New Reports landing page

• New reports tab in updated portal navigation menu leads to a reports page, where new items will be added as they’re developed.
• First report tile “Year-Over-Year Giving”
• Conditional empty state if the user doesn’t have the giving plan enabled

Year-Over-Year report

• • Parameters Side Bar with following editable pre-sets
    • Who menu defaulted to “All Profiles”
      • Can separate by people vs. organization (if org product enabled)
    • Fund menu defaulted to All tax-deductible funds
    • Year menu defaulted to 3 most recent years (or fewer if available)
      • Only see years in menu for which there is giving history
    • “Share Report” button
    • “Run” button in order to re-generate the report
      • When/if parameters are changed from the default, click Run in order to re-populate the table results
  • Table
    • Real-time data results based on pre-set parameter defaults
    • Scrollable table with following columns:
      • Profile
      • Total
      • Year(s)
      • Email
      • Phone
      • Address
      • Postal Code
      • Tax ID
      • Contact Notes

• Navigation Menu Refresh

• • Updated color scheme for menu background/buttons
  • “Account” and “Setup” tabs/items relocated to new dropdown under client name
  • Home menu renamed to “Dashboard”
    • Giving dashboard moved
  • “Setup” relocated from old “Setup” nav item to under “App” menu
  • “Funds” relocated from old “Setup” nav item to under “Giving” menu
  • Connect menu changed to “Messaging”
    • “Activity” changed to “Sent Messages”
• a3/FF/FG Admin will now see a chat bubble icon indicating whether or not a user has opted in to text ability or not (AMP-10867, FIX#39.7.1)

• When viewing a users profile, the profile image will no longer be distorted and appear as the correct size (AMP-10679, FIX#39.4.2)
• Global admins will now be able to view reports without being redirected to the login page (AMP-10894, FIX#39.4.3)
• When the transactions page is filtered by fund, the filtered fund will match the fund filter name at the top of the list (AMP-10809, FIX# 39.4.3)
• Announcement Feature box will no longer be a smaller size (AMP-10825, FIX#39.4.3)
• A user will be able to access chats on A3 Community App (AMP-10401, FIX# 39.5.0)
• An Android user will not have any issues with scrolling while in the interactive video feature (AMP-10652, FIX# 39.5.0)
• Chat notifications will disappear once a user has opened up the chat and will not return in a new session (AMP-10672, FIX#39.5.0)
• When a user clicks on “View Giving” in the reports tab, it will bring the user to a page that shows that specific profiles giving history (AMP-10910, FIX# 39.5.0)
• Users will have the ability to open the appeals page and edit any appeal (AMP-10948, FIX# 39.5.2)
• When a user has given, and an admin has clicked on transactions, the amount reported for that user, should match what is in YoY reports (AMP-11008, FIX 39.6.2)
• When a user is on the aware3 campuses page, then available campuses will load without problem (AMP-11030, FIX# 39.6.2)
• When in Forms, the client’s branding will drive the tab’s branding (AMP-10653, FIX# 39.7.0)
• An admin will have the ability to change the appeals start and end date and save successfully (AMP-11013, FIX# 39.7.0)
• Within the portal, language displayed under the messaging tab will say ‘Send to Everyone’ and ‘Send to Tag’ with the specific tags that are created (AMP-11023, FIX #39.7.3)