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10.1.1.178 - Week of February 10, 2025

It's brand new and it's all for you!

Reports

Explore our expanded library of Presenter Adaptive report templates

We’re expanding the report templates available in Presenter Adaptive to offer users more flexibility and guidance when creating reports. These new templates showcase best practices, highlight what’s possible with Presenter Adaptive, and serve as a starting point for crafting customized Presenter Adaptive reports.

The newly added templates are:

  • Payout Summary: This summary clearly breaks down an individual’s payouts for a specific period and provides comprehensive insights into compensation details.

  • Performance Summary: Highlights individual performance metrics, emphasizing achievements and areas for improvement in a concise, digital-friendly format.

  • Transaction Summary: Tracks and analyzes detailed financial transactions within a defined timeframe to provide insights into trends and transaction flows.

  • Team Payout: Delivers an overview of team payouts, including collective earnings, target progress, and performance metrics, ideal for managers.

  • Team Performance: Summarizes team performance against key targets, pinpointing strengths and areas for growth in an easy-to-read format.

  • Team Transactions: Breaks down team transactions for tracking and analysis, helping managers identify trends and opportunities for improvement.

  • President’s Club Rewards: Celebrates outstanding achievements with a dashboard designed to motivate and inspire, providing a view of status, rewards, and progress.

We've also made minor updates to these existing templates to improve their functionality:

  • Payee Dashboard

  • Compensation Summary

  • Manager Dashboard

  • Manager Summary

  • Transaction Details

We hope these enhancements help you create exceptional reports with ease. To find out more about report templates, see: Using a template in a Presenter Adaptive report.

It's even better now...

We took the time to revamp some of the things you already love.

Accessibility

Accessibility improvements

To continue creating an inclusive experience for all users, we’ve implemented the following accessibility enhancements in this release:

  • In the Administrator message center, all instances of id="v-table-header" and aria-labelledby="v-table-header" were updated to id="v-table-heading" and aria-labelledby="v-table-heading" respectively.

  • We’ve updated an input element in an editable table in Sales Portal to ensure it is correctly announced by screen readers. This enhancement improves accessibility by providing users with a clear understanding of the control's purpose.

Reports

Gain more flexibility when exporting report tables

We've enhanced the Presenter Adaptive report table exporting capability. Now, when exporting report table data, any hidden columns and custom settings will be preserved. This gives you more flexibility and control over the report table columns you want to show or hide when the table is exported. To learn more about exporting report tables, see: Exporting report table data to .csv or Microsoft Excel.

More options to customize Sales Portal

We're excited to share that there are now more ways that you can customize Sales Portal. These changes aim to provide a more cohesive and engaging user experience, strengthen brand identity, and increase visual appeal.

Seamlessly scroll through multi-select pick list options

With the multi-select pick list, you can now easily scroll through and access the different options in the drop-down menu with minimal load time. Multi-select pick lists with a higher number of records will display the records in batches of 50. To find out more about multi-select pick lists, read: Adding a multi-select pick list to a Presenter Adaptive report.

Look, we fixed it!

We've been working hard to stomp out these bugs:

Reports bug fixes

Bug number

Fixed an issue where toggling "What If?" options replaced all rows with the first row instead of highlighting them.

00261921

Fixed an issue where the Save button remained disabled after updating data in the form.

00262449

Fixed an issue where decision grids reverted to the last employee selected when inputting a decision for another.

00261939

Fixed an issue where editing a field in Payee web reports unexpectedly altered names in the table.

00261812

Fixed an issue where 'Export to Excel' failed to download Presenter Adaptive tables in reports to local devices.

00261536

Fixed an issue where exporting to Excel resulted in incorrect formatting for specific numeric and percentage columns.

00261098

Fixed an issue where "Expand all rows by default" in PA reports did not expand row groups.

00259341

Fixed an issue where conflicting input rules allowed form submission even with an empty Status field.

00258828

Fixed an issue where the pick list filter broke when the 'plPerformanceRating' table was missing.

00258078

Fixed an issue where a single-line text box showed a scroll bar when grouped with other objects.

00258045

Fixed an issue where exported Excel files had incorrect column types for some columns.

00255138

Composer bug fixes

Bug number

Fixed an issue where newly created tables couldn't be added to calculations due to optimized web edit feature.

00257299

Fixed an issue where names and descriptions were cleared when typing in the description box.

00260914

Workflows bug fix

Bug number

Fixed an issue where workflow sources UI appeared distorted when viewing or editing.

00261767

Plan Documents bug fix

Bug number

Fixed an issue where duplicating a Plan Document failed with a data validity error.

00259839

Sales Portal bug fix

Bug number

Fixed an issue where browser tab titles did not update to reflect the webform title in Sales Portal.

00259463