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 - Approval - Save the first pending status
• Artez P2P - Fundraising Hub - Add new columns to Team Captain Summary report in Fundraising Hub

Artez P2P - Approval - Save the first pending status

A new tracking field has been introduced to record the first moment a registrant enters the Pending status during the Approval workflow in Artez P2P events. This ensures that events using the Approval Stage have a reliable and permanent timestamp marking when a participant initially required approval.

When a registrant completes the Contact Information page (and their registration status is automatically set to Pending for the first time), the system will capture this moment and store it as InitialPendingDate. This field is assigned once, at the exact point the initial Pending status is applied, and it will never be overwritten, even if the registrant’s status changes later in the process.

This new field does not modify any existing date or status behavior in the approval flow. All current timestamps, transitions, and workflow logic remain unchanged. InitialPendingDate serves solely as an additional reference point for improved tracking and reporting.

The InitialPendingDate value will be visible in two key approval-related reports, Approval Status (Excel version) and Approval Status (without UDFs), allowing administrators to review and audit when registrants first entered the Pending state.

This enhancement applies only to new registrations going forward. No existing Approval logic was modified and there is no impact on current status transitions or registration flow.

Artez P2P - Fundraising Hub - Add new columns to Team Captain Summary report in Fundraising Hub

The Team Captain Summary report has been updated to include three new columns that give Team Captains a more complete view of their team's contribution totals.

• Debits
• Credits
• Total Amount Raised

The Total Amount Raised column is calculated using the formula:

Total Amount Raised = Debits + Credits + Verified Amount Raised

How to view the report:

1. Log in to the Fundraising Hub as a Team Captain.
2. Navigate to the Team Captain Summary report.
3. Review the newly added columns Debits, Credits, and Total Amount Raised now available in the report output.

Example of how the new columns are displayed in the report:

 Additional Items

• Purchase template: Added a new keyword to display the purchaser's full transaction total 
• Reports: Added the UDF Answer Text to the detailed Registration and Donation reports for improved reporting visibility
• Tax receipts: Updated tax receipts for monthly donations so that the processing fee is now included and accurately reflected
• P2P: Made an update so Admins could successfully add a French and English header image