Begin ingesting Event Tracker data from Desktop into PowerBI
Currently Application Tracking is being captured in PowerBI reports. Desktop has been moving to track activity using Events stored in AWS over the Application Tracking. Would like to begin moving that data into PowerBI so we can look at usage repo...
Case Management Module for centers that provide additional resources/services to families. ability to track housing, resources sent, care plans, etc. Abillity to fill out full family information for resources, and not just basic info
SW Revenue Percentile Blank for SCW Accounts in Salesforce
Here is an example: Root ID: 18158254 Link to SF Hierarchy: https://procaresoftware.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJzZmE6aGllcmFyY2h5RnVsbFZpZXciLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiMDAxOFcwMDAwMXc4NmVxUUFBIiwic09iamVjdE5hbWU...
Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...
Add more columns to Source Quality (Internal) Report for SW/PE/TE Churn
Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/7794e998-66d4-406c-930c-933866222062/ReportSection4e6c15315793747a7138?experience=power-bi Platform Churn: Cancel Date Filter (asuming this is the date the...
Report on Salesforce Chatter Topics related to Cases and Accounts
Support uses Chatter Topics to track when a support case is related to a certain dev ticket/issue (ex. PSD-33850). Beth Carlin asked me if we could add either a filter to the chatter topics dashboard for enterprise customers, or a report on the En...
TE Support and AM are using merchant statements in TE.com when a TE Pricing Action call gets escalated. They are using this to get the TE fees split by ACH and CC. They now know to use the 15 month summary to get that information, but also request...
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...
Have a report that shows Desktop License screen, and what modules are applied
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...