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Reports, Routines, and Notifications - April 2022

This update includes the addition of all new Form expiration dates (very useful for Compliance!) and Standard Statement enhancements. We also fixed some bugs along the way. If you're not leveraging the power of reports, this is a great time to check them out! We're loving the Selected Message Recap report to keep us updated on what's happening after we click Send.

Reports

  • Added headers to actionable reports that have been replaced by Tools.

  • Enhanced the Selected Group Rollscan Roster to exclude end-dated Programs when run on the Groups page.

  • Enhanced Donor Standard Statement Postal Code sorting to include the zip code +4 additional digits to make sorting those giving statements easy-peasy.

  • Updated the Standard Statement salutation to list the Male Head of Household first, if one is present.

  • Removed the Promotion by Update parameter from the Selected Group Attendance report.

  • Fixed an issue where the Selected Event Registrations Report did not accurately reflect the number of people registered for the event.

  • Fixed an issue where the Selected Event Registrations report totals are off if an Event Participant was associated with multiple Payment Details.

  • Fixed an issue where Letters without a Congregation designation were not available.

  • Fixed an issue where the Participant Analysis report returned an error when the Group Rows by Age Decade parameter was selected.

  • Fixed an issue on the Selected Mail Merge - 1 Per Family report where the eldest minor child was listed as the second Head of Household when only one adult Head of Household was present.

  • Fixed an issue where the Find Donor Households Selected report included Donors without a Household if their Donor ID matched the Household ID of the selected Donor.

  • Fixed an issue where multi-page Standard Statements did not list donations in date order.

Routine

  • Fixed an issue where the Data Quality Routine did not update the Display Name when the Nickname was removed and re-added by the Data Quality Routine.

  • Fixed an issue where the Statement Maintenance Routine did not generate a new Statement when donations were deleted.

  • Fixed an issue where the Statement Maintenance Routine did not generate new statements when changes were made to the Accounting Company record.

  • Fixed an issue where Standard Statements were not archived even though the Archive Day of the Year had passed.

Notifications

Schema

  • *NEW* Added a "Months Till Expires" field on the Forms table to indicate the number of months after which a volunteer needs a new Form Response for the Form (an annual agreement, for example) so you can leverage the power of Compliance.

  • *NEW* Added an "Expires" field to the Form Responses table. This field is populated by a nightly routine based on the "Months Till Expires" field on the Form table.

  • Added new views to the Security Roles page to show roles by Type.

    • Security Role Type: Application/API

    • Security Role Type: Team/Department

    • Security Role Type: Job Function

    • Security Role Type: Custom/Individual

  • Added standard Security Role Types to existing Security Roles.