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.
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...
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
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 ...
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