---
title: Release Notes July 9, 2026
description: Release Notes July 8, 2026
---

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# Release Notes July 9, 2026

## The following updates have been made to the PantrySoft System to give users more flexibility and control over reporting preferences and improved feedback on date input.

### **New Features**

#### **Reporting Preferences**

New settings have been added to give users more control over reporting preferences regarding Household Members and Visits. Tippies ![Screenshot of a dark blue circle with a white "i" in the center, known in PantrySoft as a tippy](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Jul-07-2026-08-26-51-8020-PM.png?width=31&height=31&name=image-png-Jul-07-2026-08-26-51-8020-PM.png) at each setting provide additional information on the setting dropdown options. 

**How to access:** *Setup \> Visit Settings \> Reporting Preferences*

**Preferred Style of Member Tenure in Reporting** offers options how Household Members are considered in Reports.

![Screenshot of PantrySoft setting Preferred Style of Member Tenure in Reporting](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Jul-07-2026-05-49-34-9262-PM.png?width=520&height=53&name=image-png-Jul-07-2026-05-49-34-9262-PM.png)

**Options:**

- **Same Day as Visit Creation:** Member is present at any time on the day the Visit was created (This is a system-created date and time and cannot be changed)
- **Same Day as VisitDateTime:** Member is present at the exact second of the visit date and time
- **Same Second as Visit Creation:** Member is present at the exact second of the visit creation (This is a system-created date and time and cannot be changed)
- **Same Second as VisitDate Time:** Member is present at the exact second of the visit date and time

**Default First Visit Definition** offers options for how Reports should consider the Client's "First" visit. 

![Default First Visit Definition](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Jul-07-2026-05-50-01-6420-PM.png?width=325&height=47&name=image-png-Jul-07-2026-05-50-01-6420-PM.png)

**Options:**

- **First Ever:** First visit ever to your location
- **First Seasonal:** First visit since a given start date. If the report has an option for a seasonal start date picker, a visit only counts as a client's "first" if it happened on or after that date
- **First Ever and Coincident with Client Creation**: A visit counts as "first" only if it happened on the same date the client record was created. This is useful if you imported clients but not their visits. A client genuinely new to you will have a creation date that matches their first visit date, while imported clients won't; so this option screens those out. Only reliable if your client since dates are accurate
- **First Seasonal and Coincident with Client Creation:** A visit counts as "first" if it happened on or after the date you choose and happened on the same date the client record was created.

**PLEASE NOTE:**

Support for these settings are gradually being rolled into PantrySoft, so every Report may not respect these settings at this time. 

---

### **Enhancements & Improvements**

Improved feedback for incorrect date input. When an incorrectly formatted birthdate is entered, you will now receive a warning before you navigate away from the birthdate field.

 ![Screenshot of PantrySoft with date of birth entered 01/01/2599. Red letters below state "Invalid date. Please enter a year between 1900 and 2056."](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Jul-07-2026-07-24-33-1173-PM.png?width=542&height=188&name=image-png-Jul-07-2026-07-24-33-1173-PM.png)

 **Notes:**This is currently only available for date fields, not datetime fields. 

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