Reports Menu: Added Report Categories, Removed Individual Reports
The Report menu no longer shows a long list of individual reports. Instead, it shows report categories, for example Families/Students, Classes/Enrollment, etc.
See Report Menu
If you don't know the category the report you're looking for belongs to, click on Find Reports in the Report menu and use the Keyword Search field.
Time Report: Added Salaried Search Criteria
Time Report has a new search option for Salaried. This includes a drop-down option for Yes, No and No Value. No Value makes it easy to find staff who's Salaried field is blank because it hasn't been set.
See Time Report's Salaried Search Criteria
( Excludes Care Edition )
Problem Accounts: Added Search Criteria to Several Pages
Several pages have a new search criteria for Include Problem Accounts, with a Yes/No drop-down list. Each page is listed below with it's default setting value:
*Email/Text Families - default is Yes
*Email Listing Report - default is Yes
*Lead File's Mass Archive - default is No
*Lead File's Email Leads - default is Yes
*See Lead File's Mass Archive Example
Parent Portal: New Events Calendar Icon
Parent Portal's Find Events page has a new View Calendar icon so parents can see events in the old calendar format. Once a parent selects an event in the calendar, it takes them back to the portal, where they click Add to Cart.
See Find Event's View Calenard Icon
See Event Calendar
Parent Portal: Added Class Start Date Options
The Parent Portal's Find Classes page has a new class Start Date sort and filter option.
See Start Date Sort & Filter
The Parent Portal Settings page in your database has a new setting for Show Class Start Date. Your database is set to Yes so there's no change for parents. If you change this to No, then all start dates in the parent portal will be hidden. This also hides the
new Start Date sort and filter mentioned above.
See Show Class Start Date Setting