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
Added new report for the invoices
C-5007
DESCRIPTION

Now back-office admin can generate a new report “Payment from unregistered” from the invoices tab, in the Back-office. This report reveals information about people who were registered for the certain course(s) and paid for it, but they have an “Unregistered/Not finished” status in the course. So you’ll be able to see these persons and courses in one report, by setting up the date range when you’re creating your report.

How to use:
1. Go to the back-office, as a back-office admin
2. Click on the “Invoice” tab
3. Click on the “Export” button and choose “Payment from unregistered” report
4. Set the dates “From” and “To”, in order to generate your report
5. Click on The “Export” button

Warning: The “Total amount to pay” and “Total amount paid” display the full cost of the invoice. That means if you got few people in the invoice you will see the full cost of the invoice, not the cost for the particular person.

  • 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)

  • Feature
Special report logic
C-5007
DESCRIPTION

We continue to work on the logic of the special report required for the organizations to receive funding from the Norwegian government. In this release, we have implemented the basic logic of building and outputting data in the report. The report will contain the following information:
– ID of the organization that sends the report and receives
– course ID
– course subject
– course contact information
– number of participants per course and their distribution by age and gender
– course start date
– amount of hours spent on online studies and learning with a teacher
– date of publication of the course

The possibility to generate the report will be done in the next release

  • Feature
Automatic saving of the participant report after a course condition is changed to “Archived”
C-5007
DESCRIPTION

Added new condition for the courses – “Archived”. The transfer of the course to this state can only be done manually, by System Course Super Admin, Course Super Admin, Editor, Back-Office Admin. After the course transitions to the “Archived” state, the system generates an automatic report on course participants. The functionality for automatic reporting with course participants will only work if the organization has the special course report feature enabled. This report includes information about course participants having “Finished” status. Also, after transferring the course to the “Archived” state, all automatic operations are terminated, and the course information becomes inaccessible for editing. However, the administrator still has the opportunity to return the course to an active state, after which the information will again be available for editing. If you decide to move the course to an “Archived” state, then to make it “Active”, and after that, you move the course to “Archived” again, the system will generate a new report. The latest version of the report can be downloaded from the “Settings” tab in the course card. Or you can find all the versions that were generated in the “Reports” page. In the list, there it will be named as “Automatic course report”

How to change the course condition into “Archived”:
1. Go to Back-Office as a Back-Office admin
2. Visit the “Activity” page
3. Choose the course and enter to it
4. Click on the “Archive” button on the top bar
5. Save the changes
OR
1. Go to Front-Office as a System Course Super Admin/Course Super Admin/Editor
2. Visit the activity list page and find the course that you need
3. Switch Off the toggle in the “Active” column toggle
4. Save the changes

How to download the generated report
1. Go to the Front-page as a System Course Super Admin, Course Super Admin, Editor
2. Go to the list of the courses and find the report with the “Archived” condition
3. Go into the course card, in the “Setting” tab
4. Scroll to the “Participants report” block and download the report
OR
1. Go to the Front-page as a System Course Super Admin, Course Super Admin
2a. Go to the “Reports” page
3a. Filter the list of the reports by the course_id, report_id, or name of the report and find the reports that were generated for your course.
4а Press the “Download” for downloading the reports that you need

 

 

 

  • Feature
Added new column for generation pop-up of advanced course report
C-5007
DESCRIPTION

We added a new column “Calculated to pay” into the pop-up form with the list of suggested columns for advanced course report generation. This column predicts the sum which course participants will have to pay(before the invoices will be generated to the participants) according to the sum of the selected products, by the participant, on the course for the participant.

How to use:
– Go to the course card on the My Page, as a Course administrator
– Click on the “Export” button and then click on the “Export advanced report”
– Choose the values(columns) that you want to see in your report, including the “Calculated to pay” value
– Download the report by pressing the “Export Excel” or “Export PDF” button

  • Feature
Completed special course reporting feature
C-5007
DESCRIPTION

We’ve finished the feature with special course reporting. This feature will allow organizations that conduct educational courses to receive funding from the Norwegian government by submitting a special report to the appropriate proxy organization. This feature will be available only to those organizations that have submitted a request to enable this functionality.

The report will contain the following information:
– ID of the organization that sends the report and receives
– course ID
– course subject
– course contact information
– number of participants per course and their distribution by age and gender
– course start date
– amount of hours spent on online studies and learning with a teacher
– date of publication of the course

How to get your course included in the special report:
1. Be sure that this feature is enabled in your organization
2. Go to My Page as a System Course Super Admin/Course Super Admin/Course Admin/Course Editor
3. Find the course that you need in the activities list
4. Go to the “Setting” tab of the course
5. Find a block with the toggle “Include this activity in the reporting”(see the screen below)
6. Fill the mandatory fields
7. Apply the entered information by clicking the “Apply” button at the Buttom the Page

In order to generate the special report, you have to:
1. Go to My Page as a System Course Super Admin/Course Super Admin/Course Admin/Course Editor
2. Go to the list of the Activities
3. Press the special report button
4. Select the time period and apply it
You will receive a file with a report, which will display all courses for which the toggle “Include this activity in the reporting” was enabled and the start date of which falls within the period that you specified when generating the report

  • 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!

  • Bug fix
The first digit missed in the KID-number
DESCRIPTION

The KID number was started from the second digit in the report downloaded from Choo i Skyen system if its first digit was zero. The format of the KID number was changed and all the digits in the KID number should be shown now.

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