Springbrook Analytics

Springbrook Analytics Release Notes

 

Release notes for Springbrook Analytics and Reporting. This list will be updated as major updates to Analytics and Reporting functionality are released. This list will not include detailed information about data source updates. To see the complete, updated list of data sources, please see the Springbrook Analytics Data Sources topic.

 

11/04/2022

  • Uniform GL data sources updated to ensure all seven sections are available

  • Updated a large number of data sources to include calculated fields for UB Account Number and/or GL Account Number

  • AP Distribution

    • AP Distribution Account

  • AP History and GL Journal Entries

    • AP History GL Account

    • AP Vendor Default Expense Account

    • GL History Account

  • AP Vendor and GL Chart

    • AP Vendor Default Expense Account

    • GL Account

  • AP Vendor and History

    • AP History GL Account

    • AP Vendor Default Expense Account

  • AP Vendor and History with GL Account 1

    • AP History GL Account

    • AP Vendor Default Expense Account

  • AP Vendor with Alerts and Contacts

    • AP Vendor Default Expense Account

  • AP Vendor with Checks and Contacts

    • AP History GL Account

    • AP Vendor Default Expense Account

  • AP Vendor with Checks and Business License

    • AP Vendor Default Expense Account

  • AP Vendor with History and BR Check

    • AP History GL Account

    • AP Vendor Default Expense Account

  • AP Vendor with History and GL Accounts

    • AP History GL Account

    • AP Vendor Default Expense Account

    • GL Account

  • AP Vendor with History and PM Task

    • AP History GL Account

    • AP Vendor Default Expense Account

    • PM Task GL Account

  • AP Vendor with History with Uniform GL

    • AP History GL Account

    • AP Vendor Default Expense Account

    • GL Account

    • Updated to include all seven account sections

  • AP Vendor and Purchase Orders

    • Added ap_history and ap_check

  • AR Account and History

    • AR Tran Credit GL Account

    • AR Tran Debit GL Account

  • AR Account with Customer and Receipts

    • CR Line Credit GL Account

    • CR Line Debit GL Account

  • AR Accounts with Recurring Invoices

    • AR Fee AR Account

    • AR Fee Cash Account

    • AR Fee Rev Account

  • AR Account with Transactions

    • AR Tran Credit GL Account

    • AR Tran Debit GL Account

  • AR Accounts with Transactions and associated Cash Receipts

    • AR Tran Credit GL Account

    • AR Tran Debit GL Account

    • CR Line Credit GL Account

    • CR Line Debit CR Account

  • AR Transactions

    • AR Tran Credit GL Account 1 (Linked Detail)

    • AR Tran Debit GL Account 1 (Linked Detail)

    • AR Tran Credit GL Account (Primary Detail)

    • AR Tran Debit GL Account (Primary Detail)

  • BR Check with Bank Accounts and Vendor

    • AP Vendor Default Expense Account

    • Bank Account Cash Account

  • BP Master and History

    • BP Tran Credit GL Account

    • BP Tran Debit GL Account

  • BP Master with Transactions and associated Cash Receipts

    • BP Tran Credit GL Account

    • BP Tran Debit GL Account

  • BP Transactions

    • BP Tran Credit GL Account 1 (Linked Detail)

    • BP Tran Debit GL Account 1 (Linked Detail)

    • BP Tran Credit GL Account (Primary Detail)

    • BP Tran Debit GL Account (Primary Detail)

  • BT Business and History

    • BT Tran Credit GL Account 1 (Linked Detail)

    • BT Tran Debit GL Account 1 (Linked Detail)

    • BT Tran Credit GL Account (Primary Detail)

    • BT Tran Debit GL Account (Primary Detail)

  • BT Business with associated Customer and Receipts

    • BT Fee AR Account

    • BT Fee Cash Account

    • BT Fee Deposit Cash Account

    • BT Fee Deposit Liability Account

    • BT Fee Rev Account

    • CR Line Credit GL Account

    • CR Line Debit GL Account

  • BT Business with Returns and Payments

    • BT Tran Credit GL Account

    • BT Tran Debit GL Account

    • CR Line Credit GL Account

    • CR Line Debit GL Account

  • BT Master and Lot with History

    • BT Tran Credit GL Account

    • BT Tran Debit GL Account

  • CH Distribution

    • CH Distribution GL Account

  • CR Distribution

    • CR Distribution GL Account

  • CR Pay Method and Slip

    • CR Pay Method GL Account

  • CR Receipt

    • CR Line Credit GL Account

    • CR Line Debit GL Account

    • CR Pay Method GL Account Override

  • CR Receipt with Customer and Lot

    • CR Line Credit GL Account

    • CR Line Debit GL Account

  • EB Entry and Details

    • EB Activity GL Account

    • GL Account

  • EB Header and Activity

    • EB Activity GL Account

    • GL Account

  • GL Chart and Budget

    • GL Account

  • GL Chart and History

    • GL Account

    • GL GoTo From Account

    • GL GoTo To Account

    • GL History Account

  • GL Chart and History with Uniform GL

    • GL Account

    • GL GoTo From Account

    • GL GoTo To Account

    • GL History Account

    • Updated to include all seven account sections

  • GL Chart Budget Group

    • GL Account

    • GL Master Account

  • GL Chart with JE and Vendor History

    • AP History GL Account

    • AP Vendor Default Expense Account

    • GL Account

    • GL History Account

  • GL Chart with PO and AP Encumbrance Data

    • AP History GL Account

    • GL Account

    • GL History Account

    • PO Line GL Account

    • PO Line Change GL Account

    • PO Requisition Transfer GL Account

    • PO Requisition Line GL Account

  • GL History

    • GL Account

    • GL History Account

  • GL History and Budget History

    • GL Budget Hist From Account

    • GL Budget Hist Account

    • GL History Account

  • GL History and PM Task

    • GL History Account

    • PM Task GL Account

  • GL History with Uniform GL

    • GL Account

    • GL History Account

    • Updated to include all seven account sections

  • HR Bulk Emp Ded

    • HR Bulk Ded GL Account

    • PR Deduction Credit GL Account

    • PR Deduction Debit GL Account

  • IC Item and GL Account

    • IC Item GL Account

  • LP Master and History

    • LP Tran Credit GL Account

    • LP Tran Debit GL Account

  • LP Master with Transactions and associated Cash Receipts

    • CR Line Credit GL Account

    • CR Line Debit GL Account

    • LP Tran Credit GL Account

    • LP Tran Debit GL Account

  • LP Transactions

    • LP Tran Credit GL Account (Linked)

    • LP Tran Debit GL Account (Linked)

    • LP Tran Credit GL Account (Primary)

    • LP Tran Debit GL Account (Primary)

  • PM Project, Task, and GL History

    • GL Account

    • GL History Account

    • PM Task GL Account

  • PM Project, Task, and GL History with Uniform GL

    • GL Account

    • GL History Account

    • PM Task GL Account

    • Updated to include all seven account sections

  • PM Project and Task by GL Account with AP and PR History

    • AP History GL Account

    • GL History Account

    • PR Distribution GL Account

  • PM Project and Task with GL History for Vendor

    • GL History Account

    • AP Vendor Default Expense Account

    • PM Task GL Account

    • PM Type Account

  • PM Project and Task with PO and GL History

    • GL History Account

    • PM Task GL Account

    • PM Type Account

    • PO Line GL Account

  • PM Task

    • PM Task GL Account

  • PO Purchase Orders with Vendors and GL Chart

    • AP Vendor Default Expense Account

    • GL Account

    • PO Line GL Account

  • PR Check and Distribution

    • PR Distribution GL Account

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR Deduction

    • PR Deduction Credit GL Account

    • PR Deduction Debit GL Account

  • PR Employee

    • GL Account

    • PR Emp Ded GL Account

    • PR Emp Dist GL Account

    • PR Emp Time Card GL Debit Account

  • PR Employee and Accrual History

    • PR Accrual Credit GL Account

    • PR Accrual Debit GL Account

    • PR Emp Accrual Credit GL Account

    • PR Emp Accrual Debit GL Account

  • PR Employee and Pay History

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR Employee and Timecard with Pay Information

    • PR Emp Dist GL Account

    • PR Emp Time Card GL Debit Account

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR Employee with Check and Accrual History

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR Employee with Checks and Deductions

    • PR Deduction Credit GL Account

    • PR Deduction Debit GL Account

    • PR Emp Ded GL Account

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR Employee with Deductions and Reporting Group

    • PR Deduction Credit GL Account

    • PR Deduction Debit GL Account

    • PR Emp Ded GL Account

    • PR Emp Dist GL Account

  • PR Employee with Checks, Distributions and GL Chart

    • GL Account

    • PR Distribution GL Account

    • PR Pay Type GL Account

  • PR Employee with Pay and Work Periods

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR Employee with Pay History, Pay Type, and Deductions

    • PR Deduction Credit GL Account

    • PR Deduction Debit GL Account

    • PR Emp Ded GL Account

    • PR History Credit GL Account

    • PR History Debit GL Account

    • PR Pay Type GL Account

  • PR Employee with Position and History

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR Employee with Rates

    • PR Rate Code GL Account

  • PR Employee with Reporting Group, Premiums and Pay Types

    • PR Rate Code GL Account

  • PR Employee with Timesheet Info

    • Payroll Expense Account

    • PR Pay Type GL Account

  • PR Employee with Timesheets and Supervisor

    • Payroll Expense Account

    • PR Pay Type GL Account

  • PR Employee, HR Application, Union and IC Location

    • PR Emp Time Card GL Debit Account

  • PR History Calc

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR OT History

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR Pay with Details

    • PR History Credit GL Account

    • PR History Debit GL Account

  • PR Work Periods and History

    • PR History Credit GL Account

    • PR History Debit GL Account

  • Quick Time Entry and Timesheets

    • Payroll Expense Account

  • SA Master and History

    • SA Tran Credit GL Account

    • SA Tran Debit GL Account

  • SA Master and History with Cash Receipts

    • SA Tran Credit GL Account

    • SA Tran Debit GL Account

  • Lot with associated UB Account and BT Business

    • UB Account Number

  • UB Account with Billing and Meter History

    • UB Account Number

  • UB Account with Comments

    • UB Account Number

  • UB Account with Lot, Customer, Comments, Financials, and Adj Type

    • UB Account Number

  • UB Account with Lot, Meter, and Class

    • UB Account Number

  • UB Account with Past Due

    • UB Account Number

  • UB Accounts and Winter Averaging

    • UB Account Number

  • UB Accounts with CR Receipts

    • UB Account Number

  • UB Accounts with Customer, Lot, and Meter History

    • UB Account Number

  • UB Accounts with History

    • UB Account Number

  • UB Accounts with Plans attached

    • UB Account Number

  • UB Accounts with Service Rates and Details

    • UB Account Number

    • UB Service Cash GL Account

    • UB Service AR GL Account

    • UB Service Budget GL Account

    • UB Service Rev GL Account

  • UB Co Applicant with CR Receipts

    • UB Account Number

  • UB Container with Accounts, Service Rates, and Customer

    • UB Account Number

  • UB Installment Plan Accounts with CR Receipts

    • UB Account Number

    • CR Line Credit GL Account

    • CR Line Debit GL Account

  • UB Master

    • UB Account Number

  • UB Master and Service Rate

    • UB Account Number

  • UB Master with Bill Detail and Service Rate

    • UB Account Number

  • UB Master with Financials, Service Rate, and Bill Detail

    • UB Account Number

  • UB Master with Lot and Bill Detail Tiers

    • UB Account Number

  • UB Master with Lot and Bill Detail

    • UB Account Number

  • UB Meters with Reading History and Accounts

    • UB Account Number

  • UB Service Requests with Accounts and Meters

    • UB Account Number

  • UB Service Rates with Cons Levels

    • UB Service Cash GL Account

    • UB Service AR GL Account

    • UB Service Budget GL Account

    • UB Rev GL Account

  • UB Services

    • UB Service AR GL Account

    • UB Service Budget GL Account

    • UB Service Cash GL Account

    • UB Service Rev GL Account

 

09/29/2022

  • Data source update

    • Update to AP Vendor with History and BR Check

      • Updated joins for BR Check

    • Update to IC Item and GL Account

      • Added ic_transaction

    • New UB Backflow

 

08/25/2022

  • Workbook release for GL to add views for Uniform Only

 

08/11/2022

  • New data sources:

    • PM Project, Task, and GL History with Uniform GL

    • GL History with Uniform GL

    • GL Chart and History with Uniform GL

    • AP Vendor and History with Uniform GL

 

07/14/2022

  • Added the option to schedule monthly reporting

  • Update to data sources:

    • Adding the pr_emp_fin_rev table to PR Employee with Reporting Group, Premiums, and Pay Types

 

05/26/2022

  • Update to data sources:

    • Attachment (new)

    • UB Meters with Reading History and Accounts (new)

    • PR Employee with Rates

    • HR Employees and Type codes

    • UB Account with Past Due

    • UB Accounts with Winter Averaging

  • UB History with Details and Meters

  • UB Account with Billing and Meter History

 

05/05/2022

  • Update the Tableau Site Creator to include a Project Folder at the root of Explore for 'Dashboard Components' with the permissions the same as Springbrook Report Library.

  • Update the Tableau Site Creator to include a Project Folder under the Agency folder for 'Dashboard Components' with permissions the same as Agency.

  • Dashboard Components Project includes two workbooks:

    • GL Dashboard Components

    • Timesheet Hours

 

01/27/2022

  • Update to data sources:

    • PR Employee with Rates (new)

    • UB Account with Billing and Meter History

 

01/13/2022

  • Update to data sources:

    • PR Employee with Timesheets and Supervisor (new)

    • UB Container with Accounts, Service Rates, and Customer (new)

    • UB Service Requests with Accounts and Meters (new)

    • PR Employee with Checks, Distributions and GL Chart

    • PR Employee with Deductions and Reporting Group

    • UB Master with Bill Detail and Service Rate

 

Ready to get started? Check out the Springbrook Analytics Administration topic for a full rundown of what you need to do to get up and running on Tableau today!