Custom Report Builder.
Admins ( Users with Manage District Settings) can now build out their own reports. This will allow users to choose specific columns and data sets they would like to see. From there, they can also send out the report on a schedule to other staff members. Please click HERE to learn more.
Improvements to Overall User Experience
Tool/Tip Adjustments to Pages.
Our team has added ToolTips across the system to provide some additional context on settings that may have been confusing previously.
The updated Tooltips will be on the pages:
1. Manage Sites
2. Manage Spaces
3. Invoice Setup
4. Admin Settings
Schedule View - Export to CSV
Users with access to the schedule view can now export their views to CSV to use as a report if needed. Please click HERE to learn more.
Schedule View - Saved Filtering
We updated the Schedule View to keep any filters that were done on the page for the next time you revisit.
Multiple Space-integrated events
There was a common scenario where integrated events associated with multiple locations only showed one space on the detail page. We made an update that will now display all space(s) associated with the event.
Restart Approval History Update
Previously, we only stored the approval history under the history tab. However, if someone undid or restarted approval, we didn't track who had already approved what. We now track who restarted approval and who previously approved it before the process was restarted.
Please click HERE to learn more about the change log.
Ability to link a Refund to a Budget Code
Users can now choose a budget code when adding a refund to an invoice for reporting purposes. Please click HERE to learn more.