Release Notes - eTrack Practice Management Software

Release	Type	Reference	Area	Summary
959.3	Issue	E#1535	Reports	Improved the way report Filters work. More...
Summary: Improved the way report Filters work. More...
955.2	Change	E#1391	Reports	Improved grouping functionality including the ability to collapse on tab reports (previously only available in the Gallery). More...
Summary: Improved grouping functionality including the ability to collapse on tab reports (previously only available in the Gallery). More...
953.1	Issue	E#1265	Reports	Removed hard-coded header from Actual Expenses report so it can be edited by users via the Header tab of the Report Details screen.
Summary: Removed hard-coded header from Actual Expenses report so it can be edited by users via the Header tab of the Report Details screen.
952.1	Issue	E#1326	Reports	The Resource Group filter on the Time and Expense report now defaults to \'none\' which means no filter is applied ie. all resource groups are included in results.
Summary: The Resource Group filter on the Time and Expense report now defaults to \'none\' which means no filter is applied ie. all resource groups are included in results.
952.0	Issue	E#1084	Reports	Fixed issue where an information item field added to a report was not displaying the correct data.
Summary: Fixed issue where an information item field added to a report was not displaying the correct data.
952.0	Issue	E#1160	Reports	Fixed issue where sometimes the grouping header columns are too narrow making the text unreadable.
Summary: Fixed issue where sometimes the grouping header columns are too narrow making the text unreadable.
952.0	Issue	E#1249	Reports	Fixed issue with report grouping where sometimes there were multiple groups for the same item.
Summary: Fixed issue with report grouping where sometimes there were multiple groups for the same item.
952.0	New Feature	E#1290	Reports	New Forecasting feature. More...
Summary: New Forecasting feature. More...
951.0	Issue	E#1260	Reports	Fixed an error where some disbursement costs and sub-consultant costs were being included in the other total.
Summary: Fixed an error where some disbursement costs and sub-consultant costs were being included in the other total.
950.12	Issue	E#744	Reports	Fixed display issue where the \\\'standard\\\' Case Notes Report was showing HTML coding amongst the note text.
Summary: Fixed display issue where the \\\'standard\\\' Case Notes Report was showing HTML coding amongst the note text.
948.6	New Feature	E#1224	Reports	New Report Options More...
Summary: New Report Options More...
947.25	Issue	E#631	Reports	Fixed issue with printing and exporting where the last few rows of data where missing in some cases.
Summary: Fixed issue with printing and exporting where the last few rows of data where missing in some cases.
944.5	Change	E#855	Reports	Changed how the active flag on reports behaves. More...
Summary: Changed how the active flag on reports behaves. More...
944.5	Issue	E#855	Reports	Reports with Whole Office setting ticked are now hidden in the Gallery if the report is inactive.
Summary: Reports with Whole Office setting ticked are now hidden in the Gallery if the report is inactive.
944.1	Issue	E#712	Reports	Fixes for Sample Dashboards and fix for sharing Dashboards.To share a dashboard, select the tab and click Tools and Share button.
Summary: Fixes for Sample Dashboards and fix for sharing Dashboards.To share a dashboard, select the tab and click Tools and Share button.
944.1	Issue	E#762	Reports	Fixed black areas in grouped reports
Summary: Fixed black areas in grouped reports
943.7	Issue	E#506	Reports	Grouped Reports now correctly show the Group Name when printed
Summary: Grouped Reports now correctly show the Group Name when printed
943.6	Issue		Reports	Reports in the Report Gallery with an ampersand (&) in their name now display correctly.
Summary: Reports in the Report Gallery with an ampersand (&) in their name now display correctly.
943.5	Change	E#448	Reports	The Date selection in the Reports Gallery has been changed to be more intuitive. More...
Summary: The Date selection in the Reports Gallery has been changed to be more intuitive. More...
943.38	New Feature	E#623	Reports	An audit of when Reports are run is now maintained in the database. To view the audit select View icon top right and tick the Show History checkbox.
Summary: An audit of when Reports are run is now maintained in the database. To view the audit select View icon top right and tick the Show History checkbox.
943.32	Issue	E#184	Reports	Fixed error that occurred when adding a field to a report via right-click > add field from report results or after accessing the report editor via the Edit button in the Gallery.
Summary: Fixed error that occurred when adding a field to a report via right-click > add field from report results or after accessing the report editor via the Edit button in the Gallery.
943.3	Change		Reports	In the Report Gallery you can easily hide Reports you are not using by making inactive. More...
Summary: In the Report Gallery you can easily hide Reports you are not using by making inactive. More...
941.1	Issue	E#319	Reports	Fixed Month and Year options in the gallery date selector dialog so that choosing another specific date deselects the previously selected one.
Summary: Fixed Month and Year options in the gallery date selector dialog so that choosing another specific date deselects the previously selected one.
940.9	Issue	E#316	Reports	The default Date Range for Reports where Date Range Criteria is on has been changed from ‘This Financial Year’ to ‘Last Month’, mainly for performance reasons. More...
Summary: The default Date Range for Reports where Date Range Criteria is on has been changed from ‘This Financial Year’ to ‘Last Month’, mainly for performance reasons. More...
940.9	Issue	EC#5990 / E#183	Reports	Many errors have been resolved by fixing an issue when windows were resized. More...
Summary: Many errors have been resolved by fixing an issue when windows were resized. More...
940.2	Issue	E#160	Reports	The Payroll Report (or Staff Hours by Cost Centre) now will print the selected Start/End dates.
Summary: The Payroll Report (or Staff Hours by Cost Centre) now will print the selected Start/End dates.
940.14	New Feature	EC#5950 / E#300	Reports	You can set the default date range for each (non hard-coded) report. More...
Summary: You can set the default date range for each (non hard-coded) report. More...
940.12	Change		Reports	In the Report Gallery you can hide the Reports you are not using by expanding Setup/Reports, expanding to find the Report you want to hide and double clicking it, then clicking Active button top right to make Inactive.
Summary: In the Report Gallery you can hide the Reports you are not using by expanding Setup/Reports, expanding to find the Report you want to hide and double clicking it, then clicking Active button top right to make Inactive.
940.12	Change	E#319	Reports	The Date Filter used for reports has been improved. You don’t need the Shift key. Instead click once for the Start Date, then click again for the End Date.
Summary: The Date Filter used for reports has been improved. You don’t need the Shift key. Instead click once for the Start Date, then click again for the End Date.
940.12	Issue	E#192	Reports	Fixed error when select Printer Settings in Report Gallery. Note: it may take a little while to display while it generates the preview.
Summary: Fixed error when select Printer Settings in Report Gallery. Note: it may take a little while to display while it generates the preview.
939.22	Issue	EC#5939 / EC#6114 / E#103	Reports	Report results correctly reflect date range selected in new date filter.
Summary: Report results correctly reflect date range selected in new date filter.
931.03	New Feature	EC#5958	Reports	Reports are now able to be run on any type of Relationship if it\'s specifically selected on the Report screen.
Summary: Reports are now able to be run on any type of Relationship if it\'s specifically selected on the Report screen.
930.26	Issue	EC#5952	Reports	Issue some users were experiencing when Printing Weekly Expenses via Timesheet has been resolved
Summary: Issue some users were experiencing when Printing Weekly Expenses via Timesheet has been resolved
922.02	Issue	EC#5878	Reports	Issue with Budget Person Report not showing values for Labour has been resolved.
Summary: Issue with Budget Person Report not showing values for Labour has been resolved.
922.01	Change	F2	Reports	Billing Contact field has been added to the WIP Report
Summary: Billing Contact field has been added to the WIP Report
922.0	Issue	None	Reports	Issue where gallery was showing wrong reports if you navigate to report gallery for the second time using the feature tabs at the top of eTrack has been resolved
Summary: Issue where gallery was showing wrong reports if you navigate to report gallery for the second time using the feature tabs at the top of eTrack has been resolved
921.29	Change	GE24	Reports	\\\'Reimbursable\\\' field has been added to Activity Time Expense ER110 Report and Time and Expense Report
Summary: \\\'Reimbursable\\\' field has been added to Activity Time Expense ER110 Report and Time and Expense Report
921.12	Issue		Reports	Issue with ‘30/12/1899’ being displayed in reports when the date selection ‘All Dates’ is used has been resolved
Summary: Issue with ‘30/12/1899’ being displayed in reports when the date selection ‘All Dates’ is used has been resolved
921.04	Issue		Reports	Issue with \\\'Date Field\\\' dropdown contents not clearing each time a report is selected has been resolved
Summary: Issue with \\\'Date Field\\\' dropdown contents not clearing each time a report is selected has been resolved
920.04	Issue	EC#5677	Reports	Improved print and export functions in reports More...
Summary: Improved print and export functions in reports More...
919.04	Issue	EC#5300	Reports	The Description column and Last Progress Note column in reports now populate correctly (no longer showing text as HTML).
Summary: The Description column and Last Progress Note column in reports now populate correctly (no longer showing text as HTML).
918.08	Issue	EC#5151	Reports	Fix to Efficiency report to show leave and target hours in correct week.
Summary: Fix to Efficiency report to show leave and target hours in correct week.
916.03	New Feature	EC#5490	Reports	The option \'All Dates\' has been added to the Date selection in the report gallery
Summary: The option \'All Dates\' has been added to the Date selection in the report gallery
911.5	Issue	9023.jw06	Reports	Fixed issue where the Reports option on the right click menu in the tree did not load Reports tab until clicked a second time.
Summary: Fixed issue where the Reports option on the right click menu in the tree did not load Reports tab until clicked a second time.
9.3.9.28	Issue	EC#5990	Reports	Many errors have been resolved by fixing an issue when windows were resized. More...
Summary: Many errors have been resolved by fixing an issue when windows were resized. More...
861.8	Issue	SVT#1515	Reports	Activity reports now show Approval Status of N/A for expense rows as expenses do not have an approval field.
Summary: Activity reports now show Approval Status of N/A for expense rows as expenses do not have an approval field.
858.0	New Feature	EC#5102	Reports	Added OR functionality to filters in report results. More...
Summary: Added OR functionality to filters in report results. More...
857.3	Issue	EC#5086	Reports	The Activity/Time report will show the role recorded in the timesheet rather than the person\'s default role.
Summary: The Activity/Time report will show the role recorded in the timesheet rather than the person\'s default role.
855.4	Issue	EC#5137	Reports	Fixed Stage ETC Report per Week report that was returning 0 results due to date range error and problem with the repeat function.
Summary: Fixed Stage ETC Report per Week report that was returning 0 results due to date range error and problem with the repeat function.
855.3	Issue	W195B	Reports	Fixed an issue that prevented the image of a chart being displayed. Changed the export to HTML from report results so it works exactly as it does from the Dashboard.
Summary: Fixed an issue that prevented the image of a chart being displayed. Changed the export to HTML from report results so it works exactly as it does from the Dashboard.
855.1	Change	EC#5119	Reports	Added Cost column to the Activity/Time Summary Report that is only visible to users in security groups with access to labour costs.
Summary: Added Cost column to the Activity/Time Summary Report that is only visible to users in security groups with access to labour costs.
853.1	Change	EC#5088	Reports	Changed Export button to Backup that creates a backup file of the report and saves it to the Report Path as defined in Console.
Summary: Changed Export button to Backup that creates a backup file of the report and saves it to the Report Path as defined in Console.
852.3	Issue	EC#5066	Reports	Fixed crash when running a report with Grouping selected (pre-grouping in the Gallery).
Summary: Fixed crash when running a report with Grouping selected (pre-grouping in the Gallery).
851.1	Change	EC#4916	Reports	Added Approval Status column to Activity/Time Report to show if the timesheet cell is Approved or Not Approved. Note that an individual timesheet cell may be approved separately even though the Timesheet Week status is Draft or Complete.
Summary: Added Approval Status column to Activity/Time Report to show if the timesheet cell is Approved or Not Approved. Note that an individual timesheet cell may be approved separately even though the Timesheet Week status is Draft or Complete.
850.18	New Feature	ESR1151A.12	Reports	Added option to use OR with Additional Criteria so can filter for multiple values for the same column.
Summary: Added option to use OR with Additional Criteria so can filter for multiple values for the same column.
849.9	New Feature	OCR130A.9	Reports	New option to display results in a field format instead of in a row. More...
Summary: New option to display results in a field format instead of in a row. More...
849.25	Issue	Midas#037	Reports	Time and Expense report shows correct totals and now has a default grouping by Person.
Summary: Time and Expense report shows correct totals and now has a default grouping by Person.
849.1	Issue	EC#4811	Reports	Whenever a filter is applied to report results, any grouping is first removed as filtering and grouping cannot be used at the same time.
Summary: Whenever a filter is applied to report results, any grouping is first removed as filtering and grouping cannot be used at the same time.
849.1	Issue	SVT#582	Reports	Totals in reports are refreshed when the results are filtered either via the Filter dropdown or the right-click menu \'Filter By\' option.
Summary: Totals in reports are refreshed when the results are filtered either via the Filter dropdown or the right-click menu \'Filter By\' option.
847.3	Change	EC#4888	Reports	New columns added to Efficiency Report per Week (in the Gallery): Standard Hours (from Person Details tab) and Reimbursability % (Billable Hours/Standard Hours).
Summary: New columns added to Efficiency Report per Week (in the Gallery): Standard Hours (from Person Details tab) and Reimbursability % (Billable Hours/Standard Hours).
846.12	Change	GB#69	Reports	Timesheet Report headings renamed to Number (was Task#) and Name (was Task).
Summary: Timesheet Report headings renamed to Number (was Task#) and Name (was Task).
840.6	New Feature	EC#4445	Reports	New Budget Table Report: to run on a project and returns data shown in the Budget table for each Stage where Variance < $0.
Summary: New Budget Table Report: to run on a project and returns data shown in the Budget table for each Stage where Variance < $0.
838.4	New Feature	EC#4692	Reports	Add options to change Page Layout and Paper Size in custom reports. More...
Summary: Add options to change Page Layout and Paper Size in custom reports. More...
838	Change	EC#4559	Reports	Invoice Report: fixed value shown for Total (Inc GST) and added new column $ owing to show unpaid balance.
Summary: Invoice Report: fixed value shown for Total (Inc GST) and added new column $ owing to show unpaid balance.
837.09	Issue	EC#4607	Reports	Fixed issue where the Activity / Time Report (gallery) was showing expense amounts including GST (where 'entry includes GST' was ticked on the expense). All values in the report are now ex-GST.
Summary: Fixed issue where the Activity / Time Report (gallery) was showing expense amounts including GST (where 'entry includes GST' was ticked on the expense). All values in the report are now ex-GST.
834.8	Issue	EC#4524	Reports	Fixed issue where Activity / Time report (gallery) returned no results when run on the 'projects' relationship under a project group.
Summary: Fixed issue where Activity / Time report (gallery) returned no results when run on the 'projects' relationship under a project group.
833.21	Issue	EC#4141	Reports	When a report is exported to Excel, negative currency values do not have brackets so Excel can apply the Currency format and include the values in formulas.
Summary: When a report is exported to Excel, negative currency values do not have brackets so Excel can apply the Currency format and include the values in formulas.
833	Issue	EC#3792	Reports	When running the Budget report using the hyperlink from the Budget tab, the option (under Show in the search criteria dialog) selected by default matches the view of the Budget table eg: if View is Cost Rates, then Use Cost Rate is ticked.
Summary: When running the Budget report using the hyperlink from the Budget tab, the option (under Show in the search criteria dialog) selected by default matches the view of the Budget table eg: if View is Cost Rates, then Use Cost Rate is ticked.