QUICK TIPS
How to Use the Universal Selection Engine

The Universal Selection Engine is designed to enable the user to query the list of members for any report and the Members form and Activity Calendars and numerous other items in the program.

When you open the Universal Selection Engine, the default will be on the time Frame choice on the left and All Members in the System on the right.  This default will give you a list of ALL members from all Units, for all Membership Types for all Genders etc.  EVERYONE IS IN THE SYSTEM.

To change the Time Frame choice, you can choose the bullets next to:

     An Individual Member from the Last, First or Memb # dropdowns OR;

     Members who Attended or Did NOT Attend at least one day in a chosen time frame OR;

     Members who were enrolled at least one day in a chosen time frame OR;

     Members with the Earliest, Any or Latest Entry Date in a chosen time frame OR;

     Members with an Earliest, Any or Latest Expiration Date at a chosen time frame. 

To change any of the other choices on the left, click on the corresponding checkbox and then choose from the options that appear on the right side of the screen.  Two Examples are shown below.

Member Status chosen is Active

Ages chosen are between 9 and 12 as of 8/24/2010

You can choose more than 1 option at a time on the left.

EXAMPLE:

     If All Members in the System= 9759

     Then you choose single Unit it reduces the count of members in your list=1109

     Then you choose Member Status of Active it reduces the list=311

     Then you choose a Member Type of Day Care it reduces the list=121

     Then you choose Gender of Female it reduces the list=63

Click on the Count button any time to find out how many members fall in your chosen criteria.

Click on the Continue button to continue looking at the report you have chosen.

Click on the Grouping Tools to create a Group from your chosen criteria.

Click on the Help? button to read more about this feature or call to discuss your specific needs.

NOTE:

     Security Settings might prevent you from choosing any other unit besides your own.

     Some of the criteria (age groups, ages, city, fee level, housing area, income level, membership type, new/renewal, school grades, school level, schools and ZIP code) are time sensitive.  This means that those fields are tracked over a period of time.  If you choose one of these criteria and expect a person or don't expect a person to be on your list then go back to the Members form.  Find that person's record and check all of the criteria you have chosen on the Universal Selection Engine to make sure they do or do not fall into the chosen criteria.

     Make sure to fill in all data on your members because missing information can also cause your members to be off.

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