KeepnTrack Tip of the Week

For the week of 04.20.09

Activity Reports

Overview

Various reports can be generated while in the Activity menu. To access the reports menu, first use the Activity Lookup to create a list to be used in the report.

The Activity Lookup interface provides for many different selection criteria. By default you may select by Person ID, First Name or Last Name. You may narrow the lookup to only include Volunteer, Visitor, Student, Staff, Volunteer and/or Vendor by selecting the appropriate checkboxes. If you choose one of these checkboxes, an additional pull down menu appears that allows you to narrow the lookup by Activity Type.

You may also narrow the lookup by date and time by using the From Date or Time  and To Date and Time fields. In addition you may use the Facility pull down menu to limit the list to one facility. Finally, there is an Add Selection pull down menu that allows to further define the list by providing additional lookup fields. 

Once you have created a list you then are ready to create the report of your choice. Use the Select a Report pull down menu to choose which report you wish to create. Then you may use the Sort and Format pull down menus to further define the report.