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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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Ingest Payment Methods Data for Online

Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...
Guest 7 months ago in Data Platform / Power BI Report 0

Allow for reports and data dumps of activities other than meals for cacfp

We need at times to check and report for auditors our meal activity and need to be able to export the details. the view in the system is summarized and does not provide the details we or the auditors need. We also need to be able to do analysis of...
Guest 7 months ago in Desktop User Suggestions 0

Prevent Auto Updating of End Dates on Third Party Contracts

Create a Yes/No business level setting called “Auto Update Third Party Contract End Date Upon Child Withdraw Date Entry.” When set to Yes, the default logic will apply. When set to No, end dates on active third party contracts will stay intact eve...
Robert Skylis 7 months ago in SCW 0 Planned

Add more columns to Source Quality (Internal) Report for SW/PE/TE Churn

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/7794e998-66d4-406c-930c-933866222062/ReportSection4e6c15315793747a7138?experience=power-bi Platform Churn: Cancel Date Filter (asuming this is the date the...
Anastasia Goggins 7 months ago in Data Platform / Power BI Report 0 Planned

Report on Salesforce Chatter Topics related to Cases and Accounts

Support uses Chatter Topics to track when a support case is related to a certain dev ticket/issue (ex. PSD-33850). Beth Carlin asked me if we could add either a filter to the chatter topics dashboard for enterprise customers, or a report on the En...
Anastasia Goggins 7 months ago in Data Platform / Power BI Report 0

User/Timestamp data for Enrollment Status

Customer would like to see user and timestamp data for changes made to enrollment status within Desktop that are currently not captured by the system. Ideally they would like to be able to report on changes made to these records but are unable to ...
Jesse Hartman about 1 year ago in Procare Desktop / Enterprise Support 1 Planned

Report to Show any prior month adjustments

We currently cannot get out GLs to balance and we believe it is due to the prior month adjustments being made in the current period for prior periods
Guest about 1 year ago in SCW 0

New import file batch job

Current import file each day sometimes fails, a new batch job would improve the process if/when failure occurs
Mike Mercer about 1 year ago in SCW 0

Changes to Netsuite Files: Related to Bank Reconciliation

We had originally configured the report to lump payment types by date. Due to timing from time to time, a payment batch can straddle two days. Is it possible for ACH and Credit Card payment types to compress if the batch numbers are the same. Belo...
Guest about 2 years ago in SCW 1 Will not implement

Add the ability to mark children "absent" in the Provider App

Currently, it is very easy to mark a child "present" that is not attending. This throws off head counts and requires the provider to go and delete the incorrect time.
Guest almost 5 years ago in SCW 0