Report & Database - June 2016

Report Changes

*NEW* Envelope File Multi-Campus Report
We have added a new report called Envelope File Multi-Campus for those who need to send envelope files by Campus.

*NEW* Campaign Donation List Selected Report
We have added a new report called Campaign Donation List Selected report on the Pledge Campaign page to allow only selected Campaigns to be pulled. This is useful when using filtered pages where certain people do not have rights to all Campaigns (for example: Missions).

*NEW* Selected Group Nametags: Avery 5395 Report
We have added a new report called Selected Group Nametags: Avery 5395 report on the Groups page with option to break to a new column when the group changes.

*NEW* List Non-Cash Gifts Field
We have added a new field called "List Non-Cash Gifts" on the Accounting Companies page so you can control whether non-cash gifts will be listed on all Platform and Portal Contribution Statements. Contact Support if you have a custom Donor statement you would like to include this new option.

*New* Omit Amount On Statement Field
We have added a new field on the Payment Types page called "Omit Amount On Statement" that allows you to exclude this type of Payment on all Platform and Portal Contribution Statements (example: Non-Cash). Contact Support if you have a custom Donor statement you would like to have this new option.

Enhanced Find Donor Household Change Report
We have enhanced the Find Donor Household Change Report by adding an option to add/subtract Soft Credits to the Period 1/Period 2 amount fields so that change and average fields are impacted.

Enhanced Selected Contact Facts Report
We have enhanced the Selected Contact Facts report by adding an option "Show Attributes" to only display the contact attributes selected so the user can choose which to display.

Enhanced Selected Form Responses Report
We have enhanced the Selected Form Responses report that is on multiple pages by adding the associated Group (Group Participant linked on Event Participant page or Group linked on the Event page), adding additional sorting options for Group Role Title and Group Role Types, a link in the footer to export by the Group, and the ability to choose which fields show on the report/export. (Note: For those not on SQL 2012 or higher, you are not able to receive this enhancement. You do have this report currently available on your system, but not with these new/enhanced features. If in the future you choose to upgrade your SQL server version, please contact Support and we can add any report enhancements not previously able to be deployed.)

Enhanced Selected Household Donation Summary Report
We have enhanced the Selected Household Donation Summary report by adding an option "Top" to pull the top # of donors and an option "Restrict Threshold" to pull only those that meet or exceed the amount in Giving Threshold.

Enhanced Selected Contact Letter Report
We have added a Greeting option on the Selected Contact Letter report that is on multiple pages so you can change the language of the greeting.

Enhanced Selected Group Birthday List Report
We have enhanced the Selected Group Birthday List Report by changing the Display Name field when exported to Last Name, First Name, and Nickname.

Enhanced Selected Mail Merge: Family Detail Report
We have enhanced the Selected Mail Merge: Family Detail report on multiple pages by adding the primary Contact ID to the export.

Enhanced User Audit Log Detail Report
We have enhanced the User Audit Log Detail report by adding additional details and changing the format for easy exporting.

Enhanced Selected Contact Attendance Report
We have enhanced the Selected Contact Attendance Report on multiple pages to have the option of adding the Event Times to help aid with same day events. (Note: For those not on SQL 2012 or higher, you are not able to receive this enhancement. You do have this report currently available on your system, but not with these new/enhanced features. If in the future you choose to upgrade your SQL server version, please contact Support and we can add any report enhancements not previously able to be deployed.)

Enhanced Selected Pledge Donation List Report
We have enhanced the Selected Pledge Donation List report by adding the Donation Distribution's Program Name to the details section.

Enhanced Selected Donor Letter Report
We have enhanced the Selected Donor Letter Report on the Donors page to allow you to select different date formats for your letter.

Enhanced Room Use Forecast Report
We have enhanced the Room Use Forecast report by allowing rooms to show up even when a room layout is not chosen on the room reservation.

Enhanced Campaign Dashboard Report
We have enhanced the Campaign Dashboard report to allow multiple campaigns to be included at one time.
Also, we have enhanced the Campaign Dashboard Report on the Pledge Campaign page to pull only selected campaigns. This is useful for Users using filtered pages (i.e. Missions).

Enhanced Campaign Donation List Report
We have enhanced the Campaign Donation List report on the Pledge Campaign and Pledges pages to allow multiple campaigns to be included at one time.

Enhanced Pledge Campaign Stmt: Selected Report
We have enhanced the Pledge Campaign Statement: Selected report on the Donors page to pull the whole Household instead of just the selected Donors when the Combined Family option is set to True. 

Enhanced Selected Contact Group Involvement Report
We have enhanced the Selected Contact Group Involvement report on several pages to have another option called Expired-Exclude No Background Checks.

Enhanced Giving Band Reports
We have enhanced the Giving Band Analysis, Summary, and Export report that is on the Donors page by adding a Soft Donor option to add/subtract donations respectfully.

Fixed Selected Labels 1 Per Family Report
We have fixed the Selected Labels: 1 Per Family report that is found on multiple pages to address an alignment issue when Left Space Adjustment option was selected for additional spaces and the Greeting Type option "To the Parents of" was chosen.

Fixed Selected Household Donations Report
We have fixed the Selected Household Donation report on all pages by removing the "January month" and "quarter" it would list when the Household did not have any Donations for the time period selected in the second part of the report (Quarter Summary).

Fixed Selected Pledge Donation List Report
We have fixed the Selected Pledge Donation List report by removing the extra Country when Address is selected to show as it was being duplicated.

Fixed Mission Trip Donors Report
We have fixed the Mission Trip Donors report on the Events page by removing the blank pages when exported to PDF.

Fixed Find Donor Household Report
We have fixed the Create Selection link in the Find Donor Households report on the Donor page when specific Statement Headers are selected in the report parameters. Tip: Don't forget to refresh the page to see this selection in the Selection drop-down.

Fixed Find Donor Household Change Selected Report
We have fixed the Find Donor Household Change Selected report to pull Household donations of those selected instead of just Donor donations of those selected.

Fixed Giving Band Analysis & Summary Reports
We have fixed the Household Count in the Giving Band Analysis and Giving Band Summary reports.

Fixed Process Select Payments Report
We have removed the listing of one event on the summary page (first page) of the Process Selected Payments report on the Payments page to help eliminate confusion that the report is incorrect.

Processes, Roles, & Configuration Setting Changes

*NEW* ReportDBVersion Configuration Setting
We have added a new Configuration Setting under SERVICES called ReportDBVersion to assist you with support. 

System Setup Changes

*NEW* Care Cases Views 
We have added three new views to the Care Cases page to pull current, future, and past Care Cases.

*NEW* Statistics View
We have added a statistics view to the Care Case Types page and Care Types page to show how many care cases for each type.

*NEW* Primary Family Sub-Page
We have added a Sub Page to show other household members on the Household Care Log page called Primary Family.

*NEW* Subsequent Care Sub-Page
We have added a Sub Page to show other Household Care Log entries for the same case on the Household Care Log page called Subsequent Care.

Fixed Attribute Stat Views
We have fixed two Attribute Stat views on the Lookup Values > Attributes page that would error due to a deprecated table.

Fixed Double Booked View
We have fixed the Double Booked view on Events page to account for exactly the same day/time bookings.

Remove "Duplicated" Group Participants Page
The Group Participants page will be removed from the "Church Structure" navigation section. It will continue to appear in People Lists.

Remove XML Import Tool Views
We have removed three page views that refer to a deprecated "XML Import" tool and are no longer needed.

Nightly Routine Changes

Enhanced Event Reminder Notification
We have enhanced the Event Reminder Notification routine by adding the [Group_Name] token to be available for the body of the message.

Enhanced Event Reminder Notification
We have enhanced the Event Reminder Notification routine by adding the [Group_Assignment] token to be available for the body of the message that will allow you to send Parents one email listing all registered group assignments related to an event (i.e. VBS, Missions). Note: The Send to Heads option must be True.

Enhanced Registrant Message Notification
We have enhanced the Registrant Message Notification routine by adding the [Group_Name] token to be available for the body of the message.

Enhanced Registrant Message Notification 
We have enhanced the Registrant Message Notification to remove the "Parent of" salutation when the "Send to Heads" option is selected and when a parent registers with a different email address than what's in the Contact record.

Fixed Event Reminder Notification
We have fixed the Event Reminder Notification to remove duplicate emails sent when the "Send to Heads" option is selected and when parents and children are allowed to register for the same event (example: Missions).

Fixed Event Reminder Notification
We have fixed the nightly routine for Event Reminders to send to parents when the Send to Heads is true even if the registrant does not have an email address on their Contact record.

Fixed Event Reminder Notification
We have fixed the nightly routine for Event Reminders to still send to the second Head even if the first Head does not have an email address on their Contact record when the Send to Heads is true.

Fixed Registrant Message Notification
We have fixed the Registrant Message so that duplicate emails are not sent to the email address used during registration.

Database Object Changes

Enhanced Accounting Companies Page
We have enhanced the Accounting Companies page by reorganizing and grouping fields on the Accounting Companies form and moving the page under Church Structure instead of Stewardship.

Enhanced Tool Tip Help Text   
We have added tooltips (help text) on several pages. Hover over field labels to see the help text. The following pages were updated: Activity Log, Addresses, Background Checks, Buildings, Congregations, Contact Attributes, Contact Households, Contact Log, Contact Staging, Form Fields, Forms, Products, Product Option Groups, Product Option Prices, and Users.

 

Last Modified: 5/12/2018

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