2. Click the Calculate button to open the Calculation window.

3. Select the appropriate field calculation options:

• Nothing - No calculations are made on this variable.
• Count - Counts the number of times a variable is printed per group, page, column, or report (depending on your selection in the Reset box). The calculation is based on the number of times the variable occurs, not on the variable's value.
• Sum - Sums the variable values for a group, page, column, or report (depending on your selection in the Reset box).
• Average - Computes the arithmetic mean (average) of the variable values within a group, page, column, or report (depending on your selection in the Reset box).
• Lowest - Displays the lowest value that occurred in that variable for a group, page, column, or report (depending on your selection in the Reset box). Places in the variable the value of the first record in the group. When a lower value is encountered, the variable's value changes accordingly.
• Highest - Displays the highest value that occurred in that variable for a group, page, column, or report (depending on your selection in the Reset box). Places in the variable the value of the first record in the group. When a higher value is encountered, the variable's value changes accordingly.
• Std. Deviation - Returns the square root of the variance for the variable values within a group, page, column, or report (depending on your selection in the Reset box).
• Variance - Measures the degree to which individual field values vary from the average of all values in the group, page, column, or report (depending on your Reset selection).

4. Select the Reset option (point at which the variable is reset to its initial value, e.g. when the course number changes, at the end of the report, etc.).
5. Click the OK button to close the Calculations window.
6. Click the OK button on the Report Expression window to close the window and return to the report template.

Notes

• The most common settings are the ‘Count’ and ‘Sum’ options. The other choices are unreliable at best. Even the count and sum can be tricky if improperly used.
• Calculations work best on reports where there is only one line of information in the report cursor per group (e.g. CEU Reporting, Mailing Labels, Deadbeat Reporting).
• Calculations can also be performed with report variables.

Report Variables

Variables are used to compare and manipulate data for display in a report. Variables are not saved to the database--their values are stored in the computer's memory while the report is running. After you exit the report, the variables are erased from memory.

You can use variables to:

• Generate record counts in a report (e.g. how many individuals took courses during a given semester).
• Generate numbered lists (e.g. 1. First person taking course, 2. Second person, etc.).
• Calculate values based on report data (e.g. add the payment amount to the total paid IF the pay type is Cash).
• Create shorthand representations of long expressions (e.g. variable Due represents the function gtdue(rgcrse,rgid) and variable Paid represents gtpaid(rgcrse,rgid)).
• Calculate values then use those values to calculate subsequent values (e.g. Due-Paid).

To create a variable:

1. Select Report > Variables to open the Variables window. On this window, you can add new variables, change or delete existing variables or change the order in which the variables are evaluated in a report.

The Variable Definition dialog offers these options:

2. Variables: Name of the variable.
3. Value to store: Field/Expression which should be stored/calculated in this variable.
4. Initial value: Initial value of the variable BEFORE any calculations are performed
5. Release after report: Clears the report variable from memory after the report is printed. If not checked, the variable remains in memory until you exit Student Manager.
6. Reset at: Specifies the point at which the variable is reset to its initial value. End of Report is the default. Other options include End of Page, End of Column and groups you have created in the report.
7. Calculate:  Specify a calculation that the variable performs. The variable begins calculating with its initial value, and continues until it is reset.

Notes

• Report variables are evaluated in the order that they appear in the list and can affect the value of expressions that use them. For example, if variable 1 is used to define the value of variable 2, variable 1 must appear before variable 2.
• If you use a variable in calculations, be sure that you initialize the variable with a non-zero value to avoid a division-by-zero error. If you don't specify a value, Visual FoxPro assigns a default value of 0.
• If you reorder the groups in your report, your report variables might not be resetting on the correct field. For example, if your report has two groups, the first grouping by country and the second grouping by date, and you switch the order of the groups, the variables still reset according to the original positions of the groups.

Print Whens

Determine when an object prints by setting a Print When. To set a Print When:

1. Double click the report object to open the Properties window.
2. Click the Print When button.

3. Select the appropriate options:

• Print Repeated Values – ‘Yes’ allows the value to print repeatedly; ‘No’ prints the value only once per group.
• Also Print - 99.9% of the time you will leave these as they are.
• Remove Line if Blank - if you have fields on one line and all the fields have no values, the entire line will be removed--space and all.
• Print only when Expression is True – enter a condition the field must meet to be printed (e.g. only print if the field is not empty. You may use report functions in your condition.

Add Non-Printing Notes

You can also create non-printing notes on reports that are displayed in modify mode but don't print on the report (e.g. editing instructions). To do so:

1. Create the desired note with the A text tool on the Report Controls Toolbar.
2. Double-click the text entry to open the Properties window.
3. Click the Print When button.
4. In the 'Print only when expression is true' expression box, enter .f. (false).

Example of non-printing Note that shows in modify mode:

But does not show when report is printed:

What are Report Functions?

Functions are mini-programs that can access information not available in the report cursor, format information in a specific manner, or perform calculations on report data.

A function consists of a name followed by a set of parenthesis. Within the parenthesis are function parameters—these are pieces of data that the function needs to process/return information. Some functions require one parameter only, others require several.

Take a look at these three simple functions to see examples of how a function should be written.

• ADDCRSE - returns a field from the Course table. You must pass it the course code field and the name of the field you want to return in quotes.

Example:  ADDCRSE(cocrse,"codept") returns the course department.

• NICEDATE – returns the date in text format. You must pass it the date field. You can also pass it a second date and it will give you the date range in text format.

xample: NICEDATE(cobegdate) returns course begin date, e.g. December 1, 2002.

• GTDUE – returns total amount due for a registration. You must pass it the course code field and the name ID field.

Example:  GTDUE(rgcrse,rgid) returns the total amount due for an individual in a specific course, e.g. 250.00.

Parameters: Name ID/Course Code

Many functions require the individual's ID and/or the Course Code. These fields exist in several databases and are named according to their respective database. The following lists the Name ID and Course Code fields from the various tables:

Name ID

Table	Field
NAMES	nmid
REGISTER	rgid
PAY	pyid
WKSHPIND (individual workshop table)	wiid

Course Code

Table	Field
COURSE	cocrse
REGISTER	rgcrse
PAY	pycrse
WKSHPMST (master workshop table)	wmcrse
LEDGER (Pocket Ledger)	lecode

The report area determines which of the Name ID and Course Code fields are available in the cursor. For example, COCRSE is the available course code field in the Reports > Courses report area. But in the Reports > Registrations report area, RGCRSE is the available course code field.

In your functions, you may use whichever field is available in the report cursor. To see the list of available fields in your report cursor, click the Data Environment button on the Report Designer Toolbar. Then you can scroll down the list of available fields to see which one is available.

Report Functions by Category

The following list all available report functions by category, and a brief description.

Add Field (35)

ADDAPAY - Returns field from Pay table for a specific payment.

ADDCODE - Returns field from the Choices table.

ADDCOUNL - Returns a specific field from the Course Unlimited User Defined Field table.

ADDCRDAT - Returns Beginning - Ending date of a course in different formats.

ADDCRSE - Returns specified field from the Course table.

ADDCUDFS - Returns specified field from the Course User Defined Fields table.

ADDFEE - Returns Main and Other Fees set up in the Course Fees tab.

ADDFEE2 - Returns the descriptions and/or amounts of Optional charges for specific registrations.

ADDFINAID - Returns specified field from the master Financial Aid table.

ADDFIRM - Returns specified field from the Firms Table (based on the Name ID).

ADDFIRM2 - Returns specified field from the Firms Table based on the Instructor Firm ID.

ADDGIFT - Returns specified field from the GiftCard table.

ADDGRPAY - Returns payments for registration group with payment totals per receipt number.

ADDINT - Returns a Yes/No depending on whether the individual has the specified Interest Code; OR specified field from the Interest Code table.

ADDLABEL - Returns the text label of a specific user defined field.

ADDLOC - Returns course location and location information.

ADDLOC2 - Returns field from location table based on room ID code.

ADDNAME - Returns a specific field from the Names Table.

ADDNMUNL - Returns a specific field from the Names Unlimited User Defined Field table.

ADDNUDFS - Returns a specific field from the Name user defined fields table.

ADDOMNI - Returns any field from any table in the system (key value must be in cursor).

ADDOPT - Returns list of Additional/Optional fees for a single registration.

ADDPAY - Returns payment information for a particular registration.

ADDREG - Returns the value of a field from Register table.

ADDRGUNL - Returns a specific field from the Register Unlimited User Defined Field table.

ADDRUDFS - Returns a specific field from the Registration User Defined Field table.

ADDTCH - Returns specified field from instructor record.

ADDTIME - Returns time course is held.

ADDUDFS - Used in a Justdoit() to add Unlimited UDFs from the selected UDF table to the report cursor for exporting purposes.

ADDWKCODE - Returns workshop codes in which individual is registered for specific course.

ADDWORK - Returns the value of a field in the Workshop Master table.

ADDZIP - Returns specified field from Zip Code database.

CREDEXP - Used in a JUSTDOIT to add Credential records to the report cursor.

FINDINST - Returns specified instructor information for specific course.

GETMEMO - Returns course description or letter body from specified Catalog Builder record.

GRABREG - Returns specified field if student has taken a course which meets stated condition.

SHOWCLAS - Returns quick summary of courses taken for a single individual with the ability to specify courses by date or by course number.

Attendance Tracking (4)

CRSATTHRSSUM - Sums Attendance Tracking hours for specified course.

HRSONADATE - Returns the number of hours the course meets on a specific date.

HRSTODATE - Returns the number of hours the course has been held to date.

INDVATTHRSSUM - Sums Attendance Tracking hours for specified registration.

Budget (2)

BUDG_EXP - Returns sum of budgeted expenses for specific course.

BUDGPICT - Returns budget data into report.

Codes (11)

ADDCODE - Returns specified field from the Choices table.

ADDINT - Returns a Yes/No depending on whether the individual has the specified Interest Code; OR specified field from the Interest Code table.

BIGSTATE - Returns the full state name when passed the state field or state abbreviation.

CODERPT - Returns list of codes based on the value of a demographic field (e.g. zip code, city, etc.).

COUNTCOD - Returns the number of interest codes attached to an individual's Name record.

FINDGRP - "Query" by grouping code from most any registrant report area.

FINDINT - "Query" by interest code from most any registrant report area.

NCRPT - Returns summary information (listing of all codes) for a specified code field from the Names or Register tables for all registrants in a particular course.

QUIKCODE - Returns Description (or chosen field) of the selected code.

SHOGCODE - Returns grouping codes assigned to a course.

SHORTSTATE - Returns the state abbreviation when passed the state name.

SHOWCODE - Returns list of interest codes assigned to an individual.

Counting (26)

AGE - Returns the number of years between two dates.

CNTCURFIELD - Used in a JUSTDOIT to count occurrence of a condition (i.e. rgstatus="NOSHOW") in the cursor (and write it to the cursor).

CNTCURS - Counts occurrence of a condition in the cursor (e.g. pytype="3").

COPAYDTL - Returns number of payments per pay type with extended totals per category.

COUNTCOD - Returns the number of interest codes attached to an individual's Name record.

COUNTCX - Returns the number of canceled registrations in a course(s).

COUNTIT - Returns the number of records that meet your specified condition. Used to get a total count from an otherwise unrelated data table.

COUNTNAME - Returns the number of names in each course that match the stated condition.

COUNTNAMEUDFS - Returns the number of registrants in each course that match the stated condition, based on Name UDFs.

COUNTREG - Returns the number of registrations in each course that match the given condition.

COUNTTCH - Returns number of instructors assigned to a course.

COUNTMWK - Returns the number of Master Workshop records set up for the course.

CTNAMEREG - Returns the number of courses taken that meet custom criteria from the REGISTER table and/or COURSE table.

CTWORK - Returns number of workshop in which individual is enrolled for specific course.

GETSQLCOUNT - Returns the number of records that meet the specified criteria.

GRADREPT - Returns count of courses, or sum of hours/ceus for courses taken by a student.

HOWMANY - Returns how many unique values of a specific field are represented in report (e.g. nmcity).

HRSONADATE - Returns the number of hours the course meets on a specific date.

HRSTODATE - Returns the number of hours the course has been held to date.

MATCHREF - Returns number of records in any table that match the specified condition based on a field in the cursor.

NUMSESS - Returns the number of times a class meets per week.

NUMTAUGHT - Returns the total number of course taught by an instructor.

NUMWEEKS - Returns the number of weeks between the first and last date.

RGFEEDIST - Returns fee description, amount, number of people registered with that fee and the amount that fee has generated.

RGHASPAY - Returns number of payment records associated with specific registration.

SHOWPDSTAT - Returns a count of paid or Unpaid registrants from that particular course.

Courses (25)

ADDCRSE - Returns specified field from the Course table.

ADDCUDFS - Returns specified field from the Course User Defined Fields table.

ADDCOUNL - Returns a specific field from the Course Unlimited User Defined Field table.

BESTENRL - Returns entry in Group Count field on Master Course record if a number has been entered, otherwise returns the number enrolled in course.

COUNTCX - Returns the number of canceled registrations in a course(s).

COUNTNAME - Returns the number of names in each course that match the stated condition.

COUNTREG - Returns the number of registrations in each course that match the given condition.

FINDINST - Returns specified instructor information for specific course.

GETCEU - Returns the sum of CEUs earned by all registrants in a course.

GETHOUR - Returns the sum of hours generated by registrants in a particular course.

GTCOBAL - Returns the balance due for a particular course.

GTCODUE - Returns revenue generated by a particular course.

GTCODUE3 - Returns total due for a course with multiple options.

GTCODUE4 - Returns income due for specific registrations.

GTCOINVBAL - Returns balance due on invoices assigned to a particular course.

GTCOPAID - Returns total paid for a course.

GTLEDG - Returns expenses for courses.

INVSS - Create queries to search courses for specific characters in specific locations.

LISTSTUD - Returns list of individuals enrolled in course.

QUICKINST - Returns information for first instructor assigned to course.

SHOWEXP - Returns total expenses for a course.

STAMPCRS - Stamps a value in a specified field in the course database for all courses in report.

STAMPCUDF - Stamps a value in a specified field in the course user defined for all names in the report.

STAMPGRP - Stamps a grouping code to all courses in the report. Can also be used to remove a grouping code from course records.

SUMREG - Sum any numeric field from the Registration table for each course in the report.

Course Packaging (3)

CPCREATE - For use with Course Packaging Module - enrolls individual in Child courses.

PACKAGES - For use with Course Packaging Module - displays information about child courses in the Course package (as set on the Parent Course).

TOTPACK - Returns total of specified field for all child registrations in a person's course package.

Credentials (6)

CREDEXP - Used in a JUSTDOIT to add Credential records to the report cursor.

FINDCRED - "Query" by a person's Credential Code criteria from any report area that has a reference to Student ID #.

HASCRED - Returns Y if a student has any or a specific credential record (parameter 2).

GETTEST - Returns Credential records.

SHOWTEST - Returns Credential records.

STAMPCRED - Stamps a Credential record for all names in the report.

CRM (2)

CRMRPT - Returns summary information for all or selected records from the CRM table for students in particular course.

LISTCRM - Returns all or specified log records from the CRM table.

Date/Time (30)

ACEDAY - Returns the Monday of the week of the specified date.

ADDCRDAT - Returns Beginning - Ending date of a course in different formats.

ADDTIME - Returns time course is held.

CDOW - Returns the character day of week for a given date.

CERTDATE - Returns date in formal date format (i.e., 10th day of January, 2015).

CIVTIME - Returns time in civilian format for fields that store time in military format.

CMONTH - Returns the name of the month from the specified date expression.

CTOD - Converts a character date expression to a date expression.

DATE - Returns System Date.

DATELIST - Returns listing of all meeting dates and times for a course.

DATETH - Returns formal format of day with "th", "nd", or "rd".

DOW - Returns the Numeric value (1-7) of the day of week for a given date.

DTOC - Converts a date expression to a character expression.

GETCIV - Returns Civilian time using individual time fields (costhr,costmin,coendhr,coendmin).

HOLIDAY - Returns True if date falls on holiday (i.e. dates entered into Holiday Calendar).

HRSONADATE - Returns the number of hours the course meets on a specific date.

HRSTODATE - Returns the number of hours the course has been held to date.

JUMPMON - Returns date that is the number of months after the month of the date passed.

LOADDATE - Returns specific session dates for use in Attendance Rosters.

MEETDATES - Returns the month and dates of a course.

MONTH - Returns the numeric month for a given date expression.

NICEDATE - Returns formatted dates.

NICETIME - Returns the time only from the course time field.

NUMSESS - Returns the number of times a class meets per week.

PADCDOW - Returns the day of the week padded on the right side to the specified amount.

SHOHDATE - Returns list of holidays (as defined in Holiday Calendar) within a range of dates.

SHOWDOW - Returns the days of the week a class meets (the record is saved as "_X_XX_X" and is translated to: M W H S).

TIME - Returns System (current) Time.

TRIMDATE - Returns date field in different character expression formats.

YEAR - Returns the year from the specified date expression.

Email (4)

DOEMAIL - Opens the Mass Email Wizard to send an email to everyone in the report.

MERGMAIL - Opens the Mass Merge Email Wizard to send an email to everyone in the report using the selected email template.

SHOUPCLS - Returns a list of upcoming courses. This function was designed for use by MERGMAIL to email list to individuals.

SHOUPCLSREC - For Email Receipts: returns a list of upcoming courses, excluding the course(s) in which student is enrolled.

Export Data (9)

CAT2XML - Used in a JUSTAFTER to export Catalog data into an XML file.

COPY2XLS - Used in a JUSTAFTER to export fields from a report into an Excel file.

DBXTRACT - Export records associated with courses in cursor to an external location.

DEADDUMP Used in a JUSTDOIT to export a specified set of fields to a file.

FIRMEXP - Export a set of firms from FIRM table in the specified format.

MEMOEXP - Exports all fields in a report cursor, including memo field contents, into a text file. Note: will not preserve line breaks in memo fields.

NAMEEXP - Export a set of names from the Names table to an external file in the specified format.

PREFEXP - Export a set of names with their preferred address from the Names table in the specified format a PREFERRED set of field names from the Names Table.

SHORTCAT - Used in a JUSTDOIT to select a limited set of data fields (excluding fields which may contain HTML) to put into a Catalog Export Report so that the MEMOEXP function can be used.

Extending Queries (12)

FINDGRP - "Query" by grouping code from most any registrant report area.

FINDINT - "Query" by interest code from most any registrant report area.

GRADCRED - Returns individuals who have completed a specific # of credits/hours.

GRADCRED2 - Returns individuals who have completed a specific # of credits/hours.

GRADSPEC - Returns individuals who have taken required courses.

GRADSPEC2 - Returns individuals who have taken required courses.

GRPSTUD - Returns list of individuals in a registration group.

INVSS - Create queries to search courses for specific characters in specific locations.

RANDPICK - Returns a pseudo random (the same every time ran) number of names/records from a report.

RANDPICK2 - Returns a truly random (different every time) number of names/records from a report.

TEACHERWAS - This is a Wizard, called by a JUSTDOIT that reports student names who attended class(es) taught by a specific instructor(s).

ZIPRADIUS - Used in JUSTDOITs to only return people within a radius of a specified zip code.

Fees (12)

ADDFEE - Returns specified field from Fees tables based on course code.

ADDFEE2 - Returns the descriptions and/or amounts of Optional charges for specific registrations.

ADDOPT - Returns list of Additional/Optional fees for a single registration.

BASEFEE - Returns primary fee for course (first Course Fee entered in Course Master Record).

FEEDETL - Returns information about specific additional/optional fee for a registration.

FEETOTS - Returns number enrolled and amount charged per Course Fee category.

GETFEE - Returns the dollar amount for a specific main registration fee set up in the Master Course record (Course > Fees).

GTFEESUM - Returns sum of Additional/Optional Fees for specific course.

HASOPT - Returns true/false based on whether registration has optional fees assessed.

RGFEEDIST - Returns fee description, amount, number of people registered with that fee and the amount that fee has generated.

SHOWFEES - Returns all fees defined for a particular course.

SHOWOPTS - Returns all Optional fees for course, counts for each fee, and total fees collected.

Financial Aid (6)

ADDFINAID - Returns specified field from the master Financial Aid table.

AVAILFINAID - Calculates the total amount of individual's unused Financial Aid, with the option to select/restrict award type.

FASHOWDRAW - Returns the amount of a draw for a Financial Aid award.

GETCRSEAID - Calculates the amount registrants in the course were awarded between two dates and by type.

GETFINAID - Calculates the amount individual was awarded between two dates and by type.

SHOWFINAID - Calculates the amount of financial aid the individual has received.

Formatting (35)

These functions are used to format data:

ADDCRDAT - Returns Beginning - Ending date of a course in different formats.

ADDTIME - Returns time course is held.

BIGSTATE - Returns the full state name when passed the state field or state abbreviation.

CERTDATE - Returns date in formal date format (i.e., 10th day of January, 2003).

CIVTIME - Returns time in civilian format for fields that store time in military format.

CSZR - Returns nicely formatted city, state, zip code (i.e. City, ST Zip).

CTOD - Converts a character date expression to a date expression.

DATETH - Returns formal format of day with "th", "nd", or "rd".

DTOC - Converts a date expression to a character expression.

FULLCENT - Rounds fractions of a penny up to next FULL cent.

INTLPHON - Returns formatted phone number for US names and unformatted number for International names.

NAMER - Returns formatted Name.

NAMERXT - Returns formatted Name with extended salutations using ShowSal.

NICEDATE - Returns formatted dates.

NICELOC - Returns course location information.

NICETIME - Translates military time into civilian time.

NUM2FRACTION - Returns a decimal number as a fraction (string format).

NUM2STR - Returns a number as a character string.

NUMNODEC - Returns a numeric field value in character format, without decimal places.

PADR,L,C - Returns the specified expression padded on the right, left, or both sides.

PRETTYNUM - Removes trailing 0 decimals from specified numeric field. For use on Certificate reports.

ROUND - Rounds a numeric expression to the nearest value, depending on the number of specified decimals.

SHORTSTATE - Returns the state abbreviation when passed the state name.

SHOWDOW - Returns the days of the week a class meets (the record is saved as "_X_XX_X" and is translated to: M W H S).

SHOWPHON - Returns formatted phone number.

SHOWSAL - Expands abbreviated salutations stored in the NMSALUT field.

SHOWSSN - Returns formatted ID #.

SHOWTF - Returns the value of a logical field as Yes/No or True/False.

STR - Converts numeric value to a character expression for creating long character strings or character comparisons.

STRIPHTML - Removes HTML coding from a field.

TNAMER - Returns formatted Instructor Name.

TRANSFORM - Converts date and numeric data to character strings.

TRIM - Trims spaces off the end of a character expression.

TRIMDATE - Returns date field in different character expression formats.

UPPER - Returns the specified character type field in uppercase.

VAL - Converts character expression which contains a number to its numeric value so it can be used in calculations.

Income/Expenses (31)

These functions return due/paid/balance/expense amounts:

ADDGRPAY - Returns payments for registration group with payment totals per receipt number.

CRSEINC - Returns income for a course.

DEADBEAT - Returns balance due for individual for all classes taken.

GRPGTBAL - Returns total balance due for all registrations in a given group.

GRPGTDUE - Returns total due for all registrations in a given group.

GRPGTPAID - Returns total paid for all registrations in a given group.

GTACCTPD - Returns total paid for an account number.

GTADD - Returns total dollar amount of all optional fees for a single registration.

GTBAL - Returns the balance due for a particular registration.

GTCOBAL - Returns the balance due for a particular course.

GTCODUE - Returns revenue generated by a particular course.

GTCODUE3 - Returns total due for a course with multiple options.

GTCODUE4 - Returns income due for specific registrations.

GTCOINVBAL - Returns balance due on invoices assigned to a particular course.

GTCOPAID - Returns total paid for a course.

GTDUE - Returns total amount due for a particular registration.

GTFEESUM - Returns sum of Additional/Optional Fees for specific course.

GTINVBAL - Returns total amount due for specific invoice.

GTINVDUE - Returns total amount due for specific invoice.

GTINVPAID - Returns total amount paid for a specific invoice.

GTINVSTAT - Returns the total amount due, paid, or balance due for specified invoice.

GTLEDG - Returns expenses for courses.

GTPAID - Returns total amount paid for a particular registration.

INVDETL - Returns the details of all invoices for a specified individual.

PAY1099 - Returns the sum of payments to an instructor.

RGINVBAL - Returns the total balance due for a given registration for a specific invoice number.

RGINVPD - Returns the total paid for a given registration for a specific invoice number.

SHOWEXP - Returns total expenses for a course.

SHOWPAID - Returns the amount paid to courses in report.

TKCOST - Returns costs associated with a particular tracking code.

TKINCOME - Returns income generated for a particular tracking code.

Instructors (12)

ADDTCH - Returns specified field from instructor record (can only be used in Faculty reporting area).

CLSTEACH - Returns field from the Instructor/Linkinst table or the total amount of payments for instructors for a particular course.

COUNTTCH - Returns number of instructors assigned to a course.

FINDINST - Returns specified instructor information for specific course.

INSTCONF - Returns a list of courses with instructor time conflicts.

NUMTAUGHT - Returns the total number of course taught by an instructor.

PAY1099 - Returns the sum of payments to an instructor.

PAYDESC - Returns instructor pay type and pay rate in Faculty Contract Reports.

PAYTOT - Returns faculty pay for an instructor's specific teaching assignment.

QUICKINST - Returns information for first instructor assigned to course.

STAMPTCH - Stamps a value in a specified field in the Faculty table for all instructors in the report.

TEACHERWAS - This is a Wizard, called by a JUSTDOIT that reports student names who attended class(es) taught by a specific instructor(s).

TNAMER - Returns formatted Instructor Name.

Invoices (10)

GTCOINVBAL - Returns balance due on invoices assigned to a particular course.

GTINVBAL - Returns total amount due for specific invoice.

GTINVDUE - Returns total amount due for specific invoice.

GTINVPAID - Returns total amount paid for a specific invoice.

GTINVSTAT - Returns the total amount due, paid, or balance due for specified invoice.

INVDETL - Returns the details of all invoices for a specified individual.

INVSUM - Returns the details for invoices for a particular person.

PYWASINV - Returns True if the payment was applied to an invoice.

RGINVBAL - Returns the total balance due for a given registration for a specific invoice number.

RGINVPD - Returns the total paid for a given registration for a specific invoice number.

Listing (23)

ADDFEE - Returns Registration Fees and/or Additional/Optional Charges for a specific course.

ADDGRPAY - Returns payments for a group of registrations with payment totals per receipt number.

ADDOPT - Returns list of Additional/Optional fees for a single registration.

CODERPT - Returns list of codes based on the value of a demographic field (Mini –Stats).

CRMRPT - Returns summary information for records from the CRM log file for a specific student.

CUSTWKCD - Returns list of workshops from all courses in which single registrant is enrolled.

DATELIST - Returns listing of all meeting dates and times for a course.

GRPSTUD - Returns list of individuals in a registration group.

LISTCRM - Returns all or specified log records from the CRM table.

LISTSTUD - Returns list of individuals enrolled in course.

LISTWORK - Returns specified workshop information from individual's registration.

NAMEGRP - Returns the list of names in a name group.

NCRPT - Returns summary information for a specified code field from the Names or Register tables for all registrants in a particular course.

PACKAGES - Displays information about child courses in the Course package.

SHOHDATE - Returns list of holidays (as defined in Holiday Calendar) within a range of dates.

SHOUPCLS - Returns a list of upcoming courses.

SHOUPCLSREC - Returns list of upcoming courses, excluding the one(s) in which student is enrolled.

SHOWCODE - Returns list of interest codes assigned to an individual.

SHOWDUPE - Reports duplicate records (Pick a table, pick a field.. Show the dups).

SHOWMEMB - Returns Memberships assigned to an individual.

SHOWWKMS - Returns a listing of Master Workshops set up for course.

SHOWWORK - Returns workshops taken by particular registrant, with options to select specific fields.

TEACHERWAS - Enter instructor name(s), and return the students who took classes from that instructor.

Locations (3)

ADDLOC - Returns the specified field from the Location table based on course code.

ADDLOC2 - Returns specified field from Location table based on room ID code.

NICELOC - Returns course location information.

Names (33)

ADDFIRM - Returns specified field from the Firms Table (based on the Name ID).

ADDFIRM2 - Returns specified field from the Firms Table based on the Instructor Firm ID.

ADDINT - Returns a Yes/No depending on whether the individual has the specified Interest Code; OR specified field from the Interest Code table.

ADDNAME - Returns specified field from the Names Table.

ADDNMUNL - Returns a specific field from the Names Unlimited User Defined Field table.

ADDNUDFS - Returns specified field from the Name User Defined Fields table.

AGECL - Returns the person's Age Group.

BIGSTATE - Returns the full state name when passed the state field or state abbreviation.

COUNTCOD - Returns the number of interest codes attached to an individual's Name record.

COUNTNAME - Returns the number of names in each course that match the stated condition.

CREDEXP - Used in a JUSTDOIT to add Credential records to the report cursor.

GETTEST - Returns Credential records.

LASTCLAS - Returns date or detail about the last course in which individual has enrolled.

MAILXPAND - Create multiple address labels for a specific firm with specified position titles.

NAMER - Returns formatted Name.

NAMERXT - Returns formatted Name with extended salutations using ShowSal.

NAMEGRP - Returns the list of names in a name group.

NOSTATE - Returns states not represented based on firms in the report.

PREFADDR - Returns Preferred Mail Address if using the Preferred Address field (nmprefer).

RANDPICK - Returns a pseudo random (the same every time ran) number of names/records from a report.

RANDPICK2 - Returns a truly random (different every time) number of names/records from a report.

RGHASPAY - Returns number of payment records associated with specific registration.

SHORTSTATE - Returns the state abbreviation when passed the state name.

SHOWPDSTAT - Returns a count of paid or Unpaid registrants from that particular course.

SEEFIRM - Returns the Firm Name--IF--nmprefer does not equal "H".

SEETITLE - Returns the Title--IF--nmprefer does not equal "H".

SHOWDOCS - Returns Additional Documents information for specified student.

SHOWMEMB - Returns Memberships assigned to an individual.

SHOWSAL - Expands abbreviated salutations stored in the NMSALUT field.

SHOWSSN - Returns formatted ID #.

SHOWTEST - Returns Credential records.

STAMPINT - Stamps an interest code to all names in a report. Can also be used to remove an interest code from name records.

STAMPNAME - Stamps a value in a specified field in the Names table for all names in a report.

STAMPNUDF - Stamps a value in a specified name User Defined Field (UDF) for all names in the report.

Payments (28)

ADDAPAY - Returns specified field from Pay table for a specific payment.

ADDGRPAY - Returns payments for registration group with payment totals per receipt number.

ADDPAY - Returns specified field from Payment table based on a particular registration.

COPAYDTL - Returns number of payments per pay type with extended totals per category.

FASHOWDRAW - Returns the amount of a draw for a Financial Aid award.

GETCBUCK - Returns sum of all payments for all registrations for a single individual.

GETCRSEAID - Calculates the amount registrants in the course were awarded between two dates and by type.

GETFINAID - Calculates the amount individual was awarded between two dates and by type.

GRPGTPAID - Returns total paid for all registrations in a given group.

GTACCTPD - Returns total paid for an account number.

GTCOPAID - Returns total paid for a course.

GTINVPAID - Returns total amount paid for a specific invoice.

GTPAID - Returns total amount paid for a particular registration.

LASTPAY - Returns last payment made to a registration, so a receipt can be printed for that payment only.

NETPAY - Returns net amount of payment for a receipt #.

ORGPAY - Returns information from the original payment in refund reporting.

OTHPAYER - Returns third party payer information (if any) for a particular payment.

PAYCOMB - Returns all payment records associated with Pocket Ledger records.

PAYTYPE - Returns the character description of payment type.

PYWASINV - Returns True if the payment was applied to an invoice.

RCPTINFO - Returns payor information for particular payment unless pay type is credit card, then returns credit card number and expiration date.

RCTTPAY - Returns payment information for payment group.

RGHASPAY - Returns number of payment records associated with specific registration.

RGINVPD - Returns the total paid for a given registration for a specific invoice number.

SHOWPAID - Returns the amount paid to courses in report.

SHOWPDSTAT - Returns a count of paid or Unpaid registrants from that particular course.

WHOPAY - Returns Payor Name/Billing Detail on Receipts and Invoices.

WHORECT - Returns name and address for a specific receipt number--OR--sum of all payments for a specific receipt.

Pocket Ledger (3)

GTLEDG - Returns expenses for courses.

PAYCOMB - Returns all payment records associated with Pocket Ledger records.

SHOWEXP - Returns total expenses for a course.

Registrations (27)

ADDREG - Returns specified field from Register table.

ADDRGUNL - Returns a specific field from the Register Unlimited User Defined Field table.

ADDRUDFS - Returns specified field from the Registration User Defined Field table.

CLSHIST - Used in a JUSTDOIT to show the registration history (adds the registrations to the cursor) of all students in the transcript report.

CONFCERT - Stamps a date into Registration Cert Date field for all registrants in report.

CONFIRM - Stamps a date into the Registration Confirm field for all registrants in report.

COUNTREG - Returns the number of registrations in each course that match the given condition.

FILBLANK - Used in JUSTDOITs to add 5 blank lines at the end of a roster report (for "walk-in" registrations).

GRABREG - Returns specified field if student has taken a course which meets stated condition.

GRADCRED - Returns individuals who have completed a specific # of credits/hours.

GRADCRED2 - Returns individuals who have completed a specific # of credits/hours.

GRADSPEC - Returns individuals who have taken required courses.

GRADSPEC2 - Returns individuals who have taken required courses.

GRPSTUD - Returns list of individuals in a registration group.

GTADD - Returns total dollar amount of all optional fees for a single registration.

GTBAL - Returns the balance due for a particular registration.

GTDUE - Returns total amount due for a particular registration.

GTPAID - Returns total amount paid for a particular registration.

HASCLASS - Returns True if a student has taken a course which meets stated condition.

HASCOURSE - Returns either number of courses or a logical (.t. or Yes) which meet the criteria.

QTYPTCAL - When using Credit Hours; returns Quality Points for individual (no points given for 'F' or 'I' ).

RGINVBAL - Returns the total balance due for a given registration for a specific invoice number.

RGINVPD - Returns the total paid for a given registration for a specific invoice number.

ROSTXPAND - Adds a record to the report cursor for each seat on a registration. This function is meant to be used in Name tags and Rosters.

SHOWCLAS - Returns quick summary of courses taken for a single individual with the ability to specify courses by date or by course number.

STAMPRUDF - Stamps a value in a specified registration User Defined Field (UDF) for all registrants in the report.

SUMREG - Sum any numeric field from the Registration table for each course in the report.

Room Use (2)

CHKRM - Returns Room Conflicts for specified course.

FILLCAL - Create a room use calendar for courses.

Special Use (26)

AT - Searches character/memo fields for the specified text string.

BETWEEN - Determines whether the value of an expression lies between the values of two other expressions of the same data type.

CHR - Returns the character value of ASCII character number.

DECRYP - Un-encrypts NMCODE2 and/or INSSN in reports.

DOCHART - Opens the Chart Wizard to create a chart from the report data.

EMPTY - Returns logical .T. if expression is empty, .F. if expression is not empty.

FILLBLANK - Used in JUSTDOITs to add 5 blank lines at the end of a roster report (for "walk-in" registrations).

GETDATA - Opens a message box in which you can enter a temporary message to be used in a report.

GETMEMO - Returns course description or letter body from specified Catalog Builder record.

IIF - Returns values depending on the condition given.

JUSTAFTER - Run a special function or program at the conclusion of the report.

JUSTDOIT - Passes a SQL statements to reports which runs prior to report generation.

LEN - Returns the length (number of characters) in a particular character string (field or text).

MAILXPAND - Create multiple address labels for a specific firm with specified position titles.

MAPPING - Used in a JUSTAFTER to display addresses on an interactive map in the Internet Explorer web browser.

MASSSMS - Opens the Mass SMS window to send an SMS to everyone in the report using the selected SMS template.

PREFADDR - Returns Preferred Mail Address if using the Preferred Address field (nmprefer).

RIGHT - Returns the specified number of rightmost characters from a character string.

SHOWDUPE - Reports duplicate records.

STRIPHTML - Removes HTML coding from a field.

STRTRAN - Replaces each occurrence of the specified character string with another character string.

SUBSTR - Returns a portion of a character string.

SWAPVAL - Replace a field in any table with a specified value, or another field's value, for all records in a report cursor.

WHAZZIS - Used in a report header to display the query value used to generate the report.

WHOSTHIS - Return information from the Security table for the User who created or last modified record.

ZIPRADIUS - Used in JUSTDOITs to only return people within a radius of a specified zip code.

Stamp Data (15)

These functions stamp a value in a specified field:

CONFCERT - Stamps a date into Registration Cert Date field for all registrants in report.

CONFIRM - Stamps a date into the Registration Confirm field for all registrants in report.

SAVE2CAT - Saves a text message to a catalog record.

STAMPCRED - Stamps a Credential record for all names in the report.

STAMPCRS - Stamps a value in a specified field in the course database for all courses in report.

STAMPCUDF - Stamps a value in a specified field in the course user defined for all names in the report.

STAMPGRP - Stamps a grouping code to all courses in the report. Can also be used to remove a grouping code from course records.

STAMPINT - Stamps an interest code to all names in a report. Can also be used to remove an interest code from name records.

STAMPNAME - Stamps a value in a specified field in the Names table for all names in a report.

STAMPNUDF - Stamps a value in a specified name User Defined Field (UDF) for all names in the report.

STAMPRUDF - Stamps a value in a specified registration User Defined Field (UDF) for all registrants in the report.

STAMPUNL - Stamps a value in a specified Unlimited UDF field in the specified UUDF table.

STAMPTCH - Stamps a value in a specified field in the Faculty table for all instructors in the report.

STAMPWORK - Stamps a value in a specified field in the individual workshop record for all workshops in the report.

SWAPVAL - Replace a field in any table with a specified value, or another field's value, for all records in a report cursor.

Summing (10)

CURSINC - Returns the grand total of a field in the cursor at the beginning of the report.

CURSSUM - Returns sum of any numeric field in the cursor.

GETCBUCK - Returns sum of all payments for all registrations for a single individual.

GETCEU - Returns the sum of CEUs earned by all registrants in a course.

GETHOUR - Returns the sum of hours generated by registrants in a particular course.

NETPAY - Returns net amount of payments for a receipt #.

PAY1099 - Returns the sum of payments to an instructor.

SUMREG - Sum any numeric field from the Registration table for each course in the report.

SUMWHAT - Returns the sum of a numeric variable from an external file.

SUMWORK - Sum CEUs or hours from individual workshop records.

UDFs (12)

Regular UDFs (8)

ADDCUDFS - Returns specified field from the Course User Defined Fields table.

ADDLABEL - Returns the text label of a specific user defined field.

ADDNUDFS - Returns a specific field from the Name user defined fields table.

ADDRUDFS - Returns a specific field from the Registration User Defined Field table.

COUNTNAMEUDFS - Returns the number of registrants in each course that match the stated condition, based on Name UDFs.

STAMPCUDF - Stamps a value in a specified field in the course user defined for all names in the report.

STAMPNUDF - Stamps a value in a specified name User Defined Field (UDF) for all names in the report.

STAMPRUDF - Stamps a value in a specified registration User Defined Field (UDF) for all registrants in the report.

Unlimited UDFs (4)

ADDCOUNL - Returns a specific field from the Course Unlimited User Defined Field table.

ADDNMUNL - Returns a specific field from the Names Unlimited User Defined Field table.

ADDRGUNL - Returns a specific field from the Register Unlimited User Defined Field table.

ADDUDFS - Used in a Justdoit() to add Unlimited UDFs from the selected UDF table to the report cursor for exporting purposes.

STAMPUNL - Stamps a value in a specified Unlimited UDF field in the specified UUDF table.

Workshops (14)

ADDWKCODE - Returns workshop codes in which individual is registered for specific course.

ADDWORK - Returns specified field from the Workshop Master table.

COUNTMWK - Returns the number of Master Workshop records set up for the course.

CTWORK - Returns number of workshop in which individual is enrolled for specific course.

CURSWORK - Returns selected information about workshops included in the query.

CUSTWKCD - Returns workshops from multiple courses in which single registrant is enrolled.

LISTWORK - Returns specified workshop information from individual's registration.

QUIKWORK - Returns information about workshops in which an individual is registered.

SELEWORK - Returns workshop information in student schedules for courses with workshops.

SELEWORK2 - Returns workshop information in student schedules for courses with workshops with the option to return a fixed length field.

SHOWWKMS - Returns a listing of Master Workshops set up for course.

SHOWWORK - Returns workshops taken by particular registrant, with or without instructor name and options to select specific fields.

STAMPWORK - Stamps a value in a specified field in the individual workshop record for all workshops in the report.

SUMWORK - Sum CEUs or hours from individual workshop records.

JUSTDOIT

A JUSTDOIT is a specialized report function that uses SQL (Structured Query Language) to request and manipulate information from the data tables.

With a JUSTDOIT, you can change the sort order of data in a report, filter out unwanted data, or execute specialized report functions. The JUSTDOIT executes the SQL commands BEFORE the report runs (before the data is displayed).

The JUSTDOIT application in Student Manager uses the SQL SELECT command and its elements to manipulate the data. The following table provides an explanation of each element of the SELECT command:

Element	Description
" ", ' ', [ ]	Delimiters used to enclose the Select statement and other elements in the JUSTDOIT.
Select	Tells the system to select specific data from the cursor. Immediately followed by a statement telling the system what data to select.
- (asterisk)	Tells the system to select ALL data from the table that follows the FROM statement (see below).
0 as marker	Creates a new field in the cursor and enters a zero (0) for every record in the cursor. This forces the JUSTDOIT to run only once for a given report cursor (helps avoid circular logic problems).
As	Create a new field in the cursor with either an explicit value or a value from a function.
From (cursor?)	Tells the system where to get the data that we are manipulating with the JUSTDOIT.  In most cases it will be from Cursor5 (default cursor created when the report opens).
Where	States a conditional clause that data must meet to be included in the report (e.g. where due-paid > 0.00).
Group by	Groups data in the cursor by the field you specify, then removes all but one record for each group.
Order by	Changes the sort order of data in the cursor. NOTE: conflicting report banding will cause unexpected results.
Into cursor(cursor?)	Tells the system to place the data back into the cursor once it has finished executing all the select statements, making it available for the Report Print Preview.

The JUSTDOIT expression box may be placed anywhere on the report template but we recommend placing it in the header band of the report for purpose of quick identification. It's a non-printing element and will not display on the report itself.

Examples

• Change the Sort Order of Report with "Order By" Statement

justdoit('select *,0 as marker from (cursor5) order by nmname3,nmname1 into cursor(cursor5)')

• Eliminating Duplicate records with the "Group By" Statement

JUSTDOIT('select *,0 as marker from (cursor5) group by nmid,nmname3 into cursor(cursor5)')

• Filter the report with "Where" Statement

JUSTDOIT('select *,0 as marker from (cursor5) where due-paid>0.00 into cursor(cursor5)')

• Add a field to the Cursor and then Sort by it

JUSTDOIT('select *,addcrse(cocrse,"cobegdate") as date, 0 as marker from (cursor5) order by date into cursor(cursor5)')

Errors

• A common problem in JUSDOITs is mismatched delimiters  Errors occur when you don't use matching ones, or when you try to use the same pair more than once.

BAD:  Mismatched Quotes are used to enclose the Select statement (double quote at the beginning and single quote at the end).

JUSTDOIT("select *,0 as marker from (cursor5) where nmzip ='55401' into cursor (cursor5)')

BAD:  Same Quotes are used for the Select statement and the value in the Where statement.

JUSTDOIT("select *,0 as marker from (cursor5) where nmzip ="55401" into cursor (cursor5)")

Note:  occasionally you may need to use a third set of delimiters in a JUSTDOIT. In these cases, you may use the square Brackets [].

• Another common problem is leaving out the 0 as Marker statement. Without the statement, the JUSTDOIT may execute a random number of times or become stuck in an infinite loop. No real damage done, but your report results will be unexpected and inconsistent.
• You cannot add a field to the cursor then attempt to do a comparison on the field contents in a Where statement. To accomplish this, you will need to add two JUSTDOITs to the report (see next section):

Multiple JUSTDOITs

You may occasionally find that you need to use more than one JUSTDOIT to accomplish your goal. For instance, if you want to add a field to the cursor then filter records based on the field contents.

To accomplish this, you will need to add two JUSTDOITs to the report. In the first one you add the field to the cursor. In the second one, you use the Where statement to filter the records:

justdoit('select *,addname(nmid,"nmocc") as Occupation from (cursor5) into cursor(cursor5)')

justdoit('select *,0 as marker from (cursor5) where Occupation="MED" into cursor (cursor5)')

Notes

When using more than one JUSTDOIT in a report, you only put the 0 as Marker statement in the last JUSTDOIT. If you place it in both JUSTDOITs, the second one will be ignored (it will not be executed).

Also, the JUSTDOITs must be added to the report in the correct order. For instance, if you add the Where Statement JUSTDOIT first and the Add Field one second, the system will execute the Where statement first because that was the one that was added to the report first, and you will receive an error because the field you are using in the Where statement doesn't exist yet.

Recycle Query Mode

If you are using the Recycle Query option and you ran a report with a JUSTDOIT in it, the JUSTDOIT changed the cursor and the changes will be applied to all subsequent reports you run in the area until you exit the Recycle Query mode.

JUSTAFTER

A JUSTAFTER is a specialized report function that allows you to stamp a value in a field, extract fields to an external file, or execute specialized report functions AFTER the report runs.

Like the JUSTDOIT, the JUSTAFTER is a non-printing element that we recommend placing in the header band.

Examples

• Stamp the system date into Confirm field on the Registration screen. Use it to log the date confirmation letters were sent to registrants.

JUSTAFTER('=CONFIRM()')

• Export name and address information to a file on your hard drive (dBASE III format). This is most commonly used to create a mailing address file for Mailing Houses.

JUSTAFTER('=NAMEEXP ("c:\myfile.dbf")')

• Start the Mass Email Wizard after the report runs. This is most commonly used to email everyone in a report (e.g. receipts, confirmation, second notices, etc.).

JUSTAFTER('=DOEMAIL()')