Upgrading AngelPoints 2012 R New Features...4. Resolved Issues...5. Upgrading AngelPoints v r New Features...

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1 The following document includes all of the release notes for the 2012 calendar year. TABLE OF CONTENTS Upgrading AngelPoints 2012 R New Features...4 Resolved Issues...5 Upgrading AngelPoints v r New Features...6 New CRA View-Only Role...6 Resolved Issues...8 AngelPoints v r New Features...9 Resolved Issues...9 Upgrading AngelPoints v r New Feature...9 CRA View-Only Users Can Now See CRA Survey Results...9 Resolved Issues Upgrading AngelPoints v r New Features Resolved Issues Upgrading AngelPoints R New Features New Report: Skills Assessment New Report: Top 10 Organizations Updated Reports Tab Interface Reports Page Page 1 of 67

2 Set Custom Minimum for Credit Card Donations Descriptive Hover Text on Designation and Dedication Fields Resolved Issues Upgrading AngelPoints R Resolved Issues Upgrading AngelPoints R Resolved Issues Upgrading AngelPoints R Resolved Issues AngelPoints R New Features Auto Logging of Event Hours for Volunteers Enabling Auto Logging of Hours Disabling Auto Logging of Hours Delete Future Recurring Events Resolved Issues AngelPoints R Upgrading to AngelPoints Current Custom Reports Customers The Advanced Reporting Page New Features Volunteering: Participants Report (Detailed) Volunteering: CRA Participations Report Giving: Completed Donations Report Other Minor Enhancements Resolved Issues AngelPoints R Page 2 of 67

3 New Features Certified Compatibility with Internet Explorer Reports Tab Now Defaults to the New Reporting Page Pre-Event Surveys for Waitlist Participants Resolved Issues Page 3 of 67

4 UPGRADING ANGELPOINTS 2012 R Current AngelPoints clients will be upgraded between 9:00 PM ET March 7, 2012 and 3:00 AM ET March 8, There will be no downtime associated with this AngelPoints release. NEW FEATURES AngelPoints 2012 Q1A adds several new features and updates as well as fixes to some known issues. UPGRADED WORKFLOW FOR SETUP PAGES The Setup pages for Causes, Skills, and Group Categories have been enhanced to improve workflow and usability. In the 2012 Q1A version, these pages have been updated in the following ways: The selection list now utilizes the full screen allowing you to see up to 20 items at once. Navigation buttons on the bottom of the list allow you to move to addition pages of selections. An Add New button in the upper right corner replaces the old Create button and opens a new popup form. Page 4 of 67

5 In the Actions column, Edit and Delete links are now available on each line allowing you to easily modify or remove a listed item through new Edit and Delete popup forms. WEB CONTENT ACCESSIBILITY GUIDELINES 2.0 COMPLIANCE AngelPoints sites are now 100% WCAG 2.0 Compliant. WCAG 2.0 was published on 11 December 2008 and applies broadly to more advanced technologies. The Web Content Accessibility Guidelines (WCAG) explains how to make Web content more accessible to people with disabilities. Web "content" generally refers to the information in a Web page or Web application, including text, images, forms, sounds, and such. For more information about WCAG 2.0 go to: RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Case ID EVS-7728 EVS-6828 EVS-6164 Description Matching Gifts text displays outside Start and End Date range. This resolution removed the Matching your Donations! text from search results that are outside the specified date range. Board participation report shows no results or header row when downloaded by a group manager. This resolution added a header row and page footer to the Board Participation report when it is downloaded by a group manager. Valid Payroll Deduction files give 'The uploaded file is not in the correct format" errors on upload. (Giving tab > Payroll Management > Upload.) This error was due to a missing column on the Sample CSV template. The Sample CSV template on the Payroll Deduction Upload page has been replaced. Page 5 of 67

6 UPGRADING ANGELPOINTS V R Current AngelPoints clients will be upgraded between 9:00 PM ET April 4, 2012 and 1:00 AM ET April 5, There will be no downtime associated with this AngelPoints release. NEW FEATURES AngelPoints v includes the following new feature: NEW CRA VIEW-ONLY ROLE For the CRA (Community Reinvestment Act) module, a new CRA View-Only role is now available to allow valid users access. To give a user this role: 1. Go to Manage > Users. 2. Search for a specific user on the right panel. 3. Click on the user s name to access the Edit User Information page. 4. Click on the Security tab. 5. Check the CRA View Only box and then click Save Changes. Page 6 of 67

7 WHAT CAN A CRA VIEW-ONLY USER DO? Users with the CRA View-Only role will be able to: See all Pending, Approved, Validated, and Denied tasks. Perform searches for tasks. Click View Detail to access the task Detail and Log pages. the person assigned to the task by clicking their address. Click View History to access the assigned person s details. CRA View-Only users will not be able to modify the hours set for each task. Page 7 of 67

8 RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Case ID EVS-7658 EVS-7807 EVS-7656 EVS-7752 EVS-7818 EVS-7443 EVS-7707 EVS-7831 Description GE - Unknown Error When Attempting to Download Event Report This issue was resolved by adding data into required fields on two flexible opportunities. The fields were made required after the opportunities had been created. Adding Organization on Production or Training Caused Blank Error This issue was resolved by adding a null check to the creation process. A null reference exception was occurring. Approved Organizations Not Showing Up in Searches When the Show Only Approved Organizations Checkbox is Used This issue was resolved by manually updating the search indexes. The error was due to search indexes not being updated or the search being performed before the index is updated. Normally an update is done automatically every 10 minutes. Session Timeout Login Popup in Create Event Page Does Not Work When SSO=NONE Unless User Checks "Keep me signed in" This issue was resolved by removing the requirement to check the Keep me signed in box. FAQ Setup Page Not Working After Recent WCAG Compliance Changes This issue has been resolved. The functionality on the FAQ setup page will be available after the update. For Clients That Track Password History, Changing Their Password on the 12 th Time Caused an Error This issue was resolved by removing the limitation to password history. Connection Timeout Error Occurs When Saving Organization on QA Test site This issue was resolved by removing the port requirement in the URL. Remove Friends & Family Options from Profile and Event Pages for Accenture UK Requested by Accenture due to Data Privacy Policies. Removed it from three pages (user profile, logging hours for events, and creating/editing events). Page 8 of 67

9 ANGELPOINTS V R The client will be upgraded between 9:30 PM ET April 23, There will be no downtime associated with this AngelPoints release. NEW FEATURES AngelPoints v did not include any new features. RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Case ID EVS-7886 EVS-7866 Description CRA View only role was not showing CRA Survey Results Allow Reports Manager to see Custom Reports Link when other users cannot UPGRADING ANGELPOINTS V R Current AngelPoints clients will be upgraded at 9:30 PM ET May 7, There will be no downtime associated with this AngelPoints release. v NEW FEATURE AngelPoints v includes the following new feature: CRA VIEW-ONLY USERS CAN NOW SEE CRA SURVEY RESULTS CRA View-Only users can now see CRA Survey Results on the View Details page of any task listed. Page 9 of 67

10 RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Case ID EVS-7857 EVS-7866 Description Increase Group Name max length to 100 Due to clients running into issues during user imports with group names over 50 characters, the maximum number of character has been increased to 100. Allow Reports Manager to see Reports Tab When Disabled for Other Users Updated to allow Report Managers to see the Reports tab and access Custom Reports links even though it is disabled in AP Admin for all users. Page 10 of 67

11 UPGRADING ANGELPOINTS V R Current AngelPoints clients will be upgraded at 8:30 PM ET June 4, There will be no downtime associated with this AngelPoints release. NEW FEATURES AngelPoints v does not include any new features. RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Case ID EVS-7708 EVS-7889 EVS-7897 EVS-7903 EVS-7908 EVS-7912 EVS-7920 Description Resolved issue with duplicate entry error when editing an organization. Resolved issue with still being able to access a profile when clicking on a name in reports even though profile was disabled. Resolved issue where clicking on a full event produced a You are signed up message. Removed You are only seeing activities for the users in the groups you manage" statement from CRA View Only page. Implemented New Donation Status Values throughout AP System. Arranged criteria panel in reports to look more orderly. Resolved issue with View Errors not working in Manage > User > Imports. Page 11 of 67

12 UPGRADING ANGELPOINTS R Current AngelPoints clients will be upgraded at 8:30 PM ET July 7, There will be no downtime associated with this AngelPoints release. NEW FEATURES AngelPoints includes the following new features: NEW REPORT: SKILLS ASSESSMENT This report provides an overview of your organization s skills and how your volunteering opportunities are aligned with your employee skills. 1. The Summary section provides basic information about employee skills in your organization. 2. The Top 10 Skills chart provides an overview of the most available skills in your organization. 3. The Skill Alignment chart displays the top 5 most available skills, as well as 5 skills most demanded by events in the selected Timeframe. This chart helps identify skills that need to be promoted, as well as skills that need more volunteering opportunities. 4. The User Skill Distribution chart shows how many skills your employees are listing. NOTE: Since approximately 80% of employees forget to select skills in their profile, this chart only displays users who have selected 1 or more skills. The exact percentage of employees with no reported skills for your organization is available in the Summary. 5. The Skills in Demand chart shows skills that are required for events, but are presently not listed by any employees. Page 12 of 67

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14 NEW REPORT: TOP 10 ORGANIZATIONS This report displays the top 10 organizations by a variety of criteria for a specific timeframe. NOTE: If there are not 10 organizations available in your database, it will list all. 1. & 2. The Hours Volunteered and Areas of Focus (Volunteering) charts show the top ten organizations by the number of hours volunteered at each. The first chart shows the organizations ranked from one through ten and the total number of hours volunteered for each organization. The second chart shows the organizations grouped by their area of focus. 3. & 4. The Amount Raised and Areas of Focus (Giving) charts show the top ten organizations by the total dollar amount raised for each. The first chart shows the organizations ranked from one through ten and the total amount raised for each organization. The second chart shows the organizations grouped by their area of focus. 5. The Overall Impact chart shows an aggregate view of the top organizations by Volunteering and Giving. It shows the total number of hours volunteered and total amount raised for each organization. (Not displayed if only one module is active.) 6. The Top 10 Organizations by Overall Impact table shows an aggregate view of the top organizations by Volunteering and/or Giving depending on the modules active. It shows the overall impact for the top organizations. When both Volunteering and Giving modules are enabled, this report spans 2 pages. Page 14 of 67

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16 UPDATED REPORTS TAB INTERFACE After the update, you will notice a message bar across the top of your Reports Tab page welcoming you to the new reporting dashboard. Click the Try It! button to switch to the new interface. See next page for an example of the new Advanced Reports tab. Page 16 of 67

17 NOTE: On the top right is a Go To Classic Reporting link if you would like to return to the Classic Reporting Tab page. REPORTS LIST The panel on the left side of the page displays a list of all reports available to you grouped into collapsible categories. This menu contains links to old reports as well as the new reports. New reports will be distinguished by green New! icons. Hovering over a report name with the mouse cursor will display a Tool Tip description of the report. Page 17 of 67

18 CONTENT To the right of the Reports list is a Content area where you can define text to be displayed by clicking the Edit link. If the description is more than 4 lines long the Read more expander link displays to hide the rest of the text (this can be disabled in the Edit form). When the Read more link is clicked the text is expanded and the rest of the page shifts downward. The edit form will also allow you to upload images and define a basic layout. REPORTS PAGE The configuration page each report has been revised to make their use easier for any user. 1. Report Title 2. Report Headline and Description can be modified by an administrator 3. Quick Tips Widget displays tips for each report 4. Select Criteria area 5. Run Report button 6. Report Display Shown once the report is run Page 18 of 67

19 Once the report is run, the results will be displayed in the Interactive Reports Viewer below the Select Criteria section. At the top of the report results will be a navigation toolbar with options for First page, Previous, Next, Last page, Print, and Export Content. SET CUSTOM MINIMUM FOR CREDIT CARD DONATIONS Previously, credit card donation minimums had preset amounts. Now you can enter your own minimum amount and the slide bar will adjust accordingly. DESCRIPTIVE HOVER TEXT ON DESIGNATION AND DEDICATION FIELDS Popup tooltip text has been added for the Designation and Dedication fields in the Giving Donations page. Simply place the mouse cursor over the What is this? text to see a description of the field. Page 19 of 67

20 RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Case ID EVS-7843 EVS-7856 EVS-7865 EVS-7944 EVS-7946 EVS-7947 EVS-7949 EVS-7980 Description Resolved issue with a user being unable to access her account. Ensured accented characters are handled properly in user imports. Resolved issue with Primary Navigation page redirecting to Unknown Error page on many accounts. Resolved issue where Event Manager was unable to change people's Shifts and edit Roster Participation when Personal Profile was disabled. Resolved issue with Help Link is Not Connecting to help.angelpoints.com. Resolved issue with External Web Link not Functioning Properly. Resolved issue with images in Event Details sometimes not displaying in Promote Event s. Resolved issue with Pre and Post event s not being sent. Page 20 of 67

21 UPGRADING ANGELPOINTS R AngelPoints clients were upgraded during the downtime on July 11, 2012 between 8:30 and 10:30pm ET. RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Type Case ID Description Bug fix EVS-8139 Resolved issue with Unknown Error displaying while searching from the dashboard. Bug fix MAINT-166 Resolved issue with Event search not including Organization name. Bug fix MAINT-184 Reverted Event search field back to searching only on title until issues with searching on other fields can be resolved. Dev Task MAINT-177 Modified IViewer menu in report results to only show Print, Export Content, and Show Margin options. Page 21 of 67

22 UPGRADING ANGELPOINTS R AngelPoints clients were upgraded during the downtime on July 13, 2012 between 8:30 and 10:30pm ET. RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Type Case ID Description Bug fix MAINT-168 Resolved an issue with the Summary title in the Skills Assessment report being a smaller font size. Bug fix MAINT-169 Resolved an issue with text overlap in Skill Alignment the scatter plot. Bug fix MAINT-170 Resolved an issue with the Skill Alignment chart's X axis sometimes appearing in the middle of the chart. Bug fix MAINT-173 Resolved an issue with Users without groups and without group categories not being able to load reports. Bug fix MAINT-175 Resolved an issue in the Skills Assessment report: Skills in Demand chart - Hovering over a label did not display the full skill name as a tooltip. Bug fix MAINT-178 Resolved an issue in Top 10 Orgs report: Right Axis on Overall Impact chart was titled "Y-Axis Title" and Left Axis was titled "Hours Volunteered". Bug fix MAINT-179 Resolved an issue with some Advanced Reporting homepage categories needing to be hidden if certain modules are disabled. Bug fix MAINT-180 Resolved an issue with an Exception Error displaying when running the Skills Assessment report with specific criteria. Bug fix MAINT-181 Resolved an issue with new reports not respecting the Group Categories criteria. Bug fix MAINT-182 Resolved an issue with using the 'Any' option in Group Categories resulting in no results for new Skills Assessment and Top 10 Organizations reports. Bug fix MAINT-185 Resolved an issue with Location filters causing an error when not all of the fields have values. Bug fix MAINT-186 Resolved an issue with location filtering for Top 10 Skills in the Skills Assessment report. Page 22 of 67

23 UPGRADING ANGELPOINTS R AngelPoints clients will be upgraded during scheduled downtime on August 3, 2012 between 8:30 and 10:30pm ET. RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Case ID EVS-6950 EVS-7898 MAINT-106 MAINT-113 MAINT-174 MAINT-176 MAINT-183 MAINT-191 MAINT-193 MAINT-198 MAINT-199 MAINT-202 MAINT-37 MAINT-38 MAINT-39 MAINT-4 MAINT-6 MAINT-7 MAINT-92 Description Added an error message to top of the Survey panel when a user tries to submit a survey without filling in all the required fields. Modified source code to resolve Veracode Security Scan medium-level threat warnings. Resolved issue with Donations Report not running - Unknown Page error displays. Resolved issue with Open links from RTE text to external web pages in new browser windows. Resolved issue with client receiving error message connecting to Staging server using web service. Resolved issue with charts enlarging font size on iserver. Resolved issue with White screen space displays while navigating from one report to another. Resolved PermGenSpace error resulting from possible memory leak in BIRT reporting / iserver. Resolved issue with Top 10 Organizations report not displaying data for Country location filter. Resolved issue with some users receiving a confirmation saying they donated. Resolved issue with Giving Summary not showing any information. Resolved issue with users being unable to save changes made in the Setup Parameters screen in the Giving interface. Resolved issue with Logging hours for an event in the Impact Dashboard causing the CRA survey to be skipped if there was no post-event survey. Resolved issue with creating a recurring event displaying a message about the event being full. Resolved issue with welcome message chopping the image to the height of the text when the page is first loaded. Resolved issue with the Upload Banner function resulting in a server error. Resolved issue with the welcome message intermittently cutting the last two sentences off. Resolved issue with typo in Payroll Deduction Imports message. Resolved issue with Volunteering Goal in Sustainability not always matching the Dashboard goal. Page 23 of 67

24 ANGELPOINTS R This document details the new features added to AngelPoints in update on October 5, NEW FEATURES AngelPoints includes the following new features: 1. Auto Logging of Event Hours 2. Delete Future Recurring Events AUTO LOGGING OF EVENT HOURS FOR VOLUNTEERS For most clients, tracking the hours logged by volunteers is a very important step in the AngelPoints Volunteering process. However, clients often have difficulty getting employees to return to the AngelPoints system after an event to track their hours. As a result, about 35% of employee volunteer hours currently go unreported. With AngelPoints , you may request that MicroEdge enable Automatic Logging of Hours for Volunteers. This feature will allow you to track volunteer hours automatically depending on the settings you choose when you set up the event. Once Automatic Logging has been turned on, a new section titled Automatic Logging of Hours for Volunteers will appear on the Create Event page below Event Details. NOTE: If you have the CRA Module installed and mark the event as CRA Eligible, the Automatic Logging of Hours for Volunteers section will be hidden in order to comply with CRA regulations. Page 24 of 67

25 EVENT OPTIONS When creating or editing an event, the Automatic Logging of Hours section allows you to choose between two options: Option 1: Use Activity or Event Duration Choose this option to log hours for the total duration of the event. For example, an event from 12 to 4pm would automatically log 4 hours for each participant. NOTE: If a participant has registered for more than one activity or shift, the total duration of all activities or shifts will be logged. For example, if there is an all-day event with three shifts of 4 hours each and a volunteer registers for two of the shifts, the logged duration would be 8 hours. Option 2: Custom Duration Choose this option to specify how many hours per day should be logged for each participant. You would choose this option when volunteers will be logging hours that are more or less than the total event duration. The number of hours you specify will be logged for every day the event takes place. For example, for a 3-day event taking place Friday through Sunday, you may specify 4 hours and each participant will be automatically logged for 12 hours (4 hours * 3 days) once the event concludes. NOTE: If your event is longer than 8 hours, Custom Duration will be selected by default and set to 8 hours per day. You may change the setting back to Use Event/Activity Duration, if desired, or modify the number of hours per day. ENABLING AUTO LOGGING OF HOURS To enable Auto Logging of Hours, clients will need to contact MicroEdge Professional Services (services@microedge.com). Professional services will then work with you to set up over the default Auto Logging of Hours templates. templates need to be updated if Auto Logging of Hours is enabled to reflect the fact that users will not have to return to AngelPoints to log their hours. There is no cost to enable Auto Logging of Hours. 1 Before enabling Auto Logging of Hours, clients should thoroughly understand how the feature will impact their AngelPoints system, including potential effects on existing events, templates and user notifications. EXISTING EVENTS Enabling Auto Logging of Hours does not retroactively compute hours for: Events that were finished Existing future scheduled events For example, if Auto Logging of Hours was enabled on December 1 st, any events that occurred or were scheduled prior to December 1 st would not have their hours computed automatically. NOTE: If you would like to discuss enabling ATH for pre-existing events, please contact us for more information at (services@microedge.com). 1 There may be a service fee if you choose to customize the default templates. Please discuss this with professional services when you are scheduling Auto Logging of Hours to be enabled. Page 25 of 67

26 TEMPLATES If you use Follow-up Notifications with your events, enabling Auto Logging of Hours will require modification of your templates. There are three templates that are utilized: Template 1: Notification with Auto Logging Disabled NOTE: If CRA Module is installed and CRA Eligible is checked for the event, this will be the default template used for all notifications. Template 2: Notification with Auto Logging and no Survey Template 3: notification with Auto Logging and Survey Link Page 26 of 67

27 USER NOTIFICATION TO SUBMIT HOURS Normally on a user s My Page tab, a notification is displayed with the number of events for which the user needs to submit hours. With Auto Logging of Hours enabled, only the following events will be counted: Scheduled Events with Auto Logging of Hours disabled for that event Recurring Events that have Auto Logging of Hours disabled for that event Flexible Opportunities (if enabled) Independent Volunteer Activities (if enabled) DISABLING AUTO LOGGING OF HOURS To disable Auto Logging of Hours, you will also need to contact Professional Services request it to be disabled. Due to the change in how hours are logged (automatically or manually), templates will also need to be updated if Auto Logging of hours is disabled. Once Auto Logging of Hours is disabled, all events that have not been completed will not be tracked. An will be sent to volunteers reminding them to enter their hours. Page 27 of 67

28 DELETE FUTURE RECURRING EVENTS In the past, when an event manager deleted an event that had already taken place the only confirmation was one to confirm deleting that specific event. The manager was not given the option to delete the series for future dates if desired. With the update, event managers will now be prompted with an additional option to delete future events if the event currently being deleted is part of a recurring series of events. Clicking This Event displays the confirmation below: Are you sure you want to delete the event {Event Title} from the system? Deleted events cannot be recovered. OK or Cancel. If you click OK the event will be deleted permanently. Clicking This and Future Events displays the confirmation below: Are you sure you want to delete the event Event Title and all future events in the series? Deleted events cannot be recovered. OK or Cancel. If you click OK the event will be deleted permanently. Page 28 of 67

29 RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Case ID MAINT-278 MAINT-232 MAINT-227 MAINT-222 MAINT-212 MAINT-211 MAINT-200 MAINT-198 MAINT-194 MAINT-191 MAINT-190 MAINT-174 MAINT-83 MAINT-4 Description Renamed Recurring Donations tab to Manage Recurring Donations Resolved issue with CRA Eligible icons displaying for ineligible Organizations. Resolved issue with image links not working. Resolved issue with inconsistent Giving Payment Type wording. Resolved issue with searching for events from Home or Dashboard returning all events. Resolved issue with uploading logo images in Giving: Featured Causes. Changed Advanced NPO Search text to be more user friendly. Resolved issue with some users not receiving a confirmation saying they donated. Updated system to allow passing of individual donor information to NFG for processing. Resolved issue with error resulting from possible memory leak in BIRT Reporting / iserver. Resolved issue with the Event Rich Text Editor saving URLs to images and files as a relative link (IE 8 only). Resolved issue with client receiving error message connecting to Staging using web service. Resolved issue with external events search producing very few results. Resolved issue with Upload Banner resulting in a server error. Page 29 of 67

30 ANGELPOINTS R This document details the new features, enhancements, and known issues fixed in AngelPoints UPGRADING TO ANGELPOINTS AngelPoints clients will be upgraded during scheduled downtime on November 9, 2012 between 8:30 and 10:30pm ET. CURRENT CUSTOM REPORTS CUSTOMERS The new reports in this release are intended to replace the custom reports, of similar format which are currently processed by MicroEdge. Using the new reports, System managers can now generate these reports directly within the Advanced Reporting page in AngelPoints. To assist with this transition, current custom report subscribers will be contacted by the MicroEdge and given the opportunity to cease custom report services. THE ADVANCED REPORTING PAGE In order to access the Participants Report (Detailed) and the CRA Participations Report you must be on the Advanced Reporting page. Simply go to the Reports tab and click on the orange Try It button. Page 30 of 67

31 NEW FEATURES AngelPoints includes three new reports along with several minor enhancements: Reports> Advanced Reports>Volunteering: Participants Report (Detailed) Reports> Advanced Reports>Volunteering: CRA Participations Report Giving > My Giving: Completed Donations Report These new reports will be available immediately after the update if you are subscribed to the related Applications or Modules. VOLUNTEERING: PARTICIPANTS REPORT (DETAILED) This report is meant to replace the Detailed Participant Report (with Survey Responses) custom report which is currently managed by MicroEdge s Professional Services Department. This will allow system managers to create on-demand reports on a wide range of participant details whenever they require, rather than going through Professional Services to create these reports. AVAILABILITY This report will only be visible to System Managers of AngelPoints sites who currently subscribe to the Volunteering Application. Page 31 of 67

32 NOTE: You must be on the Advanced Reporting page to access this report. 1. REPORT DEFINITION AREA The Report Definition area contains an editable heading and description which can be used to explain the purpose of the report. Default Heading: View detailed volunteer data. Page 32 of 67

33 Default Text: This report displays detailed information on volunteer activity which has occurred within a specific timeframe. Click the Edit link next to the title to enter edit mode for this section. 2. QUICK TIPS The Quick Tips section displays any general tips entered by MicroEdge. You can collapse or expand the section by clicking the arrow icon to the left. If there is more than one tip, you will have the option to view other tips by using previous/next buttons or click on tip selection squares. SELECTION CRITERIA 3. SELECT TIMEFRAME Select Timeframe determines the timeframe of event participations to be included in the report. An event participation will be included in the report if its associated Event record has an End Date which falls inside the user-specified timeframe. NOTE: To optimize report performance, the maximum timeframe allowed is 3 months. Page 33 of 67

34 TIMING Available timing options are: Timeframe From: To: Today <<Current Date>> <<Current Date>> Yesterday <<Yesterday Date>> <<Yesterday Date>> This Week <<Previous Sunday (or today if it s Sunday)>> <<Upcoming Saturday (or today if it s Saturday)>> Last Week << Sunday of last week >> <<Previous Saturday (or today if it s Sunday)>> This Month (default) <<1 st of current month>> <<Last day of current month>> Last Month <<1 st of last month>> <<Last day of last month>> This Quarter Last Quarter <<nearest past day (including today): Jan 1, April 1, July 1, Oct 1>> <<second nearest past day (including today): Jan 1, April 1, July 1, Oct 1>> <<nearest upcoming day (including today): March 31, June 30, Sept 30, Dec 31>> <<nearest past day (excluding today): March 31, June 30, Sept 30, Dec 31>> Custom Date <<defined by user>> <<defined by user>> Both From and To dates must be defined. Clicking the calendar icons displays a calendar that allows you to change the selected date. With Custom Date selected, the Timeframe of this report is restricted to 3 months. 4. SELECT LOCATION Select Location determines the location of users for event participations to be included in the report. Page 34 of 67

35 City, State, and Country values selected will be compared against the Work Address records of associated users. 5. SELECT FILTERS Users can use these settings to determine which columns and sections are displayed in the report. Filter Include Participant Board Data Section or Columns Displayed in Report Board Membership? (column) Board Role (column) Default Setting Checked Include Event Cause Data Event Causes (section) Unchecked Include Event Skill Data Event Skills (section) Unchecked Include Pre-Event Survey Pre-Event Survey (section) Checked Include Post-Event Survey Post-Event Survey (section) Checked Include Custom Data Custom Data (section) Checked GENERATE THE REPORT To run the report, click the green Export to Excel button. A message will appear asking if you want to Open the file or Save it first. Page 35 of 67

36 You can click Open to go directly to viewing the report in Excel, or click Save to save the report to a specified location and then open it. NOTE: Microsoft Excel may display the report initially in Protected View, meaning you will not be able to do any editing. If you wish to modify or resort the data, click the Enable Editing button at the top. DEFAULT TABLE SORTING When the report is run, the data presented will be sorted initially as follows: 1. Participant Start ASCENDING then 2. Event ID ASCENDING then 3. Last Name ASCENDING then 4. First Name ASCENDING Once editing is enabled you may re-sort the data as needed. TABLE SECTIONS The columns of the report table are sorted into several sections which are displayed according to the filters selected before exporting to Excel. Page 36 of 67

37 PARTICIPANT INFORMATION This section contains information regarding the participant. The table below describes each column in the Participant Information section: Column Label Description External ID This column displays the External ID of this participant. First Name This column displays the First Name of this participant. Last Name This column displays the Last Name of this participant. This column displays the of this participant. Work Phone This column displays the Work (Office) Phone of this participant. Work Address This column displays the Work Address of this participant. Friends/Family? This column displays whether this user participated as a Friend/Family. Is this participant the Friend/Family of a user in the database? If yes: X If no: field is blank Page 37 of 67

38 Expired? This column displays whether this user is deactivated in the database. Is this user deactivated? If yes: X If no: field is blank Shirt Size This column displays the value of this participants Shirt Size which users have selected in their Volunteer Profile: SM ME LG XL 2X 3X 4X Group Summary This column displays all group assignments for this participant. User Role This column displays the Role(s) for the user. This includes: User System Manager Friends/Family CRA Manager CRA Administrator CRA View-Only Grant Manager Merchandise Manager Organizations Manager Giving Manager Payroll Manager Matching Manager Report Manager Board Membership? This column displays whether the user had an active Board Membership on the End Date of the current Event. Was the user actively serving on a Board at the time of participation? If yes: X If no: field is blank Board Role This column displays the Role of all Board Memberships that were active on the End Date of the current Event. Page 38 of 67

39 ACTIVITY INFORMATION This section contains information regarding the Event Participation record and the event itself. The table below describes the columns in the Activity Information section: Column Label Description Hours This column displays the Hours value for the current participation. This includes any logged hours. Participation Start This column displays the Start value for the current participation. Signed Up On This column displays the Enlisted value for the current participation. For Flexible Opportunities & IVA s the sign up time is the time that the user logged their attendance. Page 39 of 67

40 Event Type This column displays the Type value for the Event associated with the current participation. This column will take one of the following values: Independent Flexible Recurring One-time NOTE: Independent Volunteer Activities (IVA s) are logged as Independent. Event ID This column displays the ID value for the Event associated with the current participation. Event Name This column displays the Name value for the Event associated with the current participation. Event Description This column displays the Name value for the Event associated with the current participation. Event Address This column displays the Address of the Event associated with the current participation. EVENT CAUSES This section contains one column for each Cause. If it is part of the event it is marked with an X. NOTE: This section is not included if the Include Event Causes report parameter was unchecked. Column Label Description {account cause} Has this column s Cause been specified for this row s Event? If yes: X If no: field is blank Page 40 of 67

41 EVENT SKILLS This section contains one column for each Skill. If it is part of the event it is marked with an X. NOTE: This section is not included if the Include Event Skills report parameter was unchecked. Column Label Description {account skill} Has this column s Skill been specified for this row s Event? If yes: X If no: field is blank ORGANIZATION INFORMATION This section contains information on the Organization associated with the Event. Page 41 of 67

42 Column Label Description Organization Name This column displays the Name of the Organization. Organization EIN This column displays the EIN of the Organization. Organization Address This column displays the Address of the Organization. Organization Mission Statement This column displays the Mission Statement of the Organization. PRE-EVENT SURVEY This section contains one column for each question of the Pre-Event Survey. For a given row, each column will contain the user response associated with that participation. NOTE: This section is not included if the Include Pre-Event Survey report parameter was unchecked. Column Label Description {survey question} This column displays the Response of this Pre-Event Survey Question for the current participation. POST-EVENT SURVEY This section contains one column for each question of the Post-Event Survey. For a given row, each column will contain the user response associated with that participation. NOTE: This section is not included if the Include Post-Event Survey report parameter was unchecked. Column Label Description {survey question} This column displays the Response of this Post -Event Survey Question for the current participation. Page 42 of 67

43 CUSTOM DATA This section contains one column for each Custom Data field relevant to this participation. NOTE: This section is not included if the Include Custom Data report parameter was unchecked. Column Label Description {custom field} This column displays the Value of this Custom Data field for the current participation. DATA LIMIT This report is limited to 75,000 records. If there are more than 75,000 records, the following message displays above the column titles in red font. Your Selection Criteria returned too many records. The first 75,000 records are shown below. Please narrow your selection. VOLUNTEERING: CRA PARTICIPATIONS REPORT This report is meant to replace the Community Reinvestment Act (CRA) Participations Report which was a scheduled custom report generated for MicroEdge clients in the financial services industry who use the CRA Module for AngelPoints Volunteering. By including this previously report in the AngelPoints Advanced Reporting Library, system managers will now have on-demand access to this information whenever they require. Page 43 of 67

44 AVAILABILITY This report is only available for clients who currently subscribe to the CRA Module and will only be visible to System Managers. NOTE: You must be on the Advanced Reporting page to access this report. Page 44 of 67

45 1. REPORT DEFINITION AREA Default Heading: View CRA-eligible volunteering activity. Default Text: This report displays CRA-eligible event participations that have taken place within a specific timeframe. Click the Edit link next to the title to enter edit mode for this section. 2. QUICK TIPS The Quick Tips section displays any tips entered by MicroEdge for this report. You can collapse or expand the section by clicking the arrow icon to the left. If there is more than one tip, you will have the option to view other tips by using previous/next buttons or click on tip selection squares. SELECTION CRITERIA 3. SELECT TIMEFRAME Select Timeframe menu determines the timeframe of event participations to be included in the report. An event participation will be included in the report if its associated Event record has an End Date which falls inside the specified timeframe. NOTE: To optimize report performance, the maximum timeframe is 3 months. Page 45 of 67

46 TIMING Available timing options are: Timeframe From: To: Today <<Current Date>> <<Current Date>> Yesterday <<Yesterday Date>> <<Yesterday Date>> This Week <<Previous Sunday (or today if it s Sunday)>> <<Upcoming Saturday (or today if it s Saturday)>> Last Week << Sunday of last week >> <<Previous Saturday (or today if it s Sunday)>> This Month <<1 st of current month>> <<Last day of current month>> (default) Last Month <<1 st of last month>> <<Last day of last month>> This Quarter Last Quarter <<nearest past day (including today): Jan 1, April 1, July 1, Oct 1>> <<second nearest past day (including today): Jan 1, April 1, July 1, Oct 1>> <<nearest upcoming day (including today): March 31, June 30, Sept 30, Dec 31>> <<nearest past day (excluding today): March 31, June 30, Sept 30, Dec 31>> Custom Date <<defined by user>> <<defined by user>> Both From and To dates must be defined. Clicking the calendar icons displays a calendar that allows you to change the selected date. With Custom Date selected, the Timeframe of this report is restricted to 3 months. 4. SELECT LOCATION Select User Location determines the user-location of event participations to be included in the report. Page 46 of 67

47 City, State, and Country values selected will be compared against the Work Address records of associated users. 5. SELECT PARTICIPATIONS BY CRA APPROVAL STATE These filters determine the Approval State of CRA Participations to be displayed in the report. All values are checked (True) by default. 6. SELECT FILTERS Page 47 of 67

48 Users can use these settings to determine which columns and sections are displayed in the report. Filter Section or Columns Displayed in Report Default Setting Include Participant Board Data Board Membership? (column) Board Role (column) Checked Include Event Cause Data Event Causes (section) Unchecked Include Event Skill Data Event Skills (section) Unchecked Include Custom Data Custom Data (section) Checked GENERATE THE REPORT To run the report, click the green Export to Excel button. A message will appear asking if you want to Open the file or Save it first. You can click Open to go directly to viewing the report in Excel, or click Save to save the report to a specified location and then open it. NOTE: Microsoft Excel may display the report initially in Protected View, meaning you will not be able to do any editing. If you wish to modify or resort the data, click the Enable Editing button at the top. Page 48 of 67

49 DEFAULT TABLE SORTING When the report is run, the data presented will be sorted initially as follows: 1. Participant Start ASCENDING then 2. Event ID ASCENDING then 3. Last Name ASCENDING then 4. First Name ASCENDING Once editing is enabled you may re-sort the data as needed. TABLE SECTIONS The columns of the report table are sorted into several sections which are displayed according to the filters selected before exporting to Excel. PARTICIPANT INFORMATION This section contains ID and contact information for the participant listed. Page 49 of 67

50 The table below describes the columns included in the Participant Information section: Column Label External ID First Name Last Name Work Phone Group Summary Board Membership? Description This column displays the External ID of the participant. This column displays the First Name of the participant. This column displays the Last Name of the participant. This column displays the of the participant. This column displays the Work (Office) Phone of the participant. This column displays the groups that the current user is a member of. This column displays whether the user had an active Board Membership on the End Date of the current Event. If yes: X If no: field is blank Board Role This column displays the Role of all Board Memberships that were active on the End Date of the current Event. CRA INFORMATION This section contains CRA-related information regarding the participation. Page 50 of 67

51 The table below describes the columns in the CRA Information section: Column Label CRA Approval State Description This column displays the CRA Approval State of the current CRAeligible participation. This column will take one of the following values: Pending Approved Validated Denied CRA Approval Date CRA Validation Date CRA Notes Role As Employee? This column displays the date and time of the approval of the current CRA-eligible participation. This column displays the date and time (Eastern Time) of the validation of the current CRA-eligible participation. This column displays the CRA Notes of the current CRA-eligible participation. This column displays the Role As Employee value for the current CRA-eligible participation. Does this CRA Participation have the user s role as an employee? If yes: X If no: field is blank Related to Financial Education? This column displays the Financial Activity value for the current CRAeligible participation. Is this CRA Participation related to financial education? If yes: X If no: field is blank % LMI This column displays the LMI Index value for the current CRA-eligible participation. Page 51 of 67

52 ACTIVITY INFORMATION This section contains information regarding the event. The table below describes the columns in the Activity Information section: Column Label Hours Participation Start Signed Up On Event Type Description This column displays the CRA-eligible participation hours. This column displays the Start date and time for the current CRAeligible participation. This column displays date and time the participant signed up. This column displays the event type. This column will take one of the following values: Independent Flexible Recurring One-time Event ID Event Name This column displays the ID of the Event. This column displays the Name of the. Page 52 of 67

53 Event Description Event Address This column displays the description entered for the event. This column displays the address of the Event. EVENT CAUSES This section contains one column for each Cause specified for the user s account. NOTE: This section is not included if the Include Event Causes report parameter was unchecked. Column Label Description {account cause} Has this column s Cause been specified for this row s Event? If yes: X If no: field is blank EVENT SKILLS This section contains one column for each Skill specified for the user s account. NOTE: This section is not included if the Include Event Skills report parameter was unchecked. Column Label Description {account skill} Has this column s Skill been specified for this row s Event? If yes: X If no: field is blank Page 53 of 67

54 ORGANIZATION INFORMATION This section contains information on the Organization associated with the Event related to this CRA-eligible participation. The table below describes the columns in the Organization Information section: Column Label Organization Name Organization EIN Organization Address Organization Mission Statement Description This column displays the Name of the Organization associated with the Event associated with the current CRA-eligible participation. This column displays the EIN of the Organization associated with the Event associated with the current CRA-eligible participation. This column displays the Address of the Organization associated with the Event associated with the current CRA-eligible participation. This column displays the Mission Statement of the Organization associated with the Event associated with the current CRA-eligible participation. Page 54 of 67

55 CRA SURVEY This section contains one column for each question of the CRA Survey. For a given row, each column will contain the user response associated with that CRA-eligible participation. Column Label Description {survey question} This column displays the Response of this CRA Survey Question for the current CRA-eligible participation. CUSTOM DATA This section contains one column for each Custom Data field relevant to this CRA-eligible participation. NOTE: This section is not included if the Include Custom Data report parameter was unchecked. Column Label Description {custom field} This column displays the Value of this Custom Data field for the current CRA-eligible participation. Page 55 of 67

56 DATA LIMIT This report is limited to 75,000 records. If there are more than 75,000 records, the following message displays above the column titles in red font. Your Selection Criteria returned too many records. The first 75,000 records are shown below. Please narrow your selection. GIVING: COMPLETED DONATIONS REPORT This report simplifies reporting one s AngelPoints donations for tax purposes by reporting on the completed donations for the current user within the date range selected. AVAILABILITY This report will only be visible to all users that who currently subscribe to the Giving Application and will be accessible by going to Giving > My Giving > Completed Donations tab. SELECTION CRITERIA Criteria Description Date Enter From and To dates in these fields. By default, the From field is populated with January 1 st of the current year and the To field is empty. NPO Name This dropdown is populated with the NPOs (non-profit organizations) that the user has donated to. Page 56 of 67

57 Donation Type This option allows you to select to include Payroll, Credit Card or Both types of donations. Default is Both. NOTE: If your AngelPoints site only has one type of donation enabled, this filter does not display. Instead, the report returns all donations. REPORT PAGINATION AND NUMBER OF RESULTS Above and below the report table are identical pagination-navigation sections. Below the bottom pagination-navigation section is a Show menu where you can select the number of results you would like to see at a time. The table below describes the columns displayed in the on-screen report: Name Description Date Date that this donation began processing in our system. Amount Amount of the donation. NPO Name Name of the NPO(non-profit organization) who is receiving the donation. Page 57 of 67

58 NPO EIN Tax ID of the NPO(non-profit organization) who is receiving the donation. Gift Type Whether this donation was completed via employee payroll or credit card transaction. Frequency Whether this donation is one-time or recurring. EXPORTING THE REPORT TO EXCEL Below the Show number of results menu is a Download Donations Report section with two icons: XLS (MS Excel 97 to 2003) XLSX (MS Excel 2007/2010) To begin the export process, click on the format you desire. A prompt will ask if you wish to Open or Save the report. Clicking Open will immediately open the report in MS Excel. Clicking Save will let you specify a location to save the file and then ask if you want to Open the file. The generated export will open in Microsoft Excel for your review and look similar to the sample below. Page 58 of 67

59 The top of the report will include the following information: Report Title A note advising you about possible tax deduction eligibility. Donation Dates Included in the Report Date the Report was Generated Total of Donations in the Report At the bottom of the report will be additional legal information. The table below describes the columns included in the exported report. Name Description NPO Name Name of the NPO (non-profit organization) who is receiving the donation Address 1 Address of the NPO Address 2 Address 2 of the NPO City City of the NPO County County of the NPO State/Province State/Province of the NPO Country Country of the NPO Zip Code Zip code of the NPO Gift Type Whether this donation was completed via employee payroll or credit card transaction. Frequency Whether this donation is one-time or recurring Date Processed Date that this donation began processing in our system Donation Amount Amount of the donation Transaction ID The Transaction # associated with the donation Page 59 of 67

60 OTHER MINOR ENHANCEMENTS Case ID Description EVS-8231 Added a new account configuration for Matching Gifts Campaign ID. EVS-6866 Allow for creation of grants greater than $2500. EVS-8227 Extended simple search to include EIN (NPO Search in Giving). EVS-8230 ATH Template: Conditionality for Templates or change in language. EVS-8189 Added a Cancel button to the Donate page. EVS-7292 Resolved issue with Accounts page missing grid lines in IE browsers. EVS-7253 Resolved issue with text cannot be seen in IE 6, 7, 8, and 9 browsers for Tabs of saved events. EVS-8150 Added a Confirmation panel for Create Donation. EVS-8148 Extended Giving Summary area in the My Giving page. Page 60 of 67

61 RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Case ID Description MAINT-370 Created Tool for Enabling ATH. MAINT-365 Resolved issue where copying an event gives an error message but copies successfully. MAINT-354 Resolved issue with some Staging sites missing logos. MAINT-330 Resolved issue with States filter defaulting to CA in Advanced Reports. MAINT-324 Resolved issue with some production sites are missing banner. MAINT-323 Resolved issue with Descending arrow is missing in Validate Hours tables. MAINT-319 Resolved issue with Advanced reporting pages having links to reports users don t have. MAINT-317 Resolved issue with being unable to Manage Featured Causes in the UI. MAINT-305 Resolved issue with error when adding a cause to a featured cause. MAINT-298 Resolved issue with feed import job causing a Data Integrity Violation Exception. MAINT-296 Resolved issue with Geodata table missing from staging database. MAINT-291 Resolved issue with sorting Advanced Reports Page by alphabetical order (ascending). MAINT-290 Resolved issue with Reset Password s getting lost. MAINT-261 Resolved issue with checked skills & causes in profile not saving. Page 61 of 67

62 MAINT-230 Resolved issue with being unable to download CRA Excel spreadsheet when searching by Organization. MAINT-014 Resolved issue with County filter is not being applied when Searching using the 'What' option. MAINT-004 Resolved issue with uploading a Banner resulting in a server error. Page 62 of 67

63 ANGELPOINTS R This document details the new features, enhancements, and known issues included in the AngelPoints release. NEW FEATURES AngelPoints includes: Certified Compatibility with Internet Explorer 9 Reports tab now defaults to Advanced Reporting page Pre-Event Surveys for Waitlist Participants CERTIFIED COMPATIBILITY WITH INTERNET EXPLORER 9 Up until now AngelPoints has only been certified compatible with Internet Explorer 6, 7, or 8. This left many users with Windows Vista and Windows 7 who had Internet Explorer 9 limited to using Compatibility mode. With AngelPoints , Internet Explorer 9 is now certified compatible in full default mode. Internet Explorer 9 compatibility issues that were addressed are described in the Resolved Issues list on page 6. REPORTS TAB NOW DEFAULTS TO THE NEW REPORTING PAGE For users with access to Reports in AngelPoints, clicking the Reports tab will now take you to the New Reporting page by default. To access the Classic Reports page, simply click on the Classic Reporting link in the upper right corner. Page 63 of 67

64 REPORTS LIST The panel on the left side of the page displays a list of all reports available to you grouped into collapsible categories. This menu contains links to old reports as well as the new reports. New reports will be distinguished by green New! icons. Hovering over a report name with the mouse cursor will display a Tool Tip description of the report. CONTENT To the right of the Reports list is a Content area where you can define text to be displayed by clicking the Edit link. If the description is more than 4 lines long, the Read more expander link displays to hide the rest of the text (this can be disabled in the Edit form). When the Read more link is clicked the text is expanded and the rest of the page shifts downward. The edit form will also allow you to upload images and define a basic layout. PRE-EVENT SURVEYS FOR WAITLIST PARTICIPANTS In previous versions of AngelPoints, when an Event had a Pre-Event Survey, participants were not required to fill out the survey when joining the Wait List. This meant that participants who were moved to the Event Roster from the Wait List were never given a Pre- Event Survey. This was an issue for clients using the Pre-Event Survey as a liability waiver. AngelPoints will now require participants to take the Pre-Event Survey when attempting to join a Wait List. PRE-EVENT SURVEY REQUIRED FOR WAIT LIST REGISTRATION The Pre-Event Survey will be required when Wait List is enabled, the Event is full, and there is a Pre-Event Survey. Joining a Wait List from Search for Events page brings you to the Event Details page and displays the Survey popup. The Survey popup behaves the same way as it does for regular event Sign-Up. Page 64 of 67

65 Clicking Join Wait List from Event Details Page will also display the Survey popup. The Survey popup will behave the same way as it does for regular event Sign-Up. If a user closes the Survey without completing it (by clicking the X top right on the popup), the user will not be added to the Wait List. A note in blue will state Please complete the survey to complete your registration. RESOLVED ISSUES The following issues have been resolved in this update to AngelPoints. Type Case/Link Summary Bug EVS-7260 [IE 8/9] Clicking a RTE action such as bold, italic, underline, or font causes the text box to lose focus. Bug EVS-7282 [IE 8/9] Import Details formatting issue. Bug EVS-7316 [IE 8/9] Links to each IVA should be below the date on Submit Hours page. Bug EVS-7322 [IE 9] Blank group picker for CRA Search. Bug EVS-7349 [IE 9] Unable to add images in RTE using file manager icon. Bug EVS-8056 Reports tab needs to go to the new (advanced) reporting home page by default. Page 65 of 67