Procare Solutions Internal Ideas Portal
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Status Completed
Workspace Data Platform
Categories Power BI Report
Created by John Margheret
Created on Jul 22, 2022

RELATED IDEAS

Create reporting on Payments metrics for specific parent accounts (i.e. Primrose Schools)

This is a request directly from Primrose Schools.

They want the following details regarding their system of schools:

  • CC vs. ACH vs. Both for TE, Stripe, and both TE and Stripe

    • i.e Primrose total payments broken down by type and through what method (TE, Stripe, POS?)

  • TE Payments Processed via Procare Online (Total and Volume)

    • Can we release this information? if they want $$, we may need to push back relating to privacy concerns. If this is the case, can we provide them with transaction counts? I believe this is similar if not the same as what they intend Volume to be

  • Invoices generated vs. Processed through Procare

    • How big of a gap is there between invoices and payments?

    • Reporting on Primrose invoices generated & invoices processed (Total and Volume)

We already have general reporting that is very similar to above in currently live PBI reports. Redash also seems to have a lot of reporting capabilities around this. Might we want to leverage Redash if it is quicker and accurate?



*unrelated: the automation to send ideas to #data_platform_requests only triggers when an idea is updated, not created. I think this is a limitation of Aha!'s integration with Slack, John Margheret will have to investigate if there is a work around.

Summary of Request/Idea Create reporting on Payments metrics for specific parent accounts (i.e. Primrose Schools)
Acceptance Criteria (Requirements) of Request

Create or modify a PBI report(s) to provide the data pertaining to the details above. It should be done so in a manner that can be easily shared with and digested by Primrose Corporate.

Data Needed:

  • Overall Primrose ACH vs. CC vs. Both usage comparisons: Data over time would be a great plus

  • Primrose TE vs. Stripe Usage comparison with breakdown of ACH vs CC vs Both for each: Data over time would be a great plus

  • Primrose TE Payment processed via Procare Online (Total over time and volume)

  • Primrose Invoices generated vs processed through Procare (over time, total and volume)
Department of Request Executive / Leadership
Priority of Request 4 - Very High Priority
  • Attach files