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PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.
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Feature request - payee email address in "Email Report as PDF"

Hello, I often have to make a change to a family billing ledger and send an updated report by email. Each time I do this, I have to manually copy and paste the primary payer email into the To: field in the email dialog box. 99% of the time, when I...
Guest 11 months ago in Desktop User Suggestions 0

Subsidy Account Reporting that includes the student's name

Centers have been asking for better reporting for transactions documented under the "Subsidy Account" that includes the student's name. The ledger detailed transaction report has a column for the student name, but the name does not generate in thi...
Marissa Ryan over 3 years ago in Online Ideas Workspace / OL - Reports 1

parent setting default off? email SISO notification

The notification for email to notify parents of SISO is off by default. Is it possible to have that on?
Guest over 3 years ago in Online Ideas Workspace / OL - Notifications 0

We would like to suggest a new Standard Report which will be used on a regular basis as a classroom directory with less sensitive information.

With parents becoming increasingly more cautious with the information they share, we would like a report that can be generated as a classroom directory that ONLY includes the following information: 1) Child's name 2) Parent(s) Name(s) 3) Parents' ...
Guest 11 months ago in Desktop User Suggestions 0

Child Relationship Import

When importing contacts/payors, the relationship defaults to UNKNOWN and has to be re-entered. Once the relationship is established, you shouldn't have to re-enter it once imported into siblings profiles.
Guest 11 months ago in Desktop User Suggestions 0

Filter Immunization / Requirement History report by date

Be able to select only a certain year of requirement history
Guest 11 months ago in Desktop User Suggestions 0

Allow full dates to be sorted in data viewer reports

You can only sort a data viewer report ascending or descending which only picks the first number of the date which is the month. Allow the option to sort data viewer reports by the full date including the year example: 10/9/2024, 11/10/2024, 1/6/2...
Guest 11 months ago in Desktop User Suggestions 0

Zip codes starting with Zero

The system is dropping zip codes that start with a zero leaving a 4 digit zip code.
Elaina Ruger over 3 years ago in Online Ideas Workspace / OL - Student Data 0

Parents can add, delete, edit "relationships" section (pick up people list) at any time.

Parents should have control at all times over who is on their child's pick up list. They should be able to add, remove, and edit people and their contact information throughout the year, not just during registration.
Guest 11 months ago in Desktop User Suggestions 0

Be able to add tracking items and user defined fields into the same data viewer report

It would help to create better reports if you could add tracking items and user defined fields into one data viewer report. Also, be able to add account user defined fields and child user defined fields into one report.
Guest 11 months ago in Desktop User Suggestions 0