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Reporting and Analytics 2024.10 release notes

Release highlights

Release date: September 2024
  • Added new fields to ‘Custom report’ and Custom report – ‘additional fields’ for custom attributes 51-200 at both Invoice and Invoice line level.
  • Updated US Document Details Report to reflect tax rate accurately for reversal transactions.
  • Fixed the crosstab view issue of Custom report and Custom report – ‘Additional fields’ showing “totals” instead of values.

New Features

150 Additional Custom Attributes Added to Custom Report and Custom Report – ‘Additional Fields’ (1293974, 1290844, 1317684, 1274271)
Custom Report and Custom Report – ‘Additional Fields’ Update:
Currently, the Custom Report and Custom Report – ‘Additional Fields’ include attributes 1-50 at both the Invoice level and Invoice Line level. We're expanding this by introducing additional Invoice and Invoice Line levels attributes, ranging from 51-200, to the Fields section of the reports.
Key Updates:
New Columns Added:
  • Users can now add 'Attribute 51-200' at both the Invoice and Invoice Line level in Edit mode.
  • Users who choose to add these fields must customize their views by adding them as columns or filters in Edit mode.
Existing Saved Reports:
  • Users with existing saved reports who want to include these new data points need to use a new template and add these fields as columns to access the new information. 
  • As a best practice we recommend using the new template, as all future updates will be applied to it.

Fixes

US Document Details Report Updated to Reflect Tax Rate Accurately for Reversal Transactions (1311587, 1262694)
We identified an issue in the US Document Detail report where the ‘Document Calculated Tax Rate’ and ‘Line Calculated Tax Rate’ incorrectly displayed a 0% Tax Rate for a reversal transaction.
We've resolved this issue, and the Tax Rates are now accurately reflected in the report.
Crosstab View of Custom Report and Custom Report – ‘Additional Fields’ Showing “Totals” Instead of Values (1031787, 1005557, 1024810)
We identified an issue in the Custom Report and Custom Report - ‘Additional Fields’, where the report showed "Totals" instead of the values in the crosstab view. We've resolved this issue, and the data is now accurately reflected in the report. 
A few simple steps outlined below are required from the User to be able to consume the fix:
  1. Go into the
    Edit
     view of the report.
  2. For the impacted fields that were showing "totals" instead of values: Right click on the field and select
    Add Row Summary
    .
  3. Right click the same field again and select
    Delete Row Summary
    .
  4. Confirm that this now shows the values instead of the text "Totals".
  5. If this doesn't work then drag the fields or rows that were showing "totals" instead of values to the beginning of the Rows and repeat steps 1-4 again.

Known Issues

There are no known issues introduced as part of this release.

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax

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