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OL - Reports

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Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith 8 months ago in Online Ideas Workspace / OL - Reports 4 Planned

Add a Meals Served/ Claimed report to OL

A customer requested that a report be added to OL that shows how many meals they are getting reimbursed for each child. They also want the ability to choose how many melas a day are claimed. They essentially requested the same functionality as the...
Ray Loerke 3 months ago in Online Ideas Workspace / OL - Reports 0

Daily CACFP report broken down by free/reduced/paid

The state of IL requires a CACFP report to be separated by type and shows daily info.
Courtney Iversen 10 months ago in Online Ideas Workspace / OL - Reports 0

Add Reports to Online to Match the Reporting Capabilities of Desktop

This is one of the biggest barriers to customers switching from Desktop to Online. They start to switch and then identify a report they need in Desktop that isn't available in Online (even with significant workarounds), so they switch back to Desk...
Kelly Kohlhagen 10 months ago in Online Ideas Workspace / OL - Reports 0

Customer would like to be able to custom run reports based off programs

Customer would like to be able to custom run reports based on programs - BAM 99336785
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Programs / OL - Reports 0 Future consideration

Reporting for Lead Profile Fields

Customers need to be able to generate reports that show the details collected from registration forms. Currently, the Leads report does not include data from added lead profile fields.
Kelly Kohlhagen 7 months ago in Online Ideas Workspace / OL - Reports 1 Planned

Report for Daily Activities

Many customers want to generate reports for daily activities. This is needed for when they have to share information with individuals outside of their staff, such as licensing or court orders. This is also useful for customers switching from OL to...
Kelly Kohlhagen 6 months ago in Online Ideas Workspace / OL - Reports 1

Customer would like to customize student/family custom report to have a field for student SISO entries/date range

Customer would like to customize student/family custom report to have a field for student SISO entries/date range - BAM 43948281
Pam Littleton about 2 months ago in Online Ideas Workspace / OL - Reports 0

Adding Recurring Payment Reports to match Billing Box Reports in Desktop

Customer would like Online Recurring Plan Reports that mirror the billing Box reports in DesktopFamily Data & Accounting > Standard Reports > Family Accounting > Billing Box This would assist in transitioning from Desktop to Online Ki...
Beth Carlin 6 months ago in Online Ideas Workspace / OL - Reports 1

Printable Deposit Report

Clients often request a print friendly version of reports, particularly the deposit report. Most people want some type of slip that they can use when they bring cash/checks to the bank to support them in ensuring everything is accurate.
Guest almost 4 years ago in Online Ideas Workspace / OL - Reports 0 Already exists