2025-09-25

Report Changes

• Added Consumer Details Report for capturing First Contact Date

• All reports have been modified to display currency, percentages, and dates correctly

• All Excel reports now alternate colors for visual aid

• Sum at the end of Excel reports will now only show up if the field is a number

• Available Reallocation Amount added to the Program Year Summary report

• Some PDF reports have been resized

• Payment details wording changed from Available to Available after this payment ex. Administrative Available after this payment

API Changes

• Mass costs now sorts the following by:

  • Administrative -> date performed

  • Assessment -> date performed

  • Equipment-> date received

  • Installations-> date performed

  • Outreaches-> date performed

  • Trainings-> date performed

  • Maintenance Repairs-> date performed

  • ShippingAndTaxes-> invoice date

• Consumer cannot be transferred if it is in one of the following statuses:

  • Transferring

  • Merged

  • Conflict

  • Sanitized

• Improved error messages for checking data access

• Added filters to Program Year for:

  • isLocked

  • Title

  • StartDateAfter

  • StartDateBefore

  • EndDateAfter

  • EndDateBefore

• Reworded claim rejection email to describe where comments can be found

• Fixed entity contacts displaying records that should be logically deleted

 Other Changes

Minor security updates and patches