TracCloud: What's New for 2025-04 - Revision history

Redrock at 21:48, 31 March 2026

2026-03-31T21:48:36Z

← Older revision		Revision as of 21:48, 31 March 2026
Line 8:		Line 8:
	<b>2025-04-30 \| TracCloud features and changes from April 2025<br><br></b>		<b>2025-04-30 \| TracCloud features and changes from April 2025<br><br></b>

	Ad-hoc filtering in the Usage Snapshot report, custom fields in appointment requests, new resource options, and more in TracCloud for the month of April 2025. [[TracCloudChangelog\|Our full changelog can be found here.]]~~<br><br>~~		Ad-hoc filtering in the Usage Snapshot report, custom fields in appointment requests, new resource options, and more in TracCloud for the month of April 2025. [[TracCloudChangelog\|Our full changelog can be found here.]]

	<~~div class="line"></div~~>		<hr>
	<big>Ad-hoc Filtering in Usage Snapshot Report</big><br>		<big>Ad-hoc Filtering in Usage Snapshot Report</big><br>

Line 29:		Line 29:
	* "Last Date In" field added to [[TracCloud_Report:_Students_Visits_Summary\|Students Visits Summary]] additional fields.<br><br>		* "Last Date In" field added to [[TracCloud_Report:_Students_Visits_Summary\|Students Visits Summary]] additional fields.<br><br>

	<~~div class="line"></div~~>		<hr>
	<big>Custom Fields in Outstanding Appointment Requests</big><br>		<big>Custom Fields in Outstanding Appointment Requests</big><br>

Line 42:		Line 42:
	* "Resolved by" field added to the staff view of appointment requests.<br><br>		* "Resolved by" field added to the staff view of appointment requests.<br><br>

	<~~div class="line"></div~~>		<hr>

	<big>Other Changes</big>		<big>Other Changes</big>

Redrock: Redrock moved page TracCloudWhatsNew2025-04-30 to TracCloud: What's New for 2025-04

2026-02-03T18:50:02Z

Redrock moved page TracCloud: What's New for 2025-04 to TracCloud: What's New for 2025-04

← Older revision	Revision as of 18:50, 3 February 2026
(No difference)

Redrock at 22:28, 30 April 2025

2025-04-30T22:28:01Z

← Older revision		Revision as of 22:28, 30 April 2025
Line 55:		Line 55:

	* Checked out [[TracCloud:_Resources\|resources]] will now be shown during logout.		* Checked out [[TracCloud:_Resources\|resources]] will now be shown during logout.

			* [[TracCloud:_Terms_and_Conditions\|Terms and conditions]] can now be created for [[TracCloud:_Workshops\|workshop]] enrollment.

	* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].		* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].

Redrock at 21:31, 30 April 2025

2025-04-30T21:31:24Z

← Older revision		Revision as of 21:31, 30 April 2025
Line 1:		Line 1:
	~~{{WIP}}~~
	{{TracCloudWhatsNewTABS}}		{{TracCloudWhatsNewTABS}}
	<div class="tcWidgetPage">		<div class="tcWidgetPage">
Line 9:		Line 8:
	<b>2025-04-30 \| TracCloud features and changes from April 2025<br><br></b>		<b>2025-04-30 \| TracCloud features and changes from April 2025<br><br></b>

	<!-~~-Phone appointments~~, custom ~~forms~~, new ~~custom field types~~, ~~custom widgets~~ and more in TracCloud for the month of ~~March~~ 2025. [[TracCloudChangelog\|Our full changelog can be found here.]]~~-->~~<br><br>		Ad-hoc filtering in the Usage Snapshot report, custom fields in appointment requests, new resource options, and more in TracCloud for the month of April 2025. [[TracCloudChangelog\|Our full changelog can be found here.]]<br><br>

	<div class="line"></div>		<div class="line"></div>
	<big>Ad-hoc ~~filtering~~ in ~~usage snapshot report~~</big><br>		<big>Ad-hoc Filtering in Usage Snapshot Report</big><br>

			The [[TracCloud_Report:_Usage_Snapshot\|Usage Snapshot]] report now allows you to filter the data straight from the results screen. By hovering over one of your fields, you can choose to exclude those records or only show those records. For example, if you had a Usage Snapshot report with the columns Major and Reason, you could instantly filter to only the "Chemistry" major and see what Reasons that group of students chose for their visits. You can then instantly reset your search and select a different major, or combination of majors, or any other field available within the report.

	~~A unique feature of this report is the ability to filter fields from~~ the results ~~screen. Hover over a field and~~ you can ~~choose to either filter to only records with that value or to exclude records with that value. This applies to all fields in~~ the ~~report, so for example,~~ you ~~could see a breakdown of attendance by Center for~~ students ~~assigned~~ to ~~Major X and Class Y~~.		From the filtered results, you can even instantly open the student listing showing you the students related to your current report settings.

	[[File:9611920.png\|600px]]		[[File:9611920.png\|600px]]<br><br>

	After applying filters, you can scroll up to the top of your report screen to reset your filters or click "List Students" to be taken to the students listing to see which students relate to the records you're currently viewing.		[[File:2025-04-30 14-21-54.mp4\|600px]]<br><br>

	~~[[File:6703795.png\|600px]]~~<br><br>		<i>Other Report Changes</i>

	~~<div class="line"><~~/~~div>~~		* The [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] and [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] reports can now be delivered to the SFTP server (same location as your import files).
	~~<big>Custom fields in outstanding appointment requests<~~/~~big><br>~~

	~~Description~~		* "Weekday" field added to [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] additional fields.

	[[~~File~~:~~.png~~\|~~600px~~]]<br><br>		* "Last Date In" field added to [[TracCloud_Report:_Students_Visits_Summary\|Students Visits Summary]] additional fields.<br><br>

	<div class="line"></div>		<div class="line"></div>
	<big>~~Feature~~</big><br>		<big>Custom Fields in Outstanding Appointment Requests</big><br>

	~~Description~~		You can now add [[TracCloud:_Custom_Fields\|Custom Fields]] to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]]. This gives you the ability to collect more information from students about what kind of appointment they're looking for in addition to the standard text fields.

	[[File:.png\|600px]]<br><br>		[[File:7408159.png\|600px]]<br><br>

	<~~div class="line"~~></~~div>~~		<i>Other Appointment Requests Changes</i>
	~~<big>Feature</big><br~~>

	~~Description~~		* Saved searches, selection options, and 'show these students' utilities have been added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]] listing.

	~~[[File:~~.~~png\|600px]]~~<br><br>		* "Resolved by" field added to the staff view of appointment requests.<br><br>

	<div class="line"></div>		<div class="line"></div>
Line 49:		Line 47:

	* Emailed [[TracCloud:_Resources\|resource]] terms and conditions can now include an attachment, based on the resource type settings.		* Emailed [[TracCloud:_Resources\|resource]] terms and conditions can now include an attachment, based on the resource type settings.

	* The [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] and [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] reports can now be delivered to the SFTP server (same location as your import files).

	* Saved searches, selection options, and 'show these students' utilities added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]] listing.

	* You can now limit how many students can be logged into a [[TracCloud:_Centers\|center]] at any given time.		* You can now limit how many students can be logged into a [[TracCloud:_Centers\|center]] at any given time.

	* ~~"Resolved by" field added to~~ [[TracCloud:~~_Report_Unable_to_Find_Appointment~~\|~~Outstanding Appointment Requests~~]].		* New option in [[TracCloud:_Resources\|Resource Types]] to reassign a reservation during checkout.

	* Faculty can now submit a "Nothing to Report" [[TracCloud:_SAGE\|referral]] from the roster referral page.		* Faculty can now submit a "Nothing to Report" [[TracCloud:_SAGE\|referral]] from the roster referral page.
Line 75:		Line 69:

	* You can now add titles to menu fields such as [[TracCloud:_System_Preferences\|Default Online Options]].		* You can now add titles to menu fields such as [[TracCloud:_System_Preferences\|Default Online Options]].

	* "Weekday" field added to [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] additional fields.

	* "Last Date In" added to [[TracCloud_Report:_Students_Visits_Summary\|Students Visits Summary]] as an optional additional field.

	* Registration fields can now be [[TracCloud:_Log_Listing_Customization\|added to the log listing]] via a Twig field.		* Registration fields can now be [[TracCloud:_Log_Listing_Customization\|added to the log listing]] via a Twig field.

Redrock at 20:59, 30 April 2025

2025-04-30T20:59:19Z

← Older revision		Revision as of 20:59, 30 April 2025
Line 53:		Line 53:

	* Saved searches, selection options, and 'show these students' utilities added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]] listing.		* Saved searches, selection options, and 'show these students' utilities added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]] listing.

			* You can now limit how many students can be logged into a [[TracCloud:_Centers\|center]] at any given time.

	* "Resolved by" field added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]].		* "Resolved by" field added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]].

Redrock at 20:57, 30 April 2025

2025-04-30T20:57:33Z

← Older revision		Revision as of 20:57, 30 April 2025
Line 57:		Line 57:

	* Faculty can now submit a "Nothing to Report" [[TracCloud:_SAGE\|referral]] from the roster referral page.		* Faculty can now submit a "Nothing to Report" [[TracCloud:_SAGE\|referral]] from the roster referral page.

			* Checked out [[TracCloud:_Resources\|resources]] will now be shown during logout.

	* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].		* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].

Redrock at 20:52, 30 April 2025

2025-04-30T20:52:34Z

← Older revision		Revision as of 20:52, 30 April 2025
Line 14:		Line 14:
	<big>Ad-hoc filtering in usage snapshot report</big><br>		<big>Ad-hoc filtering in usage snapshot report</big><br>

	~~Description~~

	[[File:.png\|600px]]<br><br>		A unique feature of this report is the ability to filter fields from the results screen. Hover over a field and you can choose to either filter to only records with that value or to exclude records with that value. This applies to all fields in the report, so for example, you could see a breakdown of attendance by Center for students assigned to Major X and Class Y.

			[[File:9611920.png\|600px]]

			After applying filters, you can scroll up to the top of your report screen to reset your filters or click "List Students" to be taken to the students listing to see which students relate to the records you're currently viewing.

			[[File:6703795.png\|600px]]<br><br>

	<div class="line"></div>		<div class="line"></div>
Line 24:		Line 29:

	[[File:.png\|600px]]<br><br>		[[File:.png\|600px]]<br><br>

	~~<div class="line"></div>~~

	<div class="line"></div>		<div class="line"></div>
Line 66:		Line 69:

	* New [[TracCloud:_Advanced_Preferences\|advanced preference]] to split an existing visit when an appointment is marked as attended.		* New [[TracCloud:_Advanced_Preferences\|advanced preference]] to split an existing visit when an appointment is marked as attended.

			* You can now add titles to menu fields such as [[TracCloud:_System_Preferences\|Default Online Options]].

	* "Weekday" field added to [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] additional fields.		* "Weekday" field added to [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] additional fields.

Redrock at 20:49, 30 April 2025

2025-04-30T20:49:08Z

← Older revision		Revision as of 20:49, 30 April 2025
Line 52:		Line 52:

	* "Resolved by" field added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]].		* "Resolved by" field added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]].

			* Faculty can now submit a "Nothing to Report" [[TracCloud:_SAGE\|referral]] from the roster referral page.

	* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].		* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].
Line 58:		Line 60:

	* Day of week added next to date on student timeline.		* Day of week added next to date on student timeline.

			* Custom charts on various listings can now be generated for numeric fields.

	* A warning will now be shown to faculty when selecting "Affect All Selected and Shown" for batch referral entry, to prevent accidental batch referral creations.		* A warning will now be shown to faculty when selecting "Affect All Selected and Shown" for batch referral entry, to prevent accidental batch referral creations.

Redrock at 20:47, 30 April 2025

2025-04-30T20:47:22Z

← Older revision		Revision as of 20:47, 30 April 2025
Line 19:		Line 19:

	<div class="line"></div>		<div class="line"></div>
	<big>~~Feature~~</big><br>		<big>Custom fields in outstanding appointment requests</big><br>

	Description		Description
Line 60:		Line 60:

	* A warning will now be shown to faculty when selecting "Affect All Selected and Shown" for batch referral entry, to prevent accidental batch referral creations.		* A warning will now be shown to faculty when selecting "Affect All Selected and Shown" for batch referral entry, to prevent accidental batch referral creations.

			* New [[TracCloud:_Advanced_Preferences\|advanced preference]] to split an existing visit when an appointment is marked as attended.

	* "Weekday" field added to [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] additional fields.		* "Weekday" field added to [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] additional fields.

Redrock at 17:49, 30 April 2025

2025-04-30T17:49:14Z

← Older revision		Revision as of 17:49, 30 April 2025
Line 12:		Line 12:

	<div class="line"></div>		<div class="line"></div>
	<big>~~Feature~~</big><br>		<big>Ad-hoc filtering in usage snapshot report</big><br>

	Description		Description
Line 58:		Line 58:

	* Day of week added next to date on student timeline.		* Day of week added next to date on student timeline.

			* A warning will now be shown to faculty when selecting "Affect All Selected and Shown" for batch referral entry, to prevent accidental batch referral creations.

	* "Weekday" field added to [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] additional fields.		* "Weekday" field added to [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F\|Visits/Appointments by ??]] additional fields.

	* "Last Date In" added to [[TracCloud_Report:_Students_Visits_Summary\|Students Visits Summary]] as an optional additional field.		* "Last Date In" added to [[TracCloud_Report:_Students_Visits_Summary\|Students Visits Summary]] as an optional additional field.

			* Registration fields can now be [[TracCloud:_Log_Listing_Customization\|added to the log listing]] via a Twig field.

	* Email records in student timelines will now show a {{#fas:triangle-exclamation}} if the email failed to send.		* Email records in student timelines will now show a {{#fas:triangle-exclamation}} if the email failed to send.

← Older revision		Revision as of 22:28, 30 April 2025
Line 55:		Line 55:

	* Checked out [[TracCloud:_Resources\|resources]] will now be shown during logout.		* Checked out [[TracCloud:_Resources\|resources]] will now be shown during logout.

			* [[TracCloud:_Terms_and_Conditions\|Terms and conditions]] can now be created for [[TracCloud:_Workshops\|workshop]] enrollment.

	* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].		* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].

← Older revision		Revision as of 20:59, 30 April 2025
Line 53:		Line 53:

	* Saved searches, selection options, and 'show these students' utilities added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]] listing.		* Saved searches, selection options, and 'show these students' utilities added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]] listing.

			* You can now limit how many students can be logged into a [[TracCloud:_Centers\|center]] at any given time.

	* "Resolved by" field added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]].		* "Resolved by" field added to [[TracCloud:_Report_Unable_to_Find_Appointment\|Outstanding Appointment Requests]].

← Older revision		Revision as of 20:57, 30 April 2025
Line 57:		Line 57:

	* Faculty can now submit a "Nothing to Report" [[TracCloud:_SAGE\|referral]] from the roster referral page.		* Faculty can now submit a "Nothing to Report" [[TracCloud:_SAGE\|referral]] from the roster referral page.

			* Checked out [[TracCloud:_Resources\|resources]] will now be shown during logout.

	* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].		* Faculty name added to subject field in [[TracCloud:_SAGE\|SAGE Referrals]].