If you plan to actively use WinTOTAL’s Tracking folders to help you keep
track of your files, you must first take a few moments to define the list of
reports you want to handle with those Tracking folders. To do so:
In the screen that appears, mark your preferred options to limit the list
of reports that appear in your Tracking folders. Options are:
WinTOTAL Tracking Options – These Tracking options
allow you to filter your report list to just those files that fall after a
certain date and reside within certain folders. Click the
Select folders to exclude from tracking link and check the
box beside each folder you want to filter out of tracking.
Older WinTOTAL Report, "Athena generation", options –
If you’ve been using WinTOTAL for some time, it’s likely that you have some
of the older Athena format reports throughout your File Cabinet.
Depending on how long it’s been since you upgraded to Aurora, it’s possible
that some of those reports are still active. These options help you
gracefully handle those old reports in your Tracking folders. You have
Check the Automatically show option to place all
Athena files in your “Completed” Tracking folder. If you
need to refine the filter to ensure that active reports aren’t filtered
out, check the Except for box, and specify a cutoff date
and status to classify the newest Athena reports under a status other than
If you were diligent about using Athena’s status tools, you can select
the I used Athena’s status on my reports option and
WinTOTAL will use your previous status information to sort your reports in
When you're finished, click OK.
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