Enhancements

• Offering Check-in Summary Report
  • A new Offering Check-in Summary Report is now available, providing a summary of check-in activity across offerings and date range.
  • The report displays the total number of check-ins for each offering, includes the offering type, and ranks offerings from the highest to the lowest number of check-ins, making it easy to identify the most attended activities.  
  • Admins can also filter the report by offering type to quickly analyze attendance across different types of offerings.

• Total Liabilities Report
  • The Total Liabilities Report has been redesigned with a new Timeline View, making it easier to follow the complete lifecycle of each order.
  • Transactions are now grouped by Order ID, allowing users to view key events, such as order creation, cancellations, and refunds, in a single, chronological timeline.

• Admins can also expand an order to view additional transaction details and a detailed timeline of all related activities.

• All existing filters and reporting capabilities remain unchanged, ensuring the same data and functionality are available while presenting the information in a more organized and intuitive layout. 

• Reservation Notes – Edit & Delete
  • Reservation notes can now be edited or deleted after they are created. 
  • Users may only edit or delete their own notes; notes created by other users cannot be modified or removed.
  • When a note is edited, it is marked with an Edited status to indicate that the content has been updated.
  • When a note is deleted, it is also removed from PDF Reports → Print Resource Calendar List.

Before:

After:

• Account Credit Refund Receipts
  • Refunds issued from Account Credit to Cash or Check now automatically generate a receipt.
  • The receipt is available under Account Credits and can also be accessed from the Refunds section.

• Operations Summary Report – Account Credit Refunds
  • The Operations Summary report now includes refunds issued from Account Credit to Cash or Check, providing greater visibility into these refund transactions.

Bug Fixes

• Program Details – Instructor Information
  • Resolved an issue where the Instructor field displayed the program contact's information instead of the assigned instructor.
  • The Instructor field now correctly displays the user configured as the program instructor, while the Contact field continues to display the designated program contact.