Lookup Criteria

If and only if you do not specify a particular KEMID for which to generate a report, you may use any combination of other record-selection criteria to generate a report for a group of KEMIDs.

Transaction Statement Generation screen definitions:

Field

Description

KEMID

The KEMID for which the report is to be generated.

Warning! You may not specify this criterion in combination with any other record selection criteria.

Benefitting Organization Campus

The campus code of the benefitting organization on records to be included in the report. The system will select all KEMID records in which the Campus Code selected matches the Campus Code for one or more of the active Benefitting Organization records.

Benefitting Organization Chart

The chart code of the benefitting organization on records to be included in the report. The system will select all KEMID records in which the Chart Code selected matches the Chart Code for one or more of the active Benefitting Organization records.

Benefitting Organization

The benefitting organization specified on records to be included in the report. The system will select all KEMID records in which the Organization Code selected matches the Organization Code for one or more of the active Benefitting Organization records.

Type Code

The specific type code on records to be included in the report. The system will select all KEMID records in which the Type Code selected matches the Type Code for the KEMID record.

Purpose Code

The specific purpose code on records to be included in the report. The system will select all KEMID records in which the Purpose Code selected matches the Purpose Code for the KEMID record.

Combine Group Code

The specific combine group code on records to be included in the report. The system will select all KEMID records in which the Combine Group Code selected matches the Combine Group Code for the KEMID record.

Beginning Date

Required. The beginning date—which must be the first day of a month—for which data will be collected for the report.

Ending Date

The last date—which must be a month-end date—for which data will be collected for the report.

Endowment Option

The Endowment Option setting (endowed, non-endowed, or both) on records to be included in the report

Closed Indicator

The Closed Indicator setting (yes, no, or both) on records to be included in the report.

Click  to generate a .pdf file for the report.

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