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Letter Merge Fields Needed

Letter Merge should include fields for Child Full Name and Enrollment Status Date
Shannon Nowak over 2 years ago in Procare Desktop / External 0 Will Not Implement

Product OKR Dashboard

This is in line with the "ELT OKR Dashboard" initiative. Product has a ppt. of Monthly metrics that is sent to ELT and is used to track their success and progress. Put the data in these slides into an Power BI report that can be viewed by elt and ...
John Margheret over 2 years ago in Data Platform / Power BI Report 0 On Hold

MyProcare - Allow editing of additional related people information

User's would like to be able to give parents the ability to edit authorized person information through MyProcare in the same way they have the ability to edit parent information through MyProcare, including re-registrations and simple updates from...
Owen Carlson over 2 years ago in Procare Desktop / External 0 Will Not Implement

Desktop Email Service Reporting Enhancements

Marketing wants to have the ability to view the historical data for the Email Service Provider page of the report to help them see historical trends in growth of adoption (to measure against adoption that shows after we add more marketing efforts)...
John Margheret almost 3 years ago in Data Platform / Power BI Report 0

Add Company ID and Root ID filters to Desktop Extras reports

This will allow me to get total usage across a company and drill-down by center, without having to export.
Anastasia Goggins almost 3 years ago in Data Platform / Platform Improvements 0 Planned

Batch Recurring Payments Feature

Currently Recurring Payments feature is only able to be sent individually to parents, and user would like to be able to send to a batch of parents
Owen Carlson almost 3 years ago in Procare Desktop / External 1 Already exists

Adoption/usage metrics for new Desktop-Engagement CX enhancements

Since we are unable to implement pendo into Procare Desktop we need a different mechanism for tracking adoption/usage metrics. We will be deploying a few great customer experience enhancements in our Feb 20/22 release for the Desktop-Engagement sy...
Jessica Moloney almost 3 years ago in Data Platform / Power BI Report 0

AM/PM columns in data viewer

User would like the option to have AM/PM totals or binary columns in data viewer so they don't have to manually calculate totals
Owen Carlson almost 3 years ago in Procare Desktop / External 1 Will Not Implement

TE Portfolio Monitoring not showing correct processing amounts

PBI shows this BAM has processed -$61 in the last year, but BAM shows they have been processing all year long. Report I used in PBI: https://app.powerbi.com/groups/99727438-bf4f-43fb-93fb-e3d4f50216d6/reports/b2b33983-7b61-4f5c-a129-947b815420bb/R...
Anastasia Goggins about 3 years ago in Data Platform / Defect/Bug 0 Planned

Voids- show the information that is entered on the void screen

Customer would like to be able to see information that is added when a void is done on a transaction on the parent ledger. Maybe it is added to the comments, or a 2nd line is created for the actual void transaction and comments?
Leanne Scope about 3 years ago in Procare Desktop / External 0 Will Not Implement