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Report of TE customers with Surcharging Active

I am looking to understand which customers enable surcharge and when they activate surcharge relative to when they activate their software.
Richard Ortega over 3 years ago in Data Platform / Power BI Report 1 Already exists

Alignment with Tennessee Reporting Standards

Roughly 750 customers in Tennessee would spend less time manipulating data out of Procare before uploading to Tennessee reporting.
Richard Ortega over 3 years ago in Data Platform / Defect/Bug 1 Will not do

AGS TE List Enhancements Phase 2

This pertains to: AGS Account and Center Lists.v3 - Power BIWe need to make enhancements to current report so the AGS team can better identify opportunities.
John Margheret over 3 years ago in Data Platform / Power BI Report 1 Already exists

Center Waitlist Analytics

A report containing data pertaining to waitlist statistics for specific (filterable by) centers. This includes creating average, total, median, etc. statistics on centers waitlists as a whole. i.e. a summary report on center's waitlists. Requestor...
John Margheret over 3 years ago in Data Platform / Ad-Hoc Report 0 Will not do

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
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0

Power BI Pricing Action and Structure Report

TE and Operations is requesting a Power BI report that shows all customers with Pricing Action in the last 12 months, and what that is. If possible, this report also shows customers with changed ownership in the last 12 months. We need to be able ...
John Margheret about 3 years ago in Data Platform / Power BI Report 0 Planned

Critical reporting for Prospect Manager/Lead CRM

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 ...
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0

Create a report to pull all instances of a specific preset (discount or subsidy) item within a defined time period

I can easily reconcile and correct billing errors
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0

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
Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0

Ability to track staff first aid training expiration dates and report against this

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Jack Pearson almost 5 years ago in Primrose Private Ideas / Reporting 0 Planned