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Report enhancements
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New administrator reports added
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New dd-mmm-yyyy date display format added. |
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Users can now mark records as sensitive on a bulk import. This means sensitive data changes are only visible to nominated users. |
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A new reporting standards centre has been added which allows users to see all fields configured with a reporting standard in one dashboard with the ability to import and export. |
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Record template enhancements
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User defined definitions have been added to lookup items. A new system report allows users to export lookup items and their definitions. |
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First and last business day of the month has been added as a new schedule on import feeds. |
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Inline table editing – This feature allows users to edit values directly from table views in Fundipedia, for example, a list of registrations under a shareclass. This would make editing records in bulk easier. |
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500 character limit has been added to all system Name fields. |
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Security access Points have been tidied up and re–categorised for ease of use. |
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Improved error messaging for bulk importing entity lookup values. The system will now state which entity is invalid. |
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You can now create a new change event from the change event dashboard instead of navigating to the field in the schema. |
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The size of the textbox when setting a specific value in a change event has been increased to allow users to see more of the field value. |
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Entity and multi lookup field enhancements:
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Link has been added to the notification settings screen on email notification emails. |
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Data lineage now includes whether a field has been used as sort or filters in reports. |
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Object and field display names are now used on the new graph dashboards. |