Reporting

  • Feature
Refactoring: reports generation process for members and invoices has been improved
DESCRIPTION

With the growth of the entities’ number in the system, especially members and invoices, the requests to the database became far larger and heavier. This made a way more difficult for the system to generate reports for a large number of entities. Moreover, once a big report containing information of thousands of members, has been generated, sometimes it used to overload the system and lead to error 500.
All in all, we’ve analyzed the requests to the database and made the refactoring of the reports generation process for members and invoices.

Previously, requests to the database were made for each entity separately so when a report has been generated, 1 request per each member and invoice has been created and thus it overloads the system.

Currently, instead of creating hundreds of requests, the system makes a bulk request to the database for all the entities at once, which significantly reduces the system load and allows us to generate reports for thousands of entities.

  • Feature
Aldersfordelt Saldorapport updates
C-5007
DESCRIPTION

Before the current update, Back-Office Admins were able to download a report with the current state of the invoices. With the new release, it will be possible to download a Saldorapport that contains exactly the same information as if it has been generated in past. It means Back-Office now are able to see today what invoices are not paid and for how long in past, e.g, in September this year, or any date inside the previous years.

  • Feature
“Last Membership payment status” column on the member list
C-5036
DESCRIPTION

As a level leader or administrator needs to follow up on the payments in the local/county team or inside the organization, a new column “Is the last membership paid?” was added to the member list both on My Page and Back-Office. This field contains one of 2 options: “Yes” (for Paid/Overpaid invoices) or “No” (for all other invoice statuses). A new field was also added to the filter block, and to the member card.

How it works: The system checks all the member active membership subscriptions and finds the invoice for the current period (or the previous period if there wasn’t still any invoice issued for the current one). The period is got depends on the subscription period length (1, 3, 6 or 12 months), so, it could be different for different subscriptions. Then it shows the “Yes” option only if the invoice for all the subscriptions has the “Paid” or “Overpaid” status (Credited invoices aren’t counted).

  • Feature
Changes for numeric fields exported in the report
DESCRIPTION

The process of downloading the reports from the system was improved and now all the numeric fields are exported as numbers it the XLS files. The further managing of numeric data, applying functions for data calculating will be greatly simplified due to the changes for numeric fields in the downloaded file.

  • Feature
Add course name to the participants report file name
C-5007
DESCRIPTION

From now on, once you’ll download the participant report from the list of participants of one course, the report name will contain the name of the course.

  • Feature
Age-distributed balance
DESCRIPTION

Age-distributed balance is a report that contains information about the non-paid invoices in the system. The age-distributed report includes information about the organization, report period, generation date of the report. An Administrator could check the invoices having the status “Not Paid”, “Partly Paid” or “Pending” and the number of days spent from the due date, so it aims the process of monitoring the payment data in the system. The age-distributed report could be downloaded on the Invoices tab in the system.

  • Feature
More options for export member roles
C-3504
DESCRIPTION

More options have been added to the Extended report on BackOffice Person list. Now an administrator could get more data regarding person roles in levels or companies. What we’ve added:

  • For active company roles – Start and End Date
  • For active level roles – Start and End Date
  • For inactive (both past and future, both company and level) – Level Name, Start and End Date

 

  • Feature
Changes in “Aldersfordelt saldoliste” report
DESCRIPTION

A change is made inside the “Aldersfordelt saldoliste” report. It is the following:

  1. All “Pending” invoices are now available in the report with the positive (“+”) sign. Before the change they were negative.
  • Feature
Add total counters for Product list
C-5036
DESCRIPTION

The new counters were added to the system for summarizing the statistics over the products. The counters were added to calculate the using number and total sum for products selected on the Product list in BackOffice.

  • Feature
Reporting – Default name for extended report
DESCRIPTION

Previously, when you were generating an extended report from any overview page, all selected filters have been set as the default report name. Now the system only uses entity name (e.g. Persons, Companies) and the current date. And also administrator can change it during exporting the data.

How to find: On any overview (both back-office and My page) open “Export extended report” modal.

  • Feature
Export report from Transactions overview
DESCRIPTION

Administrators can now export data from back-office transactions list. There are two options available – quick grid report and extended report.

Where to find: Back office Transactions page (sub-menu on invoices page).

  • Feature
Income report changes
DESCRIPTION

In order to keep your account information up-to-date, we’re presenting a couple of changes to the income report such as:

  • Income report now doesn’t include credited invoices
  • A list of income is grouped by a payment method (Vipps/Print/Card/etc)

  • Bug fix
Reporting – Numeric values were exported as text in Excel reports
DESCRIPTION

Admins weren’t able to summarize/get statistics using Excel reports, as they contained digits shown as plain text.

  • Bug fix
Reporting – Empty payment method when exporting invoices
DESCRIPTION

An empty payment method was always shown when exporting invoices data from back-office. Fixed.

  • Bug fix
Amount of course participants exported as text
DESCRIPTION

On back-office courses list, when you were exporting the extended report, a number of participants were exported as a text, not as digits which made it impossible to make further math operations with that data in Excel. Fixed!

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