Requested by Sarah Gillbert, an accountant at Primrose school of Lakewood Ranch Town Center in Case 01378282. We need to be able to see when students are added, when they leave, if they are being billed/not, and if their billing changed. The goal ...
Age report for the whole school broken down by classroom which can be run for a specific date in the past or future and provide the students' ages AS OF that date - Availabile within the CRM and for enrolled Families
So that I can understand which students will need to be in which classrooms as of a specific date allowin gme to determine where I have openings for enrollent
Reporting List: CCM Provided schools the ability to modify these reports . Active Lead List, Average Status in Days, Average Status Transition Time, Lead Child Birthday, Lead Sources, Loss & Conversion, Oldest Statuses, Status By Month, Tours ...
Create a deposit ticket report to show all payments (sorted by type) posted to accounts on specified date
creates a control to ensure all payments are accounted for each day as well as allows easier reconciliation of when payments were accepted and can be expected to be deposited into bank account
0
