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Alerts - Staff Documentation Expiration

Ability to manage date sensitive data like teacher training, certs, etc. and receive automated alerts when expiring
Rachel Haver about 1 year ago in Online Ideas Workspace / OL - Notifications / OL - Staff Management 0 Future consideration

Daily summary option for parents

Customer would like there to be an option for parents to choose whether they want the daily summary sent to them. Currently it's an all or nothing configuration option, and the customer would like to give parents the option to receive if they choose.
Jesse Hartman over 1 year ago in Online Ideas Workspace / OL - Notifications 0 Future consideration

Begin ingesting Event Tracker data from Desktop into PowerBI

Currently Application Tracking is being captured in PowerBI reports. Desktop has been moving to track activity using Events stored in AWS over the Application Tracking. Would like to begin moving that data into PowerBI so we can look at usage repo...
Justin Cook over 1 year ago in Data Platform / Power BI Report 0

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

Push Notifications for staff

I have had numerous clients tell me that they do not get Push Notifications when the parents are messaging them. Please let us know if there are specific things that need to be in place for this to work?
Guest about 4 years ago in Online Ideas Workspace / OL - Notifications 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

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

Filter messages by staff

Centers want to be able to sort through message based on who the message was sent to, so they don't have to look at all the messages to find the one sent to them. ** Update Notes: to investigate -> Can we add this to the Online Centers report a...
Titus Gill over 1 year ago in Data Platform / Platform Improvements 0 Planned