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Article ID: 275
Last updated: 11 Jun, 2009


Add/Edit Fields and Calculations – Click on the link to add additional fields to be viewed in the Universal List view. Note that you can use this feature if you select individual, committee, organization, or legislator when you open the list. A list of fields which can be added is below, along with a description of each field for which merits one.

Available Fields

(need to get these field lists from Brian / Jason)

Related Fields

(need to get these field lists from Brian / Jason)

Calculated Fields (Receipt) – Note that if you would like to search on all transactions on that record you can leave the Start Date and End Date fields empty. If you would like to specify a date range restriction on the information that is calculated, you will set that limit in these boxes. Additionally, if your calculated field relates to election cycles you will need to select those periods by clicking on "Edit Periods".

  • Average Receipt – The average value of all receipts within the given date range.
  • Earliest Receipt – The date of the earliest receipt within the given date range.
  • Election Cycle Receipt Total – The total amount of all receipts within the given election periods.
  • Latest Receipt – The date of the most recent receipt within the given date range.
  • Maximum Receipt – The largest receipt within the given date range.
  • Minimum Receipt – The smallest receipt within the given date range.
  • Number of Receipts – The number of receipts within the given date range.
  • Total Receipts – the total amount for receipts within the given date range.
  • Calculated Fields (Disbursement)
  • Average Disbursement – The average value of all disbursements within the given date range.
  • Earliest Disbursement – The date of the earliest disbursement within the given date range.
  • Election Cycle Disbursement Total – The total amount of all receipts within the given election periods.
  • Latest Disbursement – The date of the most recent disbursement within the given date range.
  • Maximum Disbursement – The largest disbursement within the given date range.
  • Minimum Disbursement – The smallest disbursement within the given date range.
  • Number of Disbursements – The number of disbursements within the given date range.
  • Total Disbursement – The total amount for disbursements within the given date range.
  • Removed Fields – these are the fields which have been previously added, but then removed.
  • Save Results as New List - Click on this link to save the items which are selected in the current list to a new list. You will be prompted to give this new list a name.
  • Add Results as New List - Click on this link to save the items which are selected in the current list to an existing list. You will be prompted to select which existing list you want to add these items to.
  • Add Results to Existing Group - Click on this link to save the items which are selected in the current list to an existing group. You will be prompted to select which existing category and group you want to add these items to.
  • Export Results – Click on this link to export your list to either a Microsoft Excel file or a Comma Separate File. When you are exporting a list in this way, you can select which fields to export. Please note that if you wish to export any calculated fields, you first add those fields to the list itself in the previous section. Once you have the fields you would like, click on "Export Records" and this will trigger a popup which will give you the option to "Open", "Save", or "Cancel". Please make sure to click on "Save" and save the file to a location you will be able to remember. If you click on "Open" you will not have the option to save the file once it is open.

Results

  • Select / Deselect All - Click on the box next to"Name" to select or deselect all records in the list.
  • Home - Click on the"|<" button to skip to the beginning of the list.
  • End - Click on the">|" button to skip to the end of the list.
  • Back - Click on the"<" button to move back one page.
  • Forward - Click on the">" button to move forward one page.
  • Individuals - Click on the name or Individual icon to open that particular record.

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Article ID: 275
Last updated: 11 Jun, 2009
Revision: 1
Views: 545
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