Builders Changes are Coming - Early Access Invitation

Greetings, PetPoint Builders Clients!

A change is coming to the structure of the information in the Report Builders, which will be deployed to your database on February 6
th, 2018.  If you regularly enter receipts from Anonymous persons, and rely on Builder reports you have designed to provide you with receipt and person information, your report output may be changing.  

As this may impact you, we would like to invite you to experience the changes in the PetPoint test environment.

You can now:

  1. Access YOUR database by clicking our testing URL and access YOUR data in a test environment
  2. Run your reports to make sure the report content is shown as expected
  3. Make changes to your report to see how it changes the data
  4. Log into your ACTUAL database and apply these same changes so that the report will work as expected on the morning that the deployment takes place.

Notes about early access testing:
For those who are new to early access Builders testing, this is currently in the final stages of testing before deployment.  This means that the site that you will be logging into has your data current through December 27, 2017 and your Builder Reports through January 2, 2018. It is a copy, so you should feel free to create animals and people, as well as modify existing animals and people without worrying about an impact to your actual data. Also the test copy may behave differently than you expect PetPoint to behave, i.e., it may be unavailable for short periods of time, run more slowly than you’re used to and may display behaviors such as being returned to the login screens if work is being actively performed by our developers. If you experience these types of issues, please try again later. If issues continue for multiple hours, please let us know.

If you encounter any problems with the existing reports for your organization, please let us know as soon as possible by emailing TestingFeedback@petpoint.com.  Please test and report issues found in testing until February 6, when these changes will be released to your live database. 


How to log into your test environment:

Site:  http://stg.petpoint.com/sms3
Shelter ID: your Shelter ID
User Name: your User Name (As of December 27th)
Password: your Password (As of December 27th)


In this update you will find:
We are fixing an issue that has prevented Anonymous person records' receipts from being included in builder report data, in some cases. 

You may see more records on your reports if: 

  • You have completed receipts with the ‘Assign anonymous person’ checkbox checked,
  • And you have designed reports that contain both Receipt and Person categories,
  • And your report is not specifically set up with a filter to exclude those records.

Here is how the report may look if Anonymous records begin to appear (it is completely your choice if this is a goal of the report, or not). 



Administrator Setup
:

To update reports with a filter hide Anonymous information:Open Report Builder

  1. Open a report
  2. Click Report Options
  3. Click Filters
  4. Select the Person category (if present, if Person is not present this change should not affect your reports)
  5. Locate and Add Person.Person # in the fields list
  6. Select ‘Not Equal To’
  7. Enter the Anonymous Person # as the criteria, which is ‘P00000001’
  8. Click OK
  9. Save the report changes




Thank you,

The PetPoint Team

PetPoint Customer Support: Technical Support | standard hours: 8am – 8pm Eastern, Mon-Fri  |

 
  © 2018 Pethealth Inc. All rights reserved.