10.1.1.178 - Week of February 10, 2025
It's brand new and it's all for you!
Reports
Explore our expanded library of Presenter Adaptive report templates
We’re expanding the report templates available in Presenter Adaptive to offer users more flexibility and guidance when creating reports. These new templates showcase best practices, highlight what’s possible with Presenter Adaptive, and serve as a starting point for crafting customized Presenter Adaptive reports.
The newly added templates are:
Payout Summary: This summary clearly breaks down an individual’s payouts for a specific period and provides comprehensive insights into compensation details.
Performance Summary: Highlights individual performance metrics, emphasizing achievements and areas for improvement in a concise, digital-friendly format.
Transaction Summary: Tracks and analyzes detailed financial transactions within a defined timeframe to provide insights into trends and transaction flows.
Team Payout: Delivers an overview of team payouts, including collective earnings, target progress, and performance metrics, ideal for managers.
Team Performance: Summarizes team performance against key targets, pinpointing strengths and areas for growth in an easy-to-read format.
Team Transactions: Breaks down team transactions for tracking and analysis, helping managers identify trends and opportunities for improvement.
President’s Club Rewards: Celebrates outstanding achievements with a dashboard designed to motivate and inspire, providing a view of status, rewards, and progress.
We've also made minor updates to these existing templates to improve their functionality:
Payee Dashboard
Compensation Summary
Manager Dashboard
Manager Summary
Transaction Details
We hope these enhancements help you create exceptional reports with ease. To find out more about report templates, see: Using a template in a Presenter Adaptive report.
It's even better now...
We took the time to revamp some of the things you already love.
Accessibility
Accessibility improvements
To continue creating an inclusive experience for all users, we’ve implemented the following accessibility enhancements in this release:
In the Administrator message center, all instances of id="v-table-header" and aria-labelledby="v-table-header" were updated to id="v-table-heading" and aria-labelledby="v-table-heading" respectively.
We’ve updated an input element in an editable table in Sales Portal to ensure it is correctly announced by screen readers. This enhancement improves accessibility by providing users with a clear understanding of the control's purpose.
Admin
Python 3.12 upgrade for external tools
From February 17- 21, external tools will be upgraded to use Python 3.12. Users will no longer be able to select a Python version when creating an external tool in Scheduler; it will default to Python 3.12.
Reports
Gain more flexibility when exporting report tables
We've enhanced the Presenter Adaptive report table exporting capability. Now, when exporting report table data, any hidden columns and custom settings will be preserved. This gives you more flexibility and control over the report table columns you want to show or hide when the table is exported. To learn more about exporting report tables, see: Exporting report table data to .csv or Microsoft Excel.
More options to customize Sales Portal
We're excited to share that there are now more ways that you can customize Sales Portal. These changes aim to provide a more cohesive and engaging user experience, strengthen brand identity, and increase visual appeal.
The organization logo can now be cropped to your desired ratio and size. For more information, see: Customizing the organization theme in Sales Portal.
We've expanded the navigation bar options to select no logo, use your organization's logo, or upload a new logo, and toggle on to add a tagline. You can also select the color theme or customize the navigation bar color. To learn more about the different navigation bar options, read: Customizing the navigation and menu position in Sales Portal.
Choose left or right alignment for your menu items.
You can now select custom colors for the footer. To find out more about customizing the footer, read: Customizing the footer in Sales Portal.
Seamlessly scroll through multi-select pick list options
With the multi-select pick list, you can now easily scroll through and access the different options in the drop-down menu with minimal load time. Multi-select pick lists with a higher number of records will display the records in batches of 50. To find out more about multi-select pick lists, read: Adding a multi-select pick list to a Presenter Adaptive report.
Look, we fixed it!
We've been working hard to stomp out these bugs:
Admin bug fixes | Bug number |
|---|---|
Fixed an issue where migration of a table failed due to a data type mismatch error. | 00260135 |
Fixed an issue where migration failed due to missing 'ReusableLogicTools' key in the dictionary. | 00262424 |
Fixed an issue where large saved imports from Varicent ELT failed in Varicent Incentives due to memory exceptions. | 00258834 |
Composer bug fixes | Bug number |
|---|---|
Fixed an issue where text in the description box was cleared during entry for calculation or table wizard objects. | 00260914 |
Fixed an issue where report calculations incorrectly displayed zero instead of the expected value in certain scenarios. | 00262346 |
Fixed an issue where calculations intermittently failed with an error. | 00261253 |
Reports bug fixes | Bug number |
|---|---|
Fixed an issue where multi-select pick list selections were not saved if clicking outside the control menu. | 00261887 |
Fixed an issue where row groups did not expand by default in PA reports. | 00259341 |
Fixed an issue where exported reports displayed all currencies as dollars instead of their original currency. | 00258645 |
Fixed an issue where toggling the body border in reports incorrectly affected row line visibility. | 00258516 |
Fixed an issue where sorting order did not work in multi-dimensional Presenter Adaptive charts. | 00256715 |
Fixed an issue where the Report Data Model data grid displayed outdated information after data input. | 00262490 |
Fixed an issue where table objects didn't use full grid space in PDF exports from Presenter Adaptive reports. | 00260667 |
Plan Documents bug fixes | Bug number |
|---|---|
Fixed an issue where some payees' workflow statuses were not updated in the Plan document process. | 00259739 |
Fixed an issue where users could not scroll through Plan Documents in both Row and Tile views. | 00261268 |
Hot fix R178 V4
We've been working hard to stomp out these bugs:
Admin bug fix | Bug number |
|---|---|
Fixed an issue where importing 100m rows into an Incentives table via ELT failed with a stream reading error. | 00256891 |
Reports bug fixes | Bug number |
|---|---|
Fixed an issue where header row conditional formatting disappeared in a report. | 00263202 |
Fixed an issue where graph values in a report did not match the data source. | 00262368 |
Hot fix 10.1.1.178 V5
We've been working hard to stomp out these bugs:
Plan Documents bug fix | Bug number |
|---|---|
Fixed an issue where Sales Portal crashed with an error message when accessing plan documents. | 00263054 |
Composer bug fix | Bug number |
|---|---|
Fixed an issue where the calculation wizard hangs indefinitely when editing calculations in multi-edit mode. | 00262520 |