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Procare Desktop

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Desktop Report: Enrollment Over Time

(with command prompt to pull week over week, month over month, quarter over quarter, year over year, etc.). This report would be an elaboration on Enrolled Status Summary but with the statuses on the y axis and the time increments on the x axis to...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 0

Desktop Report - Lifetime Value of an Account

This report would scrape data from ledger to calculate first off the average revenue per family account. Then it would scrape data from enrollment status (assuming revenue obtained only when the child is tagged as enrolled is what we would like to...
Beth Carlin 2 months ago in Procare Desktop / Internal Facing 0 Future consideration

Adding Corp TE Report: 'POS Transactions Not Posted'

Premier ECE is pressing us to add the TE report available in TE.com as a Corp level report within Desktop. If that report is not available, the customer would need to run their POS transaction reports, and sift through the entire report to pull ou...
Jesse Hartman 4 months ago in Procare Desktop / Enterprise Support 0 Future consideration

include the payer name on the payment reconciliation utility

include the payer name on the payment reconciliation utility
Austin Branham 4 months ago in Procare Desktop / External 1 Will Not Implement

Batch schedule assignment

At the beginning of a school year/term many families change their schedule and centers need to individually add new schedules to children. Being able to batch assign schedules (like classroom graduation) would save center directors lots of time.
Courtney Iversen about 1 year ago in Procare Desktop / External 1 Future consideration

Remove Age Range from Enrollment Status Summary Report

The Enrollment Status Summary Report in Desktop (Reports > Standard Reports > Family Data > Child Enrollment > Enrollment Status Summary) includes a built-in age filter (Age in Months; Range: 0–1200 months). This restriction creates re...
Shannon Nowak 2 months ago in Procare Desktop / External 0 In Review

Add link to Engagement materials under "Connected with Engagement" menu

It is difficult for center owners, directors, and teachers to find engagement help articles because most are held under the Procare Online section of the support site. A quick link to help them find the needed resources (parent-facing content, tra...
Courtney Iversen 12 months ago in Procare Desktop / Internal Facing 2 Will Not Implement

All payment declines should show on the Ledger - Desktop

Currently, not all payments show in Desktop.This can be due to a POS Transaction being run and being automatically declined, a parent payment being declined due to insufficient funds, etc. This leads to confusion between parents and staff and also...
Beth Carlin over 2 years ago in Procare Desktop / Internal Facing 1 Will Not Implement

Reports with address

It would be very useful for our Canadian customers to have a report that meets the info they need for taxes that they can share with their parents. At the moment the reports that show them how much parents pay, do not show the addresses and then n...
Titus Gill over 1 year ago in Procare Desktop / External 0 Will Not Implement

Enhancement to Enrollment Status Summary report

Customer provided feedback about the Enrollment Status Summary report, that it does not display children who are not yet born. This is a gap that would be extremely helpful for centers to help manage infant waiting lists. When you run the report n...
Jesse Hartman 3 months ago in Procare Desktop / Enterprise Support 0