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Capacity Limits on Registration

Ability to prevent a parent from registering once the capacity of the class or program is reached
Rachel Haver about 1 year ago in Online Ideas Workspace / OL - Capacity & Ratio Monitoring / OL - Enrollment 0 Future consideration

Include state name in Milestone data in QueenBee

When customers have questions/issues with Milestones there's no way to tell which state's milestones are already applied. The numbers give an indication but no concrete way to tell which state milestones are applied.
Courtney Iversen over 1 year ago in Data Platform / Platform Improvements 0

Enhancements to the Ratio Monitoring Graph

Primrose School at the DTC is requesting that the Ratio Monitoring Graph is built out to include the ability to filter by both room and tags. Since Primrose is able to create their own tags this will allow them to better understand trends within c...
Guest about 4 years ago in Online Ideas Workspace / OL - Capacity & Ratio Monitoring 0 Future consideration

Wording of a User groups and permission field should be changed to view only

Change requested by a large enterprise client. In desktops user groups and permissions, Under family data and accounting.20:Family Accounting functions >10: Modify Contract billing amount Should be changed to read view only. This change would e...
John Michaels 7 months ago in Data Platform / Platform Improvements 0

Begin ingesting Event Tracker data from Desktop into PowerBI

Currently Application Tracking is being captured in PowerBI reports. Desktop has been moving to track activity using Events stored in AWS over the Application Tracking. Would like to begin moving that data into PowerBI so we can look at usage repo...
Justin Cook over 1 year ago in Data Platform / Power BI Report 0

SW Revenue Percentile Blank for SCW Accounts in Salesforce

Here is an example: Root ID: 18158254 Link to SF Hierarchy: https://procaresoftware.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJzZmE6aGllcmFyY2h5RnVsbFZpZXciLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiMDAxOFcwMDAwMXc4NmVxUUFBIiwic09iamVjdE5hbWU...
Anastasia Goggins over 1 year ago in Data Platform / Defect/Bug 0 Planned

Ingest Payment Methods Data for Online

Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...
Guest over 1 year ago in Data Platform / Power BI Report 0

Add more columns to Source Quality (Internal) Report for SW/PE/TE Churn

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/7794e998-66d4-406c-930c-933866222062/ReportSection4e6c15315793747a7138?experience=power-bi Platform Churn: Cancel Date Filter (asuming this is the date the...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0 Planned

Report on Salesforce Chatter Topics related to Cases and Accounts

Support uses Chatter Topics to track when a support case is related to a certain dev ticket/issue (ex. PSD-33850). Beth Carlin asked me if we could add either a filter to the chatter topics dashboard for enterprise customers, or a report on the En...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0

Add number of transactions to 15-month summary

TE Support and AM are using merchant statements in TE.com when a TE Pricing Action call gets escalated. They are using this to get the TE fees split by ACH and CC. They now know to use the 15 month summary to get that information, but also request...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0 Planned