Release Summary:
- Saved Grid Configurations
-
Variance Reporting Improvements
Saved Grid Configurations
Most of the grids in Waypoint are flexible, allowing Wapoint Users to:
- Data Grouping
- Aggregate data by grouped columns
- Expand/Collapse Grouped Data
- Sort by the Grouped Summary Data
- Presentation
- Hide and Show Columns via the Column Chooser
- Reorder Columns
- Filtering
All of this flexibility enables Waypoint Users to create bespoke views that provide value to their organization, but prior to the launch of this new feature, there was no way to save and share these views for later use by you or your organization.
Saved Grid Configurations now make it easy to quickly toggle between multiple versions of the same data. As an example, using just the data in the Rent Roll, users can have views saved that show them the following data:
- All Vacant Units, Grouped by Property
- All Units Expiring in the Next 6 Months, Grouped by Property
- Top Tenants Sorted High to Low By Rentable Square Foot or Base Rent
- All units with Free Rent or Concession Charges that are active
- Base Rent PSF Grouped by Industry and Property
- CAM Charges PSF by Property
Great...where can I find this new functionality?
Saved Grid Configurations are live on the following pages in Waypoint:
- Leasing - Performance Overview
- Leasing - Rent Roll
- Attributes (Roll Up)
- Capital Projects
- Capital Plan
Types of Views:
- Default View
- The intent of the default view is to show all of the available data in the grid, allowing users to group, filter and hide all of the fields without having to enable them first.
- My Saved Views
- This section houses all views that non-admin users create and save for themselves.
- Admins can have non-shared views as well, those views would show up in this section
- Shared Views
- Only admins can create shared views.
- These views will be available to all users in the organization. One can think of them as custom reports in the property management system. Designed for a specific purpose and for wide use throughout the organization.
- Shared views are also available as a report parameter option when these grids are used in our reporting feature.
Interacting with Saved Grid Configurations:
- Saving a View:
- When a grid is taken out of its default state, the "Views" button is enabled. Clicking it will give a user the option to Save the View or Reset the Grid to the Default.
- Clicking "Add New View" opens a modal where you can name the view, and if you are an admin, determine whether the saved view should be for you or shared with everyone.
- Selecting a View
- Once a view is saved, it is available via the View Dropdown Menu.
- Other View Settings
- If you have already selected a saved view, and then update the configuration within the grid, you will now have the option to:
- Save a New View - Saves a new view following the flow described above
- Save Changes - This will overwrite the settings of the currently selected view
- Reset - This will take you back to the original settings of the currently selected view
- Delete - This will permanently delete a view. Only the admins can delete or save changes to shared views. Individual users can delete views they created.
- If you have already selected a saved view, and then update the configuration within the grid, you will now have the option to:
Variance Reporting Improvements
-
Added "Has Comments" Quick Action Button that filters all accounts that have a comment associated with them in the report.
- Added Batch Action Updating to Variance Report Status Page for Assignees and Reviewers. This makes updating Assignees and Reviewers for the Variance Workflow much more efficient.