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Reporting Suite Favourites

It would be useful to be able to save favourite criteria in the different reports, as I use the same criteria each month for Management Accounts, Account Summary, Aged Debtors/Creditors, Balance Sheet, CashFlow etc.... This would be even more help...
Tina Hardy 10 months ago in IRIS Financials / Future development 1 Will not implement

Upload bulk data to Report Wizard and Online Assessment System

The ability to upload grades for a whole year group at once via a single spreadsheet. This would ideally be available in the Online Assessment System and Report Wizard modules
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Reports Wizard 2 In Discovery

Font format options in reports

The ability for staff to add text with basic formatting in place such as italics or bold. Example below Pupil much enjoyed studying Orwell’s novel 'Animal Farm…'
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Reports Wizard 0 In Discovery

V7 - bring back shortcut icons toolbar

The customer STA02 say that they are constantly using the shortcut icons on the toolbar and would like them in V7 too. Can they be reinstated?
Angela Herbert 11 months ago in IRIS Financials / Future development 1 Will not implement

Document Emailer - Further filters added to enhance performance.

Document emailer cannot handle larger date ranges and we are having to run it in batches due to missing old PO's that have not yet been sent. This needs to be enhanced and additional filters will assist in this.
Becky Graham 11 months ago in IRIS Financials / Future development 1 Awaiting Further Feedback

Security Reports

The new security functionaility has now made the Security Report dashboard, somewhat redundant, as the access showing is the new security roles RXA.... which we advise not to assign to users. Other than manually checking the relevant nominal/accou...
Guest 11 months ago in IRIS Financials 1 Planned for a future major release

Payment Selection - untick all!

It would be helpful to have an untick all / select all as currently we have to untick every item on the payment list if we only want to pay a couple of items. Very time consuming.
Tina Hardy 11 months ago in IRIS Financials 1 Duplicate

Detailed Enquiry Criteria

Why does the date default to 2027/28.99 when we're only in 2024/25? Why can't it default to the current period? Also, can it be adjusted so that we don't have to click exactly on the arrow on the drop-down? Why can't we jut click on the period ran...
Tina Hardy 11 months ago in IRIS Financials / Future development 1 Under Investigation

Printing Journals

Please either remove the Printer icon from the Reporting Browser or make it so that it works. Having to save as PDF and open before being able to print a document is very frustrating and time consuming.
Tina Hardy 11 months ago in IRIS Financials / Future development 2 Already exists

Reports - freeze header row titles on screen

Reports on the screen need to have the header row frozen on all reports. Management accounts by cost centre does not have the header row frozen and other reports do not have this either.
Beverley Smith over 2 years ago in IRIS Financials 1 Under Investigation