September 2022 Release

Release date: 24th September 2022

This release mostly focuses on improving that new ‘Clean’ theme further, including the addition of Dark Mode

Final Reminder – Classic Theme is going

In this release, the Classic Theme will be fully removed. Anyone that is still using the Classic Theme will be moved over onto our new Clean Theme by default, but you will still have the choice of changing to the Modern Theme if you prefer, via your Preferences.

NEW Dark Mode – BETA

Please continue to provide our Support Team with your feedback on the new Clean Theme – we’ve already introduced some changes based on your input.

The biggest change in this release is the addition of a Dark Mode. This will be in beta initially, so again, we’d love it if you could give us your feedback.

You can turn on the new Clean Theme and Dark Mode in your Preferences.

Reporting and Dashboard Changes

There are a few small changes we’ve made to reports and dashboards to improve usability, make better use of screen space, and add more functionality.

• The ‘Open in a new window’ button on Dashboard Report elements has been enhanced to give you more of the options you want. It is now possible to jump straight into Run or Edit Mode of the report (note – this will depend on your permissions).

• Drilling into a report will now collapse the filters to a single line summary, to save space on your screen. Clicking on this summary will expand the filters to still allow them to be edited.

• Reports added to Dashboards will now have ‘Auto-size all columns’ turned on by default. This means that column sizes are adjusted to fit better into the dashboard elements, and reduces the need for the horizontal scroll bar. You can still turn this off again when in configuration mode for the Dashboard Element.

  

• The “Wrap column headers” setting will be turned on for all reports.

• New Target Set Criteria have been added, to help you only show data for the current Year To Date.

• A new Sort As option has been added to the Advanced Settings for Report Columns. This is to help you fix the sort order of columns that contain a value like a Month Name, so that they sort in calendar order instead of alphabetically.

• The Report Editor now allows Report Parameters to be defined for a Report. These can be useful for improving performance in certain circumstances, like Report Cells on your records. Please ask Support for assistance if you think this could be useful, or read more on our Knowledge Base.

Other Interface Changes

• For users with access to multiple databases, switching between databases has become far easier as you no longer need to re-enter your credentials. When you logout, you will now get an option to change database, which will take you straight to the Database Selection screen:

  

• We’ve applied some of the dynamic behaviour from phones and tablets to desktops – if a Landing Page or Report window is adjusted below a certain width, the side panel will collapse out of the way. You can still show the menu again by clicking the  button in the top left, and the menu will then hover over the grid.

  

 
Some other small changes

• Amending Email Accounts in Workbooks will no longer require the password to be re-entered each time.

• The ‘Add New’ button on DLI tabs will now also show when the View is in ‘Edit Grid’ mode.

• The Assigned To column is now available to be displayed on People and Organisation Tabs.

• The Document Currency field can be set to blank in Record Templates, allowing you to force users to pick the currency on their Transaction Documents instead of using the default. For some, this can help reduce the number of transactions created in the wrong currency.