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Showing 82 of 2017

Report request: Billing presets

Custom wants to see an overall billing report that shows, by year, information grouped by billing preset. Customers do not have an easy way to report on their revenue organized by the presets that they are charging their families Transaction repor...
Jesse Hartman 7 days ago in Online Ideas Workspace / OL - Reports 0

Unenroll users when PPD add on is canceled

Now that PPD has been available for more than a year, customers are starting to cancel. Currently there is no link between the churn cases and the LMS, so the Professional Development team isn't notified when customers churn/cancel and those custo...
Alison Eves 8 days ago in Professional Development / Learning Management System 0

More Spanish Courses

I was working on getting a new client and lost the deal because their only reason to switch would be if we had enough/more qualifying PPD courses for their state in Spanish. The majority of her staff speaks Spanish. They are located in Minnesota h...
Jose Arias 3 months ago in Professional Development 0

Allow admins to send specific trainings to specific staff

Customer would like to send specific training to specific staff.As in X Admin knows that Y staff needs to work on time management, so they only want to send Y staff that training, and not all staff
Beth Carlin 4 months ago in Professional Development / Learning Management System 0

Add a message or tooltip to the Merchant Statement report to clarify how the report functions

It would be helpful to add a message or tooltip to the Merchant Statement report to clarify how the report functions. Specifically: When a user runs the report for a given month , the data returned reflects the previous month’s activity . Exam...
Brian Bistline 6 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Ability to remove staff members that are no longer employed

Magical Beginnings - BAM: 94981231 - is looking for the ability to remove staff members that are no longer employed on their end. Currently providers must reach out to use to have them removed. They are currently using CCEI that allows for them to...
Courtney Masters 2 months ago in Professional Development 0

Health Check on Attendance Report

In NY, licenses and programs need to run a single report and see the staff record a "health check" note on their attendance report.
Emma Hogan about 1 year ago in Online Ideas Workspace / OL - Reports 0 Future consideration

Attendance Reports in the Corporate Dashboard

Allow Corporate Dashboard users to run attendance reports for all schools at once. A current customer who has 18 sites and will eventually have 45 sites has made this request. He needs to pull daily attendance reports for each school; without atte...
Imane Ghandi 7 months ago in Online Ideas Workspace / OL - Reports 0 Future consideration

Bulk Download Data

With the update to our data retention policy, we would like a bulk download option (for centers and families) to follow this change in policy. If we aren't retaining data, it would be great to have an easy way for centers and parents to bulk downl...
Kelly Kohlhagen over 1 year ago in Online Ideas Workspace / OL - Reports / OL - Student Data 4 Future consideration

Customer would like to track custom fields based on time period (monthly) in a report

11/18/25 BAM 84659484 - Customer would like to track custom fields based on time period (monthly) in a report
Pam Littleton 29 days ago in Online Ideas Workspace / OL - Reports 0