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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
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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 6 months ago in Data Platform / Defect/Bug 0 Planned

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 7 months ago in Data Platform / Power BI Report 0 Planned

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 8 months ago in Data Platform / Power BI Report 0 Planned

Filter messages by staff

Centers want to be able to sort through message based on who the message was sent to, so they don't have to look at all the messages to find the one sent to them. ** Update Notes: to investigate -> Can we add this to the Online Centers report a...
Titus Gill 10 months ago in Data Platform / Platform Improvements 0 Planned

Show revenue by root account owner

Requested by Cassie Hossfeld. In the Customer Financial report, we'd like another tab added with a graph that shows revenue by root account owner. We use this data to ensure territories are even. Currently, we can filter by root account owner, exp...
Anastasia Goggins about 1 year ago in Data Platform / Power BI Report 0 Planned

SalesLoft Data

We would like to pull SalesLoft data into the datawarehouse and create reports around that data. Here is the link to the API documentation for SalesLoft. https://developers.salesloft.com/ This would be useful for AM, SWC, BDR, and Implementations ...
Ekin Van Winkle over 1 year ago in Data Platform / Platform Improvements 0 Planned

Add Company ID and Root ID filters to Desktop Extras reports

This will allow me to get total usage across a company and drill-down by center, without having to export.
Anastasia Goggins almost 2 years ago in Data Platform / Platform Improvements 0 Planned

TE Portfolio Monitoring not showing correct processing amounts

PBI shows this BAM has processed -$61 in the last year, but BAM shows they have been processing all year long. Report I used in PBI: https://app.powerbi.com/groups/99727438-bf4f-43fb-93fb-e3d4f50216d6/reports/b2b33983-7b61-4f5c-a129-947b815420bb/R...
Anastasia Goggins about 2 years ago in Data Platform / Defect/Bug 0 Planned

Track Success of Room Transfer Enhancements.

As part of the room transfer initiative, we are updating the school settings that the user sees on the web-app to remove "Notify Parents When Staff Take Attendance" and adding "Sign In and Out" and "Transfer" settings. In order to track the succes...
Matt Casey about 2 years ago in Data Platform / Power BI Report 1 Planned

Attendance and Daily Activity Records Logged Overnight

We are trying to approximate how many centers provide overnight care in the US and Canada. Knowing this impacts how we implement clearing activity reminders after a set time period. Provide list of accounts who had attendance AND daily activity re...
Brandon Calderon about 2 years ago in Data Platform / Ad-Hoc Report 1 Planned