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OL - Reports

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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 2 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith 9 months ago in Online Ideas Workspace / OL - Reports 4 Planned

Attendance Billing Plan Report

A Tuition Billing Plan Report existsIt is helpful to see who does not have a recurrin gplan filled outI am not seeing one for attendance recurring billingStudents with attendance recurring billing do not show their recurring billing on the tuition...
Beth Carlin 30 days ago in Online Ideas Workspace / OL - Reports 0 Planned

Ability to Create and Save Custom Report Templates

Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 3 Planned

Assessment Reporting Filter Ability

What is the Problem: When trying to utilize the reports for assessments to discuss with a parent currently the only option is a giant long list of things that could have been recorded over long time spans. Business goal: To have a usable report to...
Guest over 4 years ago in Online Ideas Workspace / OL - Reports 7 Planned

Ability to add DOB to attendance report

State of Ohio requires the DOB for each child be on the attendance report. Could this be added as an option to select when generating attendance reports?
Leanne Scope almost 4 years ago in Online Ideas Workspace / OL - Reports 2 Planned