Report, Routine & Notifications - February 2019

Don't miss the new Selected Group Weekly Attendance report, enhanced Group Attendance notification, several report and view enhancements for Check In Suite Room & Group concepts, and much more detailed below!

Reports 

*New* Selected Group Weekly Attendance by Group Report
We have added a new, simple attendance report summarized by the Group for the weeks entered on the Groups page.

Enhanced Event Listing Report
We have updated the Event Listing Report to take into consideration the new Check In Suite Room & Group concepts where a Room might have multiple reservations for the same Event, each for a different Group.

Enhanced Event Setup Report
We have updated the Event Setup Report to take into consideration the new Check In Suite Room & Group concepts where a Room might have multiple reservations for the same Event, each for a different Group.

Enhanced Selected Message Recap Report
We have enhanced the Selected Message Recap report that is on the Messages page to include the new Action Statuses.

Enhanced Room Availability Research Report
We have updated the Room Availability Research Report to take into consideration the new Check In Suite Room & Group concepts where a Room might have multiple reservations for the same Event, each for a different Group.

Enhanced Room Use Forecast Report
We have updated the Room Use Forecast Report to take into consideration the new Check In Suite Room & Group concepts where a Room might have multiple reservations for the same Event, each for a different Group.

Enhanced Selected Donation Letter 
We have enhanced the Selected Donation Letter that is on the Donations and Batches pages to allow a new template for stock/mutual fund Donations.

Enhanced Selected Response Letter
We have added an option to add Spouse to the inside Address and Greeting for the Selected Response Letter on the Responses page.

Enhanced Compare and Combine Households Report
We have added a warning to the Compare and Combine Households report that is on Households page when more than 2 records are selected to let the user know that more than two Households are selected to combine.

Enhanced Selected Program Groups Multi Week Roster Report
We have enhanced the Selected Program Group Multi-Week Roster (on the Program Groups page) by adding the Last Date Attended and adding totals on the footer for each date selected.

Enhanced Selected Event Summary Report
We have added a sort to the last page on the Selected Event Summary report on the Events page so the events will show in order by Event Start Date and Time. We have also changed the Metric drop-down to allow one or multiple values to be chosen (when the "Results Type" has been changed to "Use Metric drop-down"). 

Fixed Room Availability Research Report
We have fixed the Room Availability Research Report to no longer show cancelled Events or cancelled Room Reservations.

Fixed Selected Feedback Report
We have fixed the Selected Feedback Report on the Feedback Entries page so it will run and not return an error.

Fixed Donation Analysis Report
We have fixed the Donation Analysis report on Donors page when more than one Donor has the same Display Name by adding the Donor ID to the Donor Name column for the Donation Amount Summary and Donor Summary sections of the report.

Fixed Selected Event Summary Report
We have fixed an issue with the Selected Event Summary report so that Metrics appear in the Metrics column if available.

Fixed Selected Labels: 1 Per Family and Selected Mail Merge: 1 Per Family Reports
We have fixed the [List Contacts Selected] option on the "Selected Labels: 1 Per Family" report & the "Selected Mail Merge: 1 Per Family" report that is on multiple pages by removing the extra space after the first first name and before the "& First Last" of those selected.

Fixed Selected Labels
We have fixed the Selected Labels and Selected Labels: 1 Per Family on multiple pages so then when the left space adjustment is used and the Address or City/State/Zip is long and wraps that the wrapping text is also indented (where it was not being indented before).

Fixed Typo in *About this Page Report
We have fixed two typos on the *About This Page that is on multiple pages for the Contacts and Events pages.

Fixed Donation Analysis Report
We have fixed the Donation Analysis report on Donors page for when the Account Number is over 25 characters.

Fixed Selected Household Donation Summary Report
We have fixed the Selected Household Donation Summary report that is located on the Households page so when a household name is more than 50 characters, the report will not throw an error.

Notifications & Routines

Enhanced Group Attendance Notification
We have enhanced the nightly Group Attendance Notification to send emails from the Platform > Messages instead of using DBMail.

Enhanced Group Attendance Notification Frequencies
We have added 4 new Meeting Frequencies to the Platform for the Group Attendance Notification nightly routine:

  • ID #7 - 1st Week
  • ID #8 - 2nd Week
  • ID #9 - 3rd Week
  • ID #10 - As Needed (No set schedule) Note: Using this Frequency will mean the routine ignores adding an Event (will need to be done manually) but will send the Attendance Notification to the Groups Primary Contact if they have a valid email address but no attendance taken 24 hours after the Event Start Date.

Duration field must match on the Event and the Group for this to routine to link the two up (Event_Rooms/Event_Groups). Groups that have a blank Meeting Frequency will be treated as an "Every Week" Frequency for this routine.

Note: If during deployment, it is seen that you have manually added Meeting Frequencies (so these IDs are "taken"), you will be contacted about specific steps to take to resolve.

Enhanced SQL Index
We have improved scheduled Index rebuilds by moving to end of nightly routines and added a periodic index check and rebuild for Selections.

Fixed Event Reminder Notification
We have fixed the Event Reminder nightly notification to run some certain circumstances where it wouldn't run based on the Event Start date or time.

Fixed Opportunity Reminder Notification
We have fixed the Opportunity Reminder nightly notification to run some certain circumstances where it wouldn't run based on the Opportunity date or time.

System Setup

Enhanced Available Rooms View
We have updated the Available Rooms View to take into consideration the new Check In Suite Room & Group concepts where a Room might have multiple reservations for the same Event, each for a different Group.

Enhanced Next 14 Days View
We have updated the upcoming Room Reservation (Next 14) View to take into consideration the new Check In Suite Room & Group concepts where a Room might have multiple reservations for the same Event, each for a different Group.

Enhanced Next 30 Days View
We have updated the upcoming Room Reservation (Next 30) View to take into consideration the new Check In Suite Room & Group concepts where a Room might have multiple reservations for the same Event, each for a different Group.

Enhanced Next 7 Days View
We have updated the upcoming Room Reservation (Next 7) View to take into consideration the new Check In Suite Room & Group concepts where a Room might have multiple reservations for the same Event, each for a different Group.

Database Object 

*New* Tool Tips
We have added field helps for the following pages: Group Roles, Invoice Details, Letters, Planned Contacts, Servings and others.

Enhanced Participants page > Events Sub-page
We have added 3 new columns called "Group Name", "Role Title", and "Group Role Type" on the Events sub-page for the Participants page.

Enhanced Participants page > Groups Sub-page
We have added a new column called "Group Role Type" on the Groups sub-page for the Participants page.

Video: Coaching Corner

0:06 - Opening comments
1:20 - Selected Group Weekly Attendance by Group
3:39 - Room Availability Research Report
6:18 - Selected Program Groups Multi-week Roster
10:25 - Notifications

Tags: Video

Last Modified: 4/15/2019

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