Release Notes - December 16th, 2025

Happy Holidays everyone!  We hope the holiday spirit has you all jolly and full of cheer!  We have been working on a really nice report upgrade, and we're pleased to let you know that it's now available for everyone!

With this update, you can save your report settings to run again.  We call them "Presets". If you run the same report over and over again, you can set it up, and save the report for later.  Each report can have up to ten presets that you can name anything you want.  These presets also allow you to pick and choose columns that you always want to see and hide the columns you don't care about.  

In addition to the presets, we have created short-cuts to download the report without having to run it first.   In fact, you can download the report, save it as a file, share it with other contacts, email the report, and send the report as a message to other registered users... all at the same time!   We feel that this is a huge time-saver and big performance boon for all you report junkies!  We hope you enjoy this great upgrade.

We have also included a number of other fixes as well as an added present to you all!

Fixes

• Added ability to save report choices for later
• Updated the ways to share and save reports
• Improved performance on a number of reports
• Added New Transaction Report to show details behind other report calculations
• Updated Budget Report to fixed some inconsistencies
• Fixed an issue where the public calendar was not showing up on some websites
• Added new columns for the delinquency reports
• Fixed an issue where the calendar would not refresh correctly when the top banner was removed
• Added new period called "All Dates" that you can choose to bring back all the data
• Fixed an issue where you couldn't remove the period choice easily
• Fixed an issue with overlapping text in the Application Form
• Made some UI updates to the Contact Detail page to improve readablity
• Fixed an issue where once you choose a calendar response, you couldn't change it.  Now you can update your response
• Fixed an issue with overlapping text in a long message with the icons
• Fixed an issue with the contact picker in templates where it stopped bringing back contacts
• Renamed a couple of fields to make it clear that a contact can pay via ManageCasa ePayment flows.
• Fixed an issue where the report names in the preset list were not in alphabetical order
• Fixed an issue for the start background check for our international customers