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5.0 Release Notes

MRI Box and Dice MRI Box and Dice

Version 5.0 of the Box+Dice web app has been released to all clients.

You can check your version below the 'Help Centre' icon in the bottom left corner of your Box+Dice System.

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Things We’ve Made

It's finally here - the new reporting framework in Box+Dice and the first batch of reports is being rolled out as part of Release 5.0. We have been working hard for the last few months dreaming, analysing, building and testing a new way of generating reports in B+D so that you can view the data that is important to you.

  • On the Sales Search screen you will now see new 'Choose report' and 'Report view' buttons.Screen_Shot_2021-09-20_at_10.43.02_pm.png
  • There are two types of reports:
    • Those that require a selection of listings first.
      • Use one of your favourite filters (or create a new one), then hit 'Select All' or choose a selection of listings and click 'Choose Report'.
    • Those that require a default filter.
      • You don't need any pre-selected listings for these reports - just click 'Choose Report'
  • This will open the report selection modal:
    Screen_Shot_2021-09-20_at_10.55.10_pm.png
  • All available reports will show on this screen. Just select a report and hit 'View report'.
    • If your report doesn't require a default filter (e.g. the 'Internal Stocklist') the report will generate and your selected listings will display in the report. 
    • If your report requires a default filter (e.g. the 'Corporate Cash Statement) the next screen will display the filter required for the report, you may be able to edit some components of the filter, click 'View Report' and your report will generate:
      Screen_Shot_2021-09-20_at_10.59.37_pm.png
  • The report may take a few moments to load as the filters are applied and the data is rendered on screen. Once the report displays you can jump between the 'List View' and the 'Report View'. Additionally you can download the report if required. 
    Screen_Shot_2021-09-20_at_11.27.06_pm.png
  • Two new Access Level Controls have been created to give authorisation to the roles and staff that can view the reports. If you don't have access to view the report you will see a message that states 'You are not authorised to view this report' and you will need to speak to an Admin team member if access is required.
    Screen_Shot_2021-09-20_at_11.30.37_pm.png

The below article highlights the purpose of each report that is currently available:
/hc/articles/12857417560847

Things We're Working On

  • Over the coming months we will continue to build a large suite of reports - adding more to the Sales search screen as well as introducing this reporting framework to the Contact search screen and Appraisal search screen. 

 

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