Report Options by System/Category

There are many report options available for frequently used reports. For Yes/No type options, a positive option is prefixed with PRINT_ and a negative option is prefixed with NO_.

Below, options are grouped by system module and report category. Be aware that certain report options may not apply to all reports within the category and that obscure/specialty options (not embedded in the standard report specification table) can be added when cloning a report.

AR - Account Status (Trial Balance & Statements)

PRINT_PAID_INVOICES: Option to print closed or zero balance invoice items.
PRINT_DEBIT_BALANCES: Option to include customers who have an overall positive or debit account balance.
PRINT_CREDIT_BALANCES: Option to include customers who have an overall negative or credit account balance.
PRINT_EXCLUDE_FUTURE: Option to exclude transactions dated in advance of the Aging Date.
PRINT_SUMMARY: Option to print only total balances per each customer as opposed to individual open items.

COMMITTEES/MEMBERSHIP - Various Report Options that print address data

ADDRESS_BUTTONS: Enables the radio button address selection section to appear on the report's dialog box at run time. This lets the user select to print no address, preferred bill or preferred mail, or a specific address on the labels.
PRINT_BARCODE: Option to print the USPS barcode at the top of each label.

COMMITTEES/MEMBERSHIP - Letters

EMAIL: Send the letters by email as opposed to normal printing of the letters.
WORDOUT: Produce normal, printed output.

COMMITTEES/MEMBERSHIP - Exports

PRINT_HEADER: Print a header record with the output field names at the top of the export file (standard for Microsoft Word merge files).
PRINT_QUOTATIONS: Print quotations around each output field (for example, comma delimited output).
EXPORT: Create the output as an export file.

COMMITTEES - Rosters

PRINT_HOME_PHONE: Print home phone number.
PRINT_EMAIL (Crystal Only): Print e-mail address.
PRINT_WEBSITE (Crystal Only): Print Web site address.
PRINT_DATE_APPOINTED: Print date appointed to committee.
PRINT_TOTALS: Print total number of people in roster.

COMMITTEES - Labels

ADDRESS_BUTTONS: Enables the radio button address selection section to appear on the report's dialog box at run time. This lets the user select to print no address, preferred bill or preferred mail, or a specific address on the labels.
PRINT_BARCODE: Option to print the USPS barcode at the top of each label.

COMMITTEES - Exports

PRINT_HEADER: Print a header record with the output field names at the top of the export file (standard for Microsoft Word merge files).
PRINT_QUOTATIONS: Print quotations around each output field (for example, comma delimited output).
EXPORT: Create the output as an export file.

DUES - Renewal Notices

SUPPRESS_ZERO_ITEMS: Suppresses zero balance line items from printing on the renewal or reminder notice.
PRINT_CHECKBOX: The option to print a checkbox next to the line item so the customer can indicate for which items he is submitting payment.
PRINT_CARD: For iMIS Authorized forms only, this option will cause the credit card string to print in the credit card area on the form.

MEETING - Registrations

PRINT_INCLUDE_CANCELLED: Option to print the cancelled registrants (those with a status that begins with C) as well as the active registrants.
FORCE_MASTER: Forces the registrant to print even if he/she has not registered for any functions. (Does not apply to Crystal Reports.)
REGISTRANT_TYPE: Permit dialog box selection by Registrant Class.
FUNCTION_BUTTON: Permit dialog box selection of a specific function within an event.

MEETING - Badges

PRINT_DESIGNATION: Option to print the designation in the registrant's full name that prints on the badge.
PRINT_TITLE: Option to print the registrant's title on the badge.
PRINT_COMPANY: Option to print the registrant's company name on the badge.
NO_FULL_ADDRESS: Option to print the full address, including the street address, on the badge.
PRINT_STATE: Option to print the state as well as the city on the badge. When this option is not enabled only the city prints.
PRINT_ORG_NAME: Option to print the organization or association's name at the bottom of the badge.
PRINT_REG_CLASS: Option to print the registrant class code in very small letters in the lower right corner of the badge. This encoding is intended to indicate which color-coded badge cover to use with the badge (for example, blue for customers, green for exhibitors).

MEETING - Confirmations

MARK_CONFIRMED: This option marks the registration data with the date and time of the confirmation printing, thereby preventing the confirmation from being printed in future print runs.
PRINT_REPRINT_ALL: Option to print all confirmations, including the registrations that have already been confirmed.
PRINT_SHOW_DATE_RANGE: Option to print the date or date range of the overall event in the top portion of the confirmation.
PRINT_DAY_FIRST: (Crystal Report Only): Option to print the formal event date in non-US, day month year format when PRINT_SHOW_DATE_RANGE is enabled. (for example, Wednesday, 09 February, 2000)
PRINT_SHOW_FUNCTION_DATES: Option to print the date & time range of each function. If enabled, the date/time range appears in a separate line underneath the respective function.
PRINT_HOTEL_LINE_ITEMS: (Applicable to sites licensed for Hotel Block Management): Option to print (PRINT_) or suppress (NO_) the zero balance hotel registration lines from the confirmation. If printed, the hotel registration lines will appear at the bottom of the function section.
PRINT_NOTE: Option to print the Notes field from the individual registration in the bottom section of the confirmation.
PRINT_ORG_LOGO: Option to print the Organization's Name & Letterhead Style Address at the top of the Confirmation.
PRINT_MULTI_ENTITY: (Crystal Report Only) In a multiple entity situation, option to print the name and letterhead style address of the specific entity that owns the event at the top of the Confirmation.
PRINT_CANDADIAN_INFO: (Crystal Report Only): Option to print the breakdown of PST, GST, and the GST Remit Number at the bottom of the notice. This information will print if the tax is non-zero and this option is enabled.

MEETING - Invoices

PRINT_REPRINT_ALL: Option to print all Invoices for selected event(s), even those that have been previously printed.
INVOICE_REGISTRATION: This option will assign a sequential Invoice number and the appropriate Invoice date to each registration order for which an invoice has not already been printed.
PRINT_ADDL_MEETING_INFO: Option to print the event title, date range and location immediately above the function details.

MEETING - Rosters - Preregistration List and Formal Meeting Roster

PRINT_FULL_ADDRESS: Print full address.
PRINT_PHONE: Print phone number.
PRINT_EMAIL (Crystal Only): Print e-mail address.
PRINT_DESIGNATION: Print designation.

MEETING - Tickets

MARK_TICKET: Marks each ticket as being printed so that it will not be reprinted in future print runs unless reprinting is specifically requested.
PRINT_ALL_TICKETS: Option to print all tickets for selected event(s), even those that have been previously printed.
PRINT_MEETING_NAME: Option to print the event title on the ticket.
PRINT_TICKET_NUM: Option that assigns a sequential number to tickets and prints the number on the ticket.
PRINT_ORG_LOGO: Option to print the organization name on the ticket.

ORDERS - Shipping Papers and Invoices

PRINT_KIT_LINES: Option to print the individual kit components as well as the main kit product on the documents.

To clone a report

Any new report you create displays with the other Standard Reports on the Reports menu. Before you begin cloning reports, create or find out your organization's naming convention that distinguishes the cloned report from the original.

Select Utilities > Report Specs to display the Report Specifications window, which contains a list of all iMIS standard reports, sorted by module and type.

Note: To access the Utilities > Report Specs option, you must have an authorization access code of eight (8) or higher.

Select a report to clone, and click Clone.
Change the System name if you cloned a report from another module.

Note: If you clone a standard report and put a period (“.”) at the beginning of the name of the cloned report, such as .Badge, it becomes the default for that report type and places the report at the top of the Systems list.

Click Parameters and make the necessary changes. These changes may include changes to the Rpt File/Format, the Options list string, or a message text in the Parameters text field. When changing an option, remember that most of the report options are already in the Options list. To enable an option that is disabled, change the first word of the option from NO to PRINT. For example, change NO_FULL_ADDRESS to PRINT_FULL_ADDRESS.
Click Save.