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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

Add FTE information to Corp Data Viewer Report

Add FTE data to below report. Corporate Data Viewer > Family Data > Child All Enrollment Status ((Pre-Registered & Waiting List : Enrollment Status)) On a monthly basis, I essentially want to reconcile our Sales Commissions for the compa...
Elliott Tarrant almost 3 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

add multiple tables to data viewer (FD and FA)

Customers have to run different data viewer reports for Family data information and Accounting information. Customers need to the ability to capture Family data information (traking, User defined,Basic info) on the same report as financial informa...
Elliott Tarrant almost 3 years ago in Procare Desktop / Internal Facing 0 Will Not Implement

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

Add email field to system supervisor creation in setup wizard

when creating the initial system supervisor it'd be wonderful to enable them to put in an email. this way, when we enable family enegagement, they're already mapped and won't have sync errors right off the bat.
Courtney Iversen about 3 years ago in Procare Desktop / Internal Facing 0 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