Pentaho Release Notes

Signature Field Update
- [GNRL-210(-AD)] Assessment Details Report, [GNRL-212(-AD)] Profile Details Report, and [GNRL-220(-AD)] Program Details Report was updated to include a dynamic column for when a “Signature” field is added to a screen. When the signature field is not blank/null, the data will return 'Signed'. The update was released to Training Instances on June 3rd, and to Live Instances on June 17th.
The [EXPS-103] Program Funding Source Financial Detail report was updated to ensure expected behaviors are returned for expenses that are not associated with a funding source.
A hotfix was pushed to update the GNRL-407 Service Summary [Program Based] report to ensure accurate values return for # of Service Days.

In Development/Review
- [STFF-103] User Active Caseload report updates are in development to improve the usability of the report by adding additional parameters and multi-select options, updates to current columns to improve data selection, and additions to assist with review, and added drill down functionality.
  - The [STFF-103] User Active Caseload report is being renamed to [STFF-103] Staff Active Caseload. This report update is slated for release to all instances on July 7, 2025. Review the [STFF-103] Staff Active Caseload article for a sneak peek of the upcoming updates.
- [STFF-106] User Client Note Hours Tracked updates are in development to add service time tracking to the report with additional parameters and tables to support the addition.
- Investigating Service Report counts to improve "# of Services" logic for multiple attendance services as requested in UserVoice.

[STFF-103] Staff Active Caseload - Updated to reflect report revamp released on 07/07/2025.

Updated: 06/25/2025

Pentaho Release Notes - June 2025