What's new: March 2026

Updated areas:

Further links:

🤗 If you would like any support with any new features or changes please get in touch with our Customer Support team

If you have any ideas of how we can improve the product further, please log these on our Product Portal

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Release round-up video

📊 Visualise your data better with charts!

This new gadget type allows you to visualise your data in a clear, easy-to-digest format, helping you spot trends, patterns, and performance at a glance.

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New chart gadget

When creating a gadget, you’ll now see a new ‘Chart’ option available.

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This allows you to present your report data visually using one of the following chart types:

• Pie charts – ideal for showing proportions, such as bookings by course type or status

• Bar charts – perfect for comparing values across categories

• Line charts – great for tracking changes over time, such as monthly bookings or revenue

Adding a chart gadget to your report

Chart gadget quick and easy to build! You can add them to any Report Engine report or Dashboard Area.

1. From your Report or Dashboard Area, click the green ‘Add Gadget’ button

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2. Select the ‘Chart’ option

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3. Like other gadgets, you start by giving your gadget a header (title) and selecting the module for where in your platform the data in the chart will come from

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4. Then you choose what type of chart you would like to create; Bar, Line, or Pie

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5. Next, choose your ‘Theme’ to set which colours should be used
   Here is a quick cheat-sheet of the themes:

Theme	Bar Chart Appearance (click to enlarge)	Pie Chart Appearance (click to enlarge)

Theme	Bar Chart Appearance (click to enlarge)	Pie Chart Appearance (click to enlarge)
Dark	Open	Open
Light	Open	Open
Default	Open	Open
Dark Contrast	Open	Open
Modern Spectrum	Open	Open
Retro Prime	Open	Open
Pastel Tone	Open	Open
Pastel Blend Dark	Open	Open
Pastel Blend Light	Open	Open
Industrial Stack	Open	Open
Mellow Mix	Open	Open
Ember Mix	Open	Open
Forest Blend	Open	Open
Blue Tide	Open	Open
Glacier Blend	Open	Open

4. Next, use the ‘Group By’ option to select how you would like your data to be grouped, your selection here defines what each pie segment, bar, or line in the chart represents
   In the example below, the data is grouped by Start Date (Month), this means the bar chart will display one bar for each month, making it easy to compare activity over time

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5. Then use the ‘Calculate’ option to choose how the size of each pie segment, bar, or line in the chart will be measured

   In the example below, the chart is set to count Delegate ‘ID', this means each bar represents the number of delegates. As the data is grouped by start date month, the chart will display one bar per month showing the total number of delegates for that period.

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6. As with other gadgets, you can then choose to use the Report’s Filters and/or add Gadget Filters to limit the results included

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Exporting charts

When exporting charts via the Report Engine, here is how the data will be downloaded:

• PDF exports do not include the chart, unfortunately they are not compatible with this format

• Excel exports will include the underlying data in a table format, allowing you to further analyse or create your own charts

Chart inspiration!

Here are some charts we recommend adding to your Reports or Dashboards, and how to build them!

How to guides for popular charts

Bookings per month

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A chart showing the number of bookings per month

Header: 'Bookings per month' Module: ‘Booking’ Chart: 'Bar' Group By: ‘Booking Date’ Ascending Labelled as ‘Booking month’ Grouped by ‘MMMM yyyy’ Calculate: 'Reference' Labelled as ‘Bookings’ Calculated as ‘Count’ Gadget Filters: [Booking Date] - [Period] - [Last Twelve Months] This will mean we only include the last 12 months of bookings

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Courses delivered per month

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A chart showing the number of completed courses per month

Header: 'Courses delivered per month' Module: ‘Course date’ Chart: 'Bar' Group By: ‘Start date’ Ascending Labelled as ‘Course date’ Grouped by ‘MMMM yyyy’ Calculate: 'ID' Labelled as ‘Courses’ Calculated as ‘Count’ Gadget Filters: [Start Date] - [Period] - [Last Twelve Months] This will mean we only include the last 12 months of courses [Course Status] - [Is In] - [Completed] This will mean we only include courses that were delivered/completed [Course Template Type] - [Is In] - [Class, Web] This will stop eLearning and Document Courses interfering with the numbers

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Courses cancelled per month

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A chart showing the number of courses cancelled per month

Header: 'Courses cancelled per month' Module: ‘Course Date’ Chart: 'Bar' Group By: ‘Start date’ Ascending Labelled as ‘Course date’ Grouped by ‘MMMM yyyy’ Calculate: 'ID' Labelled as ‘Courses’ Calculated as ‘Count’ Gadget Filters: [Start Date] - [Period] - [Last Twelve Months] This will mean we only include the last 12 months of courses [Course Status] - [Is In] - [Cancelled] This will mean we only include courses that were cancelled [Course Template Type] - [Is In] - [Class, Web] This will stop eLearning and Document Courses interfering with the numbers

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Delegate status distribution

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A chart showing the number of Delegate per status

Header: 'Delegate status distribution - last month' Module: ‘Delegate’ Chart: 'Pie' Group By: ‘Status’ Descending Labelled as ‘Status’ Calculate: 'ID' Labelled as ‘Delegates’ Calculated as ‘Count’ Gadget Filters: [Start Date] - [Period] - [Last Month] This means we only include Delegates that were registered onto Courses that started last month [Type] - [Is In] - [Delegate] This means we do no include trainers in our results/chart

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Course status distribution

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A chart showing the number of Courses per status

Header: 'Course status distribution - last year' Module: ‘Course Date’ Chart: 'Pie' Group By: ‘Course Status’ Descending Labelled as ‘Status’ Calculate: 'ID' Labelled as ‘Courses’ Calculated as ‘Count’ Gadget Filters: [Start Date] - [Period] - [Last Year] This means we only include Course from last year

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Delegates completed per month

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A chart showing the number of completed Delegates per month

Header: 'Delegates completed per month' Module: ‘Delegate’ Chart: 'Line' Group By: ‘End Date’ Ascending Labelled as ‘Course end (month)’ Grouped by ‘MMMM yyyy’ Calculate: 'ID' Labelled as ‘Delegates’ Calculated as ‘Count’ Gadget Filters: [Start Date] - [Period] - [Last Twelve Months] This will mean we only include Delegate who finished their Courses in the last 12 months [Status] - [Is In] - [Completed] This will mean we only include Delegates that completed their Course [Is Session Candidate] - [Equal To] - [No] This will exclude Delegates on sessions, while still including the Delegates on parent/sessional Courses and Delegates on non-sessional courses

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Amount invoiced per month

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A chart showing the amount invoiced per month

Header: 'Amount invoiced per month' Module: ‘Invoice’ Chart: 'Line' Group By: ‘Date Generated’ Ascending Labelled as ‘Generated month’ Grouped by ‘MMMM yyyy’ Calculate: 'Amount' Labelled as ‘Invoiced’ Calculated as ‘Sum’ Gadget Filters: [Date Generated] - [Period] - [Last Twelve Months] This means we only include Invoices from the last twelve months [Invoice Type] - [Is In] - [Invoice] This means we do not include any Credit Note data

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Amount credited per month

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A chart showing the amount credited per month

Header: 'Amount credited per month' Module: ‘Credit Note’ Chart: 'Line' Group By: ‘Date Generated’ Ascending Labelled as ‘Generated month’ Grouped by ‘MMMM yyyy’ Calculate: 'Amount' Labelled as ‘Credited’ Calculated as ‘Sum’ Gadget Filters: [Date Generated] - [Period] - [Last Twelve Months] This means we only include Invoices from the last twelve months [Invoice Type] - [Is In] - [Credit Note] This means we do not include any Invoice data

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Forecast Course income per month

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A chart showing the forecast income on upcoming Courses per month

Header: 'Forecast Course income per month' Module: ‘Course Date’ Chart: 'Bar' Group By: ‘Start Date’ Ascending Labelled as ‘Month’ Grouped by ‘MMMM yyyy’ Calculate: 'Income' Labelled as ‘Forecast income’ Calculated as ‘Sum’ Gadget Filters: [Start Date] - [Period] - [Next Six Months] This means we are only factoring in Courses that are scheduled to start in the next 6 months

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Purchases per Product

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A chart showing the number of purchases made per product

Header: 'Purchases per Product (last year)' Module: ‘Purchase’ Chart: ‘Pie’ Group By: ‘Product Label’ Labelled as ‘Product’ Calculate: 'ID' Labelled as ‘Purchases’ Calculated as ‘Count’ Gadget Filters: [Status ID] - [Is Not In] - [Cancelled] This means we’re filtering our purchases that ended up being cancelled [Date Created] - [Period] - [Last Year] This means we’re only reporting on purchases from last year

A cleaner Checkout booking experience

We have focused on refining key areas of the booking journey in Checkout, so that information appears when it’s useful, layouts feel less cramped, and important actions are easier to spot!

‘More Details’ link update

The ‘More Details’ option has been improved to make sure it only appears when it’s helpful:

• For Courses, the ‘More Details’ link will now only display when text has been added to the relevant Course Text. If no additional information is available, the link will be hidden to keep the page clean

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  A course with text, therefore there is a ‘More Details’ link
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  A course without text, therefore there is no ‘More Details’ link

• For Products & Services, the 'More Details' link will always appear and will display the item’s description and associated image, giving customers better visibility of what they are purchasing

Improved layout in Booker and Delegate selection

We’ve updated the layout of the ‘Select Booker’ and ‘Select Delegate’ pop-up windows to improve readability:

• We’ve increased the white space besides the Company Name field in the Select Booker window so the layout feels less cramped

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• The horizontal scroll bars will now only appear when necessary, so if the screen size can comfortably display all the content, the scroll bars will be hidden

Easier to see ‘Create New Delegate’ button

To make key actions easier for your customers to spot, the ‘Create New Delegate’ button now uses a clearer default colour when no custom branding has been configured.

• The button now uses the standard Checkout default colour to improve visibility

• The hover state has also been updated to meet accessibility contrast standards

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Prevent Head Sessions from blocking your Resources

When working with Sessional Courses, resources such as Trainers or Venues are often assigned to the head session to represent the overall course, in additional to be assigned to each of the respective sessions. However, this could unintentionally block those resources for the full duration of the Course, even if they are only needed for specific sessions!

To give you more control, we’ve introduced a new option for Sessional Courses labelled: ‘Check resource availability on child sessions only.’

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New option on Sessional Course Templates

When this is enabled, Resources assigned to the Sessional Course (the parent) will not be considered when checking availability or calculating clashes. Instead, availability and clash detection will only look at the individual child Sessions (where the Resources are actually required)!

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Available vs Clash view when assigning a Resource to a Course

This option is enabled by default for new Sessional Course Templates, you can then adjust this at both the Course Template level and the Course (date) level, giving you full flexibility and control!

Spot and resolve Resource clashes faster

Managing Trainers, Venues, and other Resources across multiple Courses can quickly become complex, especially when schedules overlap or availability changes.

To make this easier, there is now a ‘Clash Count’ field which flags all Courses that have a conflict, this means you can identify issues instantly!

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The Courses DataGrid with the new ‘Clash Count’ field added as a column