Ideas

When running reports especially when closing you may run several of the same. It helps to know what the most current report is.

Run reports on Tracking items that shows a list of employees who have and/or do not have required forms. Example: list of employees who have forms on file and/or list of employees who do not have forms on file. Forms listed in the Tracking area. S...

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...

Link to support article showing DT license: https://www.procaresupport.com/procare-desktop/docs/license-configuration?highlight=license If a customer has multiple licenses on the same IKN, and they vary (ex. 2 fulls and 1 mini) we are unable to se...

Link to report: https://app.powerbi.com/groups/d050f15c-2653-461a-9ceb-188f27edd8ae/reports/509aab43-2cd0-4442-aafb-db091e1e7838/ReportSection3f3e0dfcddf2ee1a86fe?experience=power-bi A common question AM gets asked is "well what was the customer u...

Link to report: https://app.powerbi.com/groups/d050f15c-2653-461a-9ceb-188f27edd8ae/reports/9efd4e48-30f8-4cab-b16d-44ae495f92e9/ReportSection60f045626961fbdfd1dc?ctid=f9b0df12-ed5c-4d8b-9083-a55ce3409b72&experience=power-bi&bookmarkGuid=B...

Link to reports: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/bd062417-4a51-4e6b-8678-a30be8818ceb/ReportSection6edfbbcede1fb6bf24cc?experience=power-bi Can we add filters for Company ID and Root ID so we can search ...

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...

Marketing made this Battlecard for SWC: https://procaresoftwarellc.sharepoint.com/:p:/r/sites/Marketing/New%20Brand%20Document%20Libary/Competitive%20Intelligence/Brightwheel%20Intel%20-%20Product,%20Videos,%20Publications%20%26%20Assets/Competiti...

SCW AMs would like reporting on how many centers/which centers are using the following features: Registration 3rd party billing Insight app