Users can now export dashboard grids
directly to Excel. Users can now export dashboard grids
directly to Excel.
Users can now change the type of a
Filter Control from the
page level Administration Tab.
For example, the filter control can be modified from a drop-down list
to a multi-select list, or from a multi-search box to a search box, etc.
Previously, this could only be modified on custom reports via the Report
Builder Wizard.
The
login page will now create a system
notification for all Site Administrators and all application Master Role
administrators if the Scheduler
service (used for delivery of scheduled
Pinned Reports, delivery of communication
centre mass emails, and for syncing client support information and the
training video library) has not run recently.
The Auto-load Roles
job process can now send email notifications if any errors occur during
its nightly execution. Use Configuration
Setting #699 under Site Administration to set up the recipient list.
Please note that your Oracle database will require the UTL_MAIL package
in order to send these failure notifications.
A Tool tip feature has been added to
the search box multi-filter with some
helpful usage tips: 1) Click the magnifying glass icon to search; 2) If
you know a specific value, you can type it in without searching; 3) Entering
a comma separated list of values will split automatically into individual
values; 4) Enter a colon [:]
to set a range--i.e. A:Z; 5)
Enter a percent sign [%] for
a wild card--i.e. A% (starts
with) or %Z (ends with) or
%A% (contains).
The Current Year Actuals by
Position Report now has dynamic column
titles for period column names based on the filtered fiscal year. Note
that it might be helpful to reach out to MCSL Customer Support for assistance
in using these new column names for periods.
When
a custom report
or custom
data entry form is created or updated and needs to be approved before
showing up in the menu for other users, a FAST notification will now be
automatically created for all users who have access to approve the report.
There
is a new menu item under Administration--> Communication-->
Email From Address Administration. This
function allows administrators to define email addresses that users can
send from (instead of sending from their own personal addresses). Role
security can be defined to control which groups of users have access to
which "from" addresses.
There is now a "View Menu [by User/by
Role]" option on the Menu Access screen. This allows administrators
to preview what the menu might look like for specific users or roles or
a combination of roles.
The Trial
Balance report has been updated
to allow users to generate Cross Tabs.
When this option is selected via the Advanced
Options tab, the "Suppress Subtotals?" checkbox filter on
the Filter Options tab will be automatically set when the report is executed.
The Administration
tab has undergone a major overhaul. It allows Site Administrators
to more easily make changes to baseline and customized reports.
The Email
template has been updated to include new formatting features similar to
those found on a word processing document or typical email platform communications.
It
is now possible to include tool tips, or pop-up text, on grid
column titles. These will appear when the cursor is hovered over the
column title and can be configured via the Administration
tab.
Previously, when a user was the creator
of a custom report,
they would always see the page-level
Administration tab on that specific report, regardless of the status
of their access to build reports. We have updated this so that the creator
will only see the page-level Administration if they still have access
to the Report Builder (i.e. must
have Report Editor role, application administrator role, or site administrator
role as well).
When reviewing the Client Support Cases
Dialog, users can now review Recently Closed cases via a new filter option.
On the Document
Management screen, the document number is now validated once entered.
The validation helps users confirm that they keyed in the correct document
number. Note that the validation does not prevent the user from attaching
an upload or accessing existing attachments if the validation fails; it
could simply mean that the document exists in the ERP system but a FAST
data refresh has not yet run.
For clients who own both our Finance
and Student Reporting modules, a hyperlink will now appear on the Student
ID column of the Document Details - Student Receivables report, which
will take users with the necessary security access directly to the Account
Balance report in FAST Student. From there, users can drill down directly
to the General Student Info report if desired. Note that for clients who
do not have Student Reporting, and/or for users who do not have access
to the Account Balance report, no hyperlink will appear on the Student
ID column.
Alternate Hierarchies
can now be disabled. When an Alternate Hierarchy is disabled, it will
not be selectable for use in reports. To disable an Alternate Hierarchy,
navigate to Administration --> Alternate Hierarchies --> Alternate
Hierarchy Administration page and de-select the "Enabled" checkbox
option for the desired Hierarchy.
The Row # column has been added to the left gutter so it is easier
to remember your spot when editing
a large Financial Statement with many rows. After saving a row, the
system will now automatically scroll the grid back to the row you just
saved rather than starting back at row one again.
It is now possible to test sending
an email communication either to an individual or using the Email
All or global Communication options, you can do this by configuring the
email and clicking on the "Test" button. This will send a draft
of the email to the email address of the logged in user so they can review
before sending to the recipient(s).
When reordering columns using Advanced
Options in a report, it is now possible to move multiple columns
at once by using the CTRL+click function to select more than one item
at a time and then dragging and dropping into a desired location.
In
the column level context menu of a reporting grid, the Remove Sorting option has been changed to two options:
1) Remove sorting on this column and 2) Remove ALL Sorting.
There
is a new report called Support Cases located
under the Help menu in Site Administration. This report pulls data from
the Millennium Customer Support System to show you the status of your
submissions to customersupport@mcsl.com.
Users with access to this report will also see a button in the top-right
corner next to their user profile name which will bring this information
up in a pop-up box.
The Query Comments field
on the Query Builder screen
has been increased to accept up to 4000 characters in length.
Until now, when providing a comma separated
list of indexes using the Client
Warehouse Builder, only one composite index was created with all columns
included. If multiple indexes are desired instead, this can now be done
via a semi-colon delimited list.
There
is a new help file called Client
Warehouse Builder Table Types. This should help users better understand
the differences between Stage Tables, Warehouse Tables, and Constant Tables.
