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Adoption/usage metrics for new Desktop-Engagement CX enhancements

Since we are unable to implement pendo into Procare Desktop we need a different mechanism for tracking adoption/usage metrics. We will be deploying a few great customer experience enhancements in our Feb 20/22 release for the Desktop-Engagement sy...
Jessica Moloney almost 2 years ago in Data Platform / Power BI Report 0

TE Portfolio Monitoring not showing correct processing amounts

PBI shows this BAM has processed -$61 in the last year, but BAM shows they have been processing all year long. Report I used in PBI: https://app.powerbi.com/groups/99727438-bf4f-43fb-93fb-e3d4f50216d6/reports/b2b33983-7b61-4f5c-a129-947b815420bb/R...
Anastasia Goggins about 2 years ago in Data Platform / Defect/Bug 0 Planned

Track Success of Room Transfer Enhancements.

As part of the room transfer initiative, we are updating the school settings that the user sees on the web-app to remove "Notify Parents When Staff Take Attendance" and adding "Sign In and Out" and "Transfer" settings. In order to track the succes...
Matt Casey about 2 years ago in Data Platform / Power BI Report 1 Planned

Attendance and Daily Activity Records Logged Overnight

We are trying to approximate how many centers provide overnight care in the US and Canada. Knowing this impacts how we implement clearing activity reminders after a set time period. Provide list of accounts who had attendance AND daily activity re...
Brandon Calderon about 2 years ago in Data Platform / Ad-Hoc Report 1 Planned

Create a Power BI Report that differentiates inbound and outbound leads from beginning to end

Sales cannot differentiate between inbound and outbound lead sources for leads, opportunities, and further down the sales funnel. They need a BI report that can determine this. This is imperative for sales to create and accurately provide compensa...
John Margheret over 2 years ago in Data Platform / Power BI Report 0 On Hold

Report of TE customers with Surcharging Active

I am looking to understand which customers enable surcharge and when they activate surcharge relative to when they activate their software.
Richard Ortega over 2 years ago in Data Platform / Power BI Report 1 Already exists

Alignment with Tennessee Reporting Standards

Roughly 750 customers in Tennessee would spend less time manipulating data out of Procare before uploading to Tennessee reporting.
Richard Ortega over 2 years ago in Data Platform / Defect/Bug 1 Will not do

AGS TE List Enhancements Phase 2

This pertains to: AGS Account and Center Lists.v3 - Power BIWe need to make enhancements to current report so the AGS team can better identify opportunities.
John Margheret over 2 years ago in Data Platform / Power BI Report 1 Already exists

Center Waitlist Analytics

A report containing data pertaining to waitlist statistics for specific (filterable by) centers. This includes creating average, total, median, etc. statistics on centers waitlists as a whole. i.e. a summary report on center's waitlists. Requestor...
John Margheret over 2 years ago in Data Platform / Ad-Hoc Report 0 Will not do

Power BI Pricing Action and Structure Report

TE and Operations is requesting a Power BI report that shows all customers with Pricing Action in the last 12 months, and what that is. If possible, this report also shows customers with changed ownership in the last 12 months. We need to be able ...
John Margheret about 2 years ago in Data Platform / Power BI Report 0 Planned