Product Release Notes: STP Investment Services

Learn more about how STP Investment Services' BluePrint platform can enables your firm to focus on growth.

report builder
minor enhancement
August 26, 2021

Styling Enhancements for Reports Generated from Blueprint Report Builder

What Changes Were Made:

Clients can implement enhanced styling features on reports generated from BluePrint Report Builder.

Why Is This Important:

Enhanced styling features within BluePrint Report Builder empower clients with more options for viewing, displaying and presenting important data.

How to Get There:

Login>Blueprint Reporting

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performance
minor enhancement
August 26, 2021

Benchmark View on Performance Dashboard Enhanced to Accommodate Point to Point Performance

What Changes Were Made:

Previously, clients with access to the "Custom" radio button (Point to Point feature) on Performance Dashboard were unable to utilize the Benchmark View. With this enhancement, those clients will now be able to use Benchmark View, pending data availability.

Why Is This Important:

This enhancement improves data transparency and access to critical benchmark information.

How to Get There:

Login>Performance Dashboard>Benchmark View>Custom

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Improvement
june 2021
reporting
July 01, 2021

New Account Dropdown Functionality

What Changes Were Made:

This enhancement creates an account dropdown to handle a large number of accounts. We will integrate virtual scroll javascript in order to scale BluePrint for clients with a large account base.

Why Is This Important:

Improves overall user experience

How to Get There:

BluePrint Login > Reporting

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Improvement
june 2021
admin
July 01, 2021

Associated Account Loading Improvements

What Changes Were Made:

This enhancement mitigates a performance load issue in that STP BluePrint automatically loads all accounts associated to the account list expression (which can be complex). The auto preview feature will be removed to create a button on the UI that will allow users to preview accounts in the list as needed.

Why Is This Important:

Improves overall user experience

How to Get There:

BluePrint Login > Admin > STP Account Lists

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Improvement
reporting
june 2021
July 01, 2021

Increased Formatting Functionality for Excel Exports

What Changes Were Made:

When exporting to Excel from BluePrint, the format of merged cells will be removed, allowing users to sort and filter the Excel document as needed, without encountering the Excel error regarding being unable to sort due to merged cells.

Why Is This Important:

Increases efficiency and functionality of Excel.

How to Get There:

BluePrint Login > Reporting

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Improvement
june 2021
report builder
June 30, 2021

Improved Group Styling in Report Builder

What Changes Were Made:

Within Report Builder reports, all group levels and data rows were previously left aligned. This enhancement will indent each group level one tab (five spaces) to the right from the previous group level.

Why Is This Important:

Improves the overall style of group levels.

How to Get There:

BluePrint Login > Report Builder

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