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Add Delete Report

Add Delete Report


Report #:   2090

Module:    Account Management

Overview

The Add / Delete report lists CIDs added, changed, or deleted during a specified period. You may only run the report for branches in your branch access profile.

To access this report, select Add / Delete (report #2090) from the main menu of SBN.

The Add / Delete Report

This window contains two panes: in the upper pane you define the content of the report; in the lower pane you defining the job output - how, when, and where you want to print the report.

Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.

Field Descriptions

The following table describes the fields used in the upper pane of this report.

Note: You can use wildcard characters in selected fields. For more information about using wildcards, see Searches.

Field

Wildcards Allowed

Description

Period

Date - From
(No label)

No

You may select a range of dates to limit the report to CIDs that were created, deleted, or changed during that range. Select the beginning date of the range.

Date - To
(No label)

No

You may select a range of dates to limit the report to CIDs that were created, deleted, or changed during that range. Select the ending date of the range.

CID Range

CID - From
(No label)

Yes

You may select a range of CIDs to limit the report to CIDs within that range. Select the beginning date of the range.

O    You may leave these fields blank or use the % wildcard to include all CIDs.

CID -To
(No label)

Yes

You may select a range of CIDs to limit the report to CIDs within that range. Select the ending date of the range.

O    You may leave these fields blank or use the % wildcard to include all CIDs.

Monitor Status Range

Status - From
(No label)

No

You may select a range of monitoring statuses to limit the report to CIDs with a monitoring status in that range. Select the beginning monitoring status of the range. (This menu originates from program #1540.)

Status - To
(No label)

No

You may select a range of monitoring statuses to limit the report to CIDs with a monitoring status in that range. Select the ending monitoring status of the range. (This menu originates from program #1540.)

Sort 1 / 2 Range

Sort 1
(No label)

No

You must select two sorting parameters for the report. Select the first sorting parameter:

  • Branch

  • CID

  • Type

O    The Type parameter includes Add, Change, and Delete.

Sort 2
(No label)

No

You must select two sorting parameters for the report. Select the second sorting parameter:

  • Branch

  • CID

  • Type

 O The Type parameter includes Add, Change, and Delete.

Contract Status Range

Status -From
(No label)

No

You may select a range of contract statuses to limit the report to CIDs with contract statuses within that range. Select the beginning contract status of the range. (This menu originates from program #1532.)

Status - To
(No label)

No

You may select a range of contract statuses to limit the report to CIDs with contract statuses within that range. Select the beginning contract status of the range. (This menu originates from program #1532.)

Branch Ranges

Branch

No

You may select up to three ranges of branches to limit the report to branches within the ranges. Select the beginning branch number of a range. (These menus originate from program #1530.)

Branch

No

You may select up to three ranges of branches to limit the report to branches within the ranges. Select the ending branch number of a range. (These menus originate from program #1530.)

Exclude

No

You may exclude ranges of branches from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box.

Dealer Ranges

Dealer

No

You may select up to three ranges of dealer IDs to limit the report to dealer IDs within the ranges. Select the beginning dealer ID of a range. (These menus originate from program #1537.)

Dealer

No

You may select up to three ranges of dealer IDs to limit the report to dealer IDs within the ranges. Select the ending dealer ID of the range. (These menus originate from program #1537.)

Exclude

No

You may exclude ranges of dealer IDs from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box.

Running and Viewing a Report

For information on running and viewing a report, see Common Functions in SBN.

Report Example

The following graphic shows an example of the output of the Add / Delete report.

Column Descriptions

The following table describes the columns used in the report output.

Column

Description

Br

Identifies the branch associated with the added, changed, or deleted CID.

Typ

Identifies whether the CID was added, changed, or deleted.

CID

The CID that was added, changed, or deleted.

Name

Installation name.

Date

The date the CID was added, changed, or deleted.

Dynamic label

Displays the total number of CIDs added, changed, or deleted for this group of CIDs or for this branch.

Dynamic label

Displays the total number of CIDs added, changed, or deleted for this branch.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Recurring

Alt+F1

2090

Open fields for recurring/template reports.

Exit

Esc

2090

Exit without saving.

Save

Enter

2090

Save existing record.

Modifications and Updates to Add Delete Report

The following table lists modifications and updates to the Add Delete Report document.

Mod Number

Date

Description

n/a

07/17/14

Images updated.

 

 

 

 

 

 



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