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Data Platform

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Add Account Manager as a filter on Top Processor Report

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/e6a372c0-a959-4787-b6d8-4cb7722f27fb/ReportSectione72073402a0d2030cb35?experience=power-bi Angela Kligora recently took on the Enterprise AM role for SCW. ...
Anastasia Goggins 6 months ago in Data Platform / Power BI Report 0 Completed

Cross match Procare customers with a vendor customer list

Hello! We want to research customers who use Procare and a vendor we are considering. Can you please use the attached lists, which include emails, and compare them to our Online and Desktop customers?
Melissa Skrbic-Huss 6 months ago in Data Platform / Ad-Hoc Report 0 Completed

Track Desktop's AR_TransactionHistory data in PowerBI for Debit Card adoption reports

There is a new table in Desktop customer databases called AR_TransactionHistory which stores a record for each TE payment attempted and various data points needed to assist with reconciliation and reporting. There is a DebitCardType field that is ...
Justin Cook 6 months ago in Data Platform / Power BI Report 1 Completed

LCG Metrics Request

We’d love to see consistent schools broken into large and small providers trended out by month showing average Rev/AFTE and enrollments. We’re thinking some line charts to show the trends over time would be extremely helpful. Does this sound like ...
John Margheret 10 months ago in Data Platform / Ad-Hoc Report 0 Completed

Filter cost of churn by competitor left to, and include software revenue

Link to report: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/06b6f5bc-a131-4ecb-aba2-4b5e387a25f4/ReportSectionb7446108287d010de9b2?experience=power-bi First week of the month, Tammie has me review controllable vs no...
Anastasia Goggins 10 months ago in Data Platform / Power BI Report 1 Completed

Revenue Reporting

There currently is no revenue reporting accessible in PowerBI. Please add revenue reports to PowerBI
John Margheret over 2 years ago in Data Platform / Power BI Report 0 Completed

Match processing dollars to TE Implementation cases

The TE Implementation team gets a case created in Salesforce automatically when a customer purchases TE. Once the customer gets trained, the rep changes the case status to "Enrolled Not Processing". Once the customer processes $500 or more, then t...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 0 Completed

Update Root Company Processing link to consider center active status

Example: Root ID 97031000 When you click on the Root Company Processing link in Salesforce, it shows 116 accounts and 155 centers. The 116 accounts is the number of accounts in Salesforce - but it doesn't take into consideration accounts marked as...
Anastasia Goggins 11 months ago in Data Platform / Power BI Report 0 Completed

Only display active centers in the top 100 report

Link to report: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/c7f3a7a5-3d0c-4468-9b59-4292c21b14b7/ReportSection51752f29c8779f5b6e9c?experience=power-bi For example, Cadence shows 445 centers. However, the segmentatio...
Anastasia Goggins 12 months ago in Data Platform / Power BI Report 1 Completed

Create report of the following information for Primrose schools

Can we please get a report of the states of the following fields in Queen Bee. All Primrose Schools Group The State of all of these Check Box Fields--Enable SISO Notifications--V1 - Show Carer Pins To Non-Admins--V1 - Enable School Reviews--V1 - E...
Shannon Nowak almost 2 years ago in Data Platform / Power BI Report 3 Completed