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Ability to use check in with separate monitor

The customer is using one computer and has two monitors. The customer wanted to be able to use a second monitor exclusively for Procare Desktop check-in and not have the other aspects of Desktop show there. Support said this is not a feature we cu...
Andrew Schreiber almost 2 years ago in Procare Desktop / External 0 Will Not Implement

Add a bar chart to Desktop Application Tracking

Link to report: https://app.powerbi.com/groups/d050f15c-2653-461a-9ceb-188f27edd8ae/reports/509aab43-2cd0-4442-aafb-db091e1e7838/ReportSection3f3e0dfcddf2ee1a86fe?experience=power-bi A common question AM gets asked is "well what was the customer u...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 0

Add AM and Implementation to Customer Support report

Link to report: https://app.powerbi.com/groups/d050f15c-2653-461a-9ceb-188f27edd8ae/reports/9efd4e48-30f8-4cab-b16d-44ae495f92e9/ReportSection60f045626961fbdfd1dc?ctid=f9b0df12-ed5c-4d8b-9083-a55ce3409b72&experience=power-bi&bookmarkGuid=B...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 1

Add company and root ID filters to W2 and TT reports

Link to reports: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/bd062417-4a51-4e6b-8678-a30be8818ceb/ReportSection6edfbbcede1fb6bf24cc?experience=power-bi Can we add filters for Company ID and Root ID so we can search ...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 0

Show revenue by root account owner

Requested by Cassie Hossfeld. In the Customer Financial report, we'd like another tab added with a graph that shows revenue by root account owner. We use this data to ensure territories are even. Currently, we can filter by root account owner, exp...
Anastasia Goggins about 2 years ago in Data Platform / Power BI Report 0 Planned

Create Brightwheel battlecard

Marketing made this Battlecard for SWC: https://procaresoftwarellc.sharepoint.com/:p:/r/sites/Marketing/New%20Brand%20Document%20Libary/Competitive%20Intelligence/Brightwheel%20Intel%20-%20Product,%20Videos,%20Publications%20%26%20Assets/Competiti...
Anastasia Goggins about 2 years ago in Data Platform / Power BI Report 0

Expand reporting on SCW usage

SCW AMs would like reporting on how many centers/which centers are using the following features: Registration 3rd party billing Insight app
Anastasia Goggins about 2 years ago in Data Platform / Power BI Report 0

Report on tuitionexpress.com

Data we'd like to see: Company ID Root ID Center Name Last activity in https://www.tuitionexpress.com/ Interaction with merchant statement How many families are paying via the website in a given date range I'll be very honest that I do not know mu...
Anastasia Goggins about 2 years ago in Data Platform / Tuition Express Reporting 0 Will not do

Integration with Resonate CX Software

Resonate is a customer/employee experience platform for ECE centers; it allows them to collect feedback from their families at regular intervals and analyzes the feedback they are receiving to help run their centers more effectively
Shanon Janczak about 2 years ago in Procare Desktop / External 0 Will Not Implement

SalesLoft Data

We would like to pull SalesLoft data into the datawarehouse and create reports around that data. Here is the link to the API documentation for SalesLoft. https://developers.salesloft.com/ This would be useful for AM, SWC, BDR, and Implementations ...
Ekin Van Winkle over 2 years ago in Data Platform / Platform Improvements 0 Planned