Ideas

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...

To prevent parents from making payments in the wrong amount (which can later result in a failed transaction if the funds aren't available for example). The goal is to allow a parent to click "make payment" then have a confirmation modal confirming...

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 ...

Enable long term holding/tracking of deposited amounts per family

Protect revenue reporting and esnure consistency for reconciliation while also allowing refunds on any transactions.

This metric provides no value as it is cumulative. It also exposes financial information to staff not privy to this information.

Remove errors where active children aren't being charged because the contract charge is missing and link schedule to billing to ensure accurate FTE