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Dec
10
This Week at Xenegrade - December 10 - 16, 2017
Posted December 10, 2017 - 04:55 PM
Xenegrade.com

InSight Report Email Feature Available

InSight has three methods of emailing reports that are now available! You can instantly email reports, schedule reports to be automatically emailed at a later time, or schedule them to be emailed on a regular schedule. Organizations that purchase Pro user license upgrades will automatically receive this feature.

You can read more about InSight Email from the Support Center knowledgebase.
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Training for InSight Report Design

With InSight 2 comes the ability for users to build their own reports either from scratch or from copies of existing built-in reports. A user needs an upgraded user license to InSight Pro. However, support articles and training for the design features of InSight are still under development.

The target date for online training courses is February 5, 2018.  A series of courses covering all aspects of the InSight design process are currently in development.

More details to follow in January as the online courses are completed.

OnAccount Given and Refunds Conflict

Support staff commonly see users incorrectly tag an [OnAccount Given] payment transaction as a refund.  This Refund tag in this scenario is incorrect and should be removed.

When a payment transaction
is tagged as Refund, the calculations within XenDirect are interpreted as money being returned to the client.  However, no money is returned in the case of an [OnAccount Given] transaction.

To assist users in locating this conflict, a report has been designed to assist users find and correct these records:
InSight Menu >> Financial >> Revenue-Expense >> OnAccount Given Refund Conflict

Reminder TLS Already Disabled

On a weekly basis, Xenegrade receives inquiries about our plans to disable the TLS v1.0 security issue.  This topic has made the technology headline news often over the past several years.

However, Xenegrade completed the process to disable TLS v1.0 many months ago.  Many prior Xenegrade news posts over the past few years discussed the schedule, the industry postponements, and the eventual closure of that issue.  XenDirect users can be assured the TLS v1.0 security issue has been resolved.

New Admin Module Design On Track

The rebuilding of the XenDirect Admin module is well underway and on target for a mid-2018 launch.  The new Admin module interface is also taking into account many of the suggestions and ideas submitted by users over the past several years.  Along with upgrades to the latest technology and trends, XenDirect will on its way to being one of the most advanced student registrations systems on the market.


December 2017 Holiday Hours

Xenegrade offices will be closed on December 25 and January 1, 2017, to observe the holidays with their families.

As always, support staff will monitor the online ticket system in case of an emergency. If an emergency exists that must be resolved before the offices re-open, please submit a support ticket with the priority set to "System Unavailable".

On behalf of all of us at Xenegrade, have a safe and happy holiday season
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Dec
5
InSight Email, Subscribe and Scheduler Now Available
Posted December 05, 2017 - 08:45 AM
The three methods of emailing reports from within InSight are now available! You can instantly email reports, schedule them to be automatically emailed at a later time, or schedule them to be emailed on a regular schedule.
  • Instant Delivery

    • This method sends the currently run report immediately.
  • Subscribe
    • This method sends a report based on the delivery schedule.
  • Scheduler
    • This method sends a report based on the delivery schedule.
Organizations that have purchased Pro user license upgrades will receive notifications when the feature has been enabled.  This should happen between 12/5/17 and 12/6/17.

You can read more about InSight Email from the Support Center knowledgebase.


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Nov
10
InSight Version 2 Deployed - What now?
Posted November 10, 2017 - 03:57 PM
The wrapper is off, and InSight 2 has been deployed to all customer sites as of about 3:00 PM Friday, 11/10/17.  Over the weekend additional checking and testing will be performed. 

When you next log into XenDirect, the InSight menu link will automatically launch the upgraded version of InSight.  Here is a list of important topics and actions you may need to take.
  • Support / Issues

    • If you have questions or experience issues related to InSight, submit a support ticket so staff can try to resolve your inquiry/issue as soon as possible.
  • Missing Reports
    • When the upgrade was deployed, no changes to user permissions were made.  However, if all the same reports you had available for InSight 1 do not display now under InSight 2, please submit a support ticket with the details.
  • Running Reports and Filters
    • The process by which users can add run reports and add filters has changed.  Here is a link to the support page on filters.  The page may be under development as this news is posted.
  • Pro / Design
    • If interested in purchasing Pro user licenses, please submit a ticket requesting a quote.
  • Suggestions
    • If you have any suggestions regarding InSight, please submit in the same manner as other XenDirect suggestions using the Submit Suggestion menu feature from within XenDirect.
We are excited that we are finally able to go live with InSight 2. Change is never easy, but InSight adds more potential to XenDirect than just about any feature we have added over the past decade and gives more reporting power to users than they have ever had before.

Meanwhile, users can read more about InSight 2 from the Support Center knowledgebase.


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