June 2025 Panorama Enterprise What's New #2

Summary
As part of our commitment to continuously update and enhance our fundraising system, we recently made the following enhancements to the Artez Application:
 

• Artez P2P – New Waitlist status
• Purchase Items – New Report per item
• Purchase Items – New Keywords available for the Purchase Confirmation email

Artez P2P – New Waitlist status
This new status allows organizers to indicate that a registrant’s profile is still being considered when approval cannot be granted at the current stage. It helps provide clarity to participants and supports better communication for events with limited capacity.  Benefits include: 

• Approval Flexibility
• Better User Experience
• Efficient Event Management
• Status Clarity

Administrators will now have access to a new registration status “Waitlist” for events where the Registration Approval setting is enabled. This new status complements the existing options (Approved, Pending, and Rejected) and gives organizers greater flexibility to manage participants more effectively. With the Waitlist status, Admins can indicate that a registrant is still under consideration, without having to approve or reject them immediately. This improves control over the registration process and helps manage event capacity more strategically.

In the Admin Console, in the Relationships section, go to the Approval Requests tab. From there, you can search for participants and select the new Waitlist status from the available options. 

You can also search or filter for participants already marked as Waitlist in case you want to update their status later, for example, to approve or reject them as spots become available.

This gives Admins full control over managing participant statuses throughout the registration lifecycle. Admins can also customize the message that participants see when they attempt to log in while their registration is marked as Waitlist. To do this, go to the Event Builder, and under the Registration pages, navigate to the Submitted Request section. There, you’ll find a dedicated Waitlist page where you can edit the message shown to these participants.

This allows you to provide clear, tailored communication and set appropriate expectations while the participant remains under consideration.

Additional notes:

• Available for Artez P2P events using the Registration Approval setting
• Available for both English and French pages

• Admins will also have the ability to send a customized email to Waitlist registrants

   

  Purchase Items – New Per Item Report
  We’re introducing a new report for the Purchase Items Template that allows Admins to extract detailed information about each item purchased across transactions. This report provides a line-by-line breakdown, making it easier to analyze sales performance, track inventory-related data, and understand purchasing patterns at the item level.  Benefits include:

• Item-Level Insights
• Detailed Reporting

• Streamlined Reporting

  
  Administrators can now access a new report that offers a detailed, item-level view of all purchases. To generate the report:
  
  1. In the Admin Console, navigate to the Reports section
  2. Open the Purchase Item (Excel Version) report type
  3. Select the event
  4. Choose the “By Purchase Item” option
  5. Select the desired date range.

  
  
  The report returns one row per item purchased, offering improved visibility into the items sold during the selected period. This includes access to any survey question responses associated with that purchase, when applicable to the event.

  
  Purchase Items - New Keywords available for the Purchase Confirmation email
  We’ve added new email keywords to provide clearer and more complete purchase summaries in Purchase Confirmation emails for events that use Coupons with Purchase Items. These keywords make it possible to display the subtotal before discounts, the applied coupon code(s), the discount amount, and the purchase total, helping participants clearly understand how their payment was calculated. Benefits include: 

• Clear Purchase Summary
• Coupon Discount Visibility

• Improved Email Clarity

  
  For the Purchase Items template, Admins now have access to new email keywords that can be added to the Purchase Confirmation email. These keywords allow you to display detailed information about the transaction, including subtotals, discounts, and the purchase total, helping participants better understand how their payment was calculated.  These keywords are only available for the Purchase Template.

  These keywords are available for use within the email body and allow for greater transparency in how totals are calculated:

  
  %SubtotalBeforeDiscount%: The purchase subtotal before applying the coupon (for example: “$50.00”)
  
  %DiscountAmount%: The amount of discount applied (e.g., “$5.00” or “$10.00”).
  
  %TotalAfterDiscount%: The total amount after applying the coupon (for example: “$40.00”)
  
  %AppliedCouponsList%: List all applied coupons (code, amount discounted), for example:
  
  Applied Coupons
  Code: WELCOME10, Discount Amount: $10.00
  Code: SUMMER20, Discount Amount: $5.00

  
  Example Email Body

  
   

  
  Additional Items

• Added for Artez P2P events using the Registration Approval setting the ability to send a customized email to Rejected registrants.
• Optimized code for Snapshot, Donation (without UDFs, Donation Detail and Donation Summary), Registration (without UDFs, Registration Detail and Registration Summary), Purchase Item (Excel Version, PDF Version Detail and Summary) and Approval Status reports.
• Fixed the issue on Artez P2P for organizations using custom URLs where logo was not redirecting to the home page.