Updates, fixes, and new features for the XenDirect InSight Business Intelligence reporting system
October 19, 2024
MODIFICATIONS
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Client merge Letters (all versions)
- The report has been modified to allow printing a letter for a Client that does not have Assignments. A [Client ID] report filter has been added.
October 19, 2024
FIXES
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AssignmentFeeOptions data source (all versions)
- The data source has been corrected to prevent duplicate rows based on the number of Assignments a client has. This data source is used in the Fee Options global report.
September 23, 2024
MODIFICATIONS
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Invoice - Grouped (all versions)
- Grand Total has been added to the end of the Amount column as a sum of all the invoices for the respective company.
August 23, 2024
MODIFICATIONS
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Evaluation Replies - Pivots (Enterprise and Plus versions)
- Three new pivot format reports added. Each client response is displayed in a horizontal row format. The three formats group responses by Course Code, Instructor, or Session.
February 26, 2024
MODIFICATIONS
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Conflict Checker (all versions AWS only)
- A required Start Date (period of time) filter has been added with a default vale of "Future". This addition helps prevent legacy data from being included on the initial report load and reduce the Session select options that where causing an error.
January 25-31, 2024
MODIFICATIONS
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Repeat Table Headers (all versions AWS only)
- The issue where table headers in form reports (i.e.Rosters) do not repeat to the next page is resolved. The reason this is displayed as being fixed over a week long period of time is that the fix requires us to complete this tedious change per customer rather than a single fix that deploys to all sites.
January 17, 2024
MODIFICATIONS
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Daily Sign-In Roster (all versions AWS only)
- The [Hours to Date] column has been added to both the regular and QuickTools versions of this roster. The [Hours to Date] displays the total hours from Client Attendance (Enterprise only). Otherwise, if no hours or not the Enterprise version, this column displays a zero.
January 14, 2024
The following Datasources have been added or modified.
ADDITIONS
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AggregateClientAttendance
- Aggregate hours and days per cliID and schID, including fields from Client Assignment, Course Section, and Daily Attendance (Enterprise only).
MODIFICATIONS
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Balance Due
- Client cliID column added.
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Branch
- Department, Display Return Address, Time Zone Diff, and SQLGetDate columns added.
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Permission Groups
- Orginzation name and orgID columns added.
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Transactions
- User Name from EnteredBy and ModififedBy fields as "Cashiers" and Cashier Facility columns added.
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InvoicesPaymentsUnion
- genID column added to allow easy link with revenue data source.
January 5-7, 2024
MODIFICATIONS/ADDITIONS
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Performance Improvements (all versions - AWS only)
- A major improvement to InSight reports has been deployed. Users should see a significant increase in the load and preview time of all reports run manually and those embedded into actions, such as [Print Receipt]. Testing demonstrated improvements ranging from 500% to 900% faster load times.