Event Income Report
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Overview of FR465
The Event Income Report lists all event receipts made during a specific date frame. The report output includes information such as the event PIN and date, region, description, staff, location, status, event receipt #, receipt date, fiscal year, type, and amount. To run this report:
- From the DDI Connect main menu, double-click Connect FR
- Double-click Event & Program Management
- Double-click Reports
- Double-click 465 Event Income Report. The parameters screen will launch:
The following fields are available on this screen:
Field | Description |
---|---|
Region | To filter by region, enter the region code or codes, separated by commas, or click the list icon to select from a list of active regions in the system |
Sequence | Click the drop down arrow to select the sort sequence you wish to use on the report output |
Event type | To filter by event type, type the event type code or click the list icon to select from a list of active event type codes in the system |
Event status | To filter by event status, type the event status code or click the list icon to select from a list of active event status codes in the system |
Promo type | Type the promo type code or click the list icon to select from a list of active promo type codes in the system |
Event fiscal year/thru | To filter by event fiscal year, enter the beginning and ending dates of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Income date range/thru | To filter by income date, enter the beginning and ending dates of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Location:State | If you wish to filter by state, you can type the state code here or click the list icon to select from a list of active state codes in the system |
County | The county field can only be used in conjunction with the State field. To filter by county, type the county code or click the list icon to select from a list of active county codes in the system |
Community | The community field can only be used in conjunction with state and county. To filter by community, type the community code in this field |
Staff PIN | If you wish to report only on events assigned to a particular staff person, you can do so here. Type the PIN or click the search icon to locate the staff member's PIN. The list icon can be used if the Region field has been populated - only staff members in that region will appear on the list |
Limit events selected | If you wish to limit the number of events that appear on the report, you can do so here. Type the number of events that should appear on the report |
Show event history | If selected, the event history for each qualifying event will appear on the report output |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.