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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

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 over 2 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 over 2 years ago in Data Platform / Platform Improvements 0 Planned

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

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 almost 3 years ago in Data Platform / Defect/Bug 0 Planned

Track Success of Room Transfer Enhancements.

As part of the room transfer initiative, we are updating the school settings that the user sees on the web-app to remove "Notify Parents When Staff Take Attendance" and adding "Sign In and Out" and "Transfer" settings. In order to track the succes...
Matt Casey about 3 years ago in Data Platform / Power BI Report 1 Planned

Attendance and Daily Activity Records Logged Overnight

We are trying to approximate how many centers provide overnight care in the US and Canada. Knowing this impacts how we implement clearing activity reminders after a set time period. Provide list of accounts who had attendance AND daily activity re...
Brandon Calderon about 3 years ago in Data Platform / Ad-Hoc Report 1 Planned

Create a Power BI Report that differentiates inbound and outbound leads from beginning to end

Sales cannot differentiate between inbound and outbound lead sources for leads, opportunities, and further down the sales funnel. They need a BI report that can determine this. This is imperative for sales to create and accurately provide compensa...
John Margheret over 3 years ago in Data Platform / Power BI Report 0 On Hold

Report of TE customers with Surcharging Active

I am looking to understand which customers enable surcharge and when they activate surcharge relative to when they activate their software.
Richard Ortega over 3 years ago in Data Platform / Power BI Report 1 Already exists

Alignment with Tennessee Reporting Standards

Roughly 750 customers in Tennessee would spend less time manipulating data out of Procare before uploading to Tennessee reporting.
Richard Ortega over 3 years ago in Data Platform / Defect/Bug 1 Will not do