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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 11 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 11 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 11 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 11 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 11 months ago in Data Platform / Power BI Report 0

Client requested a report payments made by family (with child column) amount and date of payment

Due to their families having multiple children in multiple centers they want to easily determine what is paid for each child by month
Tammy Schroeder almost 2 years ago in SCW 0

Client requested update the GL Detail report with Child Name Column added

Client states it is hard to figure out the net billed with just the family name because a lot of families have multiple children so I've been having to go 1 by 1 in the system. This won't be feasible to do every month, especially when we bring on ...
Tammy Schroeder almost 2 years ago in SCW 0

Viewing non linked sibling ledgers from app

If a parent is paying for multiple student's services and those students are not siblings (meaning they are not linked) parents should be able to view both ledgers from the app just like they are able to view from online. There is no way to switch...
Marissa Ryan over 3 years ago in Online Ideas Workspace 0

Enrollment Reports

I have always been able to pull an Enrollment Report telling me the income and enrollment number status per child for each month. Now all of a sudden it is pulling all my summer kids and adding that income and headcount with the regular report. Ve...
Guest 11 months ago in Desktop User Suggestions 0

Ability to change wording in invoice email

Customer does not use TE because they are affiliated with a church that uses its own payment processor. The wording that goes out on the invoice email to parents is very confusing, because it prompts them to pay in the app, which they don't do. Th...
Shelby Hansen over 3 years ago in Online Ideas Workspace 0