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Don't miss the over 150 reports updated for Global Filter, Time Zone and design! Plus, a new Donor Household Summary-Selected report, new Attendee Notification, new Donor Donation Frequency and Level fields, and much more detailed below!
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Reports
*NEW* Added a new Donor Household Summary-Selected report on the Donors page which will help a user understand, at a glance, the donations for the entire household by quarter, over a set of years. It will also give the user the ability to add soft credit donations to the quarterly sums.
*NEW* Selected Directory - 3 Column with Household Photo report has been added to multiple pages.
Enhanced multiple reports to take Global Filters into account when displaying results so that it will be limited based on the users rights. See full list of reports below.
Enhanced multiple reports to take User's Time Zone into account when displaying results. See full list of reports below.
Enhanced multiple reports with updated design (font, logo, etc.). See full list of reports below.
Enhanced the Selected Group Directory - Photo report with a new parameter to allow users to show or hide the Date of Birth Field.
Enhanced the Selected Group Rollscan Roster report with an option so the User can rename the report, show/hide the Program Name, and extend Allergy field.
Fixed the Selected Group Rollscan Roster report by removing the new option called "Sort Option ID".
Fixed the Selected Group Attendance by Event Type report on the Groups page so that it really does exclude cancelled Events.
Important! Edits to our standard report stored procedures or RDL files are not supported and are highly unusual. Typically, custom reports based on standard reports require copies that are unique to each system. Therefore, the reports updated in this release should have no impact on reports you have had customized.
If you or one of your technicians had edited one of our standard stored procedures or RDL files and our update has overwritten your changes, please notify Support. We will restore copies of up to 3 reports in a single session as they existed when this update was applied at no charge within 30 days of receiving this update as a one-time offer due to the volume of reports we are updating. Professional Service rates will apply for more than 3 reports or reports you request us to recover after 30 days.
Custom reports are not updated as part of this release. If you desire that one of your custom reports be updated to the latest standards, please contact Support to request a Professional Services proposal.
Notifications & Routines
*NEW* Added a new Attendee Notification and a new field called "Attendee Message" on the Events page to allow the User to select a Message Template to send to people who Attended or Confirmed the Event after the Event ends.
*NEW* Added a new Donor Donation Frequency field on the Donor record updated by a nightly routine based on Donation activity. See Donor Tracking for details.
*NEW* Added a new Donor Donation Level field on the Donor record updated by a nightly routine based on Donation activity. See Donor Tracking for details.
System Setup
Enhanced the Domains table by reorganizing fields and sections for better usability.
*NEW* Added a new Attendance Notification Events view on the Events page including Group information to assist with research, set up a view notification, or add missing Groups that are not linked.
Enhanced the trigger that turns off Event Registration to run every 15 minutes instead of constantly to help Check-In Suite run efficiently.
Reports updated to honor Global Filter, honor User Time Zone, and/or with updated design:
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1. Views On This Page
3D Ministry Grid
Account Summary & Drill Down
Add Next Envelope Number
Add/Remove Series Rooms
Adjust Selected Distributions
Care Log Summary
Communications Summary
Compare Selected Relationships
Congregation Summary
Contacts Daily Birthday List
Copy Selected Donations
Counseling Engagements
Create Batch From Selected Donations
Create Deposit From Selected Batches
Data Quality Report
Donation Analysis
Donation Analysis Soft Credit
Donation Listing
Donations By Congregation
Donations By Payment Type
Donations By Week
Donations By Week By Program
Donor Dashboard
Donor Household Retention
Donor Stmts
Donor Stmts: 1 Column with Letter
Donor Stmts: 2 Column
Donor Stmts: 2 Column Selected
Donor Stmts: 3 Column
Donor Stmts: 3 Column Selected
Donor Stmts: 3 Column With Letter
Donor Stmts: 4 Column
Donor Stmts: 4 Column Selected
Donor Stmts: 5 Column
Donor Stmts: 5 Column Selected
Donor Stmts: 6 Column
Donor Stmts: 6 Column Selected
Donor Stmts: By Date
Donor Stmts: By Date Selected
Donor Stmts: Selected
Donor Summary
Double Booked Rooms
Envelope File
Equipment Use Forecast
Event Listing
Event Setup
Feedback Summary
Find Contacts By Attributes
Find Contacts By Attributes Selected
Find Donor Household Change
Find Donor Household Change Selected
Find Donor Households
Find Donor Households Selected
Find Donor: Export
Find Donor: Export Selected
Find Donors
Find Donors Selected
Find Possible Duplicates
Find Soft Credit Donors
First Donation By Week
Giving Band Analysis
Giving Band Export
Giving Band Summary
Group Participant Attendance
Group Participant Changes By Month
Group Recommendations
Group Seasonal Dashboard
Group Seasonal Summary
Group Snapshot Dashboard
Group Snapshot Summary
Journey Participants
Major Donors
Matching Contacts
Milestone Summary
Milestone Summary By Ministry
Milestones By Week
Ministry Metrics
Mission Trip Donations
Mission Trip Donors
Mission Trip Summary
New Group Participants
New Participants By Week
Page Listing
Participant Analysis
Pledge Campaign Statement
Pledge Campaign Statement: Selected
Procedure Manual
Response Closure By Month
Room Availability Research
Room Use Forecast
Selected Batch Congregation Mismatch
Selected Batch Listing
Selected Batch Notes
Selected Batch Simple Item List
Selected Batch Summary
Selected Call List
Selected Call List Enhanced
Selected Call List: Heads
Selected Campaign Donor Summary
Selected Care Cases
Selected Check In Listing
Selected Contact Attendance
Selected Contact Attributes
Selected Contact Badge
Selected Contact Dashboard
Selected Contact Demographics
Selected Contact Facts
Selected Contact Group Involvement
Selected Contact Journeys
Selected Contact Letter
Selected Contact Pledges
Selected Counseling Engagements
Selected Deposit
Selected Deposit Program Summary Export
Selected Donation Images
Selected Donation Letter
Selected Donation Listing
Selected Donation Mail Merge
Selected Donations By Month
Selected Donor Alerts
Selected Donor Donation Listing
Selected Event Campaign Donations
Selected Event Donations
Selected Event Group Attendance
Selected Event Participants List
Selected Event Summary
Selected Family Listing
Selected Form Responses
Selected Group Attendance
Selected Group Attendance By Event Type
Selected Group Attendance By Individual
Selected Group Attendee Search
Selected Group Call List
Selected Group Family Listing
Selected Group Last Attended
Selected Group Participation Summary
Selected Group Rollscan Roster
Selected Group Roster: Parent Info
Selected Group Weekly Attendance by Group
Selected History Since Milestone
Selected Household Donation Summary
Selected Household Donations
Selected Labels: 1 Per Family
Selected Mail Merge: Family Detail
Selected Message Recap
Selected Milestone Summary
Selected Photo Report
Selected Program List Export
Selected Program Participants List
Servicing Analysis
Servicing Forecast
User Audit Log Detail
User Permissions
More coming next release!
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