Five improvements to the Analytics V3 table builder, driven by finance teams who needed to report by package and reconcile appointments against invoices.

What's New

• Package column on Clients and Invoices (Appointments already had it). Filter or group by it. A client or invoice with two packages shows "A, B".
• Invoice columns on Appointments: Invoice #, Invoice status, Invoiced amount, Paid amount, Outstanding amount and Last payment. Not-invoiced appointments show "Not invoiced". Amounts show only when the invoice bills that appointment alone. Cancelled appointments are included, so cancellation fees appear.
• Client data fields show their names instead of codes, and CSV exports are headed by the column names.
• Client links: in a detail table, Tacklit ID, client name and initials open the client's profile.
• Filters pick from a list: columns with a known set of values show a searchable dropdown of your practice's own values. Covers Package, Funder, Practitioner, Invoice status, Client tags, Client groups, service and appointment types, and client, staff and episode statuses. "is one of" lets you pick several values.

Good to Know

• Columns that identify a client (name, Tacklit ID, email, date of birth) and client data form fields stay as text boxes.
• Saved reports with typed filter values keep working.
• "contains" matches text, so filtering on "Couples" also matches "Couples Plus".
• Invoice data was corrected on 16 Oct: older invoice links to appointments are restored and duplicated line items removed, so totals by appointment, package or funder may go up and line-item sums may go down.