Ideas

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...

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...

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...

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 ...

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...

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...

SCW AMs would like reporting on how many centers/which centers are using the following features: Registration 3rd party billing Insight app

Center wants to enable TE45 but are aware that many families will use the debit card option due to the lack of a fee. Parents will put their credit card numbers in the debit card field to avoid the extra charge. This is one of many centers that ha...

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...

Schools are charged different processing fees for ACH and Credit Card Payments. The schools want to be aware of the changes in fees to expect due to the Parent switching in between ACH and Credit Card.