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Release Notes / v2.3.5 (Dec 2023)

Enhancements

  • Scheduler – ability to schedule reports and screens.

    Note: if the screen has a chart, it will only include the data browser.

    Requires email settings to be setup in Control Centre > System Settings.

  • System Tasks - Displays the logs of the following items:

    • System Tasks such as Create Budget Restore Points, Clear System Logs, Clear Notifications etc.
    • Task Reminders.
    • Scheduled reports via scheduler.
  • All Generator Logs to be logged. (Zendesk #15802)

  • Budget Lookup – Maintain and manage budget variables.
  • Notifications – Filter – Title, is now a free text field.
  • Permissions – Menu Items – 'Home' has been removed as it is a default screen.
  • Widgets:
    • Recent Reports – search has been removed as it only displays the last 10 reports.
    • Tasks – label of 'Due Date' has been removed.
  • Global Settings - Date Format – Date will be applied to the home tab widgets of tasks, notifications, and recent reports. (Zendesk #49717)
  • Data browser - Menu Item - Send to - Excel. The menu options of 'As Is' and 'As Is (No Icons)' have been switched around.
  • Copy/Clone Budget information:
    • Budget Phasings (including Allocations) - Import and Export.
  • Budget Entry - A row that has sub module links is no longer editable.
  • Permissions - Data Access - Validate Permissions - spreadsheet is generated of invalid paths which have been removed (Zendesk #20861)

Fixes

  • Word Publisher - Republishing a saved report wipes bookmarks. (Zendesk #37150)
  • Budget load - IF formulas - check if text in formula is already enclosed with single quotes.
  • Budget Phasings - phasings are not applying when adding a new row. (zendesk #44504)
  • Trees - fix error when importing to a tree with no 'segment'.

Data and Reporting

No enhancements or fixes.