Following is a list of the report filter selections in ChargeTracker. Not all filters are available in all reports.
Report Order - This is the sort order of the report. Click the down arrow to the right of the selection to see the available report sort orders, then choose the sort that is appropriate for the report you are running. For example, use Resident Last Name order to display the report alphabetically by Resident Last Name.
Resident - This selection filters by Resident Last Name. Click the icon to the right of the Resident filter to see all Residents available for selection. Choose the appropriate Resident for this report. Hold the Control Key to choose multiple residents. Default setting is ALL.
Resident Category - This selection filters by Resident Category. Click the icon to the right of the Resident Category filter to see all Resident Categories available for selection. Choose the appropriate Resident Category for this report. Hold the Control Key to choose multiple categories. Default setting is ALL.
Resident Location - This selection filters by Resident Location. Click the icon to the right of the Resident Location filter to see all Resident Locations available for selection. Choose the appropriate Resident Location for this report. Hold the Control Key to choose multiple resident locations. Default setting is ALL.
Resident Room - This selection filters by Resident Room. Click the icon to the right of the Resident Room filter to see all Resident Rooms available for selection. Choose the appropriate Resident Room for this report. Hold the Control Key to choose multiple resident rooms. Default setting is ALL.
Staff - This selection filters by Staff Last Name. Click the icon to the right of the Staff filter to see all Staff members available for selection. Choose the appropriate Staff for this report. Hold the Control Key to choose multiple staff members. Default setting is ALL.
Staff Category - To filter by Staff Category, click the icon to the right of the Staff Category filter to see all Staff Categories available for selection. Choose the appropriate Staff Category for this report. Hold the Control Key to choose multiple categories. Default setting is ALL.
Item - This selection filters by Item Description. Click the icon to the right of the Item filter to see all Item Descriptions available for selection. Choose the appropriate Item Description for this report. Hold the Control Key to choose multiple item descriptions. Default setting is ALL.
Item Category - To filter by Item Category, click the icon to the right of the Item Category filter to see all Item Categories available for selection. Choose the appropriate Item Category for this report. Hold the Control Key to choose multiple categories. Default setting is ALL.
Item Status – This selection will control which items are shown on a report based on the item’s status through the use of the Discontinued and Not in Use checkbox for the item. Charge activity style reports will not include this selection and will always show all items. Default setting on other reports is In Use.
Location - This field references the stockroom locations set up in ChargeTracker. To filter by Item Location, click the icon to the right of the Location filter to see all Locations available for selection. Choose the appropriate item location for this report. Hold the Control Key to choose multiple locations. Default setting is ALL.
Activity Date - This field references the date a dispensed item/activity record was entered into the Charge Tracking system. Use the Activity Date selection filter to choose a specific activity date range to be included in the report. Options vary from Last # of Hours to Last # of Days in addition to adding specific date range.
Purchase Order Number - This field references the purchase order number. Use the Purchase Order Number selection filter to choose a specific PO or a group of PO's to be included in the report.
Purchase Order Date - This field references the date of the purchase order. Use the Purchase Order Date selection filter to choose a specific PO date or a range of PO dates to be included in the report.
Vendor - This field references the vendor that was associated with a transaction or purchase order. Use the Vendor selection filter to choose a specific vendor or group of vendors to be included in the report.
Log Date - This is the date/time the palm transmission was entered into the log file. Use the Log Date selection filter to choose a specific log date range to be included in the report.
Sync Date--Palm Id - This is the date when the palm was transmitted to ChargeTracker using a palm device. Use the Sync Date selection filter to choose a specific sync date range to be included in the report.
Batch Number - All activity transmitted in each palm sync will be assigned the same batch number. To filter by batch number, click the icon to the right of the Batch Number filter to see all batch numbers available for selection. Choose the appropriate batch number for this report. Hold the Control Key to choose multiple batch numbers. Default setting is ALL.
Machine - Machine name can be queried on the Activity by Batch report. For example, if the user has more than one pocket device, they can filter the Activity by Batch report by Machine name to view charges from just one device.
Summarize - Mark the Summarize check box to see a summary version (totals only/no detail) of this report.
Break After Each Resident - Mark this check box if you want the report to print a separate page for each resident.
Show Header - To display pre-established header text on a report, mark the checkbox Show Header. By default, the Show Header check box is not marked on any report. Header text is maintained on the Company Maintenance window.
Show Footer - To display pre-established footer text on a report, mark the checkbox Show Footer. By default, the Show Footer check box is not marked on any report. Footer text is maintained on the Company Maintenance window.
Show Report Selections - Mark this check box if you want a separate page to print at the end of the report that shows the report filter selections that were used when running the report.
Destination - Choose from the destination drop down list Screen, Printer, Email or XML file.
Screen - Report is displayed on the computer screen in PDF file format
Printer - A hard copy is generated to the report designated in facility information
Email - An email notification is sent to the user when the report is sent to be process. Another email is sent to the user when the report completes. The second email has the report attached in PDF format. If the report generates an error, an email will be sent to the user to alert them of the problem.
XML file - This selection will generate a file in XML format. When the report has completed, a prompt will appear indicating where the XML file is located and the file name.