Enhancements

Additional Invoice Fields in Ad Hoc Reporting

• What - Added Reference ID, Created By, Updated At, and Updated By columns to the Ad Hoc Invoice data source, expanding the invoice information available for reporting.
• Why - These additional fields provide greater visibility into invoice references and audit details, helping users understand who created or updated an invoice and when the most recent update occurred.
• How
  • This enhancement is controlled by a feature flag and is targeted for release on August 1, 2026.
  • After the feature is enabled, access the Ad Hoc Invoice data source and add the new Reference ID, Created By, Updated At, or Updated By fields to applicable reports.
  • No additional application configuration is required based on the available release information.
• Use Case - A user creating an invoice audit report can include the invoice reference alongside the creator, last updater, and update timestamp to review invoice history and improve reporting traceability.

Use Summary Values in Ad Hoc Filters and Criteria

• What - Enhanced the Ad Hoc reporting tool to allow summary-derived values, including Count Of, Sum, Average, Percentile, Min, and Max, to be used within Filters and Criteria.
• Why - This improvement gives users greater control over report results by allowing conditions to be applied to calculated summary values rather than only to native fields, supporting deeper analysis and more flexible reporting.
• How
  • This enhancement is controlled by a feature flag and is targeted for release on August 1, 2026.
  • Add the required summary calculation, such as Count Of, Sum, Average, Percentile, Min, or Max, to the Ad Hoc report.
  • Reference the calculated summary value within the report’s Filters or Criteria section.
  • Apply either a fixed or interactive constraint based on the summary value.
  • Specific configuration steps may vary based on the report design and available fields.
• Use Case - A user can filter a report to display only locations with a high number of repeated calls, identify records that exceed a workload threshold, or create interactive criteria based on calculated performance metrics.

New Feature

NFPA Fire Experience Survey Workflow

• What - Added an end-to-end NFPA Fire Experience Survey workflow within the platform, including automatic data population from incident and personnel records, manual entry and overrides, validation requirements, NFPA-compliant CSV generation, direct SFTP submission, and submission history and status tracking.
• Why - This enhancement reduces the time and effort required to complete annual fire experience reporting by replacing manual, off-platform processes, minimizing duplicate data entry, improving data accuracy, and helping ensure surveys meet NFPA requirements before submission.
• How
  • Open the NFPA Fire Experience Survey workflow to begin an annual survey.
  • Review the information automatically populated from the Incident and Personnel modules.
  • Manually enter or override values when corrections or additional information are required.
  • Resolve any validation or completeness requirements identified by the system.
  • Generate the NFPA-compliant CSV file when the survey is complete.
  • Submit the completed survey directly to NFPA through the integrated SFTP Submission option.
  • Review Submission History and Submission Status to monitor current and previous submissions.
  • Exact navigation paths and access requirements were not included in the available release information.
• Use Case - During annual reporting, a user can open the survey, review data already collected from incident and personnel records, correct any exceptions, resolve validation issues, and submit the completed survey directly to NFPA without exporting data to a separate tool or manually tracking submission status.