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Create reporting on Payments metrics for specific parent accounts (i.e. Primrose Schools)

This is a request directly from Primrose Schools. They want the following details regarding their system of schools: CC vs. ACH vs. Both for TE, Stripe, and both TE and Stripe i.e Primrose total payments broken down by type and through what method...
John Margheret over 2 years ago in Data Platform / Power BI Report 0 Completed

Tracking center adoption and usage for new Recurring Payment digital form on PC Desktop

By seeing this report, we can correlate the schedule with when centers are enabling this feature and when we send out any marketing communications around it. Also, we'd like to be able to see how this helps other goals such as credit card VS ACH p...
Zachary Merritt over 2 years ago in Data Platform / Power BI Report 1 Completed

Create a report for rolling 13 months of processing dollars

ELT would like to run a report by root ID and see processing over the last 13 months, be able to see this for the entire company, and by center within the company. I was asked to provide a report for CDS and provided the data from TE Portfolio Mon...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 1 Completed

Request for SMTP information

Need to pull a list of all customers currently using SMTP settings. And confirm what % of customers are using SMTP vs all of Desktop Customers and all Procare Customers
Mary Hoover over 1 year ago in Data Platform / Power BI Report 0 Completed

Create a Top 100 report based on top revenue accounts

ELT wants me to update this report quarterly. Would love to have a report in PBI so it is not manual. Here is the most recent copy I made: https://procaresoftwarellc-my.sharepoint.com/:x:/g/personal/akc_procaresoftware_com/EZd9wRMgce5Lknesk0wimiwB...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0 Completed

Update root ID filter on TE portfolio monitoring report

I am using the Center Table report: https://app.powerbi.com/groups/99727438-bf4f-43fb-93fb-e3d4f50216d6/reports/a6670125-0795-4acb-ad8b-eec77d78bd2e/ReportSection699cd5a3bd456cc0e1db There is a filter for root ID, but it's just a long checklist an...
Anastasia Goggins almost 2 years ago in Data Platform / Power BI Report 0 Completed

Update Desktop Extras report to include KinderConnect Extra

The existing Desktop Extras Power BI Report does not include the KinderConnect extra. We'd like to get the KinderConnect extra added to this report. Currently the extra supports 2 states (NY and Missouri) and we are working on adding 2 new states ...
Jessica Moloney about 2 years ago in Data Platform / Power BI Report 0 Completed

Existing TE high-value opportunity base data set (Underutilized)

Create a view that exposes the following data, as the basis for a future data feed to Salesforce.
John Margheret over 2 years ago in Data Platform / Power BI Report 0 Completed