Release 102 introduces several enhancements focused on expanded payment options, improved reporting capabilities, and greater flexibility for external users.
A key highlight of this release is the introduction of Afterpay support for organizations in Australia using Stripe, enabling eligible organizations to offer customers a convenient buy now, pay later payment option at checkout.
Reporting functionality has also been significantly enhanced. A new Primary Marketing Advance (Beta) Report has been introduced, allowing users to apply AND/OR logic when filtering data for more advanced and customizable reporting. Additionally, Reporting Code support has been added to existing external promoter reports, enabling more targeted reporting based on assigned Reporting Codes.
This release also expands reporting access for external users. Several reports, including the Primary Marketing Report, Primary Marketing Advance (Beta), Transaction Report, and Primary Reconcile Report, are now available to external users, providing greater transparency and reporting flexibility.
Alongside these major updates, the release includes additional improvements such as relative date range options for multiple reports, report usability enhancements, performance optimizations, and various fixes to improve overall system functionality and reporting accuracy.
1. Stripe Afterpay Now Available for Australian Organizations
Organizations using Stripe with an Australian origin or currency can now offer Afterpay as a payment option during checkout.
Afterpay is supported in Australia, Canada, New Zealand, the United Kingdom, and the United States. However, with this release, the functionality is currently enabled only for organizations with an Australian origin that have Stripe Pay activated. This enhancement allows eligible organizations to provide customers with a flexible “buy now, pay later” payment option.
Note: We have enabled this feature by default for all Australian clients using Stripe Pay. If you encounter any issues, please contact support.
2. Primary Marketing Advance Report (Beta)
A new Primary Marketing Advance (Beta) report has been introduced.
This version introduces enhanced filtering capabilities in the report generation process. Users can now apply AND/OR logic between different filters, such as Reporting Code AND/OR Events, allowing for more flexible and precise report criteria.
Additionally, when multiple values are selected within a single filter, users can apply ANY or ALL conditions to further refine the results.
These enhancements provide greater control over report filtering and enable deeper insights into marketing data. The existing Primary Marketing Report remains unchanged and will continue to function as before.
3. Relative Date Range Options in Reports
Several reports now support relative date ranges when scheduling reports. This allows users to dynamically generate reports based on a number of days relative to the selected date.
Examples:
- -5 generates results for the previous 5 days or months from the selected date.
Note: Only negative values are supported. Entering a negative value retrieves data for previous days or months based on the selected date.
This enhancement simplifies scheduling and removes the need to manually update date ranges.
Reports updated with relative date functionality include:
- Pre/Post Email SMS Statistics (Relative Performance Date)
- SMS Sent Statistics (Relative Sent Date)
- Google Address Verification (Relative Search Date)
- Refund Reason Report (Relative Refund Date)
- Operator Login Report (Relative Login Date)
- Fundraising Donation Report (Relative Sales Date)
- Card Payment Failure Report (Relative Sales Date)
Note: The Relative Month Range feature is not included in this release and is planned for introduction in an upcoming release.
This feature will allow reports or schedules to run on a monthly basis using a relative date range, automatically adjusting for the number of days in each month. For example, it will correctly account for months with 30 days (e.g., November) or 31 days (e.g., December), ensuring the schedule runs consistently each month without requiring manual adjustments.
4. Currency Symbol Placement Improvements
To improve readability and simplify manual calculations when exporting reports, the currency symbol has been moved from row values to the column headers in several reports.
This update applies to:
- Fundraising/Donation Report
- Card Payment Failure Report
5. Scheduled Reports – No Data Notification
When a scheduled report runs and no data exists for the selected period, the email notification will now include the message:
“This report contains no data for your requested period.” This prevents confusion when users receive empty report emails.
6. Additional Reports Now Available to External Users
Four reports that were previously available only to internal users are now accessible to external users. These reports also support Reporting Code filtering, allowing external users to generate results based on the Reporting Codes assigned to them.
Newly available reports:
- Primary Marketing Report
- Primary Marketing Advance (Beta)
- Transaction Report
- Primary Reconcile Report
7. SMS Sent Statistics – Module Filters Added
Module filters have been added to the SMS Sent Statistics Report, allowing users to refine results by module type.
Available filters include:
- Event
- Merchandise
- Gift Voucher
- Membership
8. Google Address Verification Report – Additional Data Fields
Two new columns have been added to the Google Address Verification Report:
- Operator Name
- Customer Name
9. Promoter Opt-in Report – Reporting Code Filter
A Reporting Code dropdown has been added to the Promoter Opt-in Report. This enhancement allows both internal and external users to generate reports based on a selected Reporting Code, providing greater flexibility and more precise reporting.
10. Opt-in Email Footer Image Fix
An issue where the footer image in Opt-in email templates was breaking and not aligning properly has now been fixed to ensure consistent formatting and display of footer images across opt-in email templates.
11. Transaction Report – Deal Exchange Fix
An issue affecting the Transaction Report when deals were exchanged has been resolved. Previously, discounts applied to deals were not displayed as negative values when the deal was exchanged to another module or deal.
As a result, the discount columns could display incorrect totals. This issue has now been fixed, and discounts will correctly appear as negative values in exchanged deal transactions, ensuring accurate and reliable reporting.
12. Transaction Report – Tax Query Optimization
The tax query logic within the Transaction Report has been optimized. This update improves both the accuracy of tax calculations and the overall performance of the report.
13. Reporting Code Support for Existing External Promoter Reports
Reporting Code support has been added to several existing promoter reports available to external users. External users can now generate reports based on the Reporting Code assigned to them, enabling more targeted reporting.
Supported reports include:
- Sales Channel Report
- Sold Out Status Report
- Promoter Basic Report
- Promoter Details Report
Note: The key benefit of this enhancement is that promoter reports can be assigned to external users (such as promoters) using a Reporting Code rather than filtering by individual events. Once the Reporting Code is applied, any new events, merchandise, or items created with that same Reporting Code will automatically be included in the reports. This eliminates the need to manually update report filters each time a new event or item is created, saving time and simplifying report management.
14. Updated Scheduling Help Text
The help text under the Schedule Report section has been updated across all reports. The revised text provides clearer instructions for users when configuring report schedules, improving overall usability.
The following tip will now appear for better guidance: When scheduling reports, report execution begins at the set time, i.e., if the report is scheduled for 10 am, it will commence sending at exactly 10 am. We suggest setting the scheduled time for reports 3 hours earlier than your intended receipt time. For example, if you expect a report at 10 am, schedule it for 7am. This precautionary measure allows for proper execution, especially when there are multiple reports scheduled by other clients during that timeframe. For example, there are 1000’s of reports being sent at the peak times of 9am to 10am AEDT.