Ideas

BAM 36762249 - Need to be able to filter DES reports by Tags

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...

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...

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.

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...

Currently, each account needs to be set up under a unique email. We sometimes have large accounts come through, and not only is this setup a lengthy manual process, but some customers do not have a unique email for us to use for each account.

BAM 1680379 - The Center would like a report for messages

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...

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...

Customer would like an Online Corporate report created with the below criteriaThe idea would be to run the report for all locations under that Procare Onlnie Corporate Account. Corporate Reports > Data Viewer > Employee Data > Employee Ti...