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NEW IN VERSION 5.5

Passwords and Security
We have replaced the simplistic, four password security scheme with a full, customizable password system where every person using the Reporter can have their own user name, password, and individualized access levels for every section of the Reporter. As always, you can choose to not use passwords at all when starting the Reporter, but for those who need it, this enables custom security access for every user.

Each user can have their own user name and password. Only you can change either their user name or password which prevents them from choosing simple passwords that might be easy to guess. You can add an unlimited number of users, of course.

Access levels for every section of the Reporter can be customized for each user. You can give a user "read only" access to certain parts of the Reporter and no access at all to others sections. It is fully customizable for every user.

When starting the Reporter, users are asked for their user name and password. Neither user names nor passwords are case sensitive so you don't have to worry about your users getting stuck because they have Caps Lock on. Based upon the access you've given them, certain sections of the Reporter will be completely turned off or available for them to only read the data without changing it.

User Defined Fields
The Reporter has always enabled you to change the names of some fields. These are called user defined fields and are located on the Codes tab of volunteers, stations, and jobs. Now we have enhanced these user defined fields in four ways.

  1. There are many more user defined fields.
  2. You can turn off unused user defined fields that you're not using.
  3. You can rearrange the order that user defined fields are shown on the screen.
  4. For user defined number fields, you can choose how many decimal places to show.

We have added enough user defined fields that you will never run out. For volunteers, you have fifteen code fields, five text fields, six date fields, and four number fields. For both stations and jobs, you have nine code fields, and three each of text, date, and number fields.

With all these additional user defined fields the screen can feel crowded, so we have given you the option to turn off fields that you are not using. If you are only using five user defined code fields for volunteers, you can "uncheck" the other ten so they are not shown on the screen. For the user defined fields that you are using, you can choose the order they are listed on the screen in order to match your paper intake forms, for example.

User defined codes are always in the left hand column while user defined text, dates, and numbers are in the right hand column so that you can align a code field with a matching text, date, or number field. For example, you can line up a code field for a required training class with the due date for the same class.

For user defined numbers you might want to only allow the entry of whole numbers sometimes so we enable you to choose how many decimal places to use for each field.

Age Groupings
The Corporation for National and Community Service has changed the requirements for reporting statistics based upon age groups. The requirements are different for RSVPs and FGP/SCPs so we include options for everyone on the Volunteer Statistics report. If you are not managing one of these types of federal programs, you can still use the normal breakdown of every five years which counts all volunteers from the youngest to the oldest.

Placements History Report
We developed a new report under statistics to show placements that were active during a period of time. For example, if you choose to run this report for last year, it will include placements that are terminated today, but were active during any part of last year. It can help you get a handle on what your volunteers are doing currently compared with what they were doing previously.

In addition, we enable you to sort this report in any of seven different ways. You can change the sort order to focus on placements from the viewpoint of volunteers, jobs, or stations. It's like having seven different reports and really enables you to get a handle on your placements.

Volunteer Description Report Includes Placements
The volunteer description report now includes each volunteer's current placements.

Additional Station and Job Contact People
We added an additional contact person for both stations and jobs. This enables you to keep track of two people for each station and job which has been a common request. We also added an optional title for both contacts to enter the person's job title or description.

Additional MoU Date
We added a third Memorandum of Understanding Date for stations and slightly renamed the original two in order to make it easier to track when each station's MoU next needs to be renewed. You can use any of these dates in filters in order to find exactly the stations you're looking for.

Adding New Jobs is Easier
When adding a new job, the Reporter now enables you to copy some data directly from the station. You can have the phone numbers, email address, and contact names duplicated from the station without having to reenter the same information.

Faster Filters
We concentrated on improving the speed of filters. These internal changes don't change the way you create or use filters, but will speed up reports when you use large or complicated filters.

Additional Windows XP Support
We have continued to include more support for the look and feel of Windows XP throughout the Reporter which include color schemes, font selections, button shapes, and screen designs. These are subtle changes, but will carry over directly into the next version of Windows due to be released next year called Vista.

Previewing Reports
When previewing any report on the screen you can now jump ahead to any page as well as moving forward one page at a time as you've always been able to do. You can also zoom in the preview even more than before, up to 3000%, where a single letter fills the entire screen.

Minor Changes
We have removed the three digit codes for Service Categories as well as the two letter codes for Station Types. Now you refer to both Service Categories and Station Types by name which makes it much easier to find the one you're looking for. Both of these codes were holdovers from past requirements of the Corporation for National and Community Service.

When you terminate a volunteer, the number of positions filled for the job is now correctly reduced by one.

When you change a station's name the change immediately is reflected throughout the Reporter.

When finding a volunteer, station, or job by typing it's name, the selected record now always shows and is no longer sometimes just off of the bottom of the list.

All MoU dates are always shown on the Stations Profile report even if one of them is empty.

In the Web Assistant, the counted number of volunteers about to be sent is now always correct and terminated jobs are not sent.

When running any of the Hours Served reports with zero hours included, terminated placements are not included.

On the Addresses tab of Volunteers, the first address line for each additional contact is renamed to "Name" instead of "Add 1".

The Stations and Jobs spreadsheet no longer includes terminated jobs.

Whether a station needs a mailing label or not is now available for filtering.

All filtering limitations are listed in the same order as they are on the screen.

All new user defined fields are available for merging into Word letters.

User defined text fields are lengthened from 15 characters to 40 characters.

User defined number fields lengthened to accept numbers up to 999,999.99.

On the Stations screen the "Dates, Info, & Codes" tab was split into two tabs, "Dates & Info" and "Codes".





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