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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 10 months ago in Online Ideas Workspace / OL - Reports 1 Future consideration

State of California Attendance Reporting

Buena Terra Elementary School in California is required to submit the following report to the California Department of Education to report on After School enrollment and attendance counts. Attached is a sample of the report. They are required to f...
Shannon Nowak 3 months ago in Online Ideas Workspace / OL - Reports 0

Need to be able to filter DES reports by Tags

BAM 36762249 - Need to be able to filter DES reports by Tags
Pam Littleton 3 months ago in Online Ideas Workspace / OL - Reports 0

AR report as of a specific date

Feedback from a SMB customer: "Are you able to have an AR report built out that can run as of a specific date? Traditionally an AR report should show the balance due as of what ever the date is. But yours does not, its shows the AR as of the curre...
Jesse Hartman 3 months ago in Online Ideas Workspace / OL - Billing & Accounting / OL - Reports 1

Attendance Billing Plan Report

A Tuition Billing Plan Report existsIt is helpful to see who does not have a recurrin gplan filled outI am not seeing one for attendance recurring billingStudents with attendance recurring billing do not show their recurring billing on the tuition...
Beth Carlin 3 months ago in Online Ideas Workspace / OL - Reports 0 Planned

Ability to Create and Save Custom Report Templates

Client would like the ability to save custom report templates. I have heard from many client that it would be really helpful to be able to save templates for reports they go back to again and again instead of having to recreate them each time.
Guest about 4 years ago in Online Ideas Workspace / OL - Reports 3 Planned

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 10 months ago in Online Ideas Workspace / OL - Reports 1

Center would like a report for messages

BAM 1680379 - The Center would like a report for messages
Pam Littleton 4 months ago in Online Ideas Workspace / OL - Reports 0

Corporate Categorized Transaction Summary Report

Customer would like a Corporate version of the Categorized Transaction Summary Report.They want to be able to run the report for all or some of their locations in one spot, rather than having to log into each location, one at a time, to run the re...
Beth Carlin 4 months ago in Online Ideas Workspace / OL - Reports 0

Display Weekends on Weekly SISO Sheet

When pulling a blank weekly attendance report, under the 'student sign in' section of procare online, it states a full week. For example 10/7-10/13. However, when it exports it only shows Monday-Friday. We would like it to also display Saturday an...
Meagan Haas about 1 year ago in Online Ideas Workspace / OL - Reports / OL - Sign In & Attendance 0 Future consideration