Clausion 25.04 Release Notes

Introduction

This document includes information about the new features, other improvements, and corrected known issues implemented in the Clausion FPM 25.04 general availability version.

The previous general availability release is Clausion 24.10.

Release notes will be published on the online help website starting from the Clausion release version 25.03.

New Features and Other Improvements

Desktop Client: New site for Clausion User Documentation

Feature ID: FD-21390

Clausion User Documentation has moved to a new site with a new look and feel. The content, however, is the same content as before. To access the documentation, click the Help icon or press F1 in the Desktop Client. You can access the new site without authentication.

Clausion Documentation Getting Started instructions

The documentation site includes Clausion Documentation Getting Started page which introduces the new look and feel and provides instructions and tips on navigating the helps. Under this title, you can also find an article called Clausion Online Helps, which includes a brief description of each help.

Structure and Browsing

On the new help site, you find all online helps available in one language listed both on the tiles on the help site home page and on the left navigation panel for easy cross-help navigation.

When you click a help’s name, the structure of the help opens on the page and you can see the categories included in the help and the articles included in each category. Click an article's name to open it.

When you open an article, an On this page section appears on the right side of the page. In this section, you can see the subheadings of the article and navigate directly to a subheading by clicking on it.

The order of the topics in the individual helps is the same as before and the level structure has a maximum of three levels. This reduces drilling down to the tree view and displays more related information on certain topics on one page.

You can find links to the help site home page, videos and support resources, and a lanaguage selector on the top bar of the help site. You can switch to other language versions of the help site with the language selector.

Release notes

Clausion release notes are published on the help site from version 25.03 on.

You can find Clausion release notes by clicking the Release Notes tile on the help site's home page or Release Notes title on the left navigation. Release notes contain the release notes of all the most recent Clausion and Clausion Content Package versions and earlier release notes from 2020 on.

Release Notes include version-specific release notes, which list the new features, other improvements, and corrected known issues from previous versions. Known Issues contain lists of possible known issues.

Language Versions

The language selection on Clausion defines which language version of the help site opens by default: Finnish, Swedish, or English. You can access the other language versions of the help site by switching the language with a language selector on top of the page. Once you open the site in any other language, you can access all the helps in that language on the same site due to them all being listed on the home page and the left navigation panel.

Version history

Version history is marked directly in the content with a version tag, e.g., v25.03: , at the beginning of the updated content, making it easy to see which content applies from which version on.

Search functionality

Search functionality is also included in the help site, you can find the search bar at top of the site.

Desktop Client: Alias Login ID for logging into the Desktop Client

Feature ID: FD-15461

You can now create an alias login ID that you can use to log into the Desktop Client. The alias login ID is created alongside the Web Client credentials, allowing you to conveniently manage both credentials under the same user record. Previously, the Desktop Client credentials had to be maintained separately in the cloud environment.

You can enable the alias login in the User Management using the Alias Login ID field. The alias login has the same requirements for uniqueness as a regular user credentials.

Data Summarization from Dimensions

Feature ID: FD-14160

You can now select multiple units from a dimension, and when you open a basic report template, the data from those units will be summarized and displayed on the report. The benefit of this enhancement is that the units you want to summarize do not need to be under the same consolidation level; you can select the units for summarization randomly from the unit tree.

To enable this feature, go to User Interface Management in the Desktop Client, add the multiselect component for the dimensions, and add the summarizeddata element under the multiselect component. When you set the value property under the summarizeddata element to true, the Summarized Data checkbox appears checked for the dimension in the Basic Options tab of a report template. If you leave the property value as false, the Summarized Data checkbox will be available but unchecked. You can check and uncheck the Summarized Data checkbox on the Basic Options tab as well.

Summarized Data checkbox in the Basic Options tab in the Desktop Client:

In the Web Client, you can see the Summarized Data checkbox available in the Unit Selection pop-up window:

When you check the Summarized Data checkbox, you can select multiple units from the dimensions, and the unit data will be summarized in the report when you open it.

Note: This feature is supported only on basic report templates.

You can drill down into the summarized data to see the units from which the data originates. Additionally, you can add the %DIMNN CODES% definition to the header field of the template to display all the selected units in that field on the report.

This enhancement ensures efficient data summarization from dimensions, improving reporting accuracy and ease of use.

XBRL Templates: Import and Export

Feature ID: FD-5480

You can now export and import XBRL template definitions and data mapping in XML file format. These functionalities can be used within the same environment or across different environments. For example, you can export and import data from one template and entry point version to a new version, or to a new template for copying and modification purposes. The taxonomies from which the template is exported and to which the XML file is imported can be different; however, you must use the same entry point template for both export and import.

To use the export and import functionalities, navigate to the XBRL Management view. When you select an XBRL template that includes data points with saved data, the new Import and Export buttons appear in the top-right corner of the view. Import is possible even when the data points are empty; however, export always requires data to be enabled.

Exporting XBRL templates

To export an XBRL template with data to an XML file, open the template and click the Export button. A pop-up window opens, displaying fields for Entry Point, Template, and Template Version in read-only state. Click Save to XML to export the template to your local device.

Note: Depending on your browser and its download settings, clicking the Save To XML button may either open a Save As dialog, prompt an Open and Save option, or automatically download the file to the default location on your device.

Important: If data is null for any of the tags in the exported file, a nil="true" attribute is added to the tag according to XML standards. If the data is present for the tag, the tag will display the corresponding value, which can also be an empty string.

After exporting the file, you can make changes to it, such as removing some of the data points or exporting only partial data points, and you can still import the file back.

Important: Removed data points will be unchecked in the template, and the data mapping will not be imported.

Importing XBRL Templates

To import a previously exported XML file to an XBRL template, open an XBRL template and click the Import button. A pop-up window opens, displaying selections for Entry Point, Template, Template Version, and XBRL Template File. Click the ellipsis button next to the XBRL Template File selection to select an XBRL template file for import. Select the file on your local device and click Next on the pop-up.

Another pop-up opens with which you can confirm to continue with the import (Yes) or cancel it (No).

You receive a notification when the import process is successful, and the imported data has been saved to the database.

Caution: If a tag name, occurrence, or datatype is incorrect in the file to be imported, or if the entry points of the file to be imported and the selected template do not match, you receive a notification and the import is aborted.

Important: The structure and node positioning of the data points in the file to be imported and in the selected template must also be the same for a successful import.

Important: The import supports only closed data points, not an open breakdown.

After a successful import, you can click the Show button to display the imported data. If you click the Show button before importing, the imported data is

Corrected Known Issues