Ideas

Customer uses DT in an atypical fashion, utilizing School location to represent their district, Primary Classroom assigned to a child to represent School, and Scheduled Classroom to represent the Program/Classroom the child is scheduled for. Likew...

Custom Report Request Annual tax statement Module/Asset – FD/FA/AG/MT/AT/ED/PR/EL FA Desired Fields – Names, DOB, Tracking/UDF, Timecards, etc. Same as existing report format Parameters/Filters – Date/Visibility/Enrollment Status/Tracking/UDF, etc...

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...

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...

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...

KA has requested a feature for the KARES import process that would notify or warn a user when a child is moving between schools.

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...

Customer has requested a new Corporate Report that is a variant of an existing Corporate Report. Starting report would be Standard Reports > Agency Accounting > Charge Credit Summary > Specific Summary - Agency Accounts Only The request i...

Customers want to charge a Registration Fee and/or Deposit as part of New Family Sign-Up on MyProcare.com.

Stephanie from The Nest would like a report that shows schedule overrides.