Enhancements to Report Builder
- Added a new field called Tres Defined Reports. This dropdown displays all output formats. Selecting an option from the list will auto populate the columns and fields to create the report.
- Removed the Output Format dropdown menu from the Trips search screen. This data has been moved to the Tres Defined Reports field mentioned above.
- Display Name will now default to the column name if no data is entered in the field.
Enhancements to Other Areas
- Changed the confirmation message when creating an advisor adjustment to "Advisor Adjustment saved successfully. Entering next Adjustment."
- Finished Reconcile button functionality in Commission Pay Reconciliation. Clicking the button generates a popup with filters to search across reservations. Data will be updated after the popup is closed.
- Added a new column for Voided Payment in the Payment search screen.
- Added a button for Add Filter to the Link Reservation popup in a Payment.
- Added a checkbox for Display in Report Menu to the Save as New View and Update Current View popups. Checking this box will save the view to the Reports folder under the User Defined section.
- Updated the success message for scheduled emails to "Email scheduled to be sent."
- Select Supplier dropdown in Reservations now only displays Suppliers that are Billing and Service Providers and Billing Providers.
- Select Provider dropdown in Reservations now only displays Suppliers that are Service Providers.
- Added Client area filters to the Trips search screen.
Bug Fixes
- Removed the Report Builder checkbox from Travelers, Clients, Payments, Activities, and Suppliers.
- Fixed an issue with the Reservation Modified, Reservation End, and Reservation Confirmed date range filters not fetching the correct data.
- Fixed an issue with the Activity Created and Modified date range filters not fetching the correct data.
- Fixed an issue in Report Builder where reports that included breaks were not expanding correctly.
- Fixed an issue where users were unable to import trips.
- Fixed an issue where newly added columns were not appearing in Clients, Activities, Suppliers, and Advisors.
- Fixed an issue where the My Workflow dashboard was not loading for some user types.
Click here for a list of Tres Known Issues.