Report & DB Updates: 2013 - June

Release Dates: June 18-20, 2013

Database and Setup Changes

  • The Event Types page is no longer a Setup Area/System page. It is now available in "Lookup Values". It is now domain specific.
  • The "Ministry" page section has been renamed "Ministry & Groups"
  • Updated Relationships so “Of”, “To” and “By” are now “of”, “to”, and “by”
  • Re-organized the Households page with a new “Household Preferences” separator.
  • Setup: Added a value to the Contact_ID_Field to the “To: Contacts” subpage of an open Message record. This will allow the “Jump” button to create selections that can be used by reports and tools that depend on this value.
  • Setup: Removed a deprecated page from the MinistryPlatform Setup area called “Page Managers”
  • Additional changes specific to Events & Facilities are listed below.

Background Check Views Added

  • About to Expire
  • Expired Still Serving
  • Valid Still Serving

New Events & Facilities Database Tables and Fields

NOTE:  In view of the many Events & Facilities changes in this release we have updated numerous KB articles.  We recommend you review all of the Event-related KB articles to more fully understand the changes below.

  • New Table: Service_Types (also a corresponding new page in Lookup Values section)
  • New Fields Events*:
    • Cancelled (Bit)
    • Featured On Calendar (Bit)
  • New Fields for Servicing table (Event Services Page)*:
    • Service_Type_ID (Foreign Key to new Table)
    • [Unit] [varchar]
    • [Price] [money]
    • [Auto_Approve] [bit]
    • [Days_To_Remind] [int]
  • New Fields Event Services*:
    • [Location_For_Service] (Varchar)
    • [Quantity] Int
    • Cancelled (bit)
  • New fields Equipment
    • Auto_Approve (bit)
    • Equipment_Coordinator (bit) Foreign Key to Users
  • New Fields Event Equipment
    • Cancelled (bit)
    • Desired_Placement_or_Location (Varchar)
  • New Fields Event Rooms
    • Cancelled (bit)

*Fields on these tables were also manually reordered.

Event/Facilities Related Views Added/Updated

  • Rooms Page: “Available Rooms” updated to ignore double bookings where one room reservation has “cancelled = yes.”
  • Equipment Page: “Available Equipment” updated to ignore double bookings where one equipment reservation has “cancelled = yes”
  • Events Page: New “Double Booked” view to show events with room conflicts

Reports Updated

  • Adjust Selected Distributions: Program Name and Account display now rather than Statement Title in the Programs filter.
  • Donation Analysis: Added a “Payment Type” option for grouping options.
  • Envelope File: Updating all customers with latest report.
  • Procedure Manual: Formatting changes, increased left margin.
  • Procedure Manual Selected: Formatting changes increased left margin.
  • Selected Event Summary: Participation Status is now a multi-select, sort order has improved in the display that includes dates & times for all selected events.
  • Selected Group Attendance By Individual: Gender filter parameter added.  Gender sort parameter added.
  • Donor Stmt: 2 Column: Item number no longer wraps.
  • Donor Stmt: 2 Column Selected: item number no longer wraps.
  • Donor Stmt: 3 Column: Column headers will wrap, removed “Other” from “Other Description” column header.
  • Donor Stmt: 3 Column Selected: Column headers will wrap, removed “Other” from “Other Description” column header.
  • Donor Stmt: 3 Column With Letter: Column headers will wrap, removed “Other” from “Other Description” column header.

New Reports

  • Selected Contact Letter:  This basic report will allow a user to select records on over 30 pages and print letters to those records from any template in the Communications -> Letters page.
  • Double Booked (Events Page):  This report is provided generously by FaithChapel.cc. It shows future room reservations where two or more events are using the same room at the same time.
  • Event Setup (Events Page): This report is provided generously by FaithChapel.cc. It shows events for that day with all rooms, equipment, and services listed.
 

Last Modified: 4/7/2018

Did this article help?
× Thank You for the Feedback