Report & Database - May 2018
*New* Record Review & Useful Links Report
We have created a new report on the Events page and the Forms page which will help a user understand, at a glance, the public implications of the event or form settings. It will also give the user access to the links they will need for things like emails and web pages.
*New* Avery Nametag Reports
We have created two new Selected Nametags for Avery 5395 and 5963 reports available on the Events page and Event Participants page.
Enhanced User Permissions Report
We have enhanced the User Permissions report to assist with security roles and user rights and added it to Security Roles page in addition to the Users page.
Enhanced Selected Household Donation Summary Report
We have enhanced the Selected Household Donation Summary report on the Households page by adding an option to Add Soft Credit.
Enhanced Selected Contact Attendance Report
We have optimized the Selected Contact Attendance report on multiple pages.
Enhanced Selected Pledge Letter Report
We have enhanced the Selected Pledge Letter report on the Pledge and Mission Trip Pledge pages by adding an option to sort letters by last name, first name or zip code.
Enhanced Donation Analysis Report
We have enhanced the Donation Analysis report that is currently located on the Donors, Donations, Donation Distribution, Programs, Statement Headers and Congregations pages for Excel by adding a new section to display dollars by the household (based on the Group By options).
Enhanced Event Setup Report
We have enhanced the Event Setup report on the Events page to have a new option for Event Services to allow all or specific services to show on report.
Enhanced Donor Statement Reports
We have enhanced the Donor Statements report to include additional multi-page options for the printing.
Enhanced *About This Page Report
We have enhanced the *About This Page report that is on every page to add Security Roles and Users with what Security Roles to assist with Security Role management.
Enhanced Donation Listing Enhanced Report
We have enhanced the Donation Listing Enhanced report on the Donations and Batches pages to have subtotals for Campaigns.
Fixed Selected Group Last Attended Report
We have fixed the Selected Group Last Attended report on the Groups page so the DOB is not a text but a date so sorting will work.
Fixed Find Donor Reports
We have fixed the following Donor page reports to allow the "Create Selection" link to create the records based on the Accounting Company selected by the user: Find Donors, Find Donor Household Change, Find Donor Households, Find Donor Export, Find Soft Credit Donors
Fixed Selected Form Response Report
- We have fixed the Selected Forms Response report that is on several pages to show Product Options directly linked to the selected Form or Event along with the Balance Summary box updated with proper amounts.
- We have fixed the Selected Forms Response report that is on the Group Participant page to work properly as it would show no records.
Fixed Selected Household Donations Report
We have fixed the Selected Household Donations report that is found on several pages so that the Soft Credit flag provides soft credit donations on the report.
Notifications & Routines
*New* Opportunity Reminder Notification
We have added new Opportunity Reminder Notification on the Opportunities page that allows a reminder email message to be sent to each respondent (and/or Heads of Household) that they volunteered for the Opportunity (similar to the Event Reminder Notification).
*New* Opportunity Response Notification
We have added new Opportunity Response Notification on the Opportunities page that allows an automatic email message to be sent to each Response (and/or Heads of Household) with more information/follow up about the Opportunity (similar to the Event Registrant Message Notification).
*New* End Date Group Participants
We have added a new feature to the nightly Data Quality routine to end date any current Group Participants on Groups where the end date was added at the Groups creation (before the Group Participants were added to the Group).
Replaced "Event Full Notification" Process with New View
We have removed a Process called "Event Full Notification" as it can cause unattended performance problems and added a view on the Events page called "Event Full Notification" that can be used as a View Notification instead.
Enhanced Donors > Always Pledge Credit Routine
We have enhanced the nightly routine for Donors > Always Pledge Credit to allow it run faster to eliminate CPU Performance issues in some cases.
Enhanced Donors > Always Soft Credit Routine
We have enhanced the nightly routine for Donors > Always Soft Credit to allow it run faster to eliminate CPU Performance issues in some cases.
Enhanced Group Attendance Notification
We have enhanced the nightly Group Attendance Notification to:
- Create the Event with the Group's Primary Contact as the Primary Contact of the Event instead of the Program's Primary Contact.
- Create Events using the Group Name in the Title.
Fixed Group Attendance Notification
We have fixed the nightly Group Attendance Notification routine to only add Events for Groups that are currently active (looking at Start and End Dates of the Group). It will also consider if the Event Cancelled flag (must be False to send email).
*New* Attendance Notification Groups View
We have added a new View on the Groups page called "Attendance Notification Groups" along with a current or future Event for that group and helpful fields to assist with determining why a group is or is not receiving the nightly Attendance Notification.
*New* Recent Event/Reservation Changes View
We have added a new view on the Events page called "Changed Events starting in 72 hrs or less" that can be used as a View Notification for staff affected by last-minute changes to Events.
*New* Counseling Sessions Page
We have added a new page for Counseling Sessions under the Counseling section.
Added Do Not Edit Warning for BMT Security Roles
We have added a file attachment and a warning in the Description field on the Security Role page for Batch Manager Security roles for Administrators and Operators.
Optimize Add Envelope Number View
We have optimized the "Add Envelope Number" view that is on the Donors page to run faster.
Fixed Background Check Returned Process
We have fixed a step on the Process called "Background Check Returned: Needs Review" that has a step called "Background Check Approved Notification" that causes an error.
Remove Students View
We have removed a view on the Group Participants page called "Students" for those churches that it is not useful. If it you have updated this view on your system, we will not remove it.
Removed Deprecated Sub-Pages
We have removed the following sub-pages that are no longer used:
- Objectives on the Group Roles page
- Attributes on the Group Role page
- Roles on the Attributes page
- Milestones on the Group Role page
- Roles on the Milestone page
Enhanced Event Participant Trigger
We have enhanced the trigger on the Event Participants page that will turn off Event registrations by setting "Registration Active" to false when "Participants Expected" is exceeded.
Enhanced Tool Tip Help Text
We have added tool tips (help text) on several pages. Hover over field labels to see the help text. The following pages were updated: Pledge Campaigns, Pledges and more!
Fixed Multiple Grade Group View
We have fixed the view called "Fix: Multiple Grade Groups" on the Group Participants page that errors for those using SQL 2016.
Fixed Views with Age Calculations
We have fixed the "Demographics" and the "Fix: Household Position" views on the Contacts page to use the Age field instead of calculating the Age.
Make Bit Fields in Platform Not Nullable Where Possible
Many standard fields of type "bit" are being made "not nullable" and given a default value. This will simplify searches in MinistryPlatform that require criteria on these fields as only two possible options will exist.