Reports Release Notes – 8th November 2018

08/11/2018
Last Updated:
Andy Huckle
Document Author:
08/11/2018
Release Version:

CONTENTS
1. Introduction ........................................................................................................................................................2
1.1. General .......................................................................................................................................................2
1.1.1. Card Payment is now included in the card rather than Misc column in POS Sales by Tender...........2
1.1.2. Event Management Booking Reference added to Outstanding Debtors ...........................................2
1.1.3. Event name column added to Physical Resource Usage ....................................................................2
1.1.4. Phone Numbers added to Event Management Contacts ...................................................................2
1.1.5. Catch Up Increment added to Member Agreement Details ..............................................................2
1.2. New Datasets ..............................................................................................................................................2
1.2.1. Agreement Catchup Pricing ................................................................................................................2
1. INTRODUCTION

Legend Online Reporting solution is an evolving program updated weekly. It is a process available to be used by
any Legend Customer and is considered a direct replacement for Legend’s Citrix Reporting Solution, and utilises
our latest technology. The breadth of information is huge and any potential for data correction can revised and
corrected in a short time span. If you are in receipt of this update and are not currently using the Online
Reporting Solution, and wish to do so, please contact Legend Support.

1.1. GENERAL

General updates and changes to existing datasets.

1.1.1. CARD PAYMENT IS NOW INCLUDED IN THE CARD RATHER THAN MISC COLUMN IN POS
SALES BY TENDER

Credit card and PIN Pad go into the Card Column. Card Payment Tender has been moved to the Card Column.
This gives a clearer indication of POS card transactions and places the appropriate methods of Tender together.

1.1.2. EVENT MANAGEMENT BOOKING REFERENCE ADDED TO OUTSTANDING DEBTORS

Outstanding debtor information has been expanded to include an Event Management booking reference. This
will enable table joins with Event Management Datasets to quickly identify debts generated via Event
Management and recipients of the debt

1.1.3. EVENT NAME COLUMN ADDED TO PHYSICAL RESOURCE USAGE

The Event name will display the appropriate Name. As an example a Class will deliver the name of the Class, a
Sports Hall booking will display the name of the activity, and the Event name is pulled through.

1.1.4. PHONE NUMBERS ADDED TO EVENT MANAGEMENT CONTACTS

Phone numbers have been associated to the Event Management Contacts Dataset to assist displaying
emergency contact details in scheduled reports

1.1.5. CATCH UP INCREMENT ADDED TO MEMBER AGREEMENT DETAILS

Any additional fees associated to Members to bring their payments into line with current memberships will be
displayed.

1.2. NEW DATASETS

1.2.1. AGREEMENT CATCHUP PRICING

A new Dataset has been generated under the Membership groups. Catch Up is a process to bring historic (Old
priced agreements) to the current price model. This will display catch up pricing applied to old agreements.