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MyProcare recover deleted families

Customer has requested an ability to 'recover' families who are accidentally deleted from the myprocare import screen (either new families or for reregistration). Currently user error forces customers to have parents fill out a new family sign up ...
Jesse Hartman almost 2 years ago in Procare Desktop / Enterprise Support 0 Will Not Implement

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

EDocs - alerted or notified when a family adds a document.

EDoc's - schools would like to be notified when parents upload a document via EDoc's so that they can act and proactively to take care of any items that are pending their review from parents as well as licensing requirements.
Michelle Lackey almost 4 years ago in Online Ideas Workspace / OL - Documents / OL - Notifications 1 Future consideration

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

Silent install option for Procare Desktop installation .exe

Customers are requesting automated deployment of the Procare Installation .exe. With enterprise customers who are growing quickly, manually running the installer is not feasible or efficient for them. They are looking for an MSI installation file ...
Rose Wasserman over 2 years ago in Procare Desktop / Enterprise Support 0 Will Not Implement