Last Updated: July 10, 2020

Bug Fixes

1. Reporting Groups
   • Cost Centre Reporting Group
     • Fixed an issue where the lookups on the tree grid would not be filtered (if supplied) with the cost centre type(s)
   • Secondary Account Reporting Group
     • Fixed an issue where the lookups on the tree grid would not be filtered (if supplied) with the secondary account type(s)
2. Manage Data Retention
   • There was a problem with the screen where users couldn’t purge anything because the logic for determining which fields applied to which table had a bug in it.  Problem has existed since version 1.3.0.1.
3. User Cross Tabs
   
   • Fixed an issue with Load Preset where a user loaded a preset after a previous one for the same table selected.  Certain fields were not being properly reset so fields from the previous preset such as cloned/formula/etc. fields were still showing up after loading a different preset even though they shouldn’t exist in the new one.
   • Fixed an issue where a user couldn’t type into the description of the filter popup used for the special level group popup.
4. GL Budget Utilities
   • Fixed a strange issue on the GL Budget Utilities page where the radio group for the “What To Include” on the Utilities by Version and Type was not showing the radio groups.  Seemed to affect only certain types of themes on the client
5. Trial Balance – Audit
   • The Trial Balance ID (renamed to Rule ID) was showing up as a lookup instead of a number…which means there were two side by side lookup instead of a number and a lookup.
6. PAC Utilities
   • Added missing “last refreshed” label on the PAC Utilities for the “Refresh Patient Episode Cost Centre Summary – Materialized Table” button.
7. Code Tables
   • Functional Centre Groups
     • The description has been changed from 50 character maximum to 100 characters
8. Framework – Image Cleanup
   • A number of images used in context menus (right click menus) were still setup using standard images (like PNG).  These have been switched over to vector images (SVG) to work better with high resolution displays (Ex: 4K monitors).

Enhancements

1. Reports
   • Report Writer
     • A new button/feature exists on the Report Writer.  The button is called “Add User Preset Parameters”.  These parameters are special as they can be saved as a part of a preset on the run report page.  Parameters can be string, dates, numbers, or even lookups.  The new button allows you to create/maintain these parameters
   • Report Runner
     • As stated above special User Preset Parameters can now be saved into the preset.  They can also be set on the fly before running the report (if you don’t want to save the parameters first).
     • If the Max Records is set to a lower number than the possible records when clicking on update stats, the possible records number will turn red indicating that the user will not be getting all of the records specified in the database filter.
   • Process Scheduler – Reports
     • Support for exporting/emailing XLSX (Excel format)
2. Project Utilities
   • New page for the Project Cost Auditor
3. User Cross Tabs
   • Summaries now show up for any field in the data-area of the pivot grid.  This means that if you drag in a field that is not numeric and ask for say a min/max/count/etc. you can still apply a numeric format
   • If the Max Records is set to a lower number than the possible records when clicking on update stats or applying the filter/reload data, the possible records number will turn red indicating that the user will not be getting all of the records specified in the database filter.
   • Created a new option under the Reload Data options called “Reset For Selected Table”.  This is useful if a user wants to start fresh for the existing selected table.  It will perform the same functions as switching to a new table (resetting the pivot grid, filter control, and chart to the new table default).
   • Client Mode – Now supports the summary type: Count Distinct
   • New Views:
     • General Ledger Actual Budget Summary – Simplified No Tree Version
     • Payroll Actual Budget Summary – Simplified No Tree Version
     • Patient Episode Diagnosis Summary
   • Both Modes – Now support Pivot Summary Display Types
     • 12 new display types are available.  This includes: Variation (variance between current field and the previously calculated value for the same field), percent variation, etc.
     • For a complete list of supported pivot summary display types and their descriptions, click here: https://docs.devexpress.com/CoreLibraries/DevExpress.Data.PivotGrid.PivotSummaryDisplayType
4. View Source Data
   • New Views
     • Patient Episode Diagnosis Summary