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SW Revenue Percentile Blank for SCW Accounts in Salesforce

Here is an example: Root ID: 18158254 Link to SF Hierarchy: https://procaresoftware.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJzZmE6aGllcmFyY2h5RnVsbFZpZXciLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiMDAxOFcwMDAwMXc4NmVxUUFBIiwic09iamVjdE5hbWU...
Anastasia Goggins over 1 year ago in Data Platform / Defect/Bug 0 Planned

Export/import lesson plans.

Client would like a way to upload the lesson plans and resources they already have and be able to export the lessons that they create in Procare online. Used Transparent Classroom before and she said they made it very easy to import/export lesson ...
Guest about 4 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0

Ingest Payment Methods Data for Online

Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...
Guest over 1 year ago in Data Platform / Power BI Report 0

Add more columns to Source Quality (Internal) Report for SW/PE/TE Churn

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/7794e998-66d4-406c-930c-933866222062/ReportSection4e6c15315793747a7138?experience=power-bi Platform Churn: Cancel Date Filter (asuming this is the date the...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0 Planned

Report on Salesforce Chatter Topics related to Cases and Accounts

Support uses Chatter Topics to track when a support case is related to a certain dev ticket/issue (ex. PSD-33850). Beth Carlin asked me if we could add either a filter to the chatter topics dashboard for enterprise customers, or a report on the En...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0

Admin approval of lesson plans

Teachers submit their lesson plans for the following week by the Wednesday before. Our directors/admins then go through all of them to make sure the lesson plans are correct, hitting every milestone, and in accordance with DOE.
Leanne Scope over 4 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 1

Add number of transactions to 15-month summary

TE Support and AM are using merchant statements in TE.com when a TE Pricing Action call gets escalated. They are using this to get the TE fees split by ACH and CC. They now know to use the 15 month summary to get that information, but also request...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0 Planned

When applying milestones to lesson plans, need to be filter by categories (Age range)

When applying milestones to lesson plans, there is not a way to tell which age the milestone applies to. Especially confusing when differnet milestones for different age ranges have the same name.
Guest over 4 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0 Planned

Share lesson plans with parents

I just finished a training with a client and she was disappointed that she is not able to share lesson plans easily with the parents from the website. Maybe setup like how you can share the meal plans with parents?
Guest about 5 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 1

Convert lesson plans from competitors

A tool or additional server (they we can charge for) to convert lesson plans from Tadpole, Brightwheel or any other PE into Procare. Preschool 2 me can pull over lesson plans from Tadpoles via a word doc. This would be a win for converting centers...
Shawna DeVore about 5 years ago in Online Ideas Workspace / OL - Lesson Plans & Assessments 0