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Calendar Period Selector for Reports in 2.11

Scott O'Reilly, February 4, 2016

You used to have to choose a calendar like Monthly or Yearly when embedding reports into the Dashboards section. Now you can choose “Current Calendar” to reference the overall dashboard’s calendar. (Changing the embedded dashboard display options will not affect the source report.)

Calendar Period Selector for Reports in 2.11

Scott O'Reilly, February 1, 2016

There is now a calendar period selector in the Reports section. All relative periods in reports now reference this calendar period selector instead of the computer’s current date.

Edit Permissions Directly in Group Administration in 2.11

Scott O'Reilly, January 28, 2016

One of the biggest changes in 2.11 is the new way to assign view organization permissions for groups.

This is how groups were edited in previous versions of the software. There is a collapsible “Advanced Permissions” box where action permissions are assigned by checking the various boxes.

This is the View Organizations Permissions screen that is used in previous versions of the software. Administrators first choose a group, and then put a checkbox next to the organizations that group can view.

In version 2.11, the Edit Group form is much easier to use. Instead of a collapsible “Advanced Permissions” box for every group, there are now two buttons.

Clicking the first button shows the advanced permissions in a dialog box. This frees up quite a bit of space on the edit group form.

Clicking the second button shows View Organization permissions for that group. Instead of listing every organization, the form now only shows the organizations the group has permission to view. This is quite a bit faster to use, and it brings all permissions editing into the same area of the software.

To add a new organization, just click on its name on the right.

Usability Enhancements in 2.10

Scott O'Reilly, January 25, 2016

A major focus of version 2.10 was making the software easier to use. For example, there is now a simple delete confirmation when editing dashboards. This greatly reduces the chances of accidentally deleting dashboard objects.

Other enhancements are:

  • Improve search results
  • Add support for averages to the TD() function in metric equations
  • When building reports, default the filters to the current organization
  • Remove link cursor when there's no dashboard drilldown
  • Alphabetize briefing book names
  • Improve alerts notification on top of screen
  • Make history records show up for all periods

Major Expenditures on Initiatives Overview Screen in 2.10

Scott O'Reilly, January 21, 2016

The Initiatives Overview now shows major expenditures if they exist.