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Updates - InSight Reporting 2023

Updates, fixes, and new features for the XenDirect InSight Business Intelligence reporting system


December 20, 2023

MODIFICATIONS/ADDITIONS

  • Totals Only Roster (all versions - AWS only)
    • The report has been modified to better fit portrait format, and the hours/grade column has been split into two columns.

October 24, 2023

MODIFICATIONS

  • Transcript (all versions - AWS only)
    • The sort order of the course sections has been modified to sort by Session Start Date, Session Name, and then Course Code. Sessions without a start date will sort first using this new sort order followed by a more accurate order of Sessions based on their start date.

September 13, 2023

MODIFICATIONS

  • Invoice - Standard (all versions - AWS sites only)
    • Invoice Message and Refund Policy font decreased to reduce amount of display space.
    • Alternate refund policy message and asterisk now only display of a course section has an alternate refund policy.
    • Text formatting suggestions added to support article.

May 2, 2023

FIXES

  • SendGrid Client Email Log List (all versions)
    • Report modified to correct for "Open" column calculation.

April 20, 2023

MODIFICATIONS

  • Client Class Schedule List (all versions)
    • Cascade option on filters removed. Enrollment Status changed to multi-select and default set to the two "Enrolled" status values. Users can change status filter as needed from inSight. The embedded version printed from Client view (Print Schedule) will always run with two default values.

April 2, 2023

ADDITIONS

  • Client Envelope no Return Address (all versions)
  • Client Merge Letter Envelope no Return Address (all versions)

March 30, 2023

MODIFICATIONS

  • Cumulative Attendance Reports (Enterprise version)
    • Both By Client and By Course were modified.
    • Number of Days column added, which counts the number of attendance days recorded despite the status.
    • Several font and small layout changes were made to improve the readability of the report. 
  • Daily Attendance Reports (Enterprise version)
    • Both By Client and By Course were modified.
    • Session added to group header.
    • Several font and small layout changes were made to improve the readability of the report. 

March 27, 2023

FIXES

  • Two Datasource Corrections (all versions)
    • Organizations: Corrected join between Organization and Branches. Would only have been incorrect in a multi-Branch site.
    • Client SSN: Corrected no format output when SSN not formatted as ###-##-####.

March 24, 2023

MODIFICATIONS

  • Payment Gateway Report (all versions)
    • An underlying query that could prevent records from displaying has been resolved.
    • The filters have changed:  Cart ID removed, Client ID added, Log Date changed from Number of Days Ago to Date Range.

March 15-16, 2023

The following Datasources have been added or modified.

ADDITIONS

  • EvaluationRepliesBySession

MODIFICATIONS

  • Client Classifications and Client Documents
    • Application ID added.
  • ClientEmploymentVerification, ProgramEnrollment, FundingSources, ClientChecklist, ProgramApplicants, Revenue, Transactions, ClientGoalsOutcomes, ClientWorkshops
    • Notes fields modified to display maximum length.
  • Revenue and Transactions
    • InvoiceNumberInt added to create second Invoice Number for integer numbers only.
  • ProgramGroups
    • Added WebDisplayApp field.
  • Sections
    • Added FTEName, fteID, and FTECategory fields.
  • MergeEmailTemplates, MergeLetterTemplates, MergeLetterTemplatesContracts
    • Added text area fields with HTML stripped fro contents.

March 7, 2023

MODIFICATIONS

  • Receipt Reports (all versions)
    • For receipt reports that only display one payment transactions, the Account Number field performs a calculation and displays the transaction Account if exists. If not, then displays the Section's revenue Account.

February 27, 2023

FIXES

  • Client SSN Datasource (all versions)
    • The datasource has been modified to correctly display the Client SSN if the partial value is less than the normal SSN length but more than the 4 and 5 lengths currently restricted. The change now displays the SSN as entered when not in the standard NNN-NN-NNNN format.

February 20, 2023

FIXES

  • Invoice Standard Reports (all versions)
    • The size and font of the payments portion of both Invoice Standard reports has increased to improve readability.

February 17, 2023

FIXES

  • Datasources (all versions)
    • The Clients datasource has been modified to correct the value. The Yes/No values were incorrect prior to this fix. The fields corrected: AdultClient, Resident, Employee, Deceased, NativeLanguageLiterate, CurrentlyEnrolled, DayCareProvider, PayingChildSupport, UICollecting, and WorkersComp.

February 13, 2023

FIXES

  • Transaction and Revenue Reports (all versions)
    • All reports that use the "Transactions" datasource have been corrected for an error caused by the Invoice Number when one or more invoice numbers contain non-numeric characters. The field is now a text field and not a numeric field. This fix would also correct any locally built reports.

October 26, 2022

MODIFICATIONS

  • Invoice - Standard (all versions)
    • Payment transactions, amount paid, and balance amount due have been added to the invoice report.

October 25, 2022

MODIFICATIONS

  • Undeposited Transactions (all versions)
    • Refund (Yes/No) and Payment Type filters added to report.
  • Account Statement (all versions)
    • Session added to displayed filters.

October 18, 2022

MODIFICATIONS

  • Evaluation Analysis Reports (Enterprise and Plus versions)
    • Two versions of this report have been added. One aggregated by Course Section and one aggregated by Evaluation Template. 

October 14, 2022

MODIFICATIONS

  • Merge Email Templates (all versions)
    • Settings for scheduled emails added to report.

September 23, 2022

FIXES

  • Contact Hours by Course (all versions)
    • The course grouping has been changed from Course ID to Course Code as noted in the original report description.
    • The datasource relationship has been modified to include all Course Sections that have enrollments.

September 16, 2022

The following Datasources have been added or modified.

ADDITIONS

  • SendGridTrackingNum
  • CustomFields
  • CustomQuestionsUnduplicated 
  • ScheduledEmail
  • ScheduledEmailRegDate
  • EvalReplaiesBySection
  • EvaleRepliesByTemplate

MODIFICATIONS

  • MergeLetterTemplatesClient
    • Title field without HTML added.
  • Clients
    • Attendance Zone field added.
  • Branch
    • Seconds display removed from Report Date field.
  • Transactions
    • Invoice Number field added to display one AsIs and one with numbers only.
  • ReportList
    • Modified to only display InSight report.
  • InvoicesPaymentsUnion
    • Session and schID (Section ID) fields added.

August 15, 2022

ADDITIONS

  • SendGrid Reports (all versions)
    • Four SendGrid reports are added. 
      • SendGrid Client Email Bounce List
      • SendGrid Client Email Log
      • SendGrid Staff Email Bounce List
      • SendGrid Staff Email Log
    • As always with most new features and reports, users do not have permission automatically. Your System Admin would assign permissions.

August 10, 2022

MODIFICATIONS

  • Undeposited Transactions (all versions)
    • The restriction that prevented refund transactions from displaying in the report has been removed. Users that desire not to display refunds should add a QuickEdit filter for Refunds = No.

June 17, 2022

MODIFICATIONS

  • Custom Question Replies by Client (Enterprise and Plus versions)
    • The report had previously been saved with sharing settings that would prevent the display of the report in the menu. That setting has now been corrected.

June 14, 2022

MODIFICATIONS

  • Receipt Reports (all versions)
    • Three receipt reports have been modified to display the payer's name in the [Paid By] column rather than the word Client or Payer.

June 9, 2022

FIXES

  • Export Contact and Registration Data (all versions)
    • A table relationship has been corrected that could prevent some data from displaying in the report results. 

May 19, 2022

FIXES

  • Gateway Log (all versions)
    • The report has been corrected to only show the current logged in Branch in a multi-Branch site.

May 13, 2022

MODIFICATIONS

  • Custom Questions (Enterprise and Plus versions)
    • Three reports have been added.
      • Clients > Client Lists > Custom Question Replies by Client
      • System > Marketing > Custom Questions by Course Code
      • System > Marketing > Custom Questions List with Course Codes

May 12, 2022

MODIFICATIONS

  • Invoice Standard and Standard 2 (all versions)
    • The font size for the report was increased for better readability. The organization and client addresses have been realigned to fit into a standard #10 window envelope.
  • Mailing Receipt 1 Transaction 3 Copies Per Page (all versions)
    • The issue related to a blank report output is resolved.

April 18, 2022

MODIFICATIONS

  • Staff Certifications (all versions)
    • This report was incorrectly not available for Plus and Basic versio
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  1. Rick Stern

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