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| □ | The number of records and what each record represents (Account, Participant, Registration, Financial Option Purchase) is determined by the most detailed field you select to include in your report. This means if you include Account and Participant fields in your report, your report will have one record for each Participant (since Participant is a lower level of detail than account). If you were to include a very detailed field in your report (such as Financial Option information) then your report would have one record for each individual Financial Option purchase. |
| □ | When creating or editing a report, your level of detail will be displayed in red with the words “Based on your currently selected fields, your report will have one record per….” |
| □ | The different detail levels are listed below along with their associated field types: |
One Record per Account
Account Fields
One Record per Participant
Participant Fields
Financial Option Has Been Purchased [by Participant] (Yes/No)
One Record per Registration
Program Characteristics/Program-specific questions
Financial Option Has Been Purchased for Program (Yes/No)
Financial Option Has Been Purchased ($ Amount)
Financial Option Has Been Purchased ($ Balance)
One Record per Financial Option Purchased
Financial Option Characteristics
Orders/Payments – Transaction Information
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