December 2019

What’s New

  • New Budgeting user license
  • Access to Data Manager is now a Permission
  • Users are notified when they are added to a tenant
  • Playlists in Archive are now sorted by date
  • Budgeting: Line Item Details – Expand columns
  • Use user’s language when exporting report as PDF

 

Administration: Budgeting user license

We are now introducing a new Budgeting license. Users with this license will have the possibility to budget directly in the Budgeting module. In the past, users were required to have a license for Report Designer to have access to the Budgeting module, but this is no longer necessary.

In addition to budget directly in the portal, they can download budget templates from the Marketplace, and then download the budgets locally if they want. Furthermore, they can assign budget templates to other users and roles. NOTE: This license does not allow users to upload or create budget templates.

Users with the Budgeting license will also get access to the Assignments and Workflow modules.

 

 

NOTE: If given the Can edit data from Data Manager permission, they also have access to Data Manager. For more information, see the section below.

 

Administration: Access to Data Manager is now a Permission

Users can now control access to Data Manager from Permissions in Administration.

To grant a user access to Data Manager;

  1. Click Settings > Administration.
  2. Click the relevant tenant.
  3. On the Users tab, click the user.
  4. Under Permissions, turn on the Can edit data from Data Manager switch.

 

Administration: Users are notified when they are added to a tenant

When existing users are added to a tenant, they are notified with information about the user that added them to the tenant.

 

Archive: Playlists now sorted by date

Playlists in Archive are now sorted by date. In the past, users would see their unread playlists at the top of the list. We have changed this because most of our users are primarily interested in their most recent reports.

 

Fixes

 

Budgeting: Line Item Details – Expand columns

Users can now expand columns in Line Item Details if they have large numbers that show a number sign, #, due to lack of space in the column.

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Live Reporting: Use user’s language when exporting report as PDF

In the past, some users have experienced that the language of their report changes to English when they export a report to pdf. This is now fixed, and reports will now have the same language as the user has set as their language.

 

More to come…