10.1.1.164 - Week of October 16, 2023
It's brand new and it's all for you!
Reports
Unveiling new objects to add to your Reports
Introducing new object additions to Presenter Adaptive Reports: Divider object and Control menu object.
Divider
Keep your reports organized! Easily insert resizable Divider object to visually separate report sections. Personalize dividers with your preferred color. You can choose to display the divider when exporting the report to a PDF file. Customize visibility of the divider in your report by setting conditions.
To know more about the Divider object, read Adding a divider object to a Presenter Adaptive report.
Control menu
You can now add new pick lists, single date pickers, and date range pickers directly to a drop-down Control menu making your report layout more clean and organized. It also saves you the hassle of individually adding these objects to the report first, as you can add both new objects and existing objects of the report in the Control menu. You can name this menu however you want and choose to include it when exporting the report to a PDF file. You also have the liberty to expand or shrink the size of the Control menu and place it to your desired location in your report.
To know more about the Control menu object, read Adding a control menu object to a Presenter Adaptive report.
Focus on information that's important to you by showing or hiding table columns
Payees can now show or hide report table columns on Sales Portal. With this feature, payees can hone in on data by showing relevant columns and hide columns that they won't be using in the report. To learn more about showing or hiding table columns on Sales Portal, read: Adding a table object to a Presenter Adaptive report.
More icons for your reporting needs
Check out our expanded icon library in Presenter Adaptive reports. The icon library present in the Metric object and KPI chart is getting expanded with more options to choose from.
It's even better now
Composer
Save time adding display columns
Previously, when building a new calculation or data store in the Composer module, you had to add each display column from a data source individually. With this release, we’ve saved you time by allowing you to add multiple display columns from a data source at once.
Reports
Bring your bar and column charts to life by applying multiple colors to a single series of data
In this release, you can now display multiple colors to a single series of data for bar and column charts in your Presenter Adaptive report. With this enhancement, you can Enable multiple colors in the Style tab of your column and bar charts. To find out more about applying multiple colors to a single series of data, see: Applying multiple colors to a single series of data for bar and column charts.
Adding new objects to a Group object made easy
Managing Group objects has become even more convenient. Instead of being limited to existing objects in the report canvas and dragging and dropping new objects to the report, you can directly add a new object from the Group object configuration setting. You can access all available objects from the sub-menu, eliminating the need for adding objects in multiple steps.
To know more about Group object, read Adding a group object to a Presenter Adaptive report.
Hey, this works a little differently now
Reports
Easily view report table data on your mobile screen
There's now a better way to view report table data on your mobile screen. With this release, you can now easily switch to a compact version and view of your report table to fit into a mobile screen without having to turn on any toggles.
Performance improvement for report loading and submission times
Now, when fetching Report data store data in a single batch request there is a performance improvement for report loading and submission times.
Look, we fixed it!
Reports bug fix | Bug number |
|---|---|
Resolved an issue where, an error occurred when adding objects to an existing group object. | 00239403 |
Resolved an issue where, a downloaded PDF file displayed a grid with adjacent blank spaces. | 00238755 |
Fixed an issue in which choosing a date from the report preview caused the selected date to display one day earlier than expected. | 00239965 |
Fixed an issue where, filtering for a specific value did not exclude empty records. | 00240807 |
Improved on the delay to load a report. | 00240222 |
Inquiry management bug fix | Bug number |
|---|---|
Fixed an issue where, adding workflow payees did not work as expected. | 00238719 |
Resolved an issue where, an error occurred when submitting two inquiries in a row. | 00239815 |
Admin bug fix | Bug number |
|---|---|
Fixed an issue where, when exporting the User permissions file in the Change roles tab, the file displayed edit option enabled for all admins. The Edit permission is also removed from the Audit log. | 00236973 |
Resolved an issue where, when switching from a model whose database server is off to a model whose database server is on resulted in missing modules on the left navigation panel. | 00237535 |
Fixed an issue where, warning message was displayed instead of an error message in Import Errors logs when a scheduled folder had encountered an error. | 00239472 |
Resolved a login issue for users experiencing difficulties accessing their e-learning accounts. The 'How-to videos' option in the Help section of the Admin panel has been temporarily revoked, pending further updates. | 00239881 |
Fixed an issue where, an error occurred when starting a workflow through Message Center. | 00241222/00241263 |
Sales Portal bug fix | Bug number |
|---|---|
Fixed an issue where, an error occurred when inserting a date in an editable field of the data grid that matches the set input rules. | 00239281 |
PPO bug fix | Bug number |
|---|---|
Resolved an issue where, an error occurred when running a calculation. | 00239999 |
Fixed an issue where, an error occurred when running a scheduled folder. | 00240482 |