This article will be updated with release notes whenever new features are released throughout the month of December.
eymanage
5th December 2024
- Reports can now be marked as favourites in both Standard and Custom reports sections, allowing quick access to frequently used reports. This is user-specific, as only the reports marked as favourites are visible in your list, and favourites marked by one user are not shared with others. A star icon appears when hovering over reports, allowing you to mark or unmark a report as favourites. Favourite reports are reordered to the top of the list in alphabetical order for easy navigation. You can mark multiple reports as favourites across both Standard and Custom report tabs.
- Access and permissions have now been included in Reports section.
- Standard Reports: By default, all reports are accessible to Company Admins. Company Admins can manage access rights for other roles, the Company Admins role will be disabled and greyed out in the access management panel. The role access list will show only relevant roles for each report. For instance, in staff reports, the Child Admin role will not appear. All roles relevant to each report will have access by default, but Company Admins can change permissions as needed.
- Custom Reports: By default, custom reports are accessible to relevant roles. Now we have enhanced constraints for saving reports, including restrictions on "Save for Roles/Users" and "Save for Branch/Nursery" combinations. Visibility preferences include "Only To Me," "All Users," or specific roles.
- For 'Save for Nursery', users cannot select both "All" and specific branches simultaneously.
- For 'Save for Roles', users cannot select "All Users," "Only for me," and specific roles at the same time.
- Entitlement is now calculated based on completed months within the holiday year instead of days. This ensures greater accuracy and consistency in holiday allocations, and aligns with government guidelines. All calculations are reflected accurately in staff profiles and entitlement reports.
- Parent access are now automatically created and enrolled for eyengage when nurseries enable eylog access and eymanage login for parents. If eyengage is enabled for the nursery, the system automatically sets up access, synchronising parent details across eylog, eymanage, and eyengage, while updating the eyengage access status in the members portal. This eliminates the need for manual setup, saving time and ensuring a smoother onboarding process for parents.
- The Income Forecast Report by Children when viewing for Both (Income & Funding) now includes a "Total Income" row for each child grouping to show the combined sum for funding and invoice total. The "Total Income" row is also included in exported PDFs and CSVs.
- Additionally, for multi-month breakdowns, the report now features a monthly subtotal row at the bottom before the overall total. This displays month-by-month aggregate totals for sessions, products, funding, invoice total, and total income, providing a detailed view of revenue distribution across the selected date range.