June 2021 Release Notes

What’s New?

  • Financial Reports

  • Report Scheduler

  • Custom Reports

  • Reporting page UI

  • Delete button in Generated Reports

  • Bug Fixes

In June we released finalized and released several features related to Reporting. These include; three new financial reports, custom reports, a report scheduler and a user interface for the Reporting page. This release melds nicely with the functionality we released in May, which rounds out 3/3 projects that removed a lot of old code to begin our new fiscal year feeling fresh.

Below are listed different categories of releases done in June. Including a quick review section to quickly understand what was released related to the category.

 

Financial Reports

Quick Review

  • Updates to the Transaction Report

  • Added the Itemized Transaction Report

  • Added the Product Summary Report

  • Added the Activity Date Report

We began our pilot reporting project back in February to serve the needs of partners with questions and confusion about financial reporting. We collected feedback from that project and began piecing together three new financial reports, and updating the Transaction Report. Releasing these reports concludes the three project phases in understanding, building, and releasing new financials to eliminate the need for OnlySky intervention.

These new reports include:

  • Transaction Report: An itinerary focused report that provides itinerary details, purchaser details, transaction/payout details. (Does not contain product/item detail).

  • Itemized Transaction Report: An itinerary focused report that provides itinerary details, purchaser details, item/product details (including fees, taxes, and fee percentages), and transaction/payout details. This report is a combination of the transaction report and the product summary report.

  • Product Summary Report: A product focused report that provides product details including taxes, discounts, and fee percentages, and summary payout information.

  • Activity Date Report: An itinerary focused report that provides financial  and product details by activity date.

We’ve also added a Custom Report Builder and a Report Scheduler. Continue reading to find out more.

 

Custom Reports & Custom Report Builder

Quick Review

  • New feature

  • Create a custom report from our Standard Reports

  • Drag and drop fields to organize them

  • Select and unselect fields to eliminate unwanted fields

  • Customize the name of the report

  • Choose by which field you would like the report sorted

  • Choose the sort type either ascending or descending to finalize the sort.

Creating a custom report is a new feature that allows the user full control over OnlySky reports. They are able to customize a Standard Report to fit their needs, saving them time from downloading the report and deleting columns within excel, or whichever reporting software they use. This feature is very beneficial when used in conjunction with the report scheduler.

Report Scheduler

Quick Review

  • New feature

  • Schedule a report to arrive in your inbox

  • Pick the type of report, custom reports too.

  • Pick the time the report arrives.

  • Pick the people you want to receive the report with you.

Report scheduler is a new feature added to help eliminate the need to login to OnlySky every day and spend time selecting a report and waiting for it to arrive in your inbox. With the report scheduler, you can wake up in the morning and have the report waiting for you in your email inbox. Time saver.

 

Delete button in Generated Reports

Quick Review

  • Delete your generated reports

  • Handy button to remove old unwanted reports

There is now a delete button next to each report that has been generated. This allows for easy clean-up and the organization of these reports.

 

Reporting page UI

Quick Review

  • Horizontal tabs to organize reports by Type

  • All Reports section for easy access to every report

  • Reports are listed in alphabetical order

  • There is a custom reports section easily identify reports created by the user

When you log in, use the left side navigation to visit the Reporting page, and see a new page experience! There are tabs along the top to navigate quickly to the different report types. Each section has a standard report, custom report, and generated report section.

Standard reports include the default reports that OnlySky has created for quick use. These base reports can now be turned into custom configured reports and saved in the Custom Reports section.

 

Reporting Bug Fixes & Other

  • Financial report fixes

  • “Base Reports” changed to “Standard Reports”

  • Deprecated reports include the Itemized Fiscal, Base Fiscal, and Accrual Report